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 | $93M | 5% | Jun 2026 |
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| Morgan Stanley | 611k | $52M | 4% | Mar 2026 |
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| Ameriprise Financial | 488k | $45M | 20% | Jun 2026 |
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| Raymond James Financial | 468k | $43M | 5% | Jun 2026 |
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| LPL Financial | 434k | $40M | 17% | Jun 2026 |
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| Orgel Wealth Management | 342k | $31M | 0% | Jun 2026 |
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| Commonwealth Equity Services | 257k | $24M | -5% | Jun 2026 |
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| Wells Fargo & Company | 248k | $23M | -1% | Jun 2026 |
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| Black Diamond Financial | 246k | $22M | 13% | Jun 2026 |
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| Advisor Group Holdings | 235k | $22M | 2% | Jun 2026 |
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| Matrix Trust | 210k | $19M | 1% | Jun 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 | 156k | $14M | 2% | Jun 2026 |
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| Marietta Wealth Management | 136k | $12M | 4% | Jun 2026 |
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| swisspartners Advisors | 128k | $12M | 0% | Jun 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 | $10M | 7% | Mar 2026 |
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| Royal Bank of Canada | 104k | $9.4M | 7% | Jun 2026 |
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| Bedel Financial Consulting | 98k | $8.9M | 7% | Jun 2026 |
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| Ipsen Advisor Group | 86k | $7.8M | 1% | Jun 2026 |
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| Clark Capital Management Group | 82k | $7.5M | -1% | Jun 2026 |
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| GHP Investment Advisors | 81k | $7.4M | 0% | Jun 2026 |
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| Davenport & Co | 74k | $6.8M | 6% | Jun 2026 |
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| Lebenthal Global Advisors | 65k | $5.9M | 5% | Jun 2026 |
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| Mariner Wealth Advisors | 57k | $5.2M | 0% | Jun 2026 |
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| Cambridge Investment Research Advisors | 57k | $5.2M | -3% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 54k | $5.0M | -56% | Jun 2026 |
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| DDFG | 51k | $4.7B | 3% | Jun 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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| Creative Planning | 46k | $4.2M | 2% | Jun 2026 |
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| Stifel Financial | 45k | $4.1M | 0% | Jun 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 | -6% | Jun 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 | 29k | $2.7M | 5% | Jun 2026 |
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| Dynamic Advisors Solutions | 29k | $2.6M | 4% | Jun 2026 |
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| Mml Investors Services | 26k | $2.4M | -2% | Jun 2026 |
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| Kestra Advisory Services | 25k | $2.3M | 1% | Jun 2026 |
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| Caliber Wealth Management, Llc / Ks | 25k | $2.3M | 0% | Jun 2026 |
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| Diversify Wealth Management | 24k | $2.3M | 6% | Jun 2026 |
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| Diversify Advisory Services | 24k | $2.3M | 100% | Jun 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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| James J. Burns & Company | 19k | $1.7M | 0% | Jun 2026 |
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| Jones Financial Companies, L.L | 19k | $1.7M | 82% | Jun 2026 |
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| Courage Miller Partners | 18k | $1.6M | -6% | Jun 2026 |
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| CI Private Wealth | 16k | $1.5M | 0% | Jun 2026 |
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| Park Avenue Securities | 16k | $1.5M | 0% | Jun 2026 |
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| Signature Securities Group Corporation | 14k | $1.3M | -3% | Jun 2026 |
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| PCA Investment Advisory Services | 14k | $1.3M | -1% | Jun 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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| Allegheny Financial Group | 13k | $1.1M | 93% | Mar 2026 |
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| Fifth Third Bancorp | 13k | $1.2M | -2% | Jun 2026 |
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| Jim Saulnier & Associates | 12k | $1.1M | -52% | Jun 2026 |
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| J.w. Cole Advisors | 12k | $1.1M | 100% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 11k | $1.0M | 100% | Jun 2026 |
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| LaFleur & Godfrey | 10k | $945k | 6% | Jun 2026 |
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| Retirement Planning Group | 10k | $918k | -36% | Jun 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 | 9.8k | $896k | 100% | Jun 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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| Citigroup | 8.1k | $686k | 100% | Mar 2026 |
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| Flagship Harbor Advisors | 7.5k | $686k | -1% | Jun 2026 |
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| First Manhattan | 7.4k | $680k | 0% | Jun 2026 |
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| Nuveen | 6.5k | $596k | 100% | Jun 2026 |
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| D.A. Davidson & Co. | 6.4k | $589k | 4% | Jun 2026 |
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| Geneos Wealth Management | 6.4k | $588k | 0% | Jun 2026 |
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| Sage Financial | 6.2k | $567k | -2% | Jun 2026 |
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| Trivant Custom Portfolio Group | 6.2k | $568k | 2% | Jun 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 | $514k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 5.5k | $503k | 8% | Jun 2026 |
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| Prime Capital Investment Advisors | 5.3k | $485k | 0% | Jun 2026 |
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| Gwn Securities | 5.1k | $467k | 7% | Jun 2026 |
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| FMR | 5.0k | $453k | 34% | Jun 2026 |
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| Farther Finance Advisors | 4.9k | $450k | 211% | Jun 2026 |
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| Skopos Labs | 4.7k | $402k | 47% | Mar 2026 |
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| Woodard & Co Asset Management Group | 4.7k | $432k | -1% | Jun 2026 |
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| Parallel Advisors | 4.7k | $430k | 0% | Jun 2026 |
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| Willis Johnson & Associates | 4.5k | $414k | 0% | Jun 2026 |
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| rebel Financial | 4.4k | $372k | -5% | Mar 2026 |
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| Goss Wealth Management | 4.3k | $394k | 123% | Jun 2026 |
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| Cape Investment Advisory | 4.2k | $387k | 0% | Jun 2026 |
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| Summit Asset Management | 4.2k | $385k | 0% | Jun 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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| CWM | 3.8k | $325k | 0% | Mar 2026 |
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| Revisor Wealth Management | 3.7k | $342k | 48% | Jun 2026 |
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| Altfest L J & Co | 3.6k | $329k | 0% | Jun 2026 |
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| HighTower Advisors | 3.5k | $320k | -15% | Jun 2026 |
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| Bank Of Montreal | 3.5k | $294k | 100% | Mar 2026 |
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| Plante Moran Financial Advisors | 3.5k | $316k | 0% | Jun 2026 |
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| Oakworth Capital | 3.4k | $313k | 0% | Jun 2026 |
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| New Insight Wealth Advisors | 3.4k | $310k | 0% | Jun 2026 |
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| Transcend Wealth Collective | 3.2k | $292k | 8% | Jun 2026 |
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| Us Bancorp | 3.1k | $287k | -15% | Jun 2026 |
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| Ohe Financial | 3.1k | $286k | 0% | Jun 2026 |
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| Odyssey Capital Advisors | 3.1k | $281k | 16% | Jun 2026 |
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| Bellecapital International | 3.0k | $272k | 100% | Jun 2026 |
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| Beacon Financial | 2.9k | $261k | 0% | Jun 2026 |
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| Lawood & Co | 2.8k | $260k | 0% | Jun 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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| Portland Financial Advisors | 2.7k | $248k | 4% | Jun 2026 |
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| Silvercrest Asset Management Group | 2.7k | $247k | 0% | Jun 2026 |
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| Glass Jacobson Investment Advisors | 2.6k | $238k | 49% | Jun 2026 |
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| International Assets Investment Management | 2.6k | $236k | 735% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 2.5k | $226k | 0% | Jun 2026 |
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| Harbour Investments | 2.2k | $204k | -1% | Jun 2026 |
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| Founders Grove Wealth Partners | 2.2k | $201k | 100% | Jun 2026 |
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| Horst & Graben Wealth Management | 2.2k | $201k | 100% | Jun 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 | -12% | Jun 2026 |
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| Basepoint Wealth | 1.7k | $152k | 0% | Jun 2026 |
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| BlackRock | 1.5k | $137k | 0% | Jun 2026 |
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| Chilton Capital Management | 900.00 | $82k | -27% | Jun 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% | Jun 2026 |
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| Private Trust Co Na | 762.00 | $70k | 2% | Jun 2026 |
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| Assetmark | 724.00 | $66k | 0% | Jun 2026 |
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| SRS Capital Advisors | 684.00 | $63k | 100% | Jun 2026 |
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| Barnes Dennig Private Wealth Management | 656.00 | $60k | 110% | Jun 2026 |
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| Operose Advisors | 642.00 | $59k | 0% | Jun 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% | Jun 2026 |
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| McIlrath & Eck | 540.00 | $46k | 0% | Mar 2026 |
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| Parkside Financial Bank & Trust | 515.00 | $47k | 1% | Jun 2026 |
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| GGM Financials | 508.00 | $46k | 0% | Jun 2026 |
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| Hm Payson & Co | 500.00 | $46k | 0% | Jun 2026 |
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| Russell Investments | 331.00 | $30k | -6% | Jun 2026 |
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| Sunrise Financial Services | 330.00 | $30k | 0% | Jun 2026 |
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| MCF Advisors | 300.00 | $27k | 0% | Jun 2026 |
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| Nbc Securities | 300.00 | $27k | 0% | Jun 2026 |
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| Hanson McClain Advisors | 268.00 | $25k | 0% | Jun 2026 |
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Who sold out of iShares Morningstar Mid Value Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management | Mar 2026 | 53k | $4.5M |
| Vivaldi Capital Management | Mar 2026 | 27k | $2.3M |
| Private Advisor | Mar 2026 | 5.1k | $429k |
| Kestra Private Wealth Services | Mar 2026 | 3.6k | $308k |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Mar 2026 | 3.5k | $298k |
| M. Kulyk & Associates | Mar 2026 | 2.9k | $244k |
| 5T Wealth | Mar 2026 | 2.5k | $214k |
| Independent Advisor Alliance | Mar 2026 | 2.4k | $204k |
| Clear Investment Research | Mar 2026 | 2.0k | $173k |
| 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 |