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 |
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,114
shares
|
$891,565
0.0% of portfolio
|
Q4 2024
Reduced 28.55%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
10,948
shares
|
$878,248
0.08% of portfolio
|
Q2 2025
Reduced 16.35%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
10,930
shares
|
$876,804
0.07% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
10,882
shares
|
$872,954
0.04% of portfolio
|
Q2 2025
Reduced 23.68%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
10,839
shares
|
$869,504
0.03% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,695
shares
|
$857,952
0.01% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
10,358
shares
|
$830,918
0.0% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
9,914
shares
|
$795,301
0.7% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
9,898
shares
|
$794,017
0.36% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
9,876
shares
|
$792,252
0.1% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
9,870
shares
|
$791,771
0.0% of portfolio
|
Q2 2025
Reduced 34.95%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
9,797
shares
|
$785,915
0.17% of portfolio
|
Q2 2025
Reduced 14.9%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
9,795
shares
|
$785,754
0.42% of portfolio
|
Q2 2025
Reduced 19.12%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
9,657
shares
|
$774,684
0.1% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
9,531
shares
|
$764,576
0.4% of portfolio
|
Q2 2025
Reduced 25.79%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
9,515
shares
|
$763,293
0.02% of portfolio
|
Q2 2025
Reduced 55.01%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
9,504
shares
|
$762,410
0.18% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
9,425
shares
|
$756,073
0.14% of portfolio
|
Q2 2025
Added 21.63%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
9,325
shares
|
$748,051
0.02% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
9,317
shares
|
$747,409
0.18% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
9,303
shares
|
$746,286
0.01% of portfolio
|
Q2 2025
Reduced 32.67%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,205
shares
|
$738,425
0.01% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,164
shares
|
$735,136
0.02% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
8,945
shares
|
$717,567
0.02% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
8,534
shares
|
$684,597
0.3% of portfolio
|
Q2 2025
Reduced 8.92%
|