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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
21,023
shares
|
$1.64 Million
0.02% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
20,569
shares
|
$1.61 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
20,535
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2022
Reduced 0.02%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
20,428
shares
|
$1.6 Million
0.2% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
19,942
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
19,754
shares
|
$1.54 Million
0.11% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
19,736
shares
|
$1.54 Million
0.06% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
19,694
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Added 1499.84%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
19,652
shares
|
$1.54 Million
0.11% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
19,400
shares
|
$1.52 Million
0.52% of portfolio
|
Q1 2025
Added 12.26%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
19,310
shares
|
$1.51 Million
1.26% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
19,269
shares
|
$1.51 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,775
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
18,562
shares
|
$1.45 Million
1.21% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
17,829
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Added 40.32%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
17,783
shares
|
$1.39 Million
0.69% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
17,515
shares
|
$1.37 Million
0.06% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
17,468
shares
|
$1.37 Million
0.03% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
17,388
shares
|
$1.36 Million
0.27% of portfolio
|
Q1 2025
Added 19.85%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
17,345
shares
|
$1.36 Million
0.08% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
16,998
shares
|
$1.33 Million
0.1% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
16,739
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
16,690
shares
|
$1.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,620
shares
|
$1.3 Million
0.08% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
16,395
shares
|
$1.28 Million
0.09% of portfolio
|
Q4 2022
Added 2.23%
|