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 |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
165
shares
|
$13,203
0.0% of portfolio
|
Q3 2025
Added 60.19%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
162
shares
|
$12,963
0.0% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
155
shares
|
$12,403
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
155
shares
|
$12,403
0.0% of portfolio
|
Q3 2024
Reduced 39.22%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
121
shares
|
$9,682
0.0% of portfolio
|
Q2 2024
Added 348.15%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
115
shares
|
$9,202
0.0% of portfolio
|
Q1 2025
Reduced 42.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
112
shares
|
$8,962
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Oct 16, 2025 Q3 2025 |
72
shares
|
$5,761
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
71
shares
|
$5,681
0.0% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
68
shares
|
$5,441
0.0% of portfolio
|
Q3 2025
Added 21.43%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
66
shares
|
$5,281
0.0% of portfolio
|
Q1 2022
Added 200.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
54
shares
|
$4,321
0.0% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
39
shares
|
$3,120
0.0% of portfolio
|
Q3 2025
Added 160.0%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
36
shares
|
$2,880
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
33
shares
|
$2,640
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
30
shares
|
$2,400
0.0% of portfolio
|
Q2 2021
Reduced 90.57%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
16
shares
|
$1,280
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
15
shares
|
$1,200
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
2
shares
|
$160
0.0% of portfolio
|
Q1 2025
Reduced 97.26%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$80
0.0% of portfolio
|
Q2 2025
Reduced 99.73%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Rebel Financial LLC
Groveport, OH |
Oct 24, 2025 Q3 2025 |
0
shares
|
$0
0.16% of portfolio
|
Q3 2025
Closed
|
|