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 |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
21,151
shares
|
$1.72 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
21,023
shares
|
$1.71 Million
0.02% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
20,764
shares
|
$1.69 Million
0.57% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
20,569
shares
|
$1.68 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
20,535
shares
|
$1.67 Million
0.02% of portfolio
|
Q4 2022
Reduced 0.02%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
20,428
shares
|
$1.67 Million
0.2% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
19,942
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
19,754
shares
|
$1.61 Million
0.11% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
19,694
shares
|
$1.61 Million
0.01% of portfolio
|
Q1 2025
Added 1499.84%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
19,563
shares
|
$1.59 Million
0.09% of portfolio
|
Q2 2025
Added 280.01%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
19,269
shares
|
$1.57 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,775
shares
|
$1.53 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
18,562
shares
|
$1.51 Million
1.21% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Stanich Group LLC
Montauk, NY |
Jul 21, 2025 Q2 2025 |
18,101
shares
|
$1.48 Million
1.31% of portfolio
|
Q2 2025
Reduced 16.72%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
18,019
shares
|
$1.47 Million
1.39% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
17,829
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Added 40.32%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
17,783
shares
|
$1.45 Million
0.69% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
17,468
shares
|
$1.42 Million
0.03% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
17,388
shares
|
$1.42 Million
0.27% of portfolio
|
Q1 2025
Added 19.85%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
17,345
shares
|
$1.41 Million
0.08% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
17,070
shares
|
$1.39 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
16,998
shares
|
$1.39 Million
0.1% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
16,739
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
16,690
shares
|
$1.36 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,620
shares
|
$1.35 Million
0.08% of portfolio
|
Q4 2023
Reduced 0.49%
|