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 |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
4,800
shares
|
$344,688
0.01% of portfolio
|
Q4 2024
Reduced 47.54%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
4,721
shares
|
$339,015
0.06% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
4,713
shares
|
$338,440
0.4% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
4,647
shares
|
$333,701
0.0% of portfolio
|
Q2 2024
Added 8.25%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
4,624
shares
|
$332,049
0.0% of portfolio
|
Q4 2024
Added 12.62%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,600
shares
|
$330,326
0.12% of portfolio
|
Q1 2022
Reduced 4.17%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
4,598
shares
|
$330,182
0.04% of portfolio
|
Q1 2025
Reduced 16.91%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
4,520
shares
|
$324,581
0.05% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
4,500
shares
|
$323,145
0.09% of portfolio
|
Q2 2023
Added 28.57%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,385
shares
|
$314,886
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
4,377
shares
|
$314,312
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
4,329
shares
|
$310,865
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
4,183
shares
|
$300,381
0.02% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
4,169
shares
|
$299,375
0.11% of portfolio
|
Q1 2025
Added 43.96%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
4,153
shares
|
$298,226
0.13% of portfolio
|
Q1 2025
Added 24.3%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,140
shares
|
$297,293
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
4,139
shares
|
$297,221
0.16% of portfolio
|
Q1 2023
Added 2.58%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
4,111
shares
|
$295,210
0.01% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
4,096
shares
|
$294,133
0.1% of portfolio
|
Q4 2024
Reduced 67.17%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
4,058
shares
|
$291,404
0.12% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,003
shares
|
$287,455
0.03% of portfolio
|
Q1 2025
Added 84.98%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
3,891
shares
|
$279,412
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,890
shares
|
$279,340
0.01% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
|
Northern Capital Management, Inc.
|
Feb 10, 2025 Q4 2024 |
3,880
shares
|
$278,622
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
3,874
shares
|
$278,191
0.01% of portfolio
|
Q1 2025
Added 8.82%
|