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 379 institutions that hold shares in the stock, with a total of 21.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
2,720
shares
|
$197,825
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
2,715
shares
|
$197,461
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,690
shares
|
$195,643
0.13% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
2,413
shares
|
$175,497
0.04% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
2,400
shares
|
$174,552
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,255
shares
|
$164,006
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
2,209
shares
|
$160,660
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,164
shares
|
$157,387
0.02% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
2,148
shares
|
$156,224
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,136
shares
|
$155,351
0.09% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
2,094
shares
|
$152,296
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,979
shares
|
$143,932
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,947
shares
|
$141,605
0.02% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
1,752
shares
|
$127,422
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
1,652
shares
|
$120,149
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,536
shares
|
$111,713
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
1,500
shares
|
$109,095
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
1,390
shares
|
$101,094
0.04% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,373
shares
|
$99,858
0.07% of portfolio
|
Q1 2024
Added 50.98%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
1,360
shares
|
$98,912
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
1,300
shares
|
$94,549
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,231
shares
|
$89,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,100
shares
|
$80,003
0.0% of portfolio
|
Q2 2024
Reduced 8.94%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,098
shares
|
$79,857
0.01% of portfolio
|
Q1 2024
Added 300.73%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,092
shares
|
$79,421
0.02% of portfolio
|
Q3 2024
Added 119.28%
|