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 401 institutions that hold shares in the stock, with a total of 22.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,750
shares
|
$461,265
0.0% of portfolio
|
Q1 2025
Added 1337.5%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
5,689
shares
|
$456,371
0.2% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5,614
shares
|
$450,355
0.35% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
5,597
shares
|
$448,991
0.01% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
5,520
shares
|
$442,814
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
|
$442,493
0.11% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
5,493
shares
|
$440,648
0.0% of portfolio
|
Q2 2025
Added 19.26%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
5,450
shares
|
$437,199
0.27% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
5,295
shares
|
$424,764
0.01% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
5,289
shares
|
$424,283
0.03% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
5,250
shares
|
$421,155
0.08% of portfolio
|
Q1 2025
Reduced 25.42%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
5,113
shares
|
$410,164
0.22% of portfolio
|
Q2 2025
Reduced 11.91%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
5,020
shares
|
$402,704
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,017
shares
|
$402,463
0.01% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
4,985
shares
|
$399,896
0.02% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
4,959
shares
|
$397,810
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
4,950
shares
|
$397,089
0.13% of portfolio
|
Q2 2022
Reduced 13.79%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
4,913
shares
|
$394,120
0.08% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
4,913
shares
|
$394,120
0.16% of portfolio
|
Q2 2025
Reduced 95.98%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
4,844
shares
|
$388,585
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,819
shares
|
$386,580
0.07% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
4,774
shares
|
$382,970
0.01% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
4,748
shares
|
$380,884
0.41% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
4,735
shares
|
$379,841
0.06% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
4,680
shares
|
$375,429
0.07% of portfolio
|
Q2 2025
Added 20.68%
|