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 150 institutions that hold shares in the stock, with a total of 5.59 Million shares, which have been reported (via 13F filing form) to have a value of $425 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
14,936
shares
|
$1.13 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
14,260
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2022
Added 88.7%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
14,182
shares
|
$1.08 Million
0.06% of portfolio
|
Q4 2024
Reduced 17.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
13,565
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
13,384
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,310
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.22%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
12,365
shares
|
$939,492
0.04% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
9,093
shares
|
$690,886
0.2% of portfolio
|
Q4 2024
Added 15.42%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
8,640
shares
|
$656,467
0.37% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
8,402
shares
|
$638,383
0.18% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
8,286
shares
|
$629,570
0.08% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
7,486
shares
|
$568,786
0.04% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
7,438
shares
|
$565,139
0.0% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
7,330
shares
|
$556,933
0.08% of portfolio
|
Q1 2024
Added 68.16%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
7,029
shares
|
$534,063
0.15% of portfolio
|
Q4 2024
Added 17.74%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,584
shares
|
$500,252
0.03% of portfolio
|
Q4 2024
Added 57.51%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
6,468
shares
|
$491,438
0.08% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
6,181
shares
|
$469,632
0.0% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,091
shares
|
$462,794
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
6,003
shares
|
$456,107
0.0% of portfolio
|
Q4 2024
Added 61.33%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
5,954
shares
|
$452,384
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
5,674
shares
|
$431,110
0.0% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,472
shares
|
$415,762
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
5,450
shares
|
$414,091
0.0% of portfolio
|
Q4 2024
Reduced 49.97%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
5,445
shares
|
$413,711
0.09% of portfolio
|
Q1 2022
Reduced 4.22%
|