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 338 institutions that hold shares in the stock, with a total of 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
74,142
shares
|
$5.68 Million
2.31% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
73,944
shares
|
$5.67 Million
0.85% of portfolio
|
Q3 2022
Added 4.86%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
73,243
shares
|
$5.61 Million
0.12% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
71,222
shares
|
$5.46 Million
0.02% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 10, 2024 Q3 2024 |
68,543
shares
|
$5.25 Million
3.93% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
66,144
shares
|
$5.07 Million
2.48% of portfolio
|
Q1 2023
Added 7.31%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
64,477
shares
|
$4.94 Million
4.0% of portfolio
|
Q4 2022
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
64,035
shares
|
$4.91 Million
0.53% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
61,176
shares
|
$4.69 Million
2.36% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
59,702
shares
|
$4.57 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
57,476
shares
|
$4.4 Million
0.01% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
53,381
shares
|
$4.09 Million
0.01% of portfolio
|
Q3 2023
Reduced 6.32%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
51,702
shares
|
$3.96 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
51,702
shares
|
$3.96 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Verde Capital Management
|
Oct 18, 2024 Q3 2024 |
51,052
shares
|
$3.91 Million
1.16% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
49,939
shares
|
$3.83 Million
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
49,750
shares
|
$3.81 Million
0.68% of portfolio
|
Q3 2022
Added 8.26%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
49,339
shares
|
$3.78 Million
0.23% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
47,224
shares
|
$3.62 Million
3.23% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
46,143
shares
|
$3.54 Million
0.07% of portfolio
|
Q3 2024
Added 31.89%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
43,664
shares
|
$3.35 Million
0.01% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
43,175
shares
|
$3.31 Million
0.07% of portfolio
|
Q3 2024
Added 78.14%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
41,857
shares
|
$3.21 Million
1.03% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
41,656
shares
|
$3.19 Million
0.01% of portfolio
|
Q3 2024
Added 286.85%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,063
shares
|
$3.15 Million
0.7% of portfolio
|
Q1 2024
Added 10.19%
|