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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
9,000
shares
|
$703,710
0.02% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
8,963
shares
|
$700,816
0.02% of portfolio
|
Q1 2025
Reduced 26.79%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
8,849
shares
|
$691,903
0.77% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
8,609
shares
|
$673,137
0.17% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
May 15, 2025 Q1 2025 |
8,515
shares
|
$665,787
0.55% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
8,402
shares
|
$656,952
0.15% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
8,323
shares
|
$650,775
0.02% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
8,242
shares
|
$644,441
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
8,032
shares
|
$628,022
0.11% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
8,003
shares
|
$625,754
0.07% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
First Bank & Trust
|
Apr 28, 2025 Q1 2025 |
7,749
shares
|
$605,894
0.11% of portfolio
|
Q1 2025
Added 84.98%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
7,660
shares
|
$598,935
0.01% of portfolio
|
Q1 2025
Reduced 72.75%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
7,656
shares
|
$598,622
0.0% of portfolio
|
Q1 2025
Added 26.42%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
7,643
shares
|
$597,606
0.15% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
7,558
shares
|
$590,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
7,458
shares
|
$583,141
0.04% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
7,411
shares
|
$579,466
0.27% of portfolio
|
Q1 2025
Added 21.02%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
7,341
shares
|
$573,992
0.01% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
7,268
shares
|
$568,284
0.1% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
7,155
shares
|
$559,449
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
6,897
shares
|
$539,276
0.01% of portfolio
|
Q1 2025
Added 43.69%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
6,794
shares
|
$531,222
0.13% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Apr 11, 2025 Q1 2025 |
6,750
shares
|
$527,782
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,746
shares
|
$527,469
0.01% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
6,650
shares
|
$519,963
0.35% of portfolio
|
Q1 2025
Reduced 16.46%
|