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IMCV · iShares Morningstar Mid-Cap Value ETF ETF

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$97.55 -0.58 (-0.60%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $1,528,969
Total Shares: 16,732

Institutional Ownership Trend

15 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026
Top Holder
96.9%
Dec 2020 → Jun 2026 · range 17.9% – 100.0%
−3.1 pts
Top 5
100.0%
Dec 2020 → Jun 2026 · range 51.2% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2020 → Jun 2026 · range 65.0% – 100.0%
0.0 pts
HHI
9,403
Dec 2020 → Jun 2026 · range 741 – 10,000
Highly concentrated−597

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +1
Institutional value: +31.4%
Shares held: +21.9%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 16,217 $1,481,909
Parkside Financial Bank & Trust 515 $47,060

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
M&T Bank Corp 13,727 $1,163,912
Filter: New 2 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC IMCV $1,481,909 96.92% 16,217
Parkside Financial Bank & Trust IMCV $47,060 3.08% 515