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 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
400
shares
|
$28,744
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
395
shares
|
$28,384
0.01% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
395
shares
|
$28,384
0.0% of portfolio
|
Q4 2024
Added 33.9%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
360
shares
|
$25,869
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
342
shares
|
$24,576
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
276
shares
|
$19,833
0.0% of portfolio
|
Q1 2023
Added 38.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
255
shares
|
$18,324
0.01% of portfolio
|
Q4 2024
Added 8400.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
251
shares
|
$18,036
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
241
shares
|
$17,318
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
240
shares
|
$17,246
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
222
shares
|
$15,952
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
210
shares
|
$15,090
0.0% of portfolio
|
Q3 2017
Reduced 83.33%
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
182
shares
|
$13,078
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
169
shares
|
$12,144
0.0% of portfolio
|
Q1 2025
Added 79.79%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
132
shares
|
$9,485
0.0% of portfolio
|
Q2 2024
Added 120.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
126
shares
|
$9,054
0.0% of portfolio
|
Q4 2024
Added 472.73%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
121
shares
|
$8,695
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
114
shares
|
$8,192
0.0% of portfolio
|
Q2 2024
Added 776.92%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
106
shares
|
$7,617
0.0% of portfolio
|
Q1 2024
Reduced 38.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
105
shares
|
$7,545
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
96
shares
|
$6,898
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
78
shares
|
$5,605
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
56
shares
|
$4,024
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
56
shares
|
$4,024
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
48
shares
|
$3,449
0.0% of portfolio
|
Q2 2024
New holding
|