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 |
|---|---|---|---|---|---|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
2,871
shares
|
$235,479
0.07% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
2,865
shares
|
$234,987
0.05% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
2,856
shares
|
$234,249
0.11% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
2,841
shares
|
$233,018
0.02% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,829
shares
|
$232,034
0.0% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
2,790
shares
|
$228,835
0.02% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,690
shares
|
$220,633
0.13% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,682
shares
|
$219,977
0.06% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
2,634
shares
|
$216,040
0.08% of portfolio
|
Q2 2025
Reduced 27.5%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
2,608
shares
|
$213,908
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,596
shares
|
$212,923
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
2,572
shares
|
$210,955
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,544
shares
|
$208,658
0.01% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
2,535
shares
|
$207,920
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
2,512
shares
|
$206,034
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
2,497
shares
|
$204,803
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,335
shares
|
$191,516
0.02% of portfolio
|
Q1 2025
Added 19.93%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
2,215
shares
|
$181,674
0.06% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
2,148
shares
|
$176,178
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,136
shares
|
$175,194
0.09% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
2,094
shares
|
$171,749
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,848
shares
|
$151,572
0.0% of portfolio
|
Q2 2025
Added 31.06%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
1,752
shares
|
$143,699
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,652
shares
|
$135,497
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,553
shares
|
$127,377
0.04% of portfolio
|
Q1 2025
Added 11.73%
|