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 168 institutions that hold shares in the stock, with a total of 6.21 Million shares, which have been reported (via 13F filing form) to have a value of $479 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
60,956
shares
|
$4.7 Million
0.03% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
58,333
shares
|
$4.5 Million
0.01% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
55,748
shares
|
$4.3 Million
0.81% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
52,522
shares
|
$4.05 Million
0.02% of portfolio
|
Q2 2025
Added 78.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
50,321
shares
|
$3.88 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
47,852
shares
|
$3.69 Million
0.01% of portfolio
|
Q2 2025
Added 115.99%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
43,890
shares
|
$3.38 Million
0.01% of portfolio
|
Q2 2025
Added 554.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
43,502
shares
|
$3.35 Million
0.0% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
43,166
shares
|
$3.33 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,424
shares
|
$3.27 Million
0.0% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
42,420
shares
|
$3.27 Million
0.01% of portfolio
|
Q2 2025
Added 25.51%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
40,696
shares
|
$3.14 Million
0.64% of portfolio
|
Q2 2025
Added 9.2%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
38,783
shares
|
$2.99 Million
2.01% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
31,915
shares
|
$2.46 Million
0.61% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
27,722
shares
|
$2.14 Million
0.49% of portfolio
|
Q2 2025
Added 91.45%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
27,450
shares
|
$2.12 Million
0.02% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
26,647
shares
|
$2.05 Million
0.31% of portfolio
|
Q2 2025
Added 18.0%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
26,375
shares
|
$2.03 Million
1.37% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
25,742
shares
|
$1.98 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
25,541
shares
|
$1.97 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
25,407
shares
|
$1.96 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
24,024
shares
|
$1.85 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
23,119
shares
|
$1.78 Million
0.5% of portfolio
|
Q2 2025
Reduced 15.61%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
22,656
shares
|
$1.75 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
22,519
shares
|
$1.74 Million
0.12% of portfolio
|
Q4 2023
Added 2.22%
|