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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
53,381
shares
|
$4.36 Million
0.01% of portfolio
|
Q3 2023
Reduced 6.32%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
52,947
shares
|
$4.32 Million
3.16% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
51,918
shares
|
$4.24 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
50,894
shares
|
$4.15 Million
0.25% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
50,816
shares
|
$4.15 Million
1.6% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
50,201
shares
|
$4.1 Million
0.0% of portfolio
|
Q1 2025
Added 12.31%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
49,750
shares
|
$4.06 Million
0.68% of portfolio
|
Q3 2022
Added 8.26%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
49,535
shares
|
$4.04 Million
0.04% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
49,020
shares
|
$4 Million
0.8% of portfolio
|
Q2 2025
Added 19.53%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
47,656
shares
|
$3.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Rovin Capital
|
Oct 17, 2025 Q3 2025 |
42,409
shares
|
$3.46 Million
1.03% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
42,350
shares
|
$3.46 Million
1.51% of portfolio
|
Q2 2025
Added 24.5%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
41,444
shares
|
$3.38 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2025 Q3 2025 |
41,439
shares
|
$3.38 Million
1.66% of portfolio
|
Q3 2025
Reduced 62.86%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,063
shares
|
$3.35 Million
0.7% of portfolio
|
Q1 2024
Added 10.19%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
40,603
shares
|
$3.31 Million
0.2% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
39,653
shares
|
$3.24 Million
0.49% of portfolio
|
Q3 2025
Added 16.44%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
39,091
shares
|
$3.19 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
38,140
shares
|
$3.11 Million
1.01% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
37,845
shares
|
$3.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
37,684
shares
|
$3.08 Million
0.76% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
37,304
shares
|
$3.05 Million
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
36,298
shares
|
$2.96 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
35,027
shares
|
$2.86 Million
0.15% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
33,700
shares
|
$2.75 Million
0.23% of portfolio
|
Q2 2023
Reduced 1.71%
|