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 |
|---|---|---|---|---|---|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
93,276
shares
|
$7.6 Million
1.77% of portfolio
|
Q1 2025
Added 60.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
88,804
shares
|
$7.24 Million
0.06% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
88,343
shares
|
$7.2 Million
2.44% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
87,886
shares
|
$7.16 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
80,414
shares
|
$6.55 Million
3.97% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
78,321
shares
|
$6.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
76,945
shares
|
$6.27 Million
4.73% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
73,944
shares
|
$6.03 Million
0.85% of portfolio
|
Q3 2022
Added 4.86%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
73,823
shares
|
$6.02 Million
1.82% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
68,994
shares
|
$5.62 Million
0.64% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
67,132
shares
|
$5.47 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
May 08, 2025 Q1 2025 |
66,428
shares
|
$5.41 Million
5.13% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
66,144
shares
|
$5.39 Million
2.48% of portfolio
|
Q1 2023
Added 7.31%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
63,803
shares
|
$5.2 Million
1.34% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
63,638
shares
|
$5.19 Million
1.25% of portfolio
|
Q2 2025
Added 403.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
62,349
shares
|
$5.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.15%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
60,779
shares
|
$4.95 Million
2.44% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
59,265
shares
|
$4.83 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Apr 23, 2025 Q1 2025 |
53,930
shares
|
$4.4 Million
1.17% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
53,381
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2023
Reduced 6.32%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
53,028
shares
|
$4.32 Million
0.04% of portfolio
|
Q1 2025
Added 13.21%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
52,597
shares
|
$4.29 Million
3.31% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
52,014
shares
|
$4.24 Million
0.33% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
50,201
shares
|
$4.09 Million
0.0% of portfolio
|
Q1 2025
Added 12.31%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
49,750
shares
|
$4.06 Million
0.68% of portfolio
|
Q3 2022
Added 8.26%
|