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 379 institutions that hold shares in the stock, with a total of 21.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
48,015
shares
|
$3.44 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
47,818
shares
|
$3.43 Million
0.27% of portfolio
|
Q4 2024
Added 198.97%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
46,840
shares
|
$3.36 Million
0.04% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
46,327
shares
|
$3.32 Million
0.01% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
44,700
shares
|
$3.21 Million
0.0% of portfolio
|
Q4 2024
Added 108.94%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Jan 28, 2025 Q4 2024 |
43,248
shares
|
$3.1 Million
1.55% of portfolio
|
Q4 2024
Added 18.61%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
43,193
shares
|
$3.1 Million
0.06% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
42,014
shares
|
$3.01 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
41,749
shares
|
$2.99 Million
1.13% of portfolio
|
Q4 2024
Added 15.39%
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
41,304
shares
|
$2.96 Million
1.07% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
41,236
shares
|
$2.96 Million
0.09% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,063
shares
|
$2.94 Million
0.7% of portfolio
|
Q1 2024
Added 10.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
40,874
shares
|
$2.93 Million
0.02% of portfolio
|
Q4 2024
Added 23.35%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
40,652
shares
|
$2.92 Million
0.55% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
39,430
shares
|
$2.83 Million
0.0% of portfolio
|
Q4 2024
Reduced 21.04%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
38,388
shares
|
$2.75 Million
0.26% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
38,101
shares
|
$2.73 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
38,006
shares
|
$2.73 Million
0.06% of portfolio
|
Q4 2024
Added 1240.6%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
37,830
shares
|
$2.71 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
36,461
shares
|
$2.61 Million
0.64% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
35,376
shares
|
$2.54 Million
0.16% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
34,116
shares
|
$2.45 Million
0.0% of portfolio
|
Q4 2024
Added 78.63%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
33,700
shares
|
$2.42 Million
0.23% of portfolio
|
Q2 2023
Reduced 1.71%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
33,400
shares
|
$2.4 Million
0.06% of portfolio
|
Q4 2024
Added 572.84%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
33,347
shares
|
$2.39 Million
0.38% of portfolio
|
Q4 2024
Added 1.08%
|