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 377 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 $1.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
255
shares
|
$19,002
0.01% of portfolio
|
Q4 2024
Added 8400.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
241
shares
|
$17,959
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
240
shares
|
$17,884
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
222
shares
|
$16,543
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
210
shares
|
$15,649
0.0% of portfolio
|
Q3 2017
Reduced 83.33%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
132
shares
|
$9,836
0.0% of portfolio
|
Q2 2024
Added 120.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
126
shares
|
$9,389
0.0% of portfolio
|
Q4 2024
Added 472.73%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
121
shares
|
$9,016
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
114
shares
|
$8,495
0.0% of portfolio
|
Q2 2024
Added 776.92%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
113
shares
|
$8,420
0.0% of portfolio
|
Q3 2024
Reduced 31.1%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
106
shares
|
$7,899
0.0% of portfolio
|
Q1 2024
Reduced 38.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
105
shares
|
$7,824
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
96
shares
|
$7,153
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
94
shares
|
$7,004
0.0% of portfolio
|
Q3 2024
Added 840.0%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
48
shares
|
$3,576
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
48
shares
|
$3,576
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
46
shares
|
$3,427
0.0% of portfolio
|
Q3 2022
Reduced 94.81%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
42
shares
|
$3,129
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
40
shares
|
$2,980
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
35
shares
|
$2,608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
22
shares
|
$1,639
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
18
shares
|
$1,341
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
16
shares
|
$1,192
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
13
shares
|
$968
0.0% of portfolio
|
Q4 2024
Added 1200.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
5
shares
|
$372
0.0% of portfolio
|
Q4 2023
New holding
|