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 |
|---|---|---|---|---|---|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,000
shares
|
$234,570
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
2,989
shares
|
$233,709
0.04% of portfolio
|
Q1 2025
Added 51.04%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
May 05, 2025 Q1 2025 |
2,987
shares
|
$233,553
0.18% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
2,952
shares
|
$230,816
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
2,871
shares
|
$224,483
0.07% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
2,865
shares
|
$224,014
0.05% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
May 05, 2025 Q1 2025 |
2,857
shares
|
$223,388
0.11% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
2,841
shares
|
$222,137
0.02% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,829
shares
|
$221,199
0.0% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
2,699
shares
|
$211,034
0.01% of portfolio
|
Q1 2025
Reduced 74.37%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,690
shares
|
$210,331
0.13% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
2,572
shares
|
$201,104
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,335
shares
|
$182,573
0.02% of portfolio
|
Q1 2025
Added 19.93%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
2,255
shares
|
$176,318
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
2,148
shares
|
$167,952
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,136
shares
|
$167,013
0.09% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
2,094
shares
|
$163,729
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
1,752
shares
|
$136,988
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,652
shares
|
$129,169
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,553
shares
|
$121,429
0.04% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,536
shares
|
$120,099
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,410
shares
|
$110,247
0.0% of portfolio
|
Q1 2025
Added 28.18%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
1,300
shares
|
$101,647
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,252
shares
|
$97,893
0.0% of portfolio
|
Q1 2025
Added 96.55%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,092
shares
|
$85,383
0.02% of portfolio
|
Q3 2024
Added 119.28%
|