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 |
|---|---|---|---|---|---|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
1,300
shares
|
$93,353
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,231
shares
|
$88,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,092
shares
|
$78,416
0.02% of portfolio
|
Q3 2024
Added 119.28%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,080
shares
|
$77,554
0.0% of portfolio
|
Q4 2024
Added 2300.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,002
shares
|
$71,953
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
980
shares
|
$70,373
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
888
shares
|
$63,767
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
827
shares
|
$59,386
0.0% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
774
shares
|
$55,580
0.01% of portfolio
|
Q2 2023
Reduced 43.67%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
726
shares
|
$52,134
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
718
shares
|
$51,559
0.01% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
693
shares
|
$49,764
0.0% of portfolio
|
Q4 2023
Added 0.58%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
637
shares
|
$45,742
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
550
shares
|
$39,495
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
517
shares
|
$37,125
0.0% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
513
shares
|
$36,838
0.01% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
510
shares
|
$36,623
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
500
shares
|
$35,905
0.04% of portfolio
|
Q1 2025
Added 74.83%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
500
shares
|
$35,905
0.02% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
497
shares
|
$35,689
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
453
shares
|
$32,529
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
430
shares
|
$30,878
0.0% of portfolio
|
Q2 2023
Reduced 7.92%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
420
shares
|
$30,160
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
410
shares
|
$29,442
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
400
shares
|
$28,724
0.0% of portfolio
|
Q2 2024
Reduced 21.57%
|