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 394 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 $1.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
400
shares
|
$32,604
0.0% of portfolio
|
Q2 2024
Reduced 21.57%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
395
shares
|
$32,196
0.01% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
364
shares
|
$29,669
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
342
shares
|
$27,876
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
276
shares
|
$22,496
0.0% of portfolio
|
Q1 2023
Added 38.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
266
shares
|
$21,681
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
255
shares
|
$20,785
0.01% of portfolio
|
Q4 2024
Added 8400.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
241
shares
|
$19,643
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
240
shares
|
$19,562
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
232
shares
|
$18,910
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
222
shares
|
$18,095
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
210
shares
|
$17,117
0.0% of portfolio
|
Q3 2017
Reduced 83.33%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
182
shares
|
$14,834
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
169
shares
|
$13,775
0.0% of portfolio
|
Q1 2025
Added 79.79%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
151
shares
|
$12,308
0.0% of portfolio
|
Q2 2025
Reduced 39.84%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
127
shares
|
$10,351
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
126
shares
|
$10,270
0.0% of portfolio
|
Q4 2024
Added 472.73%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
121
shares
|
$9,862
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
114
shares
|
$9,292
0.0% of portfolio
|
Q2 2024
Added 776.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
105
shares
|
$8,558
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
96
shares
|
$7,824
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
78
shares
|
$6,357
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
60
shares
|
$4,890
0.0% of portfolio
|
Q1 2025
Reduced 54.55%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
56
shares
|
$4,564
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
56
shares
|
$4,564
0.0% of portfolio
|
Q1 2025
New holding
|