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 27.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
6,598
shares
|
$528,235
0.12% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
6,508
shares
|
$521,030
0.17% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
6,494
shares
|
$519,909
0.01% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
6,475
shares
|
$518,388
0.0% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,386
shares
|
$511,263
0.24% of portfolio
|
Q4 2023
Reduced 16.22%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 20, 2025 Q3 2025 |
6,300
shares
|
$504,378
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
6,232
shares
|
$498,933
0.04% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
6,089
shares
|
$487,485
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
5,913
shares
|
$473,394
0.29% of portfolio
|
Q3 2025
Added 33.24%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
5,907
shares
|
$472,914
0.0% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,907
shares
|
$472,914
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
5,807
shares
|
$464,908
0.4% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,798
shares
|
$464,187
0.01% of portfolio
|
Q3 2025
Added 25108.7%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
5,680
shares
|
$454,740
0.02% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
5,597
shares
|
$448,095
0.01% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
5,523
shares
|
$442,171
0.23% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
5,508
shares
|
$440,970
0.13% of portfolio
|
Q3 2025
Reduced 9.08%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,497
shares
|
$440,089
0.01% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
5,450
shares
|
$436,327
0.26% of portfolio
|
Q2 2025
Reduced 18.05%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
5,289
shares
|
$423,437
0.03% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
5,250
shares
|
$420,315
0.07% of portfolio
|
Q1 2025
Reduced 25.42%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,157
shares
|
$412,869
0.07% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
5,092
shares
|
$407,665
0.01% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,050
shares
|
$404,303
0.02% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
5,021
shares
|
$401,981
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|