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 401 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 |
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
8,404
shares
|
$674,168
0.57% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
8,347
shares
|
$669,596
0.01% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
8,299
shares
|
$665,745
0.02% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
8,289
shares
|
$664,943
0.02% of portfolio
|
Q2 2025
Added 27.02%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
7,981
shares
|
$640,235
0.07% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,820
shares
|
$627,320
0.29% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
7,710
shares
|
$618,496
0.17% of portfolio
|
Q2 2025
Added 21.04%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
7,566
shares
|
$606,944
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Clearbridge Investments, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
7,558
shares
|
$606,302
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
7,443
shares
|
$597,077
0.01% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
7,318
shares
|
$587,049
0.1% of portfolio
|
Q2 2025
Added 16.21%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
7,201
shares
|
$577,664
0.15% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
7,155
shares
|
$573,974
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
6,925
shares
|
$555,523
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
6,823
shares
|
$547,341
0.0% of portfolio
|
Q2 2025
Added 40.97%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
6,750
shares
|
$541,485
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,746
shares
|
$541,164
0.01% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
6,519
shares
|
$522,954
0.15% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
6,410
shares
|
$514,210
0.02% of portfolio
|
Q2 2025
Reduced 61.59%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,386
shares
|
$512,284
0.24% of portfolio
|
Q4 2023
Reduced 16.22%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
6,312
shares
|
$506,348
0.04% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
6,300
shares
|
$505,386
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
6,254
shares
|
$501,695
0.01% of portfolio
|
Q2 2025
Reduced 32.61%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6,088
shares
|
$488,379
0.0% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
6,058
shares
|
$485,972
0.15% of portfolio
|
Q2 2025
Reduced 16.65%
|