Institutional Ownership Ishares Morningstar Mid Cap Va (IMCV)
This table provides information about the institutional ownership of Ishares Morningstar Mid Cap Va (IMCV). We have compiled data on the 165 institutions that hold shares in the stock, with a total of 5.74 Million shares, which have been reported (via 13F filing form) to have a value of $453 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
115
shares
|
$9,059
0.0% of portfolio
|
Q1 2025
Reduced 42.5%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
83
shares
|
$6,538
0.0% of portfolio
|
Q3 2024
Added 15.28%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
81
shares
|
$6,381
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
71
shares
|
$5,593
0.0% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
66
shares
|
$5,199
0.0% of portfolio
|
Q1 2022
Added 200.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
56
shares
|
$4,411
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
54
shares
|
$4,254
0.0% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
54
shares
|
$4,254
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
30
shares
|
$2,363
0.0% of portfolio
|
Q2 2021
Reduced 90.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
15
shares
|
$1,181
0.0% of portfolio
|
Q1 2025
Reduced 99.42%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
13
shares
|
$1,024
0.0% of portfolio
|
Q1 2024
Reduced 98.14%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3
shares
|
$236
0.0% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
2
shares
|
$157
0.0% of portfolio
|
Q1 2025
Reduced 97.26%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|