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 376 institutions that hold shares in the stock, with a total of 21 Million shares, which have been reported (via 13F filing form) to have a value of $1.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
12,243
shares
|
$934,630
0.03% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
12,229
shares
|
$933,561
0.36% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
11,859
shares
|
$905,316
0.04% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
11,520
shares
|
$879,436
0.06% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
11,349
shares
|
$866,382
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,310
shares
|
$863,405
0.0% of portfolio
|
Q2 2023
Reduced 15.12%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,114
shares
|
$848,442
0.0% of portfolio
|
Q4 2024
Reduced 28.55%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
11,061
shares
|
$844,396
0.08% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
10,938
shares
|
$835,006
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
10,930
shares
|
$834,396
0.07% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,695
shares
|
$816,456
0.01% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
10,625
shares
|
$811,112
0.01% of portfolio
|
Q4 2024
Added 27.43%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
10,606
shares
|
$809,662
0.05% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
10,529
shares
|
$803,783
0.02% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
10,101
shares
|
$771,110
0.03% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
9,876
shares
|
$753,933
0.1% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
9,597
shares
|
$732,634
0.66% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
9,525
shares
|
$727,138
0.1% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
9,498
shares
|
$725,077
0.31% of portfolio
|
Q4 2024
Added 20.03%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
9,370
shares
|
$715,305
0.34% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
9,291
shares
|
$709,274
0.43% of portfolio
|
Q4 2024
Added 60.02%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
9,206
shares
|
$702,786
0.2% of portfolio
|
Q2 2024
Added 0.71%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,205
shares
|
$702,709
0.01% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,151
shares
|
$698,587
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
9,124
shares
|
$696,526
0.3% of portfolio
|
Q4 2024
New holding
|