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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
6,526
shares
|
$510,267
0.02% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
6,422
shares
|
$502,136
0.0% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,386
shares
|
$499,321
0.24% of portfolio
|
Q4 2023
Reduced 16.22%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
6,370
shares
|
$498,070
0.13% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
6,319
shares
|
$494,082
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
6,300
shares
|
$492,597
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
6,297
shares
|
$492,362
0.08% of portfolio
|
Q1 2025
Added 16.01%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
6,083
shares
|
$475,629
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
5,804
shares
|
$453,814
0.26% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
5,778
shares
|
$451,781
0.02% of portfolio
|
Q1 2025
Reduced 80.39%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,750
shares
|
$449,592
0.0% of portfolio
|
Q1 2025
Added 1337.5%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
5,668
shares
|
$443,180
0.08% of portfolio
|
Q2 2024
Reduced 12.8%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5,614
shares
|
$438,958
0.35% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
5,550
shares
|
$433,954
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
5,539
shares
|
$433,094
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
5,409
shares
|
$422,929
0.01% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
5,289
shares
|
$413,546
0.03% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
5,250
shares
|
$410,497
0.08% of portfolio
|
Q1 2025
Reduced 25.42%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,153
shares
|
$402,913
0.01% of portfolio
|
Q1 2025
Reduced 86.44%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
5,148
shares
|
$402,522
0.02% of portfolio
|
Q1 2025
Reduced 27.9%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
5,019
shares
|
$392,435
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,017
shares
|
$392,279
0.01% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
5,000
shares
|
$390,950
0.03% of portfolio
|
Q2 2024
Reduced 10.79%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
4,950
shares
|
$387,040
0.11% of portfolio
|
Q2 2022
Reduced 13.79%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
4,913
shares
|
$384,147
0.08% of portfolio
|
Q4 2024
Added 0.2%
|