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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
20,929
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
19,753
shares
|
$1.58 Million
0.48% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
19,621
shares
|
$1.57 Million
0.05% of portfolio
|
Q3 2025
Added 16.96%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
19,093
shares
|
$1.53 Million
0.23% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
18,455
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
18,198
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
17,750
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
16,633
shares
|
$1.33 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
16,331
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
16,253
shares
|
$1.3 Million
0.41% of portfolio
|
Q3 2025
Reduced 29.7%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
16,136
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Added 150.48%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
14,248
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
13,727
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
13,590
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
13,524
shares
|
$1.08 Million
0.41% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
12,648
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Added 36.48%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
12,367
shares
|
$989,607
0.04% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
12,311
shares
|
$985,126
0.0% of portfolio
|
Q2 2025
Reduced 10.6%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
10,319
shares
|
$825,726
0.0% of portfolio
|
Q3 2025
Added 11.53%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
10,053
shares
|
$804,441
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
8,983
shares
|
$718,819
0.16% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
8,776
shares
|
$702,255
0.09% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
8,679
shares
|
$694,493
0.0% of portfolio
|
Q3 2025
Added 14.77%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,268
shares
|
$661,605
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
8,110
shares
|
$648,962
0.33% of portfolio
|
Q3 2025
Reduced 0.25%
|
|