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 |
|---|---|---|---|---|---|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
9,124
shares
|
$649,811
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
8,967
shares
|
$638,629
0.02% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,906
shares
|
$634,285
0.02% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
8,534
shares
|
$607,791
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
8,388
shares
|
$597,393
0.16% of portfolio
|
Q2 2023
Reduced 0.83%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
8,209
shares
|
$584,644
0.15% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
8,003
shares
|
$569,973
0.07% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
7,960
shares
|
$566,911
0.43% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
7,920
shares
|
$564,062
0.17% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
7,638
shares
|
$543,978
0.15% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
7,603
shares
|
$541,485
0.18% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
7,488
shares
|
$533,295
0.11% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
7,449
shares
|
$530,517
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
7,353
shares
|
$523,680
0.01% of portfolio
|
Q4 2024
Reduced 50.26%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
7,289
shares
|
$519,122
0.04% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
7,155
shares
|
$509,579
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
7,140
shares
|
$508,510
0.03% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
7,039
shares
|
$501,317
0.11% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
6,758
shares
|
$481,304
0.01% of portfolio
|
Q4 2024
Added 20.76%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
6,750
shares
|
$480,735
0.16% of portfolio
|
Q4 2021
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
6,501
shares
|
$463,001
0.0% of portfolio
|
Q4 2024
Added 33.03%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,386
shares
|
$454,810
0.24% of portfolio
|
Q4 2023
Reduced 16.22%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
6,370
shares
|
$453,671
0.14% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
6,300
shares
|
$448,686
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,124
shares
|
$436,151
0.23% of portfolio
|
Q4 2024
Added 0.21%
|