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 402 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 |
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
32,840
shares
|
$2.63 Million
0.41% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
32,709
shares
|
$2.62 Million
0.74% of portfolio
|
Q2 2025
Added 128.13%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
31,642
shares
|
$2.54 Million
0.53% of portfolio
|
Q2 2025
Added 13.06%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
31,410
shares
|
$2.52 Million
0.79% of portfolio
|
Q2 2025
Added 23.01%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
30,804
shares
|
$2.47 Million
0.05% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
30,694
shares
|
$2.46 Million
0.01% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
29,730
shares
|
$2.38 Million
0.2% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
29,443
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
29,136
shares
|
$2.34 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
28,849
shares
|
$2.31 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
28,251
shares
|
$2.27 Million
1.25% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
27,499
shares
|
$2.21 Million
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
27,467
shares
|
$2.2 Million
0.06% of portfolio
|
Q1 2020
Reduced 96.46%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
26,661
shares
|
$2.14 Million
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
26,005
shares
|
$2.09 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
25,509
shares
|
$2.05 Million
0.65% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
24,515
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
24,460
shares
|
$1.96 Million
0.05% of portfolio
|
Q3 2022
Reduced 7.93%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
23,769
shares
|
$1.91 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
22,429
shares
|
$1.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
22,344
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 27.66%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
22,163
shares
|
$1.78 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
21,716
shares
|
$1.74 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
21,558
shares
|
$1.73 Million
0.07% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
21,290
shares
|
$1.71 Million
0.02% of portfolio
|
Q2 2025
Added 1.27%
|