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 407 institutions that hold shares in the stock, with a total of 23 Million shares, which have been reported (via 13F filing form) to have a value of $1.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,386
shares
|
$521,289
0.24% of portfolio
|
Q4 2023
Reduced 16.22%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
6,312
shares
|
$515,248
0.04% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 20, 2025 Q3 2025 |
6,300
shares
|
$514,269
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
6,254
shares
|
$510,514
0.01% of portfolio
|
Q2 2025
Reduced 32.61%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
6,089
shares
|
$497,045
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
6,006
shares
|
$490,269
0.0% of portfolio
|
Q2 2025
Reduced 21.55%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,798
shares
|
$473,290
0.01% of portfolio
|
Q3 2025
Added 25108.7%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,750
shares
|
$469,372
0.0% of portfolio
|
Q1 2025
Added 1337.5%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
5,689
shares
|
$464,393
0.2% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
5,680
shares
|
$463,658
0.02% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5,614
shares
|
$458,270
0.35% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
5,597
shares
|
$456,883
0.01% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
5,520
shares
|
$450,597
0.01% of portfolio
|
Q2 2025
Reduced 18.17%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
5,516
shares
|
$450,271
0.11% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
5,508
shares
|
$449,618
0.13% of portfolio
|
Q3 2025
Reduced 9.08%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
5,493
shares
|
$448,393
0.0% of portfolio
|
Q2 2025
Added 19.26%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
5,450
shares
|
$444,883
0.27% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
5,295
shares
|
$432,230
0.01% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
5,289
shares
|
$431,741
0.03% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
5,250
shares
|
$428,557
0.08% of portfolio
|
Q1 2025
Reduced 25.42%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
5,113
shares
|
$417,374
0.22% of portfolio
|
Q2 2025
Reduced 11.91%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
5,021
shares
|
$409,864
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,017
shares
|
$409,537
0.01% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
4,985
shares
|
$406,925
0.02% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
4,959
shares
|
$404,803
0.01% of portfolio
|
Q2 2025
New holding
|