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 379 institutions that hold shares in the stock, with a total of 21.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
3,479
shares
|
$253,027
0.0% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
3,383
shares
|
$246,045
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
3,379
shares
|
$245,754
0.09% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Feb 03, 2025 Q4 2024 |
3,370
shares
|
$245,100
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
3,360
shares
|
$244,372
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
3,341
shares
|
$242,990
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
3,296
shares
|
$239,718
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
3,183
shares
|
$231,499
0.03% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
3,183
shares
|
$231,499
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,133
shares
|
$227,863
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
3,119
shares
|
$226,844
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
3,063
shares
|
$222,771
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
3,061
shares
|
$222,626
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
3,037
shares
|
$220,881
0.07% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
3,010
shares
|
$218,917
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,000
shares
|
$218,190
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
2,974
shares
|
$216,299
0.12% of portfolio
|
Q4 2024
Reduced 91.47%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
2,969
shares
|
$215,935
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
2,959
shares
|
$215,208
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2,916
shares
|
$212,080
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
2,896
shares
|
$210,626
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
2,865
shares
|
$208,371
0.05% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,856
shares
|
$207,716
0.0% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
2,781
shares
|
$202,262
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
2,737
shares
|
$199,062
0.0% of portfolio
|
Q4 2024
Reduced 35.77%
|