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 27.1 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 |
|---|---|---|---|---|---|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
4,950
shares
|
$396,297
0.12% of portfolio
|
Q2 2022
Reduced 13.79%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
4,913
shares
|
$393,334
0.08% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 06, 2026 Q4 2025 |
4,800
shares
|
$384,288
0.14% of portfolio
|
Q4 2025
Reduced 23.81%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
4,788
shares
|
$383,327
0.09% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
4,709
shares
|
$377,002
0.09% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
4,700
shares
|
$376,282
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
4,630
shares
|
$370,677
0.06% of portfolio
|
Q2 2025
Reduced 18.31%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,600
shares
|
$368,276
0.12% of portfolio
|
Q1 2022
Reduced 4.17%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
4,544
shares
|
$363,792
0.06% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
4,500
shares
|
$360,270
0.1% of portfolio
|
Q2 2023
Added 28.57%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
4,478
shares
|
$358,508
0.0% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
4,385
shares
|
$351,063
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
4,352
shares
|
$348,421
0.03% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
4,293
shares
|
$343,697
0.0% of portfolio
|
Q3 2025
Reduced 21.85%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
4,269
shares
|
$341,776
0.06% of portfolio
|
Q3 2025
Added 34.16%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
4,222
shares
|
$338,013
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
4,200
shares
|
$336,252
0.01% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
4,195
shares
|
$335,851
0.12% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
4,148
shares
|
$332,088
0.0% of portfolio
|
Q2 2025
Reduced 73.45%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
4,139
shares
|
$331,368
0.16% of portfolio
|
Q1 2023
Added 2.58%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
4,084
shares
|
$326,965
0.1% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,072
shares
|
$326,004
0.03% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
4,048
shares
|
$324,082
0.33% of portfolio
|
Q3 2025
Reduced 14.74%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
3,890
shares
|
$311,433
0.0% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,890
shares
|
$311,433
0.01% of portfolio
|
Q1 2024
Reduced 6.71%
|
|