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 |
|---|---|---|---|---|---|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
12,548
shares
|
$1.01 Million
0.54% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
12,511
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2024
Reduced 23.71%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
12,475
shares
|
$1 Million
0.38% of portfolio
|
Q3 2024
Added 345.38%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
12,405
shares
|
$998,726
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
12,328
shares
|
$992,527
0.36% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
12,258
shares
|
$986,891
0.02% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
12,174
shares
|
$980,128
0.1% of portfolio
|
Q3 2024
Added 62.34%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
11,843
shares
|
$953,479
0.04% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
11,520
shares
|
$927,475
0.05% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,310
shares
|
$910,568
0.0% of portfolio
|
Q2 2023
Reduced 15.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
11,097
shares
|
$893,419
0.0% of portfolio
|
Q3 2024
Reduced 14.82%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
10,930
shares
|
$879,974
0.07% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
10,921
shares
|
$879,249
0.0% of portfolio
|
Q3 2024
Added 13.76%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
10,913
shares
|
$878,605
0.02% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,845
shares
|
$873,130
0.05% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
10,733
shares
|
$864,113
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
10,335
shares
|
$832,070
0.05% of portfolio
|
Q3 2024
Added 73.49%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
9,876
shares
|
$795,116
0.1% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
9,799
shares
|
$788,917
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
9,716
shares
|
$782,235
0.35% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
9,576
shares
|
$770,963
0.64% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
9,206
shares
|
$741,175
0.21% of portfolio
|
Q2 2024
Added 0.71%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,205
shares
|
$741,094
0.01% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
9,150
shares
|
$736,666
0.01% of portfolio
|
Q3 2024
Added 27.08%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,138
shares
|
$735,700
0.02% of portfolio
|
Q3 2024
Reduced 2.85%
|