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 402 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 |
|---|---|---|---|---|---|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
4,630
shares
|
$371,418
0.07% of portfolio
|
Q2 2025
Reduced 18.31%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
4,601
shares
|
$369,092
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,600
shares
|
$369,012
0.12% of portfolio
|
Q1 2022
Reduced 4.17%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,593
shares
|
$368,450
0.0% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
4,528
shares
|
$363,236
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
|
$360,990
0.1% of portfolio
|
Q2 2023
Added 28.57%
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
4,477
shares
|
$359,144
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
4,469
shares
|
$358,503
0.03% of portfolio
|
Q2 2025
Added 18.29%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
4,454
shares
|
$357,299
0.0% of portfolio
|
Q2 2025
Reduced 88.72%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
4,438
shares
|
$356,016
0.21% of portfolio
|
Q2 2025
Added 17.47%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
4,385
shares
|
$351,764
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
4,169
shares
|
$334,437
0.11% of portfolio
|
Q1 2025
Added 43.96%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
4,148
shares
|
$332,752
0.0% of portfolio
|
Q2 2025
Reduced 73.45%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,140
shares
|
$332,110
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
4,139
shares
|
$332,030
0.16% of portfolio
|
Q1 2023
Added 2.58%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
4,130
shares
|
$331,308
0.01% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
4,102
shares
|
$329,062
0.03% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
4,065
shares
|
$326,094
0.13% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
4,027
shares
|
$323,045
0.12% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,990
shares
|
$320,077
0.02% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,890
shares
|
$312,055
0.01% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3,890
shares
|
$312,055
0.0% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Northern Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
3,880
shares
|
$311,253
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
3,845
shares
|
$308,445
0.2% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
3,831
shares
|
$307,322
0.01% of portfolio
|
Q2 2025
Reduced 1.11%
|