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 338 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 $1.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,600
shares
|
$352,498
0.12% of portfolio
|
Q1 2022
Reduced 4.17%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
4,599
shares
|
$352,421
0.04% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
4,511
shares
|
$345,677
0.0% of portfolio
|
Q3 2024
Reduced 43.71%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
4,510
shares
|
$345,601
0.05% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
4,500
shares
|
$344,835
0.09% of portfolio
|
Q2 2023
Added 28.57%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,385
shares
|
$336,022
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4,329
shares
|
$331,731
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
4,261
shares
|
$326,520
0.0% of portfolio
|
Q3 2024
Reduced 88.77%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,140
shares
|
$317,248
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
4,139
shares
|
$317,171
0.16% of portfolio
|
Q1 2023
Added 2.58%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
4,106
shares
|
$314,642
0.0% of portfolio
|
Q3 2024
Added 39.85%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
4,042
shares
|
$309,738
0.13% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,020
shares
|
$308,052
0.24% of portfolio
|
Q2 2024
Reduced 3.25%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,891
shares
|
$298,167
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,890
shares
|
$298,090
0.01% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
|
Northern Capital Management, Inc.
|
Nov 12, 2024 Q3 2024 |
3,880
shares
|
$297,324
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
3,824
shares
|
$293,033
0.21% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
3,818
shares
|
$292,573
0.0% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
3,786
shares
|
$290,121
0.11% of portfolio
|
Q4 2023
Reduced 3.81%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
3,746
shares
|
$287,055
0.11% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
3,654
shares
|
$280,006
0.14% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
3,568
shares
|
$273,415
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
3,503
shares
|
$268,434
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
3,483
shares
|
$266,902
0.01% of portfolio
|
Q1 2024
Reduced 6.55%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
3,479
shares
|
$266,595
0.0% of portfolio
|
Q1 2024
Reduced 1.42%
|