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 |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,486
shares
|
$121,881
0.02% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
1,300
shares
|
$106,626
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,252
shares
|
$102,689
0.0% of portfolio
|
Q1 2025
Added 96.55%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,092
shares
|
$89,565
0.02% of portfolio
|
Q3 2024
Added 119.28%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,080
shares
|
$88,581
0.0% of portfolio
|
Q4 2024
Added 2300.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,011
shares
|
$82,922
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,002
shares
|
$82,184
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
980
shares
|
$80,379
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
888
shares
|
$72,833
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
827
shares
|
$67,830
0.0% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
774
shares
|
$63,483
0.01% of portfolio
|
Q2 2023
Reduced 43.67%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
726
shares
|
$59,546
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
719
shares
|
$58,972
0.05% of portfolio
|
Q2 2025
Added 43.8%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
719
shares
|
$58,972
0.01% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
693
shares
|
$56,839
0.0% of portfolio
|
Q4 2023
Added 0.58%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
550
shares
|
$45,111
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
517
shares
|
$42,404
0.0% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
514
shares
|
$42,158
0.0% of portfolio
|
Q1 2025
Reduced 99.71%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
513
shares
|
$42,076
0.01% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
510
shares
|
$41,830
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
500
shares
|
$41,010
0.02% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
475
shares
|
$38,959
0.01% of portfolio
|
Q1 2025
Added 20.25%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
474
shares
|
$38,877
0.0% of portfolio
|
Q1 2025
Added 347.17%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
460
shares
|
$37,729
0.0% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
453
shares
|
$37,155
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|