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 | 965k | $82M | -4% | Mar 2026 |
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| Morgan Stanley | 611k | $52M | 4% | Mar 2026 |
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| Raymond James Financial | 449k | $37M | 10% | Dec 2025 |
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| Ameriprise Financial | 408k | $35M | 73% | Mar 2026 |
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| LPL Financial | 371k | $31M | 9% | Mar 2026 |
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| Orgel Wealth Management | 343k | $29M | -4% | Mar 2026 |
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| Equitable Holdings | 330k | $27M | 0% | Mar 2026 |
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| Commonwealth Equity Services | 271k | $23M | -7% | Mar 2026 |
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| Wells Fargo & Company | 251k | $21M | -4% | Mar 2026 |
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| Advisor Group Holdings | 217k | $18M | -7% | Dec 2025 |
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| Black Diamond Financial | 217k | $18M | -2% | Mar 2026 |
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| Matrix Trust | 207k | $18M | 0% | Mar 2026 |
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| Steele Capital Management | 207k | $18M | 0% | Mar 2026 |
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| Bank of America Corporation | 202k | $17M | 100% | Mar 2026 |
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| UBS Group | 195k | $17M | 1% | Mar 2026 |
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| Granville Capital | 153k | $13M | 100% | Mar 2026 |
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| Marietta Wealth Management | 130k | $11M | 2% | Mar 2026 |
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| swisspartners Advisors | 129k | $11M | 1% | Mar 2026 |
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| Envestnet Asset Management | 127k | $11M | 7% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 124k | $11M | 28% | Mar 2026 |
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| Rodgers & Associates | 120k | $10M | 7% | Mar 2026 |
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| Cetera Investment Advisers | 110k | $9.3M | 14% | Mar 2026 |
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| Royal Bank of Canada | 97k | $8.4M | 5% | Mar 2026 |
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| Bedel Financial Consulting | 91k | $7.7M | 6% | Mar 2026 |
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| Ipsen Advisor Group | 85k | $7.2M | 2% | Mar 2026 |
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| Clark Capital Management Group | 82k | $6.7M | -4% | Dec 2025 |
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| GHP Investment Advisors | 81k | $6.9M | -2% | Mar 2026 |
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| Davenport & Co | 70k | $5.9M | 6% | Mar 2026 |
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| Lebenthal Global Advisors | 61k | $5.0M | 6% | Dec 2025 |
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| Cambridge Investment Research Advisors | 58k | $4.9M | 15% | Mar 2026 |
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| Mariner Wealth Advisors | 57k | $4.8M | 2% | Mar 2026 |
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| Sovran Advisors | 56k | $5.0M | 2% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 53k | $4.5M | 248% | Mar 2026 |
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| DDFG | 50k | $4.2B | 7% | Mar 2026 |
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| Captrust Financial Advisors | 47k | $3.8M | 279% | Dec 2025 |
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| Stifel Financial | 45k | $3.8M | -2% | Mar 2026 |
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| Creative Planning | 44k | $3.8M | 0% | Mar 2026 |
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| EP Wealth Advisors | 43k | $3.6M | 0% | Mar 2026 |
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| Aire Advisors | 41k | $3.4M | 0% | Mar 2026 |
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| Millstone Evans Group | 38k | $3.2M | 0% | Mar 2026 |
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| Merit Financial Group | 28k | $2.4M | 1% | Mar 2026 |
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| Dynamic Advisors Solutions | 28k | $2.3M | 2% | Mar 2026 |
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| Vivaldi Capital Management | 28k | $2.3M | 12% | Dec 2025 |
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| Mml Investors Services | 27k | $2.3M | -6% | Mar 2026 |
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| Kestra Advisory Services | 25k | $2.1M | 200% | Mar 2026 |
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| Jim Saulnier & Associates | 25k | $2.1M | -1% | Mar 2026 |
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| Caliber Wealth Management, Llc / Ks | 25k | $2.1M | -1% | Mar 2026 |
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| Colony | 24k | $2.0M | -2% | Dec 2025 |
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| LRI Investments | 23k | $1.9M | 0% | Mar 2026 |
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| Diversify Wealth Management | 23k | $2.0M | 100% | Mar 2026 |
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| Principal Securities | 21k | $1.8M | 4% | Mar 2026 |
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| James J. Burns & Company | 19k | $1.6M | -1% | Mar 2026 |
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| Courage Miller Partners | 19k | $1.6M | -1% | Mar 2026 |
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| Baird Financial | 18k | $1.5M | 1% | Dec 2025 |
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| CI Private Wealth | 16k | $1.4M | -6% | Mar 2026 |
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| Park Avenue Securities | 16k | $1.4M | 100% | Mar 2026 |
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| Retirement Planning Group | 16k | $1.3M | -3% | Mar 2026 |
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| Signature Securities Group Corporation | 15k | $1.2M | -8% | Mar 2026 |
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| PCA Investment Advisory Services | 14k | $1.2M | 0% | Mar 2026 |
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| M^T Bank Corporation | 14k | $1.2M | 0% | Mar 2026 |
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| Brian McDonald | 14k | $1.1M | 0% | Dec 2025 |
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| Fifth Third Bancorp | 13k | $1.1M | 100% | Mar 2026 |
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| Allegheny Financial Group | 13k | $1.1M | 93% | Mar 2026 |
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| Level Four Advisory Services | 12k | $1.0M | 0% | Dec 2025 |
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| LaFleur & Godfrey | 9.8k | $830k | -1% | Mar 2026 |
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| Madison Wealth Partners | 9.8k | $827k | 10% | Mar 2026 |
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| Brand Asset Management Group | 9.3k | $788k | -4% | Mar 2026 |
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| Pacific Sun Financial Corp | 8.3k | $703k | 1% | Mar 2026 |
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| Citigroup | 8.1k | $686k | 100% | Mar 2026 |
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| Goldman Sachs Group | 7.9k | $667k | -52% | Mar 2026 |
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| Flagship Harbor Advisors | 7.6k | $640k | 7% | Mar 2026 |
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| First Manhattan | 7.4k | $631k | 0% | Mar 2026 |
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| Geneos Wealth Management | 6.4k | $544k | 0% | Mar 2026 |
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| Sage Financial | 6.4k | $539k | 0% | Mar 2026 |
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| D.A. Davidson & Co. | 6.2k | $523k | 12% | Mar 2026 |
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| Janney Montgomery Scott | 5.8k | $488k | 0% | Mar 2026 |
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| Vise Technologies | 5.6k | $463k | 0% | Mar 2026 |
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| Jones Financial Companies, L.L | 5.6k | $463k | 25% | 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 | $450k | 0% | Mar 2026 |
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| Integrated Wealth Concepts | 5.1k | $433k | -11% | Mar 2026 |
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| Private Advisor | 5.1k | $429k | 0% | Mar 2026 |
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| Woodard & Co Asset Management Group | 4.8k | $404k | 1% | Mar 2026 |
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| Skopos Labs | 4.7k | $402k | 47% | Mar 2026 |
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| Parallel Advisors | 4.7k | $399k | 0% | Mar 2026 |
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| Gwn Securities | 4.6k | $379k | 9% | Dec 2025 |
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| Willis Johnson & Associates | 4.5k | $384k | 0% | Mar 2026 |
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| rebel Financial | 4.4k | $372k | -5% | Mar 2026 |
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| Cape Investment Advisory | 4.2k | $349k | 100% | Dec 2025 |
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| Summit Asset Management | 4.2k | $358k | 0% | Mar 2026 |
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| WealthTrak Capital Management | 4.1k | $350k | 100% | Mar 2026 |
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| HighTower Advisors | 4.1k | $347k | 9% | Mar 2026 |
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| CWM | 3.8k | $316k | 0% | Dec 2025 |
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| FMR | 3.8k | $309k | 10% | Dec 2025 |
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| Us Bancorp | 3.7k | $305k | 221% | Dec 2025 |
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| Kestra Private Wealth Services | 3.6k | $308k | 0% | Mar 2026 |
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| Altfest L J & Co | 3.6k | $305k | 0% | Mar 2026 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.5k | $298k | -4% | Mar 2026 |
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| Bank Of Montreal | 3.5k | $294k | 100% | Mar 2026 |
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| Plante Moran Financial Advisors | 3.5k | $293k | 0% | Mar 2026 |
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| Oakworth Capital | 3.4k | $291k | 0% | Mar 2026 |
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| New Insight Wealth Advisors | 3.4k | $288k | 0% | Mar 2026 |
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| Ohe Financial | 3.1k | $264k | 0% | Mar 2026 |
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| Jane Street | 3.1k | $259k | 100% | Mar 2026 |
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| Transcend Wealth Collective | 3.0k | $252k | 6% | Mar 2026 |
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| M. Kulyk & Associates | 2.9k | $244k | 100% | Mar 2026 |
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| Beacon Financial | 2.9k | $242k | 0% | Mar 2026 |
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| Lawood & Co | 2.8k | $241k | 0% | Mar 2026 |
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| Bouchey Financial | 2.8k | $245k | 0% | Mar 2026 |
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| Mercer Global Advisors | 2.8k | $236k | 100% | Mar 2026 |
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| Cresset Asset Management | 2.7k | $233k | 0% | Mar 2026 |
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| Stratos Wealth Partners | 2.7k | $230k | 0% | Mar 2026 |
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| Silvercrest Asset Management Group | 2.7k | $223k | 0% | Dec 2025 |
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| Odyssey Capital Advisors | 2.6k | $224k | 0% | Mar 2026 |
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| O'shaughnessy Asset Management | 2.6k | $223k | 0% | Mar 2026 |
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| Portland Financial Advisors | 2.6k | $220k | 0% | Mar 2026 |
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| Revisor Wealth Management | 2.5k | $214k | -4% | Mar 2026 |
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| 5T Wealth | 2.5k | $214k | 0% | Mar 2026 |
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| Independent Advisor Alliance | 2.4k | $204k | 100% | Mar 2026 |
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| Harbour Investments | 2.2k | $190k | 11% | Mar 2026 |
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| Global Retirement Partners | 2.2k | $179k | -1% | Dec 2025 |
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| Smartleaf Asset Management | 2.1k | $177k | 5% | Mar 2026 |
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| Clear Investment Research | 2.0k | $173k | 100% | Mar 2026 |
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| Goss Wealth Management | 1.9k | $164k | 0% | Mar 2026 |
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| Glass Jacobson Investment Advisors | 1.8k | $148k | 100% | Mar 2026 |
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| Basepoint Wealth | 1.7k | $141k | 0% | Mar 2026 |
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| Farther Finance Advisors | 1.6k | $135k | 127% | Mar 2026 |
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| Western Wealth Management | 1.6k | $132k | 100% | Mar 2026 |
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| BlackRock | 1.5k | $127k | 0% | Mar 2026 |
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| Chilton Capital Management | 1.2k | $104k | -68% | Mar 2026 |
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| Aptus Capital Advisors | 825.00 | $70k | -61% | Mar 2026 |
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| Ashton Thomas Private Wealth | 804.00 | $68k | 100% | Mar 2026 |
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| Private Trust Co Na | 750.00 | $64k | -12% | Mar 2026 |
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| Assetmark | 722.00 | $61k | 2% | Mar 2026 |
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| Operose Advisors | 642.00 | $54k | 0% | Mar 2026 |
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| Bessemer | 621.00 | $53k | 100% | Mar 2026 |
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| Pnc Financial Services | 575.00 | $49k | 0% | Mar 2026 |
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| McIlrath & Eck | 540.00 | $46k | 0% | Mar 2026 |
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| Parkside Financial Bank & Trust | 512.00 | $43k | 0% | Mar 2026 |
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| GGM Financials | 506.00 | $43k | 0% | Mar 2026 |
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| Hm Payson & Co | 500.00 | $42k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 462.00 | $39k | 100% | Mar 2026 |
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| Russell Investments | 351.00 | $30k | 0% | Mar 2026 |
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| Sunrise Financial Services | 330.00 | $28k | 100% | Mar 2026 |
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| Barnes Dennig Private Wealth Management | 312.00 | $27k | 90% | Mar 2026 |
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| International Assets Investment Management | 306.00 | $26k | 100% | Mar 2026 |
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| Nbc Securities | 300.00 | $25k | 0% | Mar 2026 |
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| MCF Advisors | 300.00 | $25k | 0% | Mar 2026 |
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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 | 0% | Mar 2026 |
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| Crews Bank & Trust | 205.00 | $17k | -33% | Mar 2026 |
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| Bogart Wealth | 179.00 | $15k | -62% | Mar 2026 |
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| Gleason Group | 92.00 | $7.8k | -66% | Mar 2026 |
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Who sold out of iShares Morningstar Mid Value Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Diversify Advisory Services | Dec 2025 | 20k | $1.7M |
| Wealth Enhancement Advisory Services | Dec 2025 | 18k | $1.5M |
| Jpmorgan Chase & Co | Sep 2025 | 13k | $1.0M |
| Runnymede Capital Advisors | Dec 2025 | 5.5k | $453k |
| Summit Financial | Dec 2025 | 3.0k | $247k |
| Wealth Watch Advisors | Dec 2025 | 432.00 | $36k |