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 401 institutions that hold shares in the stock, with a total of 22.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.82 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 |
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
92,614
shares
|
$7.43 Million
2.24% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
89,169
shares
|
$7.15 Million
6.67% of portfolio
|
Q2 2025
Added 34.23%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
87,639
shares
|
$7.03 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
87,601
shares
|
$7.03 Million
0.02% of portfolio
|
Q2 2025
Added 40.5%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Jul 30, 2025 Q2 2025 |
83,628
shares
|
$6.71 Million
4.83% of portfolio
|
Q2 2025
Reduced 18.34%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
80,414
shares
|
$6.45 Million
3.97% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
78,555
shares
|
$6.3 Million
4.8% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
78,321
shares
|
$6.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
76,543
shares
|
$6.14 Million
0.65% of portfolio
|
Q2 2025
Added 14.02%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
76,060
shares
|
$6.1 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
73,944
shares
|
$5.93 Million
0.85% of portfolio
|
Q3 2022
Added 4.86%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
73,823
shares
|
$5.92 Million
1.82% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
68,994
shares
|
$5.53 Million
0.64% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
66,253
shares
|
$5.31 Million
0.03% of portfolio
|
Q2 2025
Added 91.63%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
66,144
shares
|
$5.31 Million
2.48% of portfolio
|
Q1 2023
Added 7.31%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
63,803
shares
|
$5.12 Million
1.34% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
63,638
shares
|
$5.11 Million
1.25% of portfolio
|
Q2 2025
Added 403.78%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
61,708
shares
|
$4.95 Million
2.57% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
60,957
shares
|
$4.89 Million
0.03% of portfolio
|
Q2 2025
Added 176.0%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
58,989
shares
|
$4.73 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
55,966
shares
|
$4.49 Million
0.04% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Jul 28, 2025 Q2 2025 |
53,862
shares
|
$4.32 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
53,862
shares
|
$4.32 Million
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
53,381
shares
|
$4.28 Million
0.01% of portfolio
|
Q3 2023
Reduced 6.32%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
51,918
shares
|
$4.16 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.18%
|