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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,153
shares
|
$92,263
0.0% of portfolio
|
Q3 2025
Added 128.32%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,079
shares
|
$86,341
0.04% of portfolio
|
Q3 2023
Reduced 2.09%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,010
shares
|
$80,820
0.0% of portfolio
|
Q3 2025
Added 76.27%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
982
shares
|
$78,579
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
960
shares
|
$76,819
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
825
shares
|
$66,016
0.0% of portfolio
|
Q3 2025
Reduced 31.71%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
822
shares
|
$65,776
0.01% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
692
shares
|
$55,373
0.0% of portfolio
|
Q3 2025
Added 43.57%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
642
shares
|
$51,372
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
540
shares
|
$43,210
0.01% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
510
shares
|
$40,810
0.0% of portfolio
|
Q1 2025
Reduced 34.87%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
501
shares
|
$40,090
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
500
shares
|
$40,010
0.0% of portfolio
|
Q1 2025
Reduced 27.01%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
465
shares
|
$37,209
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
439
shares
|
$35,128
0.0% of portfolio
|
Q1 2024
Added 78.46%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
432
shares
|
$34,568
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
352
shares
|
$28,167
0.0% of portfolio
|
Q4 2023
Added 1.44%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
305
shares
|
$24,406
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
300
shares
|
$24,006
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
300
shares
|
$24,006
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
282
shares
|
$22,565
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
267
shares
|
$21,365
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
255
shares
|
$20,405
0.01% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
217
shares
|
$17,364
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
203
shares
|
$16,244
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|