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 397 institutions that hold shares in the stock, with a total of 22.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,011,284
shares
|
$163 Million
0.06% of portfolio
|
Q1 2025
Added 69.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,828,545
shares
|
$148 Million
0.04% of portfolio
|
Q1 2025
Added 31.18%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
970,692
shares
|
$78.7 Million
0.01% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
942,937
shares
|
$76.4 Million
0.03% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
726,769
shares
|
$58.9 Million
0.04% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
695,780
shares
|
$56.4 Million
0.07% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
635,237
shares
|
$51.5 Million
1.86% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
613,744
shares
|
$49.8 Million
0.07% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
594,238
shares
|
$48.2 Million
0.01% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
546,122
shares
|
$44.3 Million
0.24% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
476,115
shares
|
$38.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
468,698
shares
|
$38 Million
0.01% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
453,498
shares
|
$36.8 Million
0.08% of portfolio
|
Q4 2024
Added 24.94%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
365,633
shares
|
$29.6 Million
5.01% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
334,650
shares
|
$27.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
329,167
shares
|
$26.7 Million
5.47% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
321,641
shares
|
$26.1 Million
0.04% of portfolio
|
Q1 2025
Added 18.44%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
295,906
shares
|
$24 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
284,479
shares
|
$23.1 Million
0.04% of portfolio
|
Q1 2025
Added 10.88%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
273,347
shares
|
$22.2 Million
12.23% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
226,108
shares
|
$18.3 Million
2.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
195,130
shares
|
$15.8 Million
0.14% of portfolio
|
Q1 2025
Added 39.32%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
192,487
shares
|
$15.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
187,680
shares
|
$15.2 Million
0.0% of portfolio
|
Q2 2025
Added 16.64%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
186,218
shares
|
$15.1 Million
0.72% of portfolio
|
Q2 2025
Added 1.26%
|