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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
48
shares
|
$3,449
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
46
shares
|
$3,305
0.0% of portfolio
|
Q3 2022
Reduced 94.81%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
42
shares
|
$3,018
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
40
shares
|
$2,874
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
35
shares
|
$2,515
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
22
shares
|
$1,580
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
18
shares
|
$1,293
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
16
shares
|
$1,149
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
13
shares
|
$934
0.0% of portfolio
|
Q4 2024
Added 1200.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
5
shares
|
$359
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
1
shares
|
$71
0.0% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|