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 360 institutions that hold shares in the stock, with a total of 18.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,981
shares
|
$397,135
0.08% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
4,964
shares
|
$395,779
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
4,950
shares
|
$394,663
0.12% of portfolio
|
Q2 2022
Reduced 13.79%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
4,903
shares
|
$390,916
0.07% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
4,888
shares
|
$389,720
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,887
shares
|
$389,640
0.0% of portfolio
|
Q3 2024
Added 62.14%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4,803
shares
|
$382,943
0.0% of portfolio
|
Q4 2024
Added 107.12%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
4,779
shares
|
$381,029
0.06% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
4,722
shares
|
$376,485
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
4,647
shares
|
$370,505
0.0% of portfolio
|
Q2 2024
Added 8.25%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
4,624
shares
|
$368,671
0.0% of portfolio
|
Q4 2024
Added 12.62%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,600
shares
|
$366,758
0.12% of portfolio
|
Q1 2022
Reduced 4.17%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
4,511
shares
|
$359,662
0.0% of portfolio
|
Q3 2024
Reduced 43.71%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
4,510
shares
|
$359,582
0.05% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
4,500
shares
|
$358,785
0.1% of portfolio
|
Q2 2023
Added 28.57%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,385
shares
|
$349,616
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
4,377
shares
|
$348,978
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
4,329
shares
|
$345,151
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
4,261
shares
|
$339,729
0.0% of portfolio
|
Q3 2024
Reduced 88.77%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
4,189
shares
|
$333,988
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
4,185
shares
|
$333,670
0.02% of portfolio
|
Q4 2024
Reduced 43.42%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
4,149
shares
|
$330,799
0.01% of portfolio
|
Q4 2024
Added 22.5%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,140
shares
|
$330,082
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
4,139
shares
|
$330,002
0.16% of portfolio
|
Q1 2023
Added 2.58%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
4,096
shares
|
$326,574
0.1% of portfolio
|
Q4 2024
Reduced 67.17%
|