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 401 institutions that hold shares in the stock, with a total of 22.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,133,487
shares
|
$171 Million
0.06% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,487,645
shares
|
$119 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.64%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,014,690
shares
|
$81.4 Million
0.01% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
972,592
shares
|
$78 Million
0.03% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
781,778
shares
|
$62.7 Million
0.05% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
695,780
shares
|
$55.8 Million
0.07% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
635,237
shares
|
$51 Million
1.86% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
613,744
shares
|
$49.2 Million
0.07% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
546,290
shares
|
$43.8 Million
0.1% of portfolio
|
Q2 2025
Added 20.46%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
541,319
shares
|
$43.4 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
439,102
shares
|
$35.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
412,119
shares
|
$33.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 30.65%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
405,015
shares
|
$32.5 Million
7.53% of portfolio
|
Q2 2025
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
387,221
shares
|
$31.1 Million
4.93% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
377,337
shares
|
$30.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 19.49%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
354,086
shares
|
$28.4 Million
5.85% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
344,483
shares
|
$27.6 Million
0.04% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
331,524
shares
|
$26.6 Million
0.05% of portfolio
|
Q2 2025
Added 16.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
300,933
shares
|
$24.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.08%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
295,906
shares
|
$23.7 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
273,347
shares
|
$21.9 Million
12.23% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
255,590
shares
|
$20.5 Million
1.05% of portfolio
|
Q2 2025
Added 37.99%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
226,108
shares
|
$18.1 Million
2.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
204,815
shares
|
$16.4 Million
0.14% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
195,304
shares
|
$15.7 Million
2.3% of portfolio
|
Q2 2025
Added 5.88%
|