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 154 institutions that hold shares in the stock, with a total of 5.6 Million shares, which have been reported (via 13F filing form) to have a value of $400 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 |
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
806,106
shares
|
$57.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
453,205
shares
|
$32.3 Million
0.33% of portfolio
|
Q4 2024
Added 12.13%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
340,525
shares
|
$24.3 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
298,735
shares
|
$21.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
269,620
shares
|
$19.2 Million
0.03% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
198,515
shares
|
$14.2 Million
0.77% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
198,515
shares
|
$14.2 Million
2.48% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
197,852
shares
|
$14.1 Million
0.02% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
191,945
shares
|
$13.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
166,680
shares
|
$11.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
157,764
shares
|
$11.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
126,381
shares
|
$9.02 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
126,111
shares
|
$9 Million
1.41% of portfolio
|
Q1 2025
Added 11.22%
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Apr 24, 2025 Q1 2025 |
108,110
shares
|
$7.72 Million
7.97% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
102,033
shares
|
$7.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
94,180
shares
|
$6.72 Million
0.85% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
83,472
shares
|
$5.96 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
80,098
shares
|
$5.72 Million
5.11% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
76,747
shares
|
$5.48 Million
0.88% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
73,616
shares
|
$5.25 Million
0.01% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
72,096
shares
|
$5.15 Million
0.78% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
70,723
shares
|
$5.05 Million
1.08% of portfolio
|
Q3 2022
Added 7.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
62,756
shares
|
$4.48 Million
0.0% of portfolio
|
Q4 2024
Added 20.77%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
58,183
shares
|
$4.15 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
58,088
shares
|
$4.15 Million
0.01% of portfolio
|
Q4 2024
Added 2.94%
|