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 406 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 $1.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
4,950
shares
|
$404,068
0.12% of portfolio
|
Q2 2022
Reduced 13.79%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
4,913
shares
|
$401,048
0.08% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
4,913
shares
|
$401,048
0.16% of portfolio
|
Q2 2025
Reduced 95.98%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,819
shares
|
$393,374
0.07% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
4,788
shares
|
$390,844
0.09% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
4,774
shares
|
$389,701
0.01% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
4,735
shares
|
$386,518
0.06% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
4,709
shares
|
$384,395
0.09% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
4,700
shares
|
$383,661
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
4,630
shares
|
$377,946
0.07% of portfolio
|
Q2 2025
Reduced 18.31%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
4,601
shares
|
$375,579
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,600
shares
|
$375,498
0.12% of portfolio
|
Q1 2022
Reduced 4.17%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,593
shares
|
$374,926
0.0% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
4,528
shares
|
$369,620
0.06% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
4,500
shares
|
$367,335
0.1% of portfolio
|
Q2 2023
Added 28.57%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
4,438
shares
|
$362,273
0.21% of portfolio
|
Q2 2025
Added 17.47%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
4,385
shares
|
$357,947
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
4,269
shares
|
$348,478
0.06% of portfolio
|
Q3 2025
Added 34.16%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
4,195
shares
|
$342,437
0.12% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
4,148
shares
|
$338,601
0.0% of portfolio
|
Q2 2025
Reduced 73.45%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,140
shares
|
$337,948
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
4,139
shares
|
$337,866
0.16% of portfolio
|
Q1 2023
Added 2.58%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
4,130
shares
|
$337,131
0.01% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,072
shares
|
$332,397
0.03% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
4,065
shares
|
$331,825
0.13% of portfolio
|
Q2 2025
Added 0.17%
|