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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
4,840
shares
|
$378,439
0.0% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,838
shares
|
$378,283
0.07% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
4,826
shares
|
$377,344
0.02% of portfolio
|
Q1 2025
Reduced 35.21%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
4,728
shares
|
$369,682
0.07% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
4,713
shares
|
$368,509
0.4% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
4,606
shares
|
$360,143
0.0% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,600
shares
|
$359,674
0.12% of portfolio
|
Q1 2022
Reduced 4.17%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
4,598
shares
|
$359,517
0.04% of portfolio
|
Q1 2025
Reduced 16.91%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,593
shares
|
$359,126
0.0% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
4,528
shares
|
$354,044
0.06% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
4,500
shares
|
$351,855
0.09% of portfolio
|
Q2 2023
Added 28.57%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
4,385
shares
|
$342,863
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,329
shares
|
$338,484
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
4,183
shares
|
$327,068
0.02% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
4,169
shares
|
$325,974
0.11% of portfolio
|
Q1 2025
Added 43.96%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
4,153
shares
|
$324,723
0.13% of portfolio
|
Q1 2025
Added 24.3%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,140
shares
|
$323,706
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
4,139
shares
|
$323,628
0.16% of portfolio
|
Q1 2023
Added 2.58%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
4,111
shares
|
$321,439
0.01% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
4,058
shares
|
$317,295
0.12% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,003
shares
|
$312,994
0.03% of portfolio
|
Q1 2025
Added 84.98%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
3,891
shares
|
$304,237
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,890
shares
|
$304,159
0.01% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
|
Northern Capital Management, Inc.
|
May 09, 2025 Q1 2025 |
3,880
shares
|
$303,377
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
3,878
shares
|
$303,220
0.02% of portfolio
|
Q1 2025
New holding
|