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 |
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
51,809
shares
|
$4.16 Million
3.24% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
50,816
shares
|
$4.08 Million
1.6% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
50,201
shares
|
$4.03 Million
0.0% of portfolio
|
Q1 2025
Added 12.31%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
49,750
shares
|
$3.99 Million
0.68% of portfolio
|
Q3 2022
Added 8.26%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
49,020
shares
|
$3.93 Million
0.8% of portfolio
|
Q2 2025
Added 19.53%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
48,249
shares
|
$3.87 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
48,213
shares
|
$3.87 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
47,656
shares
|
$3.82 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
42,409
shares
|
$3.4 Million
1.03% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
42,350
shares
|
$3.4 Million
1.51% of portfolio
|
Q2 2025
Added 24.5%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
41,564
shares
|
$3.33 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,063
shares
|
$3.29 Million
0.7% of portfolio
|
Q1 2024
Added 10.19%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
40,603
shares
|
$3.26 Million
0.2% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
39,091
shares
|
$3.14 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
38,840
shares
|
$3.12 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
38,140
shares
|
$3.06 Million
1.01% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
37,845
shares
|
$3.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
37,684
shares
|
$3.02 Million
0.76% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
37,304
shares
|
$2.99 Million
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
36,298
shares
|
$2.91 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
35,027
shares
|
$2.81 Million
0.15% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
34,053
shares
|
$2.73 Million
0.45% of portfolio
|
Q2 2025
Added 138.23%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
33,700
shares
|
$2.7 Million
0.23% of portfolio
|
Q2 2023
Reduced 1.71%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
33,629
shares
|
$2.7 Million
1.33% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
33,274
shares
|
$2.67 Million
0.28% of portfolio
|
Q2 2025
Reduced 32.42%
|