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 347 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
43,193
shares
|
$3.43 Million
0.06% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
41,857
shares
|
$3.32 Million
1.03% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
41,749
shares
|
$3.31 Million
1.13% of portfolio
|
Q4 2024
Added 15.39%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
41,656
shares
|
$3.31 Million
0.01% of portfolio
|
Q3 2024
Added 286.85%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
41,236
shares
|
$3.27 Million
0.09% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,063
shares
|
$3.26 Million
0.7% of portfolio
|
Q1 2024
Added 10.19%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
40,652
shares
|
$3.23 Million
0.55% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
38,388
shares
|
$3.05 Million
0.26% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
38,101
shares
|
$3.02 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
38,006
shares
|
$3.02 Million
0.06% of portfolio
|
Q4 2024
Added 1240.6%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
36,461
shares
|
$2.89 Million
0.64% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
34,422
shares
|
$2.73 Million
0.16% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
33,793
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
33,700
shares
|
$2.68 Million
0.23% of portfolio
|
Q2 2023
Reduced 1.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
33,137
shares
|
$2.63 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.35%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
32,992
shares
|
$2.62 Million
0.41% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
30,220
shares
|
$2.4 Million
0.51% of portfolio
|
Q4 2024
Added 12.74%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
29,730
shares
|
$2.36 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
29,470
shares
|
$2.34 Million
0.11% of portfolio
|
Q4 2024
Added 476.94%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
28,850
shares
|
$2.29 Million
0.05% of portfolio
|
Q4 2024
Reduced 60.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
28,451
shares
|
$2.26 Million
0.05% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
28,186
shares
|
$2.24 Million
1.27% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
28,110
shares
|
$2.23 Million
0.02% of portfolio
|
Q4 2024
Added 17.31%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
27,751
shares
|
$2.2 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
27,479
shares
|
$2.18 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.08%
|