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 393 institutions that hold shares in the stock, with a total of 22.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
185,219
shares
|
$14.5 Million
0.9% of portfolio
|
Q1 2025
Added 13.8%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
184,465
shares
|
$14.4 Million
2.31% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
183,907
shares
|
$14.4 Million
2.22% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
183,907
shares
|
$14.4 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Apr 18, 2025 Q1 2025 |
161,446
shares
|
$12.6 Million
4.79% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
160,911
shares
|
$12.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.52%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
151,151
shares
|
$11.8 Million
1.5% of portfolio
|
Q1 2025
Added 63.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
144,821
shares
|
$11.3 Million
0.03% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
134,148
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
128,755
shares
|
$10.1 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
124,753
shares
|
$9.75 Million
1.55% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
123,849
shares
|
$9.68 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
|
$9.62 Million
4.33% of portfolio
|
Q3 2023
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
122,427
shares
|
$9.57 Million
0.06% of portfolio
|
Q1 2025
Reduced 42.07%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
122,260
shares
|
$9.56 Million
3.81% of portfolio
|
Q1 2025
New holding
|
|
|
Scott Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
120,501
shares
|
$9.42 Million
2.58% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
119,039
shares
|
$9.31 Million
2.75% of portfolio
|
Q1 2024
Reduced 3.58%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
112,865
shares
|
$8.82 Million
0.33% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Apr 16, 2025 Q1 2025 |
109,953
shares
|
$8.6 Million
4.3% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
108,937
shares
|
$8.52 Million
0.62% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
May 07, 2025 Q1 2025 |
106,229
shares
|
$8.31 Million
7.08% of portfolio
|
Q1 2025
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
103,508
shares
|
$8.09 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
|
$8.01 Million
6.52% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
102,056
shares
|
$7.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
95,669
shares
|
$7.48 Million
3.61% of portfolio
|
Q1 2025
Added 2.16%
|