IMCV - iShares Trust - iShares Morningstar Mid-Cap Value ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (NasdaqGM)

iShares Trust - iShares Morningstar Mid-Cap Value ETF
US ˙ NasdaqGM ˙ US4642884062

Grundlæggende statistik
Institutionelle ejere 156 total, 156 long only, 0 short only, 0 long/short - change of 3,29% MRQ
Gennemsnitlig porteføljeallokering 0.2156 % - change of -0,59% MRQ
Institutionelle aktier (lange) 6.241.018 (ex 13D/G) - change of 0,66MM shares 11,91% MRQ
Institutionel værdi (lang) $ 429.395 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares Morningstar Mid-Cap Value ETF (US:IMCV) har 156 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 6,241,018 aktier. Største aktionærer omfatter Morgan Stanley, Raymond James Financial Inc, Equitable Holdings, Inc., Orgel Wealth Management, LLC, EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB, Commonwealth Equity Services, Llc, Bank Of America Corp /de/, LPL Financial LLC, Advisor Group Holdings, Inc., and Wells Fargo & Company/mn .

iShares Trust - iShares Morningstar Mid-Cap Value ETF (NasdaqGM:IMCV) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of September 10, 2025 is 79,39 / share. Previously, on September 10, 2024, the share price was 74,06 / share. This represents an increase of 7,20% over that period.

IMCV / iShares Trust - iShares Morningstar Mid-Cap Value ETF Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

IMCV / iShares Trust - iShares Morningstar Mid-Cap Value ETF Historical Put/Call Ratio
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-08-14 13F Diversify Advisory Services, LLC 16.776 10,05 1.308 19,67
2025-08-04 13F Creative Financial Designs Inc /adv 154 0,65 12 0,00
2025-05-05 13F IFP Advisors, Inc 0 -100,00 0
2025-07-11 13F Pinnacle Bancorp, Inc. 56 4
2025-08-11 13F Citigroup Inc 9.252 70,17 703 74,19
2025-07-17 13F Oakworth Capital, Inc. 3.430 0,00 261 2,36
2025-08-11 13F Principal Securities, Inc. 20.007 3.337,63 1.520 3.434,88
2025-07-16 13F New Insight Wealth Advisors 3.392 0,00 258 2,39
2025-08-12 13F LPL Financial LLC 218.922 28,72 16.634 31,82
2025-08-14 13F Operose Advisors LLC 642 0,00 49 2,13
2025-08-08 13F Cetera Investment Advisers 47.852 115,99 3.636 121,24
2025-08-13 13F Jones Financial Companies Lllp 4.293 42,25 324 46,61
2025-08-14 13F UBS Group AG 103.060 0,70 7.830 3,12
2025-07-15 13F Revisor Wealth Management LLC 3.428 -4,46 267 0,38
2025-07-30 13F Retirement Planning Group 16.780 -6,61 1.275 -4,35
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 43.890 554,78 3
2025-08-14 13F Ancora Advisors, LLC 66 0,00 5 25,00
2025-07-30 13F Black Diamond Financial, LLC 110.769 -12,17 8.416 -10,05
2025-07-22 13F Marietta Wealth Management, LLC 81.441 6,12 6.188 8,68
2025-08-04 13F Jim Saulnier & Associates, Llc 26.375 -5,88 2.004 -3,61
2025-08-14 13F Stifel Financial Corp 43.502 0,92 3.305 3,35
2025-07-22 13F Red Tortoise LLC 2 0,00 0
2025-07-08 13F Parallel Advisors, LLC 4.850 36,62 369 39,92
2025-07-17 13F Sound Income Strategies, LLC 54 0,00 4 0,00
2025-08-19 13F Cape Investment Advisory, Inc. 4.258 0,02 324 2,54
2025-08-14 13F First Manhattan Co 7.438 0,00 565 2,54
2025-08-11 13F HighTower Advisors, LLC 3.586 272
2025-08-01 13F Gwn Securities Inc. 4.092 11,77 312 14,76
2025-07-21 13F Ameritas Advisory Services, LLC 768 58
2025-07-30 13F D.a. Davidson & Co. 3.197 243
2025-08-13 13F Summit Financial, LLC 3.028 0,50 230 3,14
2025-08-13 13F Level Four Advisory Services, Llc 12.367 0,01 940 2,40
2025-07-15 13F James J. Burns & Company, LLC 20.510 235,19 1.558 243,93
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 1.208 -14,27 92 -12,50
2025-08-14 13F Raymond James Financial Inc 395.910 18,20 30.081 21,06
2025-08-11 13F Western Wealth Management, LLC 2.801 0,04 213 2,42
2025-08-13 13F Jackson Creek Investment Advisors LLC 9.460 1,21 1
2025-08-14 13F Colony Group, LLC 24.892 -19,50 1.891 -17,57
2025-07-25 13F Courage Miller Partners, LLC 20.296 -1,36 1.542 1,05
2025-08-14 13F Vivaldi Capital Management, LLC 26.647 18,00 2.025 20,84
2025-08-08 13F Pnc Financial Services Group, Inc. 573 -13,44 44 -12,24
2025-08-14 13F Integrated Wealth Concepts LLC 6.427 11,23 488 14,02
2025-08-14 13F Smartleaf Asset Management LLC 2.317 18,82 175 23,24
2025-08-14 13F Clark Capital Management Group, Inc. 90.046 6.842
2025-08-08 13F Emerald Investment Partners, Llc 36 3
2025-08-06 13F Commonwealth Equity Services, Llc 270.105 33,06 21 33,33
2025-07-09 13F Burt Wealth Advisors 27.722 91,45 2.106 96,09
2025-08-05 13F Huntington National Bank 0 -100,00
2025-07-14 13F Park Avenue Securities Llc 13.272 1
2025-07-30 13F Caliber Wealth Management, LLC / KS 25.541 -0,24 1.941 2,16
2025-07-14 13F Armstrong Advisory Group, Inc 0 -100,00 0
2025-08-07 13F Summit Asset Management, LLC 4.216 -5,81 320 -3,61
2025-08-08 13F Islay Capital Management, Llc 30 0,00 2 0,00
2025-07-17 13F Gleason Group, Inc. 266 0,76 20 5,26
2025-07-21 13F Crews Bank & Trust 305 0,00 23 4,55
2025-08-05 13F Bank Of Montreal /can/ 3.221 0,66 245 2,95
2025-08-14 13F Royal Bank Of Canada 92.623 146,97 7.038 152,89
2025-08-12 13F Global Retirement Partners, LLC 2.286 4.133,33 174 4.225,00
2025-08-12 13F Archer Investment Corp 103 24,10 8 16,67
2025-08-13 13F Russell Investments Group, Ltd. 71 0,00 5 0,00
2025-08-15 13F Equitable Holdings, Inc. 390.168 -1,65 29.645 0,72
2025-08-04 13F Flagship Harbor Advisors, Llc 7.021 4,51 533 7,03
2025-07-29 13F Private Trust Co Na 832 16,69 63 21,15
2025-04-29 13F Hm Payson & Co 500 -27,01 37 -26,00
2025-08-15 13F Morgan Stanley 679.807 -5,22 51.652 -2,94
2025-08-12 13F Jpmorgan Chase & Co 18.151 95,87 1.379 100,73
2025-08-14 13F Financial Advisory Service, Inc. 0 -100,00 0
2025-07-30 13F Pacific Sun Financial Corp 8.130 -6,23 618 -4,04
2025-07-10 13F Orgel Wealth Management, LLC 359.977 5,71 27.351 8,27
2025-07-24 13F Us Bancorp \de\ 505 0,00 38 2,70
2025-08-08 13F Creative Planning 6.442 0,61 489 2,95
2025-08-11 13F Hopwood Financial Services, Inc. 960 0,00 73 1,41
2025-07-08 13F Zrc Wealth Management, Llc 254 0,79 19 5,56
2025-08-14 13F Comerica Bank 13.501 1,06 1.026 3,43
2025-07-14 13F LaFleur & Godfrey LLC 8.456 0,67 642 3,05
2025-08-14 13F Bank Of America Corp /de/ 219.604 6,63 16.686 9,20
2025-08-05 13F GHP Investment Advisors, Inc. 83.380 -0,11 6.335 2,31
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 16.662 -6,89 1.296 -2,34
2025-07-14 13F Matrix Trust Co 201.752 1,63 15 7,14
2025-07-22 13F Sage Financial Group Inc 6.780 -5,98 515 -3,56
2025-07-23 13F Prime Capital Investment Advisors, LLC 5.304 0,00 403 2,29
2025-08-11 13F Cornerstone Planning Group LLC 15 1
2025-08-14 13F Jane Street Group, Llc 0 -100,00 0
2025-07-29 13F Rodgers & Associates, LTD 100.912 7,15 7.667 9,73
2025-08-06 13F Savant Capital, LLC 5.592 2,57 425 4,95
2025-07-28 13F Harbour Investments, Inc. 15 0,00 1 0,00
2025-08-01 13F Trust Investment Advisors 2.795 0,18 212 2,91
2025-07-29 13F Madison Wealth Partners, Inc 8.616 9,15 655 11,79
2025-08-14 13F Mml Investors Services, Llc 42.420 25,51 3 50,00
2025-07-29 13F Woodard & Co Asset Management Group Inc /adv 5.652 -28,11 429 -26,42
2025-08-14 13F Mariner, LLC 58.333 4,63 4.432 7,16
2025-08-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2025-07-09 13F Dynamic Advisor Solutions LLC 25.742 1.956
2025-07-15 13F MCF Advisors LLC 300 0,00 23 0,00
2025-08-11 13F Aptus Capital Advisors, LLC 1.208 -14,27 92 -12,50
2025-08-06 13F First Horizon Advisors, Inc. 217 16
2025-07-22 13F Merit Financial Group, LLC 27.450 12,34 2.086 15,07
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 353.811 -2,05 26.883 0,31
2025-07-17 13F Janney Montgomery Scott LLC 5.370 0,00 0
2025-07-25 13F Cwm, Llc 3.837 -25,78 0
2025-08-05 13F Plante Moran Financial Advisors, LLC 3.453 0,00 262 2,34
2025-08-14 13F McIlrath & Eck, LLC 540 0,00 41 2,50
2025-08-14 13F Silvercrest Asset Management Group Llc 2.706 0,00 206 2,50
2025-08-13 13F Cresset Asset Management, LLC 2.745 0,00 209 2,46
2025-08-14 13F Lebenthal Global Advisors, LLC 55.748 0,66 4.236 3,09
2025-08-07 13F Kestra Private Wealth Services, Llc 3.796 -15,10 288 -12,99
2025-08-12 13F Bedel Financial Consulting, Inc. 75.666 1,15 5.749 6,76
2025-08-14 13F Citadel Advisors Llc 0 -100,00 0
2025-07-30 13F Bogart Wealth, LLC 464 0,22 35 2,94
2025-08-12 13F Trivant Custom Portfolio Group, LLC 5.687 13,72 432 16,44
2025-07-10 13F Sovran Advisors, LLC 24.024 1.858
2025-08-06 13F AE Wealth Management LLC 0 -100,00 0
2025-08-05 13F swisspartners Advisors Ltd 111.620 3,25 8.471 19,43
2025-08-12 13F O'shaughnessy Asset Management, Llc 439 0,00 33 3,13
2025-08-13 13F Northwestern Mutual Wealth Management Co 50.321 -1,68 3.823 0,68
2025-07-14 13F AdvisorNet Financial, Inc 155 0,00 12 0,00
2025-07-22 13F Steele Capital Management, Inc. 201.752 1,63 15.329 4,09
2025-08-06 13F DDFG, Inc 31.915 6,26 2.425 8,80
2025-08-08 13F TD Capital Management LLC 202 0,50 15 7,14
2025-07-17 13F Beacon Capital Management, LLC 1.404 0,00 107 1,92
2025-08-08 13F Avantax Advisory Services, Inc. 60.956 4,77 4.631 7,30
2025-08-12 13F Ameritas Investment Partners, Inc. 115 0,00 9 0,00
2025-08-15 13F Kestra Advisory Services, LLC 7.562 37,72 575 41,03
2025-08-01 13F Envestnet Asset Management Inc 123.020 335,19 9.347 345,73
2025-08-14 13F GWM Advisors LLC 945 0,53 72 2,90
2025-08-14 13F Wells Fargo & Company/mn 212.788 27,26 16.168 30,33
2025-08-01 13F Transcend Wealth Collective, Llc 2.803 0,00 213 2,42
2025-08-07 13F Cahill Financial Advisors Inc 4.325 0,58 329 3,14
2025-08-14 13F Ameriprise Financial Inc 66.651 1,94 5.068 4,32
2025-08-12 13F WealthTrak Capital Management LLC 4.104 2,47 312 4,71
2025-07-14 13F Signature Securities Group Corporation 23.119 -15,61 1.757 -13,58
2025-08-05 13F Tiaa Trust, National Association 3.098 0,00 235 2,62
2025-08-12 13F Steward Partners Investment Advisory, Llc 13 0,00 1
2025-07-29 13F Aire Advisors, Llc 40.696 9,20 3.092 11,87
2025-07-29 13F Salomon & Ludwin, LLC 162 0,00 13 0,00
2025-07-25 13F Atria Wealth Solutions, Inc. 25.407 -6,20 1.930 -3,93
2025-08-04 13F Assetmark, Inc 482 20,20 37 24,14
2025-08-13 13F Baird Financial Group, Inc. 17.237 21,14 1.310 24,08
2025-08-14 13F Quantinno Capital Management LP 0 -100,00 0
2025-07-21 13F Ameriflex Group, Inc. 417 0,00 31 3,33
2025-08-15 13F Captrust Financial Advisors 12.311 -10,60 935 -8,42
2025-08-18 13F Geneos Wealth Management Inc. 5.394 98,60 410 103,48
2025-08-08 13F Bouchey Financial Group Ltd 2.808 0,00 213 2,40
2025-08-14 13F EP Wealth Advisors, Inc. 43.166 0,00 3.280 2,40
2025-08-12 13F J.w. Cole Advisors, Inc. 5.656 430
2025-08-14 13F Susquehanna International Group, Llp 7.643 -78,00 581 -77,49
2025-08-08 13F Altfest L J & Co Inc 3.601 -50,87 274 -49,72
2025-07-08 13F Nbc Securities, Inc. 300 0,00 0
2025-08-01 13F PCA Investment Advisory Services Inc. 13.988 0,16 1.063 2,51
2025-08-18 13F N.E.W. Advisory Services LLC 0 -100,00 0
2025-08-13 13F M&t Bank Corp 13.727 -3,74 1.043 -1,42
2025-08-13 13F Willis Johnson & Associates, Inc. 4.529 0,00 344 2,38
2025-08-15 13F CI Private Wealth, LLC 18.300 -3,93 1.390 -1,63
2025-07-29 NP EBI - Longview Advantage ETF 0 -100,00 0 -100,00
2025-09-04 13F/A Advisor Group Holdings, Inc. 218.051 4,97 16.567 7,49
2025-08-13 13F Millstone Evans Group, LLC 38.783 -3,07 2.947 -0,74
2025-07-22 13F DAVENPORT & Co LLC 52.522 78,58 3.991 82,94
2025-08-11 13F Private Advisor Group, LLC 4.984 379
2025-08-06 13F Ipsen Advisor Group LLC 82.303 2,75 6.253 5,23
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 0 -100,00 0
2025-08-04 13F Clear Investment Research, Llc 2.012 0,20 153 2,01
2025-08-12 13F BlackRock, Inc. 1.500 0,00 114 1,80
2025-07-25 13F LRI Investments, LLC 22.656 0,00 1.721 2,44
2025-07-09 13F Beacon Financial Group 2.836 0,18 215 2,38
2025-07-24 13F rebel Financial LLC 4.342 330
2025-08-14 13F Fmr Llc 3.405 -15,26 259 -13,42
2025-07-29 13F Gladwyn Financial Advisors, Inc. 72 5
2025-08-07 13F Parkside Financial Bank & Trust 510 0,00 39 2,70
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