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 |
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
121
shares
|
$9,327
0.0% of portfolio
|
Q2 2024
Added 348.15%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
115
shares
|
$8,865
0.0% of portfolio
|
Q1 2025
Reduced 42.5%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
103
shares
|
$7,940
0.0% of portfolio
|
Q2 2025
Added 24.1%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jul 29, 2025 Q2 2025 |
72
shares
|
$5,550
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
71
shares
|
$5,473
0.0% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
66
shares
|
$5,087
0.0% of portfolio
|
Q1 2022
Added 200.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
56
shares
|
$4,317
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
54
shares
|
$4,162
0.0% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
36
shares
|
$2,775
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
30
shares
|
$2,312
0.0% of portfolio
|
Q2 2021
Reduced 90.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
15
shares
|
$1,156
0.0% of portfolio
|
Q1 2025
Reduced 99.42%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
15
shares
|
$1,156
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
13
shares
|
$1,002
0.0% of portfolio
|
Q1 2024
Reduced 98.14%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
2
shares
|
$154
0.0% of portfolio
|
Q1 2025
Reduced 97.26%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$77
0.0% of portfolio
|
Q2 2025
Reduced 99.73%
|
|
|
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 |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|