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 |
|---|---|---|---|---|---|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
3,786
shares
|
$271,872
0.11% of portfolio
|
Q4 2023
Reduced 3.81%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
3,778
shares
|
$271,298
0.03% of portfolio
|
Q1 2025
Added 18.69%
|
|
|
Richwood Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
3,750
shares
|
$269,287
0.24% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
3,742
shares
|
$268,713
0.1% of portfolio
|
Q1 2025
Added 23.21%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
3,686
shares
|
$264,691
0.11% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
3,659
shares
|
$262,752
0.14% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
3,503
shares
|
$251,550
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
3,483
shares
|
$250,114
0.01% of portfolio
|
Q1 2024
Reduced 6.55%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
3,479
shares
|
$249,826
0.0% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
3,469
shares
|
$249,108
0.05% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
3,385
shares
|
$243,076
0.08% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Feb 03, 2025 Q4 2024 |
3,370
shares
|
$241,999
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
3,360
shares
|
$241,281
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
3,297
shares
|
$236,757
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
3,183
shares
|
$228,571
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
3,182
shares
|
$228,499
0.23% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
3,119
shares
|
$223,975
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
3,063
shares
|
$219,954
0.07% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
3,063
shares
|
$219,954
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
3,028
shares
|
$217,440
0.08% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
3,010
shares
|
$216,148
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,000
shares
|
$215,430
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
2,974
shares
|
$213,562
0.12% of portfolio
|
Q4 2024
Reduced 91.47%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
2,959
shares
|
$212,485
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2,916
shares
|
$209,397
0.01% of portfolio
|
Q4 2024
Added 0.1%
|