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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,729
shares
|
$298,394
0.0% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
3,617
shares
|
$289,432
0.0% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
3,601
shares
|
$288,152
0.04% of portfolio
|
Q2 2025
Reduced 50.87%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
3,486
shares
|
$278,949
0.0% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,453
shares
|
$276,309
0.02% of portfolio
|
Q2 2024
Added 4.64%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
3,430
shares
|
$274,468
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
3,423
shares
|
$273,908
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
3,392
shares
|
$271,427
0.1% of portfolio
|
Q2 2024
Reduced 14.58%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
3,236
shares
|
$258,944
0.09% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
2,922
shares
|
$233,818
0.0% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
2,841
shares
|
$227,336
0.02% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
2,808
shares
|
$224,696
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,803
shares
|
$224,296
0.02% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Trust Investment Advisors
|
Nov 24, 2025 Q3 2025 |
2,799
shares
|
$223,975
0.13% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,745
shares
|
$219,654
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,706
shares
|
$216,534
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
2,637
shares
|
$211,012
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,608
shares
|
$208,692
0.01% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
2,600
shares
|
$208,052
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,322
shares
|
$185,806
0.01% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,193
shares
|
$175,483
0.0% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
2,074
shares
|
$165,961
0.22% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,944
shares
|
$155,558
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,936
shares
|
$154,918
0.0% of portfolio
|
Q3 2025
Added 104.87%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,500
shares
|
$120,030
0.0% of portfolio
|
Q2 2021
New holding
|
|