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 393 institutions that hold shares in the stock, with a total of 22.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.79 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
|
$157 Million
0.06% of portfolio
|
Q1 2025
Added 69.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,828,545
shares
|
$143 Million
0.04% of portfolio
|
Q1 2025
Added 31.18%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
970,692
shares
|
$75.9 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
|
$73.7 Million
0.03% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
726,769
shares
|
$56.8 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
|
$54.4 Million
0.07% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
613,033
shares
|
$47.9 Million
1.73% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
612,373
shares
|
$47.9 Million
0.06% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
594,238
shares
|
$46.5 Million
0.01% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
546,122
shares
|
$42.7 Million
0.24% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
537,602
shares
|
$42 Million
7.85% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
476,115
shares
|
$37.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
468,698
shares
|
$36.6 Million
0.01% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
453,498
shares
|
$35.5 Million
0.08% of portfolio
|
Q4 2024
Added 24.94%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
365,633
shares
|
$28.6 Million
5.01% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
334,650
shares
|
$26.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
329,167
shares
|
$25.7 Million
5.47% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
321,641
shares
|
$25.1 Million
0.04% of portfolio
|
Q1 2025
Added 18.44%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
300,058
shares
|
$23.5 Million
0.59% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
292,636
shares
|
$22.9 Million
1.72% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
284,479
shares
|
$22.2 Million
0.04% of portfolio
|
Q1 2025
Added 10.88%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
275,817
shares
|
$21.6 Million
12.05% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
223,421
shares
|
$17.5 Million
1.95% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
207,237
shares
|
$16.2 Million
0.06% of portfolio
|
Q1 2025
Added 57.3%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
195,130
shares
|
$15.3 Million
0.14% of portfolio
|
Q1 2025
Added 39.32%
|