IMCV

iShares Morningstar Mid-Cap Value ETF
$84.54-0.85 (-1.00%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.0083215842073582e+260B

Total Value

$8.302348000294942e+209T

% of Float

Price History

$65.10$71.15$77.19$83.24$89.29Jul 24May 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1VANTAGEPOINT INVESTMENT ADVISERS LLC1,008,321$83.0M0.67%Share
2MORGAN STANLEY584,207$48.0M0.00%Share
3Orgel Wealth Management, LLC358,216$29.5M0.65%Share
4RAYMOND JAMES FINANCIAL INC339,200$27.0M0.01%Share
5LPL Financial LLC338,792$27.0M0.01%Share
6COMMONWEALTH EQUITY SERVICES, LLC291,826$24.0M0.03%Share
7Equitable Holdings, Inc.285,711$23.0M0.16%Share
8AMERIPRISE FINANCIAL INC235,312$19.0M0.00%Share
9Black Diamond Financial, LLC222,628$18.3M1.93%Share
10Steele Capital Management, Inc.206,652$17.0M0.73%Share
11Matrix Trust Co206,652$17.0M2.81%Share
12OSAIC HOLDINGS, INC.215,990$17.0M0.02%Share
13TD Capital Management LLC204$16.8M0.00%Share
14WELLS FARGO & COMPANY/MN194,707$16.0M0.00%Share
15UBS Group AG193,463$15.9M0.00%Share
16GRANVILLE CAPITAL, INC.141,543$11.7M6.18%Share
17BANK OF AMERICA CORP /DE/141,268$11.0M0.00%Share
18Marietta Wealth Management, LLC128,156$10.6M1.22%Share
19swisspartners Advisors Ltd127,550$10.5M7.62%Share
20Rodgers & Associates, LTD111,456$9.2M0.93%Share
21RAYMOND JAMES FINANCIAL INC109,650$9.0M0.00%Share
22ENVESTNET ASSET MANAGEMENT INC118,360$9.0M0.00%Share
23Bedel Financial Consulting, Inc.86,288$7.1M0.76%Share
24Cetera Investment Advisers96,430$7.0M0.01%Share
25ROYAL BANK OF CANADA93,099$7.0M0.00%Share
26Ipsen Advisor Group LLC83,657$6.9M4.89%Share
27GHP Investment Advisors, Inc.82,675$6.8M0.28%Share
28Clark Capital Management Group, Inc.81,732$6.0M0.04%Share
29BANK OF AMERICA CORP /DE/83,786$6.0M0.00%Share
30DAVENPORT & Co LLC66,042$5.4M0.03%Share
31Lebenthal Global Advisors, LLC60,727$5.0M0.77%Share
32WELLS FARGO & COMPANY/MN66,575$5.0M0.00%Share
33Sovran Advisors, LLC54,718$4.7M0.40%Share
34Mariner, LLC56,262$4.0M0.00%Share
35Cambridge Investment Research Advisors, Inc.50,578$4.0M0.01%Share
36DDFG, Inc46,836$3.9M0.84%Share
37AIRE ADVISORS, LLC40,545$3.3M0.61%Share
38Millstone Evans Group, LLC38,400$3.2M1.86%Share
39CAPTRUST FINANCIAL ADVISORS46,626$3.0M0.01%Share
40Equitable Holdings, Inc.45,136$3.0M0.02%Share
41STIFEL FINANCIAL CORP45,778$3.0M0.00%Share
42EP Wealth Advisors, LLC43,166$3.0M0.02%Share
43Merit Financial Group, LLC27,763$2.3M0.02%Share
44Vivaldi Capital Management LP27,542$2.3M0.31%Share
45Dynamic Advisor Solutions LLC27,074$2.2M0.07%Share
46JIM SAULNIER & ASSOCIATES, LLC25,299$2.1M1.08%Share
47CALIBER WEALTH MANAGEMENT, LLC / KS24,778$2.0M0.22%Share
48MML INVESTORS SERVICES, LLC28,125$2.0M0.00%Share
49Creative Planning28,123$2.0M0.00%Share
50Focus Partners Wealth24,401$2.0M0.00%Share