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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
22,216
shares
|
$1.81 Million
0.07% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
22,163
shares
|
$1.81 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
21,853
shares
|
$1.78 Million
1.27% of portfolio
|
Q3 2025
Added 35.16%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
21,716
shares
|
$1.77 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
21,290
shares
|
$1.74 Million
0.02% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
21,251
shares
|
$1.73 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
21,065
shares
|
$1.72 Million
0.04% of portfolio
|
Q3 2025
Reduced 45.76%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
21,015
shares
|
$1.72 Million
0.12% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
19,942
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
19,754
shares
|
$1.61 Million
0.53% of portfolio
|
Q3 2025
Added 307.8%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
19,723
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.86%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
19,582
shares
|
$1.6 Million
0.69% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
19,563
shares
|
$1.6 Million
0.09% of portfolio
|
Q2 2025
Added 280.01%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
19,450
shares
|
$1.59 Million
1.06% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,775
shares
|
$1.53 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
18,700
shares
|
$1.53 Million
0.95% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
18,682
shares
|
$1.53 Million
0.23% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
18,488
shares
|
$1.51 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
18,166
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
18,115
shares
|
$1.48 Million
0.27% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
18,019
shares
|
$1.47 Million
1.39% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
17,664
shares
|
$1.44 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
17,653
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 57.52%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
17,391
shares
|
$1.42 Million
0.06% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
17,315
shares
|
$1.41 Million
0.13% of portfolio
|
Q3 2025
Added 2.5%
|