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 401 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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
3,800
shares
|
$304,836
0.0% of portfolio
|
Q2 2025
Reduced 60.42%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
3,786
shares
|
$303,712
0.11% of portfolio
|
Q4 2023
Reduced 3.81%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
3,776
shares
|
$302,910
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
3,750
shares
|
$300,825
0.25% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
3,746
shares
|
$300,504
0.14% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
3,684
shares
|
$295,530
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
3,623
shares
|
$290,637
0.11% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
3,569
shares
|
$286,305
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
3,555
shares
|
$285,182
0.01% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
3,503
shares
|
$281,010
0.07% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
3,500
shares
|
$280,770
0.02% of portfolio
|
Q2 2025
Reduced 30.0%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
3,483
shares
|
$279,406
0.01% of portfolio
|
Q1 2024
Reduced 6.55%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,479
shares
|
$279,085
0.0% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
3,479
shares
|
$279,085
0.0% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
3,423
shares
|
$274,593
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
3,385
shares
|
$271,544
0.09% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
3,360
shares
|
$269,539
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
3,352
shares
|
$268,897
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
3,285
shares
|
$263,522
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
3,281
shares
|
$263,201
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
3,221
shares
|
$258,388
0.04% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,182
shares
|
$255,260
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
3,160
shares
|
$253,495
0.01% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
3,119
shares
|
$250,206
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
3,065
shares
|
$245,874
0.07% of portfolio
|
Q2 2025
Added 0.07%
|