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 |
|---|---|---|---|---|---|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
7,438
shares
|
$595,188
0.0% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
7,058
shares
|
$564,781
0.03% of portfolio
|
Q2 2024
Reduced 40.24%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
6,392
shares
|
$511,487
0.03% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Nov 05, 2025 Q3 2025 |
5,786
shares
|
$462,995
0.24% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
5,738
shares
|
$459,154
0.0% of portfolio
|
Q3 2025
Reduced 10.72%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
5,647
shares
|
$451,872
0.01% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
5,595
shares
|
$447,711
0.08% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
5,445
shares
|
$435,708
0.09% of portfolio
|
Q1 2022
Reduced 4.22%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,412
shares
|
$433,068
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
5,304
shares
|
$424,426
0.01% of portfolio
|
Q2 2022
Reduced 0.11%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
4,988
shares
|
$399,139
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
4,871
shares
|
$389,777
0.0% of portfolio
|
Q3 2025
Reduced 9.29%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
4,830
shares
|
$386,496
0.0% of portfolio
|
Q3 2025
Reduced 13.63%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,768
shares
|
$381,535
0.01% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
4,529
shares
|
$362,410
0.02% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
4,489
shares
|
$359,209
0.0% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,463
shares
|
$357,129
0.01% of portfolio
|
Q2 2020
Reduced 81.03%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
4,348
shares
|
$347,926
0.04% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
4,258
shares
|
$340,725
0.12% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
4,230
shares
|
$338,484
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
4,225
shares
|
$338,084
0.08% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
4,216
shares
|
$337,364
0.05% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
4,202
shares
|
$336,244
0.0% of portfolio
|
Q3 2025
Added 31.44%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
4,167
shares
|
$333,443
0.28% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,837
shares
|
$307,036
0.0% of portfolio
|
Q2 2025
Reduced 25.78%
|
|