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 |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,745
shares
|
$208,565
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,706
shares
|
$205,601
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,701
shares
|
$205,221
0.0% of portfolio
|
Q4 2024
Added 209.75%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,687
shares
|
$204,158
0.01% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,567
shares
|
$195,040
0.01% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,010
shares
|
$152,719
0.0% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
2,010
shares
|
$152,719
0.2% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,528
shares
|
$116,097
0.01% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,500
shares
|
$113,970
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,407
shares
|
$106,903
0.01% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,404
shares
|
$106,675
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,200
shares
|
$91,176
0.0% of portfolio
|
Q3 2022
Reduced 20.0%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,079
shares
|
$81,982
0.04% of portfolio
|
Q3 2023
Reduced 2.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,022
shares
|
$77,651
0.0% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
960
shares
|
$72,940
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
783
shares
|
$59,492
0.01% of portfolio
|
Q4 2024
Added 53.53%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
685
shares
|
$52,046
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
662
shares
|
$50,298
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
642
shares
|
$48,779
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
582
shares
|
$44,220
0.0% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
540
shares
|
$41,029
0.01% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
439
shares
|
$33,355
0.0% of portfolio
|
Q1 2024
Added 78.46%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
352
shares
|
$26,744
0.0% of portfolio
|
Q4 2023
Added 1.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
325
shares
|
$24,693
0.0% of portfolio
|
Q2 2023
Reduced 73.14%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
310
shares
|
$23,553
0.0% of portfolio
|
Q3 2024
New holding
|