Who owns iShares Morningstar Mid Value Idx?
- Ticker: IMCV
- CUSIP Number: 464288406
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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 | $96M | 3% | Sep 2026 |
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| Ameriprise Financial | 488k | $45M | 20% | Jun 2026 |
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| LPL Financial | 474k | $44M | 9% | Sep 2026 |
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| Raymond James Financial | 468k | $43M | 5% | Jun 2026 |
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| Orgel Wealth Management | 316k | $29M | -8% | Sep 2026 |
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| Commonwealth Equity Services | 281k | $26M | 9% | Sep 2026 |
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| Black Diamond Financial | 267k | $25M | 9% | Sep 2026 |
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| Wells Fargo & Company | 248k | $23M | -1% | Jun 2026 |
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| Advisor Group Holdings | 235k | $22M | 2% | Jun 2026 |
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| Matrix Trust | 210k | $19M | 0% | Sep 2026 |
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| Steele Capital Management | 210k | $19M | 1% | Jun 2026 |
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| Bank of America Corporation | 203k | $19M | 0% | Jun 2026 |
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| UBS Group | 192k | $18M | -2% | Jun 2026 |
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| Granville Capital | 167k | $15M | 7% | Sep 2026 |
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| Marietta Wealth Management | 132k | $13M | -3% | Sep 2026 |
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| swisspartners Advisors | 129k | $12M | 1% | Sep 2026 |
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| Envestnet Asset Management | 126k | $12M | -1% | Jun 2026 |
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| Cetera Investment Advisers | 123k | $11M | 12% | Jun 2026 |
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| Rodgers & Associates | 120k | $11M | 0% | Sep 2026 |
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| Royal Bank of Canada | 104k | $9.4M | 7% | Jun 2026 |
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| Bedel Financial Consulting | 102k | $9.4M | 4% | Sep 2026 |
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| Ipsen Advisor Group | 83k | $7.6M | -3% | Sep 2026 |
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| Clark Capital Management Group | 82k | $7.5M | -1% | Jun 2026 |
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| GHP Investment Advisors | 80k | $7.3M | -2% | Sep 2026 |
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| Davenport & Co | 74k | $6.8M | 6% | Jun 2026 |
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| Lebenthal Global Advisors | 59k | $5.4M | -9% | Sep 2026 |
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| Advisory Solutions Group | 58k | $5.3M | 100% | Sep 2026 |
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| Cambridge Investment Research Advisors | 58k | $5.3M | 2% | Sep 2026 |
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| Mariner Wealth Advisors | 57k | $5.2M | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 54k | $5.0M | -56% | Jun 2026 |
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| DDFG | 53k | $4.8B | 2% | Sep 2026 |
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| Susquehanna International | 49k | $4.4M | 100% | Jun 2026 |
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| Equitable Holdings | 47k | $4.3M | -86% | Jun 2026 |
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| Stifel Financial | 45k | $4.1M | 0% | Jun 2026 |
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| Creative Planning | 44k | $4.1M | -3% | Sep 2026 |
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| Captrust Financial Advisors | 44k | $4.0M | -3% | Jun 2026 |
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| EP Wealth Advisors | 44k | $4.0M | 1% | Jun 2026 |
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| Sovran Advisors | 42k | $4.0M | -25% | Jun 2026 |
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| Jane Street | 39k | $3.6M | 1176% | Jun 2026 |
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| Aire Advisors | 38k | $3.5M | 0% | Sep 2026 |
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| Millstone Evans Group | 37k | $3.4M | -4% | Jun 2026 |
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| Baird Financial | 36k | $3.3M | 0% | Jun 2026 |
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| Goldman Sachs Group | 32k | $3.0M | 310% | Jun 2026 |
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| Merit Financial Group | 30k | $2.7M | 1% | Sep 2026 |
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| Dynamic Advisors Solutions | 29k | $2.7M | 3% | Sep 2026 |
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| Mml Investors Services | 26k | $2.4M | -2% | Jun 2026 |
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| Caliber Wealth Management, Llc / Ks | 24k | $2.2M | -4% | Sep 2026 |
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| Diversify Advisory Services | 24k | $2.3M | -2% | Sep 2026 |
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| Diversify Wealth Management | 24k | $2.3M | -2% | Sep 2026 |
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| Colony | 23k | $2.1M | -6% | Jun 2026 |
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| LRI Investments | 23k | $2.1M | 0% | Jun 2026 |
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| Principal Securities | 21k | $1.9M | 0% | Jun 2026 |
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| Allegheny Financial Group | 21k | $1.9M | 18% | Sep 2026 |
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| James J. Burns & Company | 19k | $1.7M | 0% | Sep 2026 |
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| Jones Financial Companies, L.L | 19k | $1.7M | 82% | Jun 2026 |
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| Courage Miller Partners | 17k | $1.6M | -2% | Sep 2026 |
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| Park Avenue Securities | 16k | $1.5M | 2% | Sep 2026 |
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| CI Private Wealth | 16k | $1.5M | 0% | Jun 2026 |
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| PCA Investment Advisory Services | 14k | $1.3M | 0% | Sep 2026 |
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| M^T Bank Corporation | 14k | $1.3M | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 13k | $1.2M | 100% | Jun 2026 |
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| Fifth Third Bancorp | 13k | $1.2M | 0% | Sep 2026 |
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| Signature Securities Group Corporation | 13k | $1.2M | -11% | Sep 2026 |
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| J.w. Cole Advisors | 13k | $1.2M | 7% | Sep 2026 |
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| Citigroup | 12k | $1.1M | 48% | Sep 2026 |
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| LaFleur & Godfrey | 11k | $991k | 4% | Sep 2026 |
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| Wealth Enhancement Advisory Services | 11k | $1.0M | -1% | Sep 2026 |
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| Retirement Planning Group | 10k | $922k | 0% | Sep 2026 |
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| Madison Wealth Partners | 9.9k | $905k | 2% | Jun 2026 |
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| Stratos Wealth Partners | 9.8k | $900k | 263% | Jun 2026 |
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| Sentinel Advisory Group | 9.2k | $846k | -6% | Sep 2026 |
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| Brand Asset Management Group | 9.2k | $842k | -1% | Jun 2026 |
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| Pacific Sun Financial Corp | 8.3k | $758k | 0% | Jun 2026 |
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| Jim Saulnier & Associates | 8.2k | $752k | -31% | Sep 2026 |
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| Flagship Harbor Advisors | 7.6k | $701k | 2% | Sep 2026 |
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| First Manhattan | 7.4k | $680k | 0% | Jun 2026 |
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| D.A. Davidson & Co. | 7.2k | $658k | 11% | Sep 2026 |
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| Kestra Advisory Services | 6.9k | $636k | -73% | Sep 2026 |
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| Nuveen | 6.5k | $596k | 100% | Jun 2026 |
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| Geneos Wealth Management | 6.4k | $588k | 0% | Jun 2026 |
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| Trivant Custom Portfolio Group | 6.2k | $568k | 2% | Jun 2026 |
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| Sage Financial | 6.1k | $561k | -2% | Sep 2026 |
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| Tower Research Capital | 6.1k | $553k | 413% | Jun 2026 |
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| Janney Montgomery Scott | 5.8k | $526k | 0% | Jun 2026 |
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| Vise Technologies | 5.6k | $516k | 0% | Sep 2026 |
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| Integrated Wealth Concepts | 5.5k | $503k | 8% | Jun 2026 |
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| Prime Capital Investment Advisors | 5.3k | $487k | 0% | Sep 2026 |
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| Gwn Securities | 5.1k | $467k | 7% | Jun 2026 |
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| Savant Capital Management | 5.1k | $469k | 100% | Sep 2026 |
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| FMR | 5.0k | $453k | 34% | Jun 2026 |
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| Woodard & Co Asset Management Group | 4.7k | $431k | -1% | Sep 2026 |
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| Parallel Advisors | 4.6k | $422k | -2% | Sep 2026 |
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| Willis Johnson & Associates | 4.5k | $416k | 0% | Sep 2026 |
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| Farther Finance Advisors | 4.3k | $396k | -12% | Sep 2026 |
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| Goss Wealth Management | 4.3k | $394k | 123% | Jun 2026 |
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| Cape Investment Advisory | 4.2k | $389k | 0% | Sep 2026 |
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| Summit Asset Management | 4.2k | $387k | 0% | Sep 2026 |
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| Mercer Global Advisors | 4.0k | $370k | 45% | Jun 2026 |
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| WealthTrak Capital Management | 4.0k | $369k | -2% | Jun 2026 |
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| Nations Financial Group | 3.7k | $340k | 100% | Sep 2026 |
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| Revisor Wealth Management | 3.6k | $346k | -3% | Sep 2026 |
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| Altfest L J & Co | 3.6k | $330k | 0% | Sep 2026 |
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| Trust Investment Advisors | 3.6k | $326k | 100% | Sep 2026 |
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| HighTower Advisors | 3.5k | $320k | -15% | Jun 2026 |
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| Plante Moran Financial Advisors | 3.5k | $317k | 0% | Sep 2026 |
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| Oakworth Capital | 3.4k | $315k | 0% | Sep 2026 |
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| New Insight Wealth Advisors | 3.4k | $310k | 0% | Jun 2026 |
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| Glass Jacobson Investment Advisors | 3.3k | $301k | 26% | Sep 2026 |
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| Transcend Wealth Collective | 3.2k | $292k | 8% | Jun 2026 |
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| Odyssey Capital Advisors | 3.1k | $288k | 2% | Sep 2026 |
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| Ohe Financial | 3.1k | $286k | 0% | Jun 2026 |
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| Us Bancorp | 3.1k | $280k | -3% | Sep 2026 |
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| Bellecapital International | 3.0k | $273k | 0% | Sep 2026 |
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| Lawood & Co | 2.8k | $261k | 0% | Sep 2026 |
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| Portland Financial Advisors | 2.8k | $259k | 4% | Sep 2026 |
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| Bouchey Financial | 2.8k | $257k | 0% | Jun 2026 |
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| Cresset Asset Management | 2.7k | $251k | 0% | Jun 2026 |
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| Silvercrest Asset Management Group | 2.7k | $247k | 0% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 2.5k | $226k | 0% | Jun 2026 |
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| International Assets Investment Management | 2.3k | $211k | -10% | Sep 2026 |
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| Nwam | 2.3k | $208k | 100% | Jun 2026 |
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| Harbour Investments | 2.2k | $204k | -1% | Jun 2026 |
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| Lifeworks Advisors | 2.2k | $203k | 100% | Jun 2026 |
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| Founders Grove Wealth Partners | 2.2k | $202k | 0% | Sep 2026 |
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| Horst & Graben Wealth Management | 2.2k | $201k | 0% | Sep 2026 |
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| Evergreen Wealth Solutions | 2.1k | $210k | 100% | Jun 2026 |
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| Smartleaf Asset Management | 2.1k | $195k | 0% | Jun 2026 |
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| Global Retirement Partners | 1.9k | $175k | 100% | Jun 2026 |
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| Basepoint Wealth | 1.7k | $152k | 0% | Jun 2026 |
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| BFC Planning | 1.6k | $146k | -4% | Jun 2026 |
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| Berthel, Fisher & Company Financial Services | 1.6k | $146k | -1% | Jun 2026 |
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| BlackRock | 1.5k | $137k | 0% | Jun 2026 |
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| Assetmark | 858.00 | $79k | 19% | Sep 2026 |
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| GK Wealth Management | 825.00 | $76k | 100% | Sep 2026 |
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| Aptus Capital Advisors | 825.00 | $75k | 0% | Jun 2026 |
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| Ashton Thomas Private Wealth | 804.00 | $74k | 0% | Sep 2026 |
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| SRS Capital Advisors | 684.00 | $63k | 100% | Jun 2026 |
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| Operose Advisors | 642.00 | $59k | 0% | Jun 2026 |
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| Barnes Dennig Private Wealth Management | 641.00 | $59k | -2% | Sep 2026 |
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| Aberdeen Wealth Management | 600.00 | $55k | 100% | Jun 2026 |
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| O'shaughnessy Asset Management | 591.00 | $54k | -78% | Jun 2026 |
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| Pnc Financial Services | 576.00 | $53k | 0% | Sep 2026 |
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| Parkside Financial Bank & Trust | 517.00 | $48k | 0% | Sep 2026 |
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| GGM Financials | 511.00 | $47k | 1% | Sep 2026 |
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| Hm Payson & Co | 500.00 | $46k | 0% | Jun 2026 |
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| Mather Group | 399.00 | $37k | 100% | Sep 2026 |
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| Sunrise Financial Services | 330.00 | $30k | 0% | Sep 2026 |
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| Nbc Securities | 300.00 | $28k | 0% | Sep 2026 |
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| Russell Investments | 283.00 | $26k | -15% | Sep 2026 |
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| Hanson McClain Advisors | 268.00 | $25k | 0% | Sep 2026 |
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| N.E.W. Advisory Services | 262.00 | $24k | 0% | Jun 2026 |
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| Hantz Financial Services | 214.00 | $20k | 100% | Jun 2026 |
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| Chilton Capital Management | 100.00 | $9.2k | -89% | Sep 2026 |
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| Private Trust Co Na | 47.00 | $4.3k | -94% | Sep 2026 |
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Who sold out of iShares Morningstar Mid Value Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Private Advisor | Mar 2026 | 5.1k | $429k |
| rebel Financial | Jun 2026 | 4.6k | $422k |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Mar 2026 | 3.5k | $298k |
| M. Kulyk & Associates | Mar 2026 | 2.9k | $244k |
| Beacon Financial | Jun 2026 | 2.9k | $261k |
| 5T Wealth | Mar 2026 | 2.5k | $214k |
| Independent Advisor Alliance | Mar 2026 | 2.4k | $204k |
| Guardian Wealth Advisors, Llc / Nc | Mar 2026 | 825.00 | $70k |
| Bessemer | Mar 2026 | 621.00 | $53k |
| Steward Partners Investment Advisory | Mar 2026 | 462.00 | $39k |
| MCF Advisors | Jun 2026 | 300.00 | $27k |