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 384 institutions that hold shares in the stock, with a total of 21.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,393,915
shares
|
$95.4 Million
0.03% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,189,592
shares
|
$81.4 Million
0.04% of portfolio
|
Q4 2024
Added 20.58%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
914,124
shares
|
$62.6 Million
0.0% of portfolio
|
Q4 2024
Added 15.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
903,777
shares
|
$61.8 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
695,780
shares
|
$47.6 Million
0.07% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
638,031
shares
|
$43.7 Million
0.04% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
613,033
shares
|
$41.9 Million
1.73% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
609,856
shares
|
$41.7 Million
0.07% of portfolio
|
Q4 2024
Added 29.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
572,389
shares
|
$39.2 Million
0.01% of portfolio
|
Q4 2024
Added 47.92%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
546,730
shares
|
$37.4 Million
8.23% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
540,253
shares
|
$37 Million
0.26% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
476,721
shares
|
$32.6 Million
0.01% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
439,327
shares
|
$30.1 Million
0.01% of portfolio
|
Q4 2024
Added 23.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
347,634
shares
|
$23.8 Million
0.0% of portfolio
|
Q4 2024
Added 32.53%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
318,341
shares
|
$21.8 Million
6.32% of portfolio
|
Q4 2024
Added 31.97%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
311,080
shares
|
$21.3 Million
6.01% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
300,058
shares
|
$20.5 Million
0.59% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
292,636
shares
|
$20 Million
1.72% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
271,571
shares
|
$18.6 Million
0.04% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
256,568
shares
|
$17.6 Million
0.04% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
253,572
shares
|
$17.4 Million
12.13% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
242,718
shares
|
$16.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 98.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
236,114
shares
|
$16.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
223,421
shares
|
$15.3 Million
1.95% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
211,353
shares
|
$14.5 Million
0.09% of portfolio
|
Q4 2024
Added 100.89%
|