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 404 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 $2.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
3,885
shares
|
$311,033
0.07% of portfolio
|
Q4 2025
Added 51.05%
|
|
|
Northern Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
3,880
shares
|
$310,632
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
3,861
shares
|
$309,111
0.01% of portfolio
|
Q4 2025
Added 4.95%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
3,852
shares
|
$308,391
0.2% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
3,769
shares
|
$301,746
0.01% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,750
shares
|
$300,225
0.24% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
3,749
shares
|
$300,144
0.14% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
3,708
shares
|
$296,862
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
3,649
shares
|
$292,138
0.03% of portfolio
|
Q4 2025
Added 70.43%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
3,560
shares
|
$285,013
0.09% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
3,544
shares
|
$283,732
0.01% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
3,520
shares
|
$281,811
0.02% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,509
shares
|
$280,930
0.0% of portfolio
|
Q3 2025
Added 25.1%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
3,503
shares
|
$280,450
0.07% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,479
shares
|
$278,528
0.0% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
3,452
shares
|
$276,367
0.0% of portfolio
|
Q3 2025
Added 34.74%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
3,430
shares
|
$274,605
0.01% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
3,360
shares
|
$269,001
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
3,353
shares
|
$268,441
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
3,335
shares
|
$267,000
0.0% of portfolio
|
Q3 2025
Added 27.88%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
3,285
shares
|
$262,997
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
3,227
shares
|
$258,353
0.04% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
3,119
shares
|
$249,707
0.13% of portfolio
|
Q4 2024
New holding
|
|