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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
12,176
shares
|
$992,465
0.02% of portfolio
|
Q1 2025
Added 14.6%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
12,111
shares
|
$987,167
0.5% of portfolio
|
Q1 2025
Reduced 37.85%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
11,708
shares
|
$954,319
0.33% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
11,672
shares
|
$951,384
0.03% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
11,520
shares
|
$938,995
0.05% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
11,512
shares
|
$938,343
0.2% of portfolio
|
Q1 2025
Reduced 25.37%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
11,349
shares
|
$925,056
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jul 22, 2025 Q2 2025 |
11,336
shares
|
$923,997
0.48% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,310
shares
|
$921,878
0.0% of portfolio
|
Q2 2023
Reduced 15.12%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
11,207
shares
|
$913,482
0.0% of portfolio
|
Q1 2025
Added 1447.93%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
11,114
shares
|
$905,902
0.0% of portfolio
|
Q4 2024
Reduced 28.55%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
11,086
shares
|
$903,619
0.0% of portfolio
|
Q1 2025
Reduced 25.3%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
10,948
shares
|
$892,371
0.08% of portfolio
|
Q2 2025
Reduced 16.35%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
10,930
shares
|
$890,904
0.07% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
10,882
shares
|
$886,991
0.04% of portfolio
|
Q2 2025
Reduced 23.68%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,695
shares
|
$871,749
0.01% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
10,578
shares
|
$862,212
0.37% of portfolio
|
Q1 2025
Reduced 55.41%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
9,914
shares
|
$808,090
0.7% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
9,876
shares
|
$804,992
0.1% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
9,657
shares
|
$787,142
0.1% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
9,600
shares
|
$782,496
0.0% of portfolio
|
Q1 2025
Reduced 12.23%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
9,600
shares
|
$782,496
0.0% of portfolio
|
Q1 2025
Reduced 49.74%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
9,504
shares
|
$774,671
0.18% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
9,425
shares
|
$768,231
0.14% of portfolio
|
Q2 2025
Added 21.63%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
9,280
shares
|
$756,412
0.02% of portfolio
|
Q1 2025
Reduced 72.22%
|