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 376 institutions that hold shares in the stock, with a total of 21 Million shares, which have been reported (via 13F filing form) to have a value of $1.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
207,674
shares
|
$15.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
184,472
shares
|
$14.1 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
184,472
shares
|
$14.1 Million
2.42% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
178,430
shares
|
$13.6 Million
0.46% of portfolio
|
Q4 2024
Added 38.59%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
170,503
shares
|
$13 Million
2.37% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
162,754
shares
|
$12.4 Million
0.82% of portfolio
|
Q4 2024
Added 102908.86%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
156,090
shares
|
$11.9 Million
5.05% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
140,180
shares
|
$10.7 Million
0.04% of portfolio
|
Q4 2024
Added 15.51%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
140,056
shares
|
$10.7 Million
0.11% of portfolio
|
Q4 2024
Reduced 21.38%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
134,148
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
131,788
shares
|
$10.1 Million
0.32% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
131,749
shares
|
$10.1 Million
0.04% of portfolio
|
Q4 2024
Added 58.98%
|
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
123,000
shares
|
$9.39 Million
4.33% of portfolio
|
Q3 2023
New holding
|
|
|
Scott Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
121,935
shares
|
$9.31 Million
2.63% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
119,082
shares
|
$9.09 Million
1.56% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
119,039
shares
|
$9.09 Million
2.75% of portfolio
|
Q1 2024
Reduced 3.58%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jan 23, 2025 Q4 2024 |
117,110
shares
|
$8.94 Million
4.78% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
113,762
shares
|
$8.68 Million
1.06% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
109,372
shares
|
$8.35 Million
0.01% of portfolio
|
Q4 2024
Added 14.46%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
108,806
shares
|
$8.31 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
103,508
shares
|
$7.9 Million
2.8% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
100,775
shares
|
$7.69 Million
0.59% of portfolio
|
Q4 2024
Added 15.28%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
93,643
shares
|
$7.15 Million
3.79% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
92,209
shares
|
$7.04 Million
1.01% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
89,803
shares
|
$6.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.38%
|