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 339 institutions that hold shares in the stock, with a total of 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
3,479
shares
|
$280,094
0.0% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
3,387
shares
|
$272,687
0.01% of portfolio
|
Q3 2024
Reduced 84.29%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
3,371
shares
|
$271,399
0.08% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,368
shares
|
$271,157
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
3,360
shares
|
$270,513
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
3,296
shares
|
$265,360
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
3,266
shares
|
$262,945
0.07% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
3,237
shares
|
$260,610
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
3,234
shares
|
$260,369
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
3,232
shares
|
$260,208
0.08% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
3,203
shares
|
$257,873
0.07% of portfolio
|
Q3 2024
Reduced 98.53%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
3,177
shares
|
$255,780
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
3,132
shares
|
$252,157
0.0% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
3,014
shares
|
$242,657
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,000
shares
|
$241,530
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
2,913
shares
|
$234,525
0.01% of portfolio
|
Q3 2024
Reduced 20.71%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,909
shares
|
$234,203
0.0% of portfolio
|
Q3 2024
Reduced 15.95%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
2,892
shares
|
$232,834
0.04% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
2,865
shares
|
$230,661
0.05% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,835
shares
|
$228,245
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,764
shares
|
$222,529
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
2,751
shares
|
$221,483
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
2,485
shares
|
$200,067
0.04% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
2,400
shares
|
$193,224
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
2,319
shares
|
$186,702
0.0% of portfolio
|
Q3 2024
Added 233.19%
|