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 347 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,211,276
shares
|
$96.2 Million
0.02% of portfolio
|
Q3 2024
Added 15.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
986,537
shares
|
$78.3 Million
0.03% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
793,505
shares
|
$63 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
695,780
shares
|
$55.2 Million
0.07% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
603,472
shares
|
$47.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 16.4%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
557,968
shares
|
$44.3 Million
1.6% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
500,908
shares
|
$39.8 Million
0.24% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
469,685
shares
|
$37.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 16.77%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
438,489
shares
|
$34.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
386,954
shares
|
$30.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
354,865
shares
|
$28.2 Million
0.01% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
312,272
shares
|
$24.8 Million
0.64% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
311,080
shares
|
$24.7 Million
6.01% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
281,401
shares
|
$22.3 Million
1.78% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
267,119
shares
|
$21.2 Million
0.03% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
262,306
shares
|
$20.8 Million
0.0% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
254,921
shares
|
$20.2 Million
0.04% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
253,572
shares
|
$20.1 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
|
$19.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 98.57%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
241,216
shares
|
$19.1 Million
7.65% of portfolio
|
Q2 2024
Added 11.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
240,252
shares
|
$19.1 Million
0.04% of portfolio
|
Q3 2024
Added 14.73%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
223,852
shares
|
$17.8 Million
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
219,476
shares
|
$17.4 Million
1.98% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
184,472
shares
|
$14.6 Million
2.42% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
184,472
shares
|
$14.6 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.84%
|