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 407 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 $1.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
232
shares
|
$18,938
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
222
shares
|
$18,121
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
210
shares
|
$17,142
0.0% of portfolio
|
Q3 2017
Reduced 83.33%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
182
shares
|
$14,856
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
151
shares
|
$12,326
0.0% of portfolio
|
Q2 2025
Reduced 39.84%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
127
shares
|
$10,367
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
121
shares
|
$9,877
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
114
shares
|
$9,305
0.0% of portfolio
|
Q2 2024
Added 776.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
105
shares
|
$8,571
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
98
shares
|
$7,999
0.0% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
96
shares
|
$7,836
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
78
shares
|
$6,367
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
63
shares
|
$5,142
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
60
shares
|
$4,897
0.0% of portfolio
|
Q1 2025
Reduced 54.55%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
57
shares
|
$4,652
0.0% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
56
shares
|
$4,571
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
52
shares
|
$4,244
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
52
shares
|
$4,244
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
48
shares
|
$3,918
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
48
shares
|
$3,918
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
46
shares
|
$3,754
0.0% of portfolio
|
Q3 2022
Reduced 94.81%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
42
shares
|
$3,428
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
40
shares
|
$3,265
0.0% of portfolio
|
Q4 2024
New holding
|