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 |
|---|---|---|---|---|---|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
4,048
shares
|
$330,438
0.33% of portfolio
|
Q3 2025
Reduced 14.74%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,990
shares
|
$325,703
0.02% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3,890
shares
|
$317,540
0.0% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,890
shares
|
$317,540
0.01% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
|
Northern Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
3,880
shares
|
$316,724
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
3,845
shares
|
$313,867
0.2% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
3,800
shares
|
$310,194
0.0% of portfolio
|
Q2 2025
Reduced 60.42%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
3,786
shares
|
$309,051
0.11% of portfolio
|
Q4 2023
Reduced 3.81%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
3,786
shares
|
$309,051
0.08% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
3,776
shares
|
$308,234
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,750
shares
|
$306,112
0.24% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
3,746
shares
|
$305,785
0.14% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
3,679
shares
|
$300,316
0.01% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
3,623
shares
|
$295,745
0.11% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
3,569
shares
|
$291,337
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
3,555
shares
|
$290,194
0.01% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
3,544
shares
|
$289,296
0.01% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
3,503
shares
|
$285,949
0.07% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
3,500
shares
|
$285,705
0.02% of portfolio
|
Q2 2025
Reduced 30.0%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,479
shares
|
$283,990
0.0% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
3,479
shares
|
$283,990
0.0% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
3,452
shares
|
$281,786
0.0% of portfolio
|
Q3 2025
Added 34.74%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
3,423
shares
|
$279,419
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
3,385
shares
|
$276,317
0.08% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
3,360
shares
|
$274,276
0.02% of portfolio
|
Q4 2022
New holding
|