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 339 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 $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
18,008
shares
|
$1.36 Million
0.4% of portfolio
|
Q3 2024
Added 30.67%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,675
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
16,929
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
16,865
shares
|
$1.27 Million
0.47% of portfolio
|
Q3 2024
Added 14.26%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 12, 2024 Q3 2024 |
16,847
shares
|
$1.27 Million
1.2% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,620
shares
|
$1.25 Million
0.08% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
16,616
shares
|
$1.25 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
16,580
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
16,395
shares
|
$1.24 Million
0.09% of portfolio
|
Q4 2022
Added 2.23%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
15,994
shares
|
$1.2 Million
0.08% of portfolio
|
Q3 2024
Added 116.66%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
15,965
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
15,826
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,556
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.5%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
15,167
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
15,076
shares
|
$1.14 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
14,782
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.51%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
14,524
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
14,329
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
14,174
shares
|
$1.07 Million
0.3% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
13,648
shares
|
$1.03 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
13,004
shares
|
$979,591
0.61% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
12,775
shares
|
$962,340
0.27% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
12,664
shares
|
$953,979
0.01% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
12,638
shares
|
$952,020
0.43% of portfolio
|
Q3 2024
Added 28.27%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
12,548
shares
|
$945,240
0.54% of portfolio
|
Q3 2024
Added 0.36%
|