Who owns iShares Morningstar Mid Value Idx?
- Ticker: IMCV
- CUSIP Number: 464288406
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Morningstar Mid Value Idx with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Morningstar Mid Value Idx stock
Who bought or sold iShares Morningstar Mid Value Idx this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Vantagepoint Investment Advisers | 1.0M | $83M | 3% | Dec 2025 |
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| Raymond James Financial | 449k | $37M | 10% | Dec 2025 |
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| Orgel Wealth Management | 358k | $30M | -1% | Dec 2025 |
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| LPL Financial | 339k | $28M | 22% | Dec 2025 |
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| Equitable Holdings | 331k | $27M | -2% | Dec 2025 |
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| Commonwealth Equity Services | 292k | $24M | 7% | Dec 2025 |
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| Wells Fargo & Company | 261k | $22M | 19% | Dec 2025 |
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| Ameriprise Financial | 236k | $19M | 213% | Dec 2025 |
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| Black Diamond Financial | 223k | $18M | 17% | Dec 2025 |
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| Advisor Group Holdings | 217k | $18M | -7% | Dec 2025 |
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| Matrix Trust | 207k | $17M | 1% | Dec 2025 |
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| Steele Capital Management | 207k | $17M | 1% | Dec 2025 |
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| UBS Group | 194k | $16M | 3% | Dec 2025 |
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| Marietta Wealth Management | 128k | $11M | 1% | Dec 2025 |
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| swisspartners Advisors | 128k | $11M | 1% | Dec 2025 |
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| Envestnet Asset Management | 118k | $9.7M | -5% | Dec 2025 |
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| Rodgers & Associates | 112k | $9.2M | 6% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 97k | $8.0M | 105% | Dec 2025 |
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| Cetera Investment Advisers | 96k | $7.9M | -7% | Dec 2025 |
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| Royal Bank of Canada | 93k | $7.6M | 0% | Sep 2025 |
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| Bedel Financial Consulting | 86k | $7.1M | 5% | Dec 2025 |
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| Clark Capital Management Group | 85k | $6.8M | -6% | Sep 2025 |
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| Ipsen Advisor Group | 84k | $6.9M | 1% | Dec 2025 |
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| GHP Investment Advisors | 83k | $6.8M | -1% | Dec 2025 |
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| Davenport & Co | 66k | $5.4M | 5% | Dec 2025 |
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| Lebenthal Global Advisors | 61k | $5.0M | 6% | Dec 2025 |
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| Mariner Wealth Advisors | 56k | $4.6M | -1% | Dec 2025 |
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| Sovran Advisors | 55k | $4.7M | -4% | Dec 2025 |
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| Cambridge Investment Research Advisors | 51k | $4.2M | 0% | Dec 2025 |
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| DDFG | 47k | $3.9B | 4% | Dec 2025 |
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| Captrust Financial Advisors | 47k | $3.8M | 279% | Dec 2025 |
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| Stifel Financial | 46k | $3.8M | 1% | Dec 2025 |
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| Creative Planning | 44k | $3.7M | 175% | Dec 2025 |
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| EP Wealth Advisors | 43k | $3.6M | 0% | Dec 2025 |
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| Aire Advisors | 41k | $3.3M | 0% | Dec 2025 |
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| Millstone Evans Group | 38k | $3.2M | 6% | Dec 2025 |
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| Mml Investors Services | 28k | $2.3M | -51% | Dec 2025 |
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| Merit Financial Group | 28k | $2.3M | 1% | Dec 2025 |
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| Vivaldi Capital Management | 28k | $2.3M | 12% | Dec 2025 |
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| Burt Wealth Advisors | 27k | $2.2M | -1% | Sep 2025 |
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| Dynamic Advisors Solutions | 27k | $2.2M | 4% | Dec 2025 |
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| Jim Saulnier & Associates | 25k | $2.1M | 1% | Dec 2025 |
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| Caliber Wealth Management, Llc / Ks | 25k | $2.0M | -1% | Dec 2025 |
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| Colony | 24k | $2.0M | -2% | Dec 2025 |
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| LRI Investments | 23k | $1.9M | 0% | Dec 2025 |
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| Diversify Advisory Services | 20k | $1.7M | 4% | Dec 2025 |
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| Principal Securities | 20k | $1.7M | -4% | Dec 2025 |
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| James J. Burns & Company | 19k | $1.6M | 0% | Dec 2025 |
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| Courage Miller Partners | 19k | $1.5M | -5% | Dec 2025 |
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| Baird Financial | 18k | $1.5M | 1% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 18k | $1.5M | 8% | Dec 2025 |
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| CI Private Wealth | 17k | $1.4M | -5% | Dec 2025 |
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| Goldman Sachs Group | 17k | $1.4M | -11% | Dec 2025 |
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| Retirement Planning Group | 16k | $1.3M | -2% | Dec 2025 |
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| Signature Securities Group Corporation | 16k | $1.3M | -1% | Dec 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 15k | $1.3M | 100% | Dec 2025 |
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| PCA Investment Advisory Services | 14k | $1.1M | 2% | Dec 2025 |
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| M^T Bank Corporation | 14k | $1.1M | 0% | Dec 2025 |
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| Brian McDonald | 14k | $1.1M | 0% | Dec 2025 |
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| Jpmorgan Chase & Co | 13k | $1.0M | 100% | Sep 2025 |
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| Level Four Advisory Services | 12k | $1.0M | 0% | Dec 2025 |
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| LaFleur & Godfrey | 9.8k | $810k | 12% | Dec 2025 |
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| Brand Asset Management Group | 9.6k | $794k | -4% | Dec 2025 |
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| Madison Wealth Partners | 8.9k | $732k | -1% | Dec 2025 |
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| Kestra Advisory Services | 8.4k | $694k | -3% | Dec 2025 |
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| Pacific Sun Financial Corp | 8.2k | $675k | 1% | Dec 2025 |
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| First Manhattan | 7.4k | $612k | 0% | Dec 2025 |
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| Flagship Harbor Advisors | 7.0k | $580k | 0% | Dec 2025 |
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| Allegheny Financial Group | 6.9k | $565k | 100% | Dec 2025 |
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| Geneos Wealth Management | 6.4k | $527k | 18% | Dec 2025 |
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| Sage Financial | 6.4k | $526k | 0% | Dec 2025 |
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| Janney Montgomery Scott | 5.8k | $474k | 18% | Dec 2025 |
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| Integrated Wealth Concepts | 5.7k | $471k | 0% | Dec 2025 |
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| Vise Technologies | 5.6k | $463k | 100% | Dec 2025 |
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| Jones Financial Companies, L.L | 5.6k | $463k | 25% | Dec 2025 |
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| D.A. Davidson & Co. | 5.5k | $455k | 31% | Dec 2025 |
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| Runnymede Capital Advisors | 5.5k | $453k | 100% | Dec 2025 |
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| Trivant Custom Portfolio Group | 5.5k | $453k | -5% | Dec 2025 |
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| Prime Capital Investment Advisors | 5.3k | $437k | 0% | Dec 2025 |
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| Private Advisor | 5.1k | $416k | 1% | Dec 2025 |
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| Woodard & Co Asset Management Group | 4.7k | $388k | -16% | Dec 2025 |
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| Parallel Advisors | 4.7k | $387k | -1% | Dec 2025 |
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| Gwn Securities | 4.6k | $379k | 9% | Dec 2025 |
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| Willis Johnson & Associates | 4.5k | $373k | 0% | Dec 2025 |
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| Cape Investment Advisory | 4.2k | $349k | 100% | Dec 2025 |
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| Summit Asset Management | 4.2k | $347k | 0% | Dec 2025 |
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| Chilton Capital Management | 3.9k | $320k | -8% | Dec 2025 |
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| CWM | 3.8k | $316k | 0% | Dec 2025 |
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| HighTower Advisors | 3.8k | $309k | 1% | Dec 2025 |
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| Us Bancorp | 3.7k | $305k | 221% | Dec 2025 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.7k | $302k | 7% | Dec 2025 |
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| Kestra Private Wealth Services | 3.6k | $298k | 0% | Dec 2025 |
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| Altfest L J & Co | 3.6k | $297k | 0% | Dec 2025 |
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| Plante Moran Financial Advisors | 3.5k | $284k | 0% | Dec 2025 |
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| Oakworth Capital | 3.4k | $282k | 0% | Dec 2025 |
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| FMR | 3.4k | $275k | 1% | Sep 2025 |
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| New Insight Wealth Advisors | 3.4k | $279k | 0% | Dec 2025 |
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| Skopos Labs | 3.2k | $267k | 100% | Dec 2025 |
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| Ohe Financial | 3.1k | $256k | -28% | Dec 2025 |
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| Summit Financial | 3.0k | $247k | 2% | Dec 2025 |
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| Lawood & Co | 2.8k | $234k | 100% | Dec 2025 |
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| Beacon Financial | 2.8k | $228k | 0% | Sep 2025 |
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| Bouchey Financial | 2.8k | $231k | 0% | Dec 2025 |
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| Transcend Wealth Collective | 2.8k | $231k | 0% | Dec 2025 |
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| Cresset Asset Management | 2.7k | $226k | 0% | Dec 2025 |
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| Stratos Wealth Partners | 2.7k | $223k | 100% | Dec 2025 |
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| Silvercrest Asset Management Group | 2.7k | $218k | 0% | Sep 2025 |
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| Odyssey Capital Advisors | 2.6k | $218k | 100% | Dec 2025 |
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| O'shaughnessy Asset Management | 2.6k | $217k | 500% | Dec 2025 |
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| Revisor Wealth Management | 2.6k | $225k | -19% | Dec 2025 |
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| Portland Financial Advisors | 2.6k | $214k | 0% | Dec 2025 |
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| 5T Wealth | 2.5k | $208k | -4% | Dec 2025 |
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| Global Retirement Partners | 2.2k | $179k | -1% | Dec 2025 |
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| Aptus Capital Advisors | 2.1k | $172k | 153% | Dec 2025 |
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| Smartleaf Asset Management | 2.0k | $168k | -13% | Dec 2025 |
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| Harbour Investments | 2.0k | $166k | 5072% | Dec 2025 |
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| William Blair $ Company | 1.9k | $156k | 100% | Sep 2025 |
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| Goss Wealth Management | 1.9k | $159k | 0% | Dec 2025 |
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| Basepoint Wealth | 1.7k | $137k | 100% | Dec 2025 |
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| BlackRock | 1.5k | $124k | 0% | Dec 2025 |
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| Private Trust Co Na | 854.00 | $70k | 4% | Dec 2025 |
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| Assetmark | 711.00 | $59k | 3% | Dec 2025 |
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| Farther Finance Advisors | 698.00 | $58k | 523% | Dec 2025 |
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| Operose Advisors | 642.00 | $53k | 0% | Dec 2025 |
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| Pnc Financial Services | 574.00 | $47k | -43% | Dec 2025 |
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| McIlrath & Eck | 540.00 | $45k | 0% | Dec 2025 |
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| Parkside Financial Bank & Trust | 510.00 | $42k | 0% | Dec 2025 |
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| GGM Financials | 504.00 | $42k | 1% | Dec 2025 |
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| Hm Payson & Co | 500.00 | $41k | 0% | Dec 2025 |
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| Bogart Wealth | 466.00 | $38k | 0% | Dec 2025 |
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| Wealth Watch Advisors | 432.00 | $36k | 0% | Dec 2025 |
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| Russell Investments | 351.00 | $29k | 394% | Dec 2025 |
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| Crews Bank & Trust | 305.00 | $25k | 0% | Dec 2025 |
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| MCF Advisors | 300.00 | $25k | 0% | Dec 2025 |
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| Nbc Securities | 300.00 | $25k | 0% | Dec 2025 |
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| Gleason Group | 269.00 | $22k | 1% | Dec 2025 |
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| Hanson McClain Advisors | 268.00 | $22k | 100% | Dec 2025 |
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| N.E.W. Advisory Services | 262.00 | $22k | 100% | Dec 2025 |
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| TD Capital Management | 204.00 | $17k | 0% | Dec 2025 |
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| Barnes Dennig Private Wealth Management | 164.00 | $14k | 100% | Dec 2025 |
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| Salomon & Ludwin | 161.00 | $14k | -1% | Dec 2025 |
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| Creative Financial Designs | 156.00 | $13k | 1% | Dec 2025 |
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| AdvisorNet Financial | 155.00 | $13k | 0% | Dec 2025 |
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| Summit Investment Advisors | 115.00 | $9.5k | 0% | Dec 2025 |
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| Archer Investment Corp | 93.00 | $7.7k | -44% | Dec 2025 |
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| Gladwyn Financial Advisors | 73.00 | $6.0k | 1% | Dec 2025 |
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| Ancora Advisors | 66.00 | $5.4k | 0% | Dec 2025 |
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| Huntington National Bank | 63.00 | $5.2k | 6200% | Dec 2025 |
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| Pinnacle Bank | 57.00 | $4.7k | -16% | Dec 2025 |
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Who sold out of iShares Morningstar Mid Value Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Park Avenue Securities | Sep 2025 | 14k | $1.1M |
| Jane Street | Sep 2025 | 8.3k | $664k |
| J.w. Cole Advisors | Sep 2025 | 5.6k | $454k |
| Savant Capital Management | Sep 2025 | 4.8k | $388k |
| Trust Investment Advisors | Sep 2025 | 2.8k | $225k |
| Western Wealth Management | Sep 2025 | 2.6k | $210k |
| Clear Investment Research | Sep 2025 | 2.1k | $167k |
| Sontag Advisory | Sep 2025 | 982.00 | $79k |
| Hopwood Financial Services | Sep 2025 | 960.00 | $77k |
| Zrc Wealth Management | Sep 2025 | 255.00 | $21k |