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 173 institutions that hold shares in the stock, with a total of 7.66 Million shares, which have been reported (via 13F filing form) to have a value of $613 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
75,367
shares
|
$6.03 Million
0.0% of portfolio
|
Q3 2025
Added 13.08%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
70,723
shares
|
$5.66 Million
1.08% of portfolio
|
Q3 2022
Added 7.19%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
62,845
shares
|
$5.03 Million
0.03% of portfolio
|
Q3 2025
Added 19.65%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
60,956
shares
|
$4.88 Million
0.03% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
57,894
shares
|
$4.63 Million
0.01% of portfolio
|
Q3 2025
Added 36.48%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
57,093
shares
|
$4.57 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
57,037
shares
|
$4.56 Million
0.82% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
56,837
shares
|
$4.55 Million
0.4% of portfolio
|
Q3 2025
Added 136.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
50,415
shares
|
$4.03 Million
0.01% of portfolio
|
Q3 2025
Added 14.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
47,458
shares
|
$3.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
45,373
shares
|
$3.63 Million
0.0% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 05, 2025 Q3 2025 |
45,069
shares
|
$3.61 Million
0.84% of portfolio
|
Q3 2025
Added 41.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
43,166
shares
|
$3.45 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,424
shares
|
$3.39 Million
0.0% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
40,704
shares
|
$3.26 Million
0.64% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
36,205
shares
|
$2.9 Million
1.85% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
27,593
shares
|
$2.21 Million
0.02% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
27,418
shares
|
$2.19 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
26,138
shares
|
$2.09 Million
0.06% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
25,407
shares
|
$2.03 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
25,146
shares
|
$2.01 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
25,051
shares
|
$2 Million
1.12% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
24,665
shares
|
$1.97 Million
0.29% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
22,656
shares
|
$1.81 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
22,519
shares
|
$1.8 Million
0.12% of portfolio
|
Q4 2023
Added 2.22%
|
|