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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,695
shares
|
$852,712
0.01% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
10,625
shares
|
$847,131
0.01% of portfolio
|
Q4 2024
Added 27.43%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
10,101
shares
|
$805,352
0.03% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
9,876
shares
|
$787,413
0.1% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
9,597
shares
|
$765,168
0.66% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
9,525
shares
|
$759,428
0.1% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
9,370
shares
|
$747,070
0.34% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
9,291
shares
|
$740,771
0.43% of portfolio
|
Q4 2024
Added 60.02%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
9,206
shares
|
$733,994
0.21% of portfolio
|
Q2 2024
Added 0.71%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,205
shares
|
$733,914
0.01% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
9,150
shares
|
$729,529
0.01% of portfolio
|
Q3 2024
Added 27.08%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,138
shares
|
$728,572
0.02% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
9,124
shares
|
$727,456
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,065
shares
|
$722,752
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
8,967
shares
|
$714,938
0.02% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
8,900
shares
|
$709,597
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
8,388
shares
|
$668,775
0.16% of portfolio
|
Q2 2023
Reduced 0.83%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
8,209
shares
|
$654,503
0.15% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
8,060
shares
|
$642,623
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,046
shares
|
$641,507
0.02% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
8,003
shares
|
$638,079
0.07% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
7,920
shares
|
$631,461
0.17% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
7,913
shares
|
$630,903
0.15% of portfolio
|
Q3 2024
Reduced 22.87%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
7,638
shares
|
$608,977
0.15% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
7,603
shares
|
$606,187
0.18% of portfolio
|
Q4 2024
Added 3.94%
|