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 |
|---|---|---|---|---|---|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
4,051
shares
|
$322,986
0.14% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,020
shares
|
$320,514
0.24% of portfolio
|
Q2 2024
Reduced 3.25%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,891
shares
|
$310,229
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,890
shares
|
$310,149
0.01% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
|
Northern Capital Management, Inc.
|
Nov 12, 2024 Q3 2024 |
3,880
shares
|
$309,352
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
3,824
shares
|
$304,887
0.21% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
3,818
shares
|
$304,409
0.0% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
3,786
shares
|
$301,857
0.11% of portfolio
|
Q4 2023
Reduced 3.81%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
3,686
shares
|
$293,884
0.11% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
3,654
shares
|
$291,333
0.14% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
3,560
shares
|
$283,838
0.01% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
3,503
shares
|
$279,294
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
3,483
shares
|
$277,699
0.01% of portfolio
|
Q1 2024
Reduced 6.55%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
3,479
shares
|
$277,380
0.0% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
3,383
shares
|
$269,726
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
3,379
shares
|
$269,407
0.09% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Feb 03, 2025 Q4 2024 |
3,370
shares
|
$268,690
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,368
shares
|
$268,530
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
3,360
shares
|
$267,892
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
3,296
shares
|
$262,790
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
3,232
shares
|
$257,687
0.08% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
3,183
shares
|
$253,780
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
3,183
shares
|
$253,780
0.03% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
3,177
shares
|
$253,302
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
3,132
shares
|
$249,714
0.0% of portfolio
|
Q2 2024
Added 0.03%
|