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 360 institutions that hold shares in the stock, with a total of 18.8 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 |
|---|---|---|---|---|---|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
20,656
shares
|
$1.65 Million
0.43% of portfolio
|
Q3 2024
Reduced 28.24%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
20,651
shares
|
$1.65 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
20,626
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
20,535
shares
|
$1.64 Million
0.02% of portfolio
|
Q4 2022
Reduced 0.02%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
19,895
shares
|
$1.59 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
19,612
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
19,610
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
19,488
shares
|
$1.55 Million
0.78% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
19,230
shares
|
$1.53 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
19,099
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
19,018
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
Added 345.8%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
18,859
shares
|
$1.5 Million
1.06% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,775
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
18,466
shares
|
$1.47 Million
0.06% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,675
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
17,647
shares
|
$1.41 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
17,281
shares
|
$1.38 Million
0.51% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
16,895
shares
|
$1.35 Million
0.06% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,620
shares
|
$1.33 Million
0.08% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
16,616
shares
|
$1.32 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
16,475
shares
|
$1.31 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
16,395
shares
|
$1.31 Million
0.09% of portfolio
|
Q4 2022
Added 2.23%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
15,928
shares
|
$1.27 Million
0.13% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
15,826
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
15,813
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 44.34%
|