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 387 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
6,422
shares
|
$461,163
0.0% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,386
shares
|
$458,578
0.24% of portfolio
|
Q4 2023
Reduced 16.22%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
6,370
shares
|
$457,429
0.14% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
6,300
shares
|
$452,403
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
6,056
shares
|
$434,881
0.0% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,908
shares
|
$424,253
0.02% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
5,860
shares
|
$420,806
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
5,804
shares
|
$416,785
0.26% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
5,668
shares
|
$407,019
0.08% of portfolio
|
Q2 2024
Reduced 12.8%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
5,550
shares
|
$398,545
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Feb 11, 2025 Q4 2024 |
5,491
shares
|
$394,308
0.28% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
5,428
shares
|
$389,784
0.07% of portfolio
|
Q4 2024
Added 70.85%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
5,409
shares
|
$388,420
0.01% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
5,289
shares
|
$379,803
0.03% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
5,250
shares
|
$377,002
0.08% of portfolio
|
Q1 2025
Reduced 25.42%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
5,146
shares
|
$369,534
0.0% of portfolio
|
Q4 2024
Added 14.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
5,019
shares
|
$360,414
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,017
shares
|
$360,270
0.01% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
5,000
shares
|
$359,050
0.03% of portfolio
|
Q2 2024
Reduced 10.79%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
4,950
shares
|
$355,459
0.11% of portfolio
|
Q2 2022
Reduced 13.79%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
4,913
shares
|
$352,802
0.08% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
4,901
shares
|
$351,940
0.26% of portfolio
|
Q4 2024
Added 28.16%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
4,896
shares
|
$351,581
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,838
shares
|
$347,416
0.07% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4,803
shares
|
$344,903
0.0% of portfolio
|
Q4 2024
Added 107.12%
|