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 |
|---|---|---|---|---|---|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
3,878
shares
|
$318,073
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
3,838
shares
|
$314,792
0.19% of portfolio
|
Q1 2025
Reduced 21.69%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
3,831
shares
|
$314,218
0.01% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
3,786
shares
|
$310,527
0.1% of portfolio
|
Q4 2023
Reduced 3.81%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
3,778
shares
|
$309,871
0.17% of portfolio
|
Q1 2025
Added 18.69%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
3,750
shares
|
$307,575
0.25% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
3,742
shares
|
$306,918
0.1% of portfolio
|
Q1 2025
Added 23.21%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
3,742
shares
|
$306,918
0.14% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
3,684
shares
|
$302,161
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
3,625
shares
|
$297,322
0.06% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
3,623
shares
|
$297,158
0.11% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
3,483
shares
|
$285,675
0.01% of portfolio
|
Q1 2024
Reduced 6.55%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,479
shares
|
$285,347
0.0% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
3,469
shares
|
$284,527
0.05% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
3,385
shares
|
$277,637
0.08% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
3,360
shares
|
$275,587
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
3,182
shares
|
$260,987
0.23% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,182
shares
|
$260,987
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,160
shares
|
$259,183
0.01% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
3,119
shares
|
$255,820
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
3,065
shares
|
$251,391
0.07% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,000
shares
|
$246,060
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
2,989
shares
|
$245,157
0.04% of portfolio
|
Q1 2025
Added 51.04%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
May 05, 2025 Q1 2025 |
2,987
shares
|
$244,993
0.18% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
2,952
shares
|
$242,123
0.0% of portfolio
|
Q1 2025
New holding
|