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 173 institutions that hold shares in the stock, with a total of 7.66 Million shares, which have been reported (via 13F filing form) to have a value of $613 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
978,800
shares
|
$78.3 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
632,597
shares
|
$50.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
409,104
shares
|
$32.7 Million
0.01% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
360,195
shares
|
$28.8 Million
0.7% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
339,328
shares
|
$27.2 Million
0.21% of portfolio
|
Q3 2025
Reduced 13.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
277,426
shares
|
$22.2 Million
0.01% of portfolio
|
Q3 2025
Added 26.72%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
272,231
shares
|
$21.8 Million
0.03% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
269,620
shares
|
$21.6 Million
0.03% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
233,207
shares
|
$18.7 Million
0.03% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
228,185
shares
|
$18.3 Million
0.0% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
218,738
shares
|
$17.5 Million
0.0% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
204,066
shares
|
$16.3 Million
2.57% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
204,066
shares
|
$16.3 Million
0.73% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
189,922
shares
|
$15.2 Million
1.72% of portfolio
|
Q3 2025
Added 71.46%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
187,737
shares
|
$15 Million
0.0% of portfolio
|
Q3 2025
Added 82.16%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
126,698
shares
|
$10.1 Million
1.34% of portfolio
|
Q3 2025
Added 55.57%
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Nov 05, 2025 Q3 2025 |
125,760
shares
|
$10.1 Million
8.97% of portfolio
|
Q3 2025
Added 12.67%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
124,480
shares
|
$9.96 Million
0.0% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
105,150
shares
|
$8.41 Million
0.87% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
103,241
shares
|
$8.26 Million
0.01% of portfolio
|
Q3 2025
Added 115.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
92,846
shares
|
$7.43 Million
0.0% of portfolio
|
Q2 2025
Added 146.97%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
84,881
shares
|
$6.79 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
83,155
shares
|
$6.65 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
83,020
shares
|
$6.64 Million
4.8% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
81,837
shares
|
$6.55 Million
0.84% of portfolio
|
Q3 2025
Added 8.16%
|
|