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 |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,065
shares
|
$694,650
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
8,993
shares
|
$689,133
0.09% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
8,913
shares
|
$683,003
0.22% of portfolio
|
Q3 2024
Reduced 19.56%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
8,900
shares
|
$682,007
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
8,388
shares
|
$642,772
0.15% of portfolio
|
Q2 2023
Reduced 0.83%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
8,360
shares
|
$640,626
0.15% of portfolio
|
Q3 2024
Added 19.19%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,338
shares
|
$638,940
0.01% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
8,235
shares
|
$631,048
0.12% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
8,119
shares
|
$622,158
0.02% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
8,060
shares
|
$617,637
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,046
shares
|
$616,564
0.02% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
8,003
shares
|
$613,269
0.07% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
7,913
shares
|
$606,373
0.15% of portfolio
|
Q3 2024
Reduced 22.87%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
7,678
shares
|
$588,365
0.15% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
7,397
shares
|
$566,832
0.03% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
7,327
shares
|
$561,468
0.11% of portfolio
|
Q2 2024
Added 4.2%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
7,315
shares
|
$560,548
0.17% of portfolio
|
Q3 2024
Added 10.62%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
7,196
shares
|
$551,429
0.03% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
7,155
shares
|
$548,287
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
6,829
shares
|
$523,306
0.26% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,810
shares
|
$521,850
0.0% of portfolio
|
Q3 2024
Added 45.92%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 15, 2024 Q3 2024 |
6,750
shares
|
$517,252
0.16% of portfolio
|
Q4 2021
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
6,670
shares
|
$511,122
0.03% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
6,463
shares
|
$495,259
0.02% of portfolio
|
Q2 2024
Reduced 32.82%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,386
shares
|
$489,359
0.24% of portfolio
|
Q4 2023
Reduced 16.22%
|