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 395 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 $1.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
4,826
shares
|
$395,828
0.02% of portfolio
|
Q1 2025
Reduced 35.21%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
4,819
shares
|
$395,254
0.07% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
4,748
shares
|
$389,430
0.41% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
4,728
shares
|
$387,790
0.07% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
4,606
shares
|
$377,784
0.0% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,600
shares
|
$377,292
0.12% of portfolio
|
Q1 2022
Reduced 4.17%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
4,598
shares
|
$377,127
0.04% of portfolio
|
Q1 2025
Reduced 16.91%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,593
shares
|
$376,717
0.0% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
4,528
shares
|
$371,386
0.06% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
4,500
shares
|
$369,090
0.1% of portfolio
|
Q2 2023
Added 28.57%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
4,469
shares
|
$366,547
0.03% of portfolio
|
Q2 2025
Added 18.29%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
4,454
shares
|
$365,317
0.0% of portfolio
|
Q2 2025
Reduced 88.72%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
4,385
shares
|
$359,657
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,329
shares
|
$355,064
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
4,183
shares
|
$343,089
0.02% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
4,169
shares
|
$341,941
0.11% of portfolio
|
Q1 2025
Added 43.96%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,140
shares
|
$339,562
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
4,139
shares
|
$339,480
0.16% of portfolio
|
Q1 2023
Added 2.58%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
4,065
shares
|
$333,411
0.13% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
4,027
shares
|
$330,294
0.12% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,003
shares
|
$328,326
0.03% of portfolio
|
Q1 2025
Added 84.98%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,990
shares
|
$327,259
0.02% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
3,891
shares
|
$319,139
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,890
shares
|
$319,057
0.01% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
|
Northern Capital Management, Inc.
|
May 09, 2025 Q1 2025 |
3,880
shares
|
$318,237
0.18% of portfolio
|
Q1 2024
New holding
|