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 339 institutions that hold shares in the stock, with a total of 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
544
shares
|
$40,979
0.0% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
511
shares
|
$38,493
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
430
shares
|
$32,391
0.0% of portfolio
|
Q2 2023
Reduced 7.92%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
420
shares
|
$31,638
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
410
shares
|
$30,885
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
400
shares
|
$30,132
0.0% of portfolio
|
Q2 2024
Reduced 21.57%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
400
shares
|
$30,132
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
342
shares
|
$25,762
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
295
shares
|
$22,222
0.0% of portfolio
|
Q3 2024
Added 55.26%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
276
shares
|
$20,791
0.0% of portfolio
|
Q1 2023
Added 38.0%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
240
shares
|
$18,079
0.01% of portfolio
|
Q2 2024
Added 0.42%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
240
shares
|
$18,079
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
222
shares
|
$16,723
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
210
shares
|
$15,819
0.0% of portfolio
|
Q3 2017
Reduced 83.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
158
shares
|
$11,902
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
132
shares
|
$9,943
0.0% of portfolio
|
Q2 2024
Added 120.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
121
shares
|
$9,114
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
114
shares
|
$8,587
0.0% of portfolio
|
Q2 2024
Added 776.92%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
113
shares
|
$8,512
0.0% of portfolio
|
Q3 2024
Reduced 31.1%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
106
shares
|
$7,984
0.0% of portfolio
|
Q1 2024
Reduced 38.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
105
shares
|
$7,909
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
98
shares
|
$7,382
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
96
shares
|
$7,231
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
94
shares
|
$7,081
0.0% of portfolio
|
Q3 2024
Added 840.0%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
48
shares
|
$3,615
0.0% of portfolio
|
Q3 2024
New holding
|