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 |
|---|---|---|---|---|---|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
2,871
shares
|
$206,166
0.07% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
2,865
shares
|
$205,735
0.05% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,829
shares
|
$203,150
0.0% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
2,781
shares
|
$199,703
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
2,737
shares
|
$196,543
0.0% of portfolio
|
Q4 2024
Reduced 35.77%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
2,720
shares
|
$195,323
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
2,699
shares
|
$193,815
0.01% of portfolio
|
Q1 2025
Reduced 74.37%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,690
shares
|
$193,168
0.13% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
2,572
shares
|
$184,695
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
2,413
shares
|
$173,277
0.04% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
2,400
shares
|
$172,344
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
2,255
shares
|
$161,931
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
2,209
shares
|
$158,628
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
2,148
shares
|
$154,247
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,136
shares
|
$153,386
0.09% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
2,094
shares
|
$150,370
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
1,979
shares
|
$142,111
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,947
shares
|
$139,814
0.02% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
1,752
shares
|
$125,811
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,652
shares
|
$118,630
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,553
shares
|
$111,520
0.04% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,536
shares
|
$110,300
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,410
shares
|
$101,252
0.0% of portfolio
|
Q1 2025
Added 28.18%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,373
shares
|
$98,595
0.07% of portfolio
|
Q1 2024
Added 50.98%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
1,360
shares
|
$97,661
0.01% of portfolio
|
Q4 2024
New holding
|