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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
16,395
shares
|
$1.34 Million
0.09% of portfolio
|
Q4 2022
Added 2.23%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
16,168
shares
|
$1.32 Million
0.95% of portfolio
|
Q2 2025
Added 274.35%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
16,030
shares
|
$1.31 Million
0.13% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
15,828
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
15,624
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 73.15%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
15,501
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
15,434
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
15,293
shares
|
$1.25 Million
0.08% of portfolio
|
Q2 2025
Reduced 22.18%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
15,211
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
15,173
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 55.53%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
15,076
shares
|
$1.23 Million
0.38% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
14,919
shares
|
$1.22 Million
0.05% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
14,877
shares
|
$1.21 Million
0.3% of portfolio
|
Q2 2025
Added 85.22%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
14,525
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
14,338
shares
|
$1.17 Million
0.35% of portfolio
|
Q1 2025
Added 193.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
14,178
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
13,816
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 80.59%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
13,681
shares
|
$1.12 Million
0.43% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
13,654
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Added 335.81%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
12,843
shares
|
$1.05 Million
0.55% of portfolio
|
Q1 2025
Added 38.23%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
12,729
shares
|
$1.04 Million
0.1% of portfolio
|
Q1 2025
Reduced 12.7%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
12,658
shares
|
$1.03 Million
0.55% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
12,590
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 359.99%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
12,405
shares
|
$1.01 Million
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
12,298
shares
|
$1 Million
0.31% of portfolio
|
Q4 2024
Reduced 13.24%
|