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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,164
shares
|
$748,057
0.02% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
8,945
shares
|
$730,180
0.02% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
8,896
shares
|
$726,180
0.3% of portfolio
|
Q3 2025
Added 13.76%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
8,534
shares
|
$696,630
0.3% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
8,473
shares
|
$691,650
0.06% of portfolio
|
Q3 2025
Added 89.59%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
8,404
shares
|
$686,018
0.57% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
8,347
shares
|
$681,365
0.01% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
8,299
shares
|
$677,447
0.02% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
8,072
shares
|
$658,917
0.0% of portfolio
|
Q3 2025
Added 81.23%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
7,981
shares
|
$651,489
0.07% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
7,710
shares
|
$629,367
0.17% of portfolio
|
Q2 2025
Added 21.04%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
7,679
shares
|
$626,836
0.03% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
7,596
shares
|
$620,061
0.0% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
7,566
shares
|
$617,612
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Clearbridge Investments, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
7,558
shares
|
$616,959
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
7,318
shares
|
$597,368
0.1% of portfolio
|
Q2 2025
Added 16.21%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
7,155
shares
|
$584,062
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
7,068
shares
|
$576,960
0.02% of portfolio
|
Q3 2025
Reduced 14.73%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
6,967
shares
|
$568,716
0.11% of portfolio
|
Q3 2025
Reduced 28.89%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
6,823
shares
|
$556,961
0.0% of portfolio
|
Q2 2025
Added 40.97%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 17, 2025 Q3 2025 |
6,750
shares
|
$551,002
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
6,603
shares
|
$539,002
0.0% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
6,598
shares
|
$538,594
0.12% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
6,519
shares
|
$532,145
0.15% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
6,410
shares
|
$523,248
0.02% of portfolio
|
Q2 2025
Reduced 61.59%
|