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 339 institutions that hold shares in the stock, with a total of 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
25,423
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
25,111
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 18.65%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
24,512
shares
|
$1.97 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
24,460
shares
|
$1.97 Million
0.05% of portfolio
|
Q3 2022
Reduced 7.93%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
24,311
shares
|
$1.96 Million
0.28% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
24,196
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 53.71%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
23,963
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2024
Reduced 28.43%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
22,984
shares
|
$1.85 Million
0.42% of portfolio
|
Q3 2024
Added 15.07%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Oct 15, 2024 Q3 2024 |
22,846
shares
|
$1.84 Million
1.03% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
22,344
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 27.66%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
22,191
shares
|
$1.79 Million
0.7% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
22,047
shares
|
$1.78 Million
0.1% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
21,394
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 30.94%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
20,656
shares
|
$1.66 Million
0.43% of portfolio
|
Q3 2024
Reduced 28.24%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
20,651
shares
|
$1.66 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
20,626
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
20,535
shares
|
$1.65 Million
0.02% of portfolio
|
Q4 2022
Reduced 0.02%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
20,466
shares
|
$1.65 Million
0.72% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
20,153
shares
|
$1.62 Million
0.12% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
19,888
shares
|
$1.6 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
19,611
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
19,610
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
19,558
shares
|
$1.57 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
19,099
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
18,854
shares
|
$1.52 Million
1.1% of portfolio
|
Q3 2024
Reduced 6.14%
|