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 395 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 $1.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
186,218
shares
|
$15.3 Million
2.38% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
186,218
shares
|
$15.3 Million
0.72% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
185,219
shares
|
$15.2 Million
0.9% of portfolio
|
Q1 2025
Added 13.8%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
184,465
shares
|
$15.1 Million
2.31% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
172,391
shares
|
$14.1 Million
5.16% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
160,911
shares
|
$13.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.52%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
151,151
shares
|
$12.4 Million
1.5% of portfolio
|
Q1 2025
Added 63.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
144,821
shares
|
$11.9 Million
0.03% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
136,006
shares
|
$11.2 Million
1.68% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
134,148
shares
|
$11 Million
0.01% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
128,755
shares
|
$10.6 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
123,849
shares
|
$10.2 Million
1.19% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
May 08, 2025 Q1 2025 |
123,000
shares
|
$10.1 Million
4.33% of portfolio
|
Q3 2023
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
122,427
shares
|
$10 Million
0.06% of portfolio
|
Q1 2025
Reduced 42.07%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
122,260
shares
|
$10 Million
3.81% of portfolio
|
Q1 2025
New holding
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
120,266
shares
|
$9.86 Million
2.65% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
119,309
shares
|
$9.79 Million
6.42% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
119,039
shares
|
$9.76 Million
2.75% of portfolio
|
Q1 2024
Reduced 3.58%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
112,865
shares
|
$9.26 Million
0.33% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jul 16, 2025 Q2 2025 |
111,569
shares
|
$9.15 Million
4.46% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
108,937
shares
|
$8.94 Million
0.62% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
103,508
shares
|
$8.49 Million
2.8% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
102,406
shares
|
$8.4 Million
6.52% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
97,082
shares
|
$7.96 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
96,377
shares
|
$7.9 Million
3.89% of portfolio
|
Q2 2025
Added 0.74%
|