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 404 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 |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
774
shares
|
$63,181
0.01% of portfolio
|
Q2 2023
Reduced 43.67%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
742
shares
|
$60,569
0.0% of portfolio
|
Q2 2025
Reduced 40.73%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
726
shares
|
$59,263
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
720
shares
|
$58,773
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
693
shares
|
$56,569
0.0% of portfolio
|
Q4 2023
Added 0.58%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
627
shares
|
$51,182
0.0% of portfolio
|
Q2 2025
Reduced 24.18%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
623
shares
|
$50,855
0.01% of portfolio
|
Q2 2025
Added 31.16%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
613
shares
|
$50,039
0.0% of portfolio
|
Q2 2025
Added 29.32%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
550
shares
|
$44,896
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
517
shares
|
$42,202
0.0% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
514
shares
|
$41,957
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
460
shares
|
$37,549
0.0% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
453
shares
|
$36,978
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
420
shares
|
$34,284
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
400
shares
|
$32,652
0.0% of portfolio
|
Q2 2024
Reduced 21.57%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
400
shares
|
$32,652
0.01% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
364
shares
|
$29,713
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
350
shares
|
$28,570
0.01% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
342
shares
|
$27,917
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
336
shares
|
$27,427
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
297
shares
|
$24,244
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
276
shares
|
$22,529
0.0% of portfolio
|
Q1 2023
Added 38.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
253
shares
|
$20,652
0.01% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
241
shares
|
$19,672
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
240
shares
|
$19,591
0.0% of portfolio
|
Q2 2021
Added 500.0%
|