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 401 institutions that hold shares in the stock, with a total of 22.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,000
shares
|
$240,660
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
2,954
shares
|
$236,969
0.07% of portfolio
|
Q2 2025
Reduced 21.06%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Aug 05, 2025 Q2 2025 |
2,923
shares
|
$234,483
0.18% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
2,871
shares
|
$230,311
0.07% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
2,865
shares
|
$229,830
0.05% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
2,856
shares
|
$229,108
0.11% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
2,856
shares
|
$229,108
0.0% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
2,842
shares
|
$227,985
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
2,827
shares
|
$226,781
0.19% of portfolio
|
Q2 2025
Reduced 11.16%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,805
shares
|
$225,017
0.0% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
2,790
shares
|
$223,813
0.02% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,690
shares
|
$215,791
0.13% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,682
shares
|
$215,150
0.06% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,647
shares
|
$212,342
0.02% of portfolio
|
Q2 2025
Added 13.36%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
2,638
shares
|
$211,620
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
2,634
shares
|
$211,299
0.08% of portfolio
|
Q2 2025
Reduced 27.5%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
2,608
shares
|
$209,213
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,596
shares
|
$208,251
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
2,572
shares
|
$206,325
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
2,562
shares
|
$205,523
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,544
shares
|
$204,079
0.01% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
2,535
shares
|
$203,357
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
2,524
shares
|
$202,475
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
2,512
shares
|
$201,512
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,497
shares
|
$200,309
0.03% of portfolio
|
Q2 2025
New holding
|