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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
17,239
shares
|
$1.41 Million
0.1% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
17,039
shares
|
$1.39 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
16,655
shares
|
$1.36 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,620
shares
|
$1.36 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
|
$1.34 Million
0.09% of portfolio
|
Q4 2022
Added 2.23%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
16,239
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
15,633
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
15,589
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
15,267
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
15,076
shares
|
$1.23 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
15,068
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
14,918
shares
|
$1.22 Million
0.45% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
14,877
shares
|
$1.21 Million
0.3% of portfolio
|
Q2 2025
Added 85.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,816
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
14,525
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
13,849
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
13,037
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2025
Added 74.81%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
12,405
shares
|
$1.01 Million
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
12,298
shares
|
$1 Million
0.31% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
12,254
shares
|
$1 Million
0.06% of portfolio
|
Q3 2025
Reduced 19.87%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
12,198
shares
|
$995,722
0.54% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
11,856
shares
|
$967,805
0.11% of portfolio
|
Q2 2025
Reduced 41.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
11,830
shares
|
$965,682
0.0% of portfolio
|
Q2 2025
Reduced 23.68%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
11,520
shares
|
$940,377
0.05% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
11,509
shares
|
$939,479
0.34% of portfolio
|
Q2 2025
Reduced 1.7%
|