Institutional Ownership Ishare Morningstar Mid Cap Gro (IMCG)
This table provides information about the institutional ownership of Ishare Morningstar Mid Cap Gro (IMCG). We have compiled data on the 316 institutions that hold shares in the stock, with a total of 16.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
1,050,567
shares
|
$72.5 Million
0.02% of portfolio
|
Q2 2024
Added 18.27%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
920,280
shares
|
$63.5 Million
0.0% of portfolio
|
Q1 2024
Added 5.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
916,923
shares
|
$63.3 Million
0.03% of portfolio
|
Q2 2024
Reduced 37.81%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
721,817
shares
|
$49.8 Million
0.05% of portfolio
|
Q2 2024
Added 3.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
652,301
shares
|
$45 Million
0.06% of portfolio
|
Q2 2024
Added 4.65%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
564,291
shares
|
$39 Million
0.06% of portfolio
|
Q2 2024
Added 3.16%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
523,543
shares
|
$36.1 Million
1.58% of portfolio
|
Q2 2024
Added 42.64%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
518,114
shares
|
$35.8 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
460,156
shares
|
$31.8 Million
0.23% of portfolio
|
Q2 2024
Added 15.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
393,420
shares
|
$27.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
351,123
shares
|
$24.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.51%
|
|
|
Orgel Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
336,609
shares
|
$23.2 Million
0.64% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
292,619
shares
|
$20.2 Million
5.47% of portfolio
|
Q2 2024
Added 6.88%
|
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
289,162
shares
|
$20 Million
1.77% of portfolio
|
Q2 2024
Added 1.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
255,317
shares
|
$17.6 Million
0.03% of portfolio
|
Q2 2024
Added 7.26%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Aug 13, 2024 Q2 2024 |
245,158
shares
|
$16.9 Million
11.75% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
241,216
shares
|
$16.7 Million
7.65% of portfolio
|
Q2 2024
Added 11.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
238,847
shares
|
$16.5 Million
0.0% of portfolio
|
Q2 2024
Added 9.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
230,647
shares
|
$15.9 Million
0.04% of portfolio
|
Q2 2024
Added 7.15%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
221,629
shares
|
$15.3 Million
0.01% of portfolio
|
Q2 2024
Added 20.36%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
218,613
shares
|
$15.1 Million
0.01% of portfolio
|
Q2 2024
Added 6375.5%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
214,389
shares
|
$14.8 Million
0.16% of portfolio
|
Q2 2024
Added 60.46%
|
|
|
Rodgers & Associates, LTD
|
Jul 17, 2024 Q2 2024 |
211,040
shares
|
$14.6 Million
1.84% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
209,412
shares
|
$14.5 Million
0.03% of portfolio
|
Q2 2024
Added 11.94%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jul 23, 2024 Q2 2024 |
207,239
shares
|
$14.3 Million
8.49% of portfolio
|
Q2 2024
Reduced 0.27%
|