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 |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
49,235
shares
|
$3.85 Million
0.44% of portfolio
|
Q1 2025
Added 29.22%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
47,805
shares
|
$3.74 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
47,805
shares
|
$3.74 Million
0.01% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Apr 28, 2025 Q1 2025 |
46,526
shares
|
$3.64 Million
1.48% of portfolio
|
Q1 2025
Added 7.58%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
42,336
shares
|
$3.31 Million
0.97% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
41,719
shares
|
$3.26 Million
0.54% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
41,391
shares
|
$3.24 Million
0.17% of portfolio
|
Q1 2025
Reduced 13.8%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
41,236
shares
|
$3.22 Million
0.09% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,063
shares
|
$3.21 Million
0.7% of portfolio
|
Q1 2024
Added 10.19%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
41,012
shares
|
$3.21 Million
0.66% of portfolio
|
Q1 2025
Added 35.71%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
40,862
shares
|
$3.19 Million
0.0% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
39,789
shares
|
$3.11 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
39,474
shares
|
$3.09 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
38,573
shares
|
$3.02 Million
0.21% of portfolio
|
Q1 2025
Added 64.83%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
37,663
shares
|
$2.94 Million
0.94% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
36,166
shares
|
$2.83 Million
0.39% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
35,268
shares
|
$2.76 Million
0.7% of portfolio
|
Q1 2025
Added 154.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
34,574
shares
|
$2.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.41%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
34,364
shares
|
$2.69 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
34,016
shares
|
$2.66 Million
1.18% of portfolio
|
Q1 2025
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
33,700
shares
|
$2.64 Million
0.23% of portfolio
|
Q2 2023
Reduced 1.71%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
33,629
shares
|
$2.63 Million
1.33% of portfolio
|
Q1 2025
Added 23.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
30,545
shares
|
$2.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
30,264
shares
|
$2.37 Million
0.05% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
30,216
shares
|
$2.36 Million
0.01% of portfolio
|
Q1 2025
Added 2.2%
|