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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
31,049
shares
|
$2.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
30,220
shares
|
$2.15 Million
0.51% of portfolio
|
Q4 2024
Added 12.74%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
29,730
shares
|
$2.12 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
29,702
shares
|
$2.12 Million
1.34% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
29,565
shares
|
$2.11 Million
0.01% of portfolio
|
Q4 2024
Added 14.7%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
29,470
shares
|
$2.1 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
|
$2.05 Million
0.05% of portfolio
|
Q4 2024
Reduced 60.61%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
28,518
shares
|
$2.03 Million
0.46% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
28,451
shares
|
$2.03 Million
0.05% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
28,110
shares
|
$2 Million
0.02% of portfolio
|
Q4 2024
Added 17.31%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
27,479
shares
|
$1.96 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
27,467
shares
|
$1.96 Million
0.06% of portfolio
|
Q1 2020
Reduced 96.46%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
27,234
shares
|
$1.94 Million
1.12% of portfolio
|
Q4 2024
Added 19.21%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
26,675
shares
|
$1.9 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
26,661
shares
|
$1.9 Million
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
26,003
shares
|
$1.85 Million
0.3% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
25,727
shares
|
$1.83 Million
0.14% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,622
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
24,460
shares
|
$1.74 Million
0.05% of portfolio
|
Q3 2022
Reduced 7.93%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
23,940
shares
|
$1.71 Million
0.12% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
23,922
shares
|
$1.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.01%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
23,725
shares
|
$1.69 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
23,401
shares
|
$1.67 Million
0.14% of portfolio
|
Q4 2024
Added 19.65%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
23,246
shares
|
$1.66 Million
0.57% of portfolio
|
Q4 2024
Added 29.09%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Jan 29, 2025 Q4 2024 |
23,149
shares
|
$1.65 Million
1.58% of portfolio
|
Q4 2024
New holding
|