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 |
|---|---|---|---|---|---|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
201,840
shares
|
$16.5 Million
2.61% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
195,304
shares
|
$15.9 Million
2.3% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
192,430
shares
|
$15.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
187,680
shares
|
$15.3 Million
0.0% of portfolio
|
Q2 2025
Added 16.64%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
177,067
shares
|
$14.5 Million
5.1% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Oct 10, 2025 Q3 2025 |
169,478
shares
|
$13.8 Million
11.58% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
151,145
shares
|
$12.3 Million
1.65% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
146,812
shares
|
$12 Million
0.91% of portfolio
|
Q2 2025
Reduced 49.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
139,361
shares
|
$11.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
138,581
shares
|
$11.3 Million
1.55% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
136,206
shares
|
$11.1 Million
2.46% of portfolio
|
Q3 2025
Added 114.03%
|
|
|
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 |
Aug 05, 2025 Q2 2025 |
131,523
shares
|
$10.7 Million
0.33% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
130,413
shares
|
$10.6 Million
0.06% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
128,055
shares
|
$10.5 Million
2.43% of portfolio
|
Q2 2025
Added 37.29%
|
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
Aug 12, 2025 Q2 2025 |
123,000
shares
|
$10 Million
4.01% of portfolio
|
Q3 2023
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
122,662
shares
|
$10 Million
1.8% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
119,309
shares
|
$9.74 Million
6.42% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
119,039
shares
|
$9.72 Million
2.75% of portfolio
|
Q1 2024
Reduced 3.58%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
112,897
shares
|
$9.22 Million
0.66% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Scott Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
110,139
shares
|
$8.99 Million
2.08% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
103,508
shares
|
$8.45 Million
2.8% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
98,526
shares
|
$8.04 Million
0.2% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
97,169
shares
|
$7.93 Million
3.82% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
97,082
shares
|
$7.92 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.87%
|