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 5.58 Million shares, which have been reported (via 13F filing form) to have a value of $424 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
5,444
shares
|
$413,744
0.01% of portfolio
|
Q4 2024
Added 84.79%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
5,439
shares
|
$413,364
0.0% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
5,409
shares
|
$411,084
0.02% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
5,370
shares
|
$408,120
0.0% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
5,304
shares
|
$403,104
0.01% of portfolio
|
Q2 2022
Reduced 0.11%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
4,919
shares
|
$373,844
0.0% of portfolio
|
Q4 2024
Added 85.48%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
4,529
shares
|
$344,204
0.03% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
4,476
shares
|
$340,176
0.04% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,463
shares
|
$339,188
0.01% of portfolio
|
Q2 2020
Reduced 81.03%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
4,274
shares
|
$324,824
0.04% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
4,256
shares
|
$323,456
0.12% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
4,233
shares
|
$321,708
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
3,931
shares
|
$298,756
0.17% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,574
shares
|
$271,624
0.0% of portfolio
|
Q4 2024
Reduced 41.32%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
3,453
shares
|
$262,428
0.02% of portfolio
|
Q2 2024
Added 4.64%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
3,430
shares
|
$260,680
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
3,404
shares
|
$258,704
0.0% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
3,392
shares
|
$257,792
0.13% of portfolio
|
Q2 2024
Reduced 14.58%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
3,300
shares
|
$250,800
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
3,270
shares
|
$248,520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
3,200
shares
|
$243,200
0.0% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
3,015
shares
|
$229,140
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
2,826
shares
|
$214,776
0.02% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
2,808
shares
|
$213,408
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,803
shares
|
$213,028
0.02% of portfolio
|
Q4 2024
Reduced 5.11%
|