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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
37,901
shares
|
$2.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
37,303
shares
|
$2.86 Million
0.25% of portfolio
|
Q3 2024
Added 17.5%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
37,131
shares
|
$2.85 Million
0.49% of portfolio
|
Q3 2024
Reduced 35.16%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Oct 29, 2024 Q3 2024 |
36,463
shares
|
$2.79 Million
1.49% of portfolio
|
Q3 2024
Added 129.46%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
36,182
shares
|
$2.77 Million
0.98% of portfolio
|
Q3 2024
Added 12.71%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
36,028
shares
|
$2.76 Million
0.63% of portfolio
|
Q3 2024
Added 15.74%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2024 Q3 2024 |
34,859
shares
|
$2.67 Million
1.35% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
34,422
shares
|
$2.64 Million
0.16% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
33,793
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
33,700
shares
|
$2.58 Million
0.23% of portfolio
|
Q2 2023
Reduced 1.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
33,137
shares
|
$2.54 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.35%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
32,992
shares
|
$2.53 Million
0.41% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
29,730
shares
|
$2.28 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Jul 31, 2024 Q2 2024 |
28,783
shares
|
$2.21 Million
0.66% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
28,410
shares
|
$2.18 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
28,186
shares
|
$2.16 Million
1.27% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
27,751
shares
|
$2.13 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
27,500
shares
|
$2.11 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
27,467
shares
|
$2.1 Million
0.06% of portfolio
|
Q1 2020
Reduced 96.46%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,346
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
27,084
shares
|
$2.08 Million
0.67% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
26,847
shares
|
$2.06 Million
0.05% of portfolio
|
Q3 2024
Added 12.14%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
26,806
shares
|
$2.05 Million
0.44% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
26,661
shares
|
$2.04 Million
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
26,582
shares
|
$2.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.03%
|