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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,205
shares
|
$750,299
0.01% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,164
shares
|
$746,957
0.02% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
9,000
shares
|
$733,590
0.02% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
8,963
shares
|
$730,574
0.02% of portfolio
|
Q1 2025
Reduced 26.79%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
8,849
shares
|
$721,281
0.77% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
8,609
shares
|
$701,719
0.17% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
8,534
shares
|
$695,606
0.3% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
8,404
shares
|
$685,010
0.57% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
8,323
shares
|
$678,407
0.02% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
7,981
shares
|
$650,531
0.07% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,820
shares
|
$637,408
0.29% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
7,656
shares
|
$624,040
0.0% of portfolio
|
Q1 2025
Added 26.42%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
7,558
shares
|
$616,052
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
7,458
shares
|
$607,901
0.04% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
7,443
shares
|
$606,678
0.01% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
7,341
shares
|
$598,364
0.01% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
7,201
shares
|
$586,953
0.15% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
7,155
shares
|
$583,204
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
6,925
shares
|
$564,456
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
6,897
shares
|
$562,174
0.01% of portfolio
|
Q1 2025
Added 43.69%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
6,750
shares
|
$550,192
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,746
shares
|
$549,866
0.01% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
6,650
shares
|
$542,041
0.35% of portfolio
|
Q1 2025
Reduced 16.46%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
6,526
shares
|
$531,934
0.02% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
6,519
shares
|
$531,363
0.15% of portfolio
|
Q2 2025
Reduced 4.05%
|