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 |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
3,352
shares
|
$273,623
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
3,335
shares
|
$272,236
0.0% of portfolio
|
Q3 2025
Added 27.88%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
3,285
shares
|
$268,154
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
3,281
shares
|
$267,828
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
3,221
shares
|
$262,930
0.04% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
3,119
shares
|
$254,603
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
3,110
shares
|
$253,869
0.01% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
3,065
shares
|
$250,195
0.07% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
3,000
shares
|
$244,890
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
2,954
shares
|
$241,135
0.07% of portfolio
|
Q2 2025
Reduced 21.06%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Aug 05, 2025 Q2 2025 |
2,923
shares
|
$238,604
0.18% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
2,884
shares
|
$235,420
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
2,871
shares
|
$234,359
0.07% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
2,865
shares
|
$233,869
0.05% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
2,856
shares
|
$233,135
0.11% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
2,843
shares
|
$232,074
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,805
shares
|
$228,972
0.0% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
2,790
shares
|
$227,747
0.02% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,690
shares
|
$219,584
0.13% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
2,677
shares
|
$218,523
0.0% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,647
shares
|
$216,074
0.02% of portfolio
|
Q2 2025
Added 13.36%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,596
shares
|
$211,911
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
2,594
shares
|
$211,748
0.0% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
2,572
shares
|
$209,952
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
2,572
shares
|
$209,952
0.06% of portfolio
|
Q1 2025
New holding
|