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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
3,110
shares
|
$248,986
0.01% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
3,109
shares
|
$248,906
0.01% of portfolio
|
Q3 2025
Reduced 12.89%
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
3,067
shares
|
$245,544
0.06% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
3,000
shares
|
$240,180
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
2,884
shares
|
$230,893
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
2,871
shares
|
$229,852
0.07% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
2,865
shares
|
$229,371
0.04% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
2,843
shares
|
$227,610
0.01% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,807
shares
|
$224,728
0.0% of portfolio
|
Q4 2025
Added 8.13%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
2,793
shares
|
$223,607
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Nov 07, 2025 Q3 2025 |
2,771
shares
|
$221,846
0.17% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
2,720
shares
|
$217,763
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,712
shares
|
$217,122
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,690
shares
|
$215,361
0.13% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
2,682
shares
|
$214,720
0.09% of portfolio
|
Q3 2025
Reduced 52.86%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
2,677
shares
|
$214,320
0.0% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Fc Advisory LLC
|
Jan 13, 2026 Q4 2025 |
2,637
shares
|
$211,118
0.06% of portfolio
|
Q4 2025
Reduced 22.1%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,622
shares
|
$209,917
0.01% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
2,594
shares
|
$207,675
0.0% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
2,572
shares
|
$205,914
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
2,524
shares
|
$202,071
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
2,512
shares
|
$201,110
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
2,466
shares
|
$197,427
0.06% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,441
shares
|
$195,426
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Nov 12, 2025 Q3 2025 |
2,394
shares
|
$191,663
0.1% of portfolio
|
Q3 2025
Reduced 16.18%
|
|