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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
3,874
shares
|
$302,908
0.01% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
3,870
shares
|
$302,595
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
3,838
shares
|
$300,093
0.19% of portfolio
|
Q1 2025
Reduced 21.69%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
3,786
shares
|
$296,027
0.1% of portfolio
|
Q4 2023
Reduced 3.81%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
3,778
shares
|
$295,401
0.17% of portfolio
|
Q1 2025
Added 18.69%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
3,778
shares
|
$295,401
0.03% of portfolio
|
Q1 2025
Added 18.69%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
3,750
shares
|
$293,212
0.23% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
3,742
shares
|
$292,586
0.14% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
3,742
shares
|
$292,586
0.1% of portfolio
|
Q1 2025
Added 23.21%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
3,686
shares
|
$288,208
0.11% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
3,633
shares
|
$284,064
0.11% of portfolio
|
Q1 2025
Added 30.64%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
3,625
shares
|
$283,438
0.06% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
3,483
shares
|
$272,335
0.01% of portfolio
|
Q1 2024
Reduced 6.55%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,479
shares
|
$272,023
0.0% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
3,469
shares
|
$271,241
0.05% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
3,452
shares
|
$269,911
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
3,385
shares
|
$264,673
0.08% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
3,360
shares
|
$262,718
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
3,329
shares
|
$260,294
0.07% of portfolio
|
Q1 2025
Reduced 32.01%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
3,297
shares
|
$257,792
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
3,182
shares
|
$248,800
0.23% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,160
shares
|
$247,080
0.01% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
3,119
shares
|
$243,874
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
3,063
shares
|
$239,495
0.07% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
3,028
shares
|
$236,759
0.08% of portfolio
|
Q1 2025
Reduced 10.49%
|