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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
29,730
shares
|
$2.32 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
29,623
shares
|
$2.32 Million
0.05% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
29,150
shares
|
$2.28 Million
1.25% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
27,988
shares
|
$2.19 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
27,924
shares
|
$2.18 Million
0.42% of portfolio
|
Q1 2025
Reduced 23.41%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
27,489
shares
|
$2.15 Million
0.1% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
27,467
shares
|
$2.15 Million
0.06% of portfolio
|
Q1 2020
Reduced 96.46%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
26,661
shares
|
$2.08 Million
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
26,084
shares
|
$2.04 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
26,045
shares
|
$2.04 Million
0.14% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
25,535
shares
|
$2 Million
0.63% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
24,773
shares
|
$1.94 Million
0.27% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
24,460
shares
|
$1.91 Million
0.05% of portfolio
|
Q3 2022
Reduced 7.93%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
23,390
shares
|
$1.83 Million
0.04% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
23,166
shares
|
$1.81 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
22,668
shares
|
$1.77 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
22,344
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 27.66%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
22,152
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
22,086
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
21,821
shares
|
$1.71 Million
1.44% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
21,735
shares
|
$1.7 Million
1.15% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
21,683
shares
|
$1.7 Million
1.21% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
21,518
shares
|
$1.68 Million
0.59% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
21,223
shares
|
$1.66 Million
0.75% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
21,151
shares
|
$1.65 Million
0.04% of portfolio
|
Q1 2025
New holding
|