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 378 institutions that hold shares in the stock, with a total of 21.1 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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
88,557
shares
|
$6.31 Million
0.1% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
87,848
shares
|
$6.26 Million
0.06% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
79,322
shares
|
$5.65 Million
2.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
77,114
shares
|
$5.49 Million
0.02% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
76,297
shares
|
$5.43 Million
4.92% of portfolio
|
Q4 2024
Added 18.33%
|
|
|
Wolf Group Capital Advisors
|
Feb 18, 2025 Q4 2024 |
74,142
shares
|
$5.28 Million
2.42% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
73,944
shares
|
$5.27 Million
0.85% of portfolio
|
Q3 2022
Added 4.86%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 23, 2025 Q4 2024 |
71,479
shares
|
$5.09 Million
4.06% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
71,164
shares
|
$5.07 Million
0.01% of portfolio
|
Q4 2024
Added 70.84%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
67,601
shares
|
$4.81 Million
0.56% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
66,144
shares
|
$4.71 Million
2.48% of portfolio
|
Q1 2023
Added 7.31%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
65,664
shares
|
$4.68 Million
0.59% of portfolio
|
Q4 2024
Reduced 13.98%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
65,601
shares
|
$4.67 Million
5.25% of portfolio
|
Q4 2024
New holding
|
|
|
Bouvel Investment Partners, LLC
|
Jan 14, 2025 Q4 2024 |
61,080
shares
|
$4.35 Million
1.82% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
59,500
shares
|
$4.24 Million
2.46% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
59,362
shares
|
$4.23 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
58,181
shares
|
$4.14 Million
0.01% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
58,120
shares
|
$4.14 Million
1.16% of portfolio
|
Q4 2024
Added 152.87%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
55,148
shares
|
$3.93 Million
1.23% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Feb 13, 2025 Q4 2024 |
53,840
shares
|
$3.83 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
53,381
shares
|
$3.8 Million
0.01% of portfolio
|
Q3 2023
Reduced 6.32%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
51,944
shares
|
$3.7 Million
0.25% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
50,026
shares
|
$3.56 Million
3.35% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
49,750
shares
|
$3.54 Million
0.68% of portfolio
|
Q3 2022
Added 8.26%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
48,015
shares
|
$3.42 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.68%
|