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 320 institutions that hold shares in the stock, with a total of 16.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
774
shares
|
$56,432
0.01% of portfolio
|
Q2 2023
Reduced 43.67%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
754
shares
|
$54,974
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
726
shares
|
$52,932
0.0% of portfolio
|
Q1 2024
Reduced 9.93%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
714
shares
|
$52,057
0.01% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
696
shares
|
$50,745
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
693
shares
|
$50,526
0.0% of portfolio
|
Q4 2023
Added 0.58%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
574
shares
|
$41,850
0.02% of portfolio
|
Q2 2024
Added 34.74%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
550
shares
|
$40,100
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
544
shares
|
$39,663
0.0% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
511
shares
|
$37,257
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
430
shares
|
$31,351
0.0% of portfolio
|
Q2 2023
Reduced 7.92%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
420
shares
|
$30,622
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
410
shares
|
$29,893
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
400
shares
|
$29,164
0.0% of portfolio
|
Q2 2024
Reduced 21.57%
|
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
342
shares
|
$24,935
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
276
shares
|
$20,123
0.0% of portfolio
|
Q1 2023
Added 38.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
240
shares
|
$17,498
0.01% of portfolio
|
Q2 2024
Added 0.42%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
240
shares
|
$17,498
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
222
shares
|
$16,186
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
210
shares
|
$15,311
0.0% of portfolio
|
Q3 2017
Reduced 83.33%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
190
shares
|
$13,852
0.0% of portfolio
|
Q2 2024
Added 46.15%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
157
shares
|
$11,446
0.0% of portfolio
|
Q4 2023
Added 0.64%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 09, 2024 Q2 2024 |
150
shares
|
$10,936
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
132
shares
|
$9,624
0.0% of portfolio
|
Q2 2024
Added 120.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
121
shares
|
$8,822
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|