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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
52
shares
|
$4,238
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
48
shares
|
$3,912
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
48
shares
|
$3,912
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
46
shares
|
$3,749
0.0% of portfolio
|
Q3 2022
Reduced 94.81%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
42
shares
|
$3,423
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
40
shares
|
$3,260
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
30
shares
|
$2,445
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
23
shares
|
$1,874
0.0% of portfolio
|
Q2 2025
Added 76.92%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
22
shares
|
$1,793
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
18
shares
|
$1,467
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
16
shares
|
$1,304
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
14
shares
|
$1,141
0.0% of portfolio
|
Q1 2025
Reduced 99.42%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
5
shares
|
$407
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
1
shares
|
$81
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
1
shares
|
$81
0.0% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|