iShares Morningstar Mid-Cap Value ETF

Historical 13F Holders

Symbol
IMCV
CUSIP
464288406
All holders as of
Q2 2026
Type
Equity
Class
MRGSTR MD CP VAL
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 464288406 since 12/18/2024, largest first.

Filer % of Class Filed
International City Management Association Retirement Corp 13G 9.2% 10/6/2025
Event 8/18/2025

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 35 1.28 M $99.1 M
2026 Q2 173 8.07 M $738 M
2026 Q1 175 8.04 M $680 M
2025 Q4 168 7.75 M $637 M
2025 Q3 160 7.15 M $575 M
2025 Q2 159 5.98 M $454 M
2025 Q1 151 5.22 M $386 M
2024 Q4 142 5.82 M $432 M
2024 Q3 141 5.02 M $382 M
2024 Q2 132 5.78 M $406 M
2024 Q1 134 6.78 M $491 M
2023 Q4 132 6.11 M $414 M
2023 Q3 125 4.59 M $278 M
2023 Q2 122 4.43 M $283 M
2023 Q1 122 4.37 M $270 M
2022 Q4 112 4.20 M $261 M
2022 Q3 103 3.84 M $215 M
2022 Q2 105 3.89 M $231 M
2022 Q1 107 4.13 M $285 M
2021 Q4 101 3.66 M $250 M
2021 Q3 89 3.64 M $230 M
2021 Q2 94 3.65 M $234 M
2021 Q1 86 1.24 M $222 M
2020 Q4 81 1.21 M $189 M
2020 Q3 72 1.20 M $157 M
2020 Q2 74 1.15 M $144 M
2020 Q1 73 1.26 M $132 M
2019 Q4 83 1.12 M $188 M
2019 Q3 86 1.28 M $206 M
2019 Q2 81 1.26 M $198 M
2019 Q1 77 1.18 M $168 M
2018 Q4 70 993 k $138 M
2018 Q3 72 1.15 M $193 M
2018 Q2 66 969 k $130 M
2018 Q1 68 802 k $125 M
2017 Q4 72 779 k $124 M
2017 Q3 59 760 k $115 M
2017 Q2 61 726 k $107 M
2017 Q1 61 841 k $125 M
2016 Q4 56 868 k $125 M
2016 Q3 41 493 k $66.1 M
2016 Q2 42 506 k $63.8 M
2016 Q1 37 412 k $50.8 M
2015 Q4 36 415 k $49.3 M
2015 Q3 35 506 k $57.9 M
2015 Q2 38 593 k $73.3 M
2015 Q1 41 583 k $73.6 M
2014 Q4 39 633 k $78.8 M
2014 Q3 36 599 k $71.7 M
2014 Q2 36 700 k $87.1 M
2014 Q1 31 528 k $62.3 M