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 339 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 $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
2,148
shares
|
$161,808
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,136
shares
|
$160,904
0.09% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,884
shares
|
$141,921
0.02% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,849
shares
|
$139,285
0.01% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,652
shares
|
$124,445
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
1,544
shares
|
$116,309
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,536
shares
|
$115,706
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
1,387
shares
|
$104,482
0.04% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
1,374
shares
|
$103,503
0.07% of portfolio
|
Q3 2024
Reduced 33.72%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
1,300
shares
|
$97,929
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,100
shares
|
$82,863
0.0% of portfolio
|
Q2 2024
Reduced 8.94%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,098
shares
|
$82,712
0.01% of portfolio
|
Q1 2024
Added 300.73%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,092
shares
|
$82,260
0.02% of portfolio
|
Q3 2024
Added 119.28%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
1,033
shares
|
$77,815
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,002
shares
|
$75,480
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
906
shares
|
$68,248
0.01% of portfolio
|
Q2 2021
Reduced 82.81%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
888
shares
|
$66,893
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
827
shares
|
$62,297
0.0% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
800
shares
|
$60,264
0.03% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
774
shares
|
$58,305
0.01% of portfolio
|
Q2 2023
Reduced 43.67%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
726
shares
|
$54,689
0.0% of portfolio
|
Q1 2024
Reduced 9.93%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
716
shares
|
$53,936
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
693
shares
|
$52,203
0.0% of portfolio
|
Q4 2023
Added 0.58%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
637
shares
|
$47,985
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
550
shares
|
$41,431
0.0% of portfolio
|
Q3 2022
New holding
|