Public ownership evidence

iShares Morningstar Mid-Cap Value ETF (IMCV) Ownership Disclosures

Read IMCV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Morningstar Mid-Cap Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
16,217
Value (USD)
$1,481,896
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IMCV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IMCV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2816,217$1,481,896None
Archer Investment Corp2026-06-302026-08-2093$8,498None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-204,048$369,920None
Corient Private Wealth LP2026-06-302026-08-1816,217$1,481,896None
Equitable Holdings, Inc.2026-06-302026-08-1846,998$4,294,524None
Lifeworks Advisors, LLC2026-06-302026-08-152,225$203,315None
AIRE ADVISORS, LLC2026-06-302026-08-1538,156$3,486,599None
KINTRA WEALTH, LLC2026-06-302026-08-152,138$210,019None
OSAIC HOLDINGS, INC.2026-06-302026-08-15614$56,106None
OSAIC HOLDINGS, INC.2026-06-302026-08-15654$59,761None
OSAIC HOLDINGS, INC.2026-06-302026-08-15233,581$21,346,552None
JANE STREET GROUP, LLC2026-06-302026-08-1539,000$3,563,722None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1520,977$1,916,826None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1527,616$2,523,481None
&PARTNERS2026-06-302026-08-152,477$226,342None
SILVERCREST ASSET MANAGEMENT GROUP LLC2026-06-302026-08-152,706$247,301None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1518,769$1,729,632None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15602$55,009None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15486,898$44,488,696None
Cresset Asset Management, LLC2026-06-302026-08-152,745$250,831None
ROYAL BANK OF CANADA2026-06-302026-08-15103,822$9,487,000None
ROYAL BANK OF CANADA2026-06-302026-08-15144$13,000None
ROYAL BANK OF CANADA2026-06-302026-08-15232$21,000None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1532,284$2,950,031None
FIRST MANHATTAN CO. LLC.2026-06-302026-08-157,438$679,666None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15351,051$32,078,197None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15116,886$10,680,791None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15170,495$15,579,380None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1577,462$7,078,239None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1590,418$8,262,126None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15112,681$10,296,469None
Operose Advisors LLC2026-06-302026-08-14642$58,664None
Allspring Global Investments Holdings, LLC2026-06-302026-08-1440$3,710None
Willis Johnson & Associates, Inc.2026-06-302026-08-144,529$413,876None
UBS Group AG2026-06-302026-08-1420$1,828None
UBS Group AG2026-06-302026-08-14191,870$17,532,505None
Mariner, LLC2026-06-302026-08-1457,329$5,238,539None
Creative Planning2026-06-302026-08-1445,464$4,154,363None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14591$54,004None
Aberdeen Wealth Management LLC2026-06-302026-08-14300$27,413None
Aberdeen Wealth Management LLC2026-06-302026-08-14300$27,413None
HANTZ FINANCIAL SERVICES, INC.2026-06-302026-08-14214$20,000None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1443,733$3,996,207None
Ameritas Investment Partners, Inc.2026-06-302026-08-1435$3,198None
MORGAN STANLEY2026-06-302026-08-141,215$111,024None
MORGAN STANLEY2026-06-302026-08-144$371None
MORGAN STANLEY2026-06-302026-08-14611,062$55,837,326None
FMR LLC2026-06-302026-08-144,952$452,515None
HUNTINGTON NATIONAL BANK2026-06-302026-08-141$91None
Sunrise Financial Services, LLC2026-06-302026-08-13330$30,155None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗Lifeworks Advisors, LLC ↗AIRE ADVISORS, LLC ↗KINTRA WEALTH, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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