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 $1.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,386
shares
|
$512,668
0.24% of portfolio
|
Q4 2023
Reduced 16.22%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
6,375
shares
|
$511,785
0.14% of portfolio
|
Q3 2024
Added 50.53%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
6,300
shares
|
$505,764
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,111
shares
|
$490,591
0.22% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
6,006
shares
|
$482,161
0.0% of portfolio
|
Q1 2023
Added 0.33%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
5,806
shares
|
$466,105
0.27% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
5,767
shares
|
$462,974
0.02% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,668
shares
|
$455,027
0.08% of portfolio
|
Q2 2024
Reduced 12.8%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
5,627
shares
|
$451,735
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
5,596
shares
|
$449,246
0.01% of portfolio
|
Q2 2024
Added 2.94%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
5,585
shares
|
$448,363
0.24% of portfolio
|
Q3 2024
Added 10.14%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
5,511
shares
|
$442,423
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
5,409
shares
|
$434,234
0.01% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,178
shares
|
$415,689
0.03% of portfolio
|
Q2 2024
Reduced 6.03%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
5,166
shares
|
$414,726
0.01% of portfolio
|
Q1 2024
Added 3.36%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
5,108
shares
|
$410,070
0.02% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
5,017
shares
|
$402,764
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,017
shares
|
$402,764
0.01% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$401,400
0.03% of portfolio
|
Q2 2024
Reduced 10.79%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,982
shares
|
$399,954
0.08% of portfolio
|
Q3 2024
Reduced 18.49%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
4,964
shares
|
$398,509
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
4,950
shares
|
$397,386
0.11% of portfolio
|
Q2 2022
Reduced 13.79%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
4,903
shares
|
$393,612
0.07% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,887
shares
|
$392,328
0.0% of portfolio
|
Q3 2024
Added 62.14%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
4,779
shares
|
$383,658
0.06% of portfolio
|
Q3 2024
Added 0.21%
|