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 341 institutions that hold shares in the stock, with a total of 17.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
94
shares
|
$7,480
0.0% of portfolio
|
Q3 2024
Added 840.0%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
48
shares
|
$3,819
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
48
shares
|
$3,819
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
46
shares
|
$3,660
0.0% of portfolio
|
Q3 2022
Reduced 94.81%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
45
shares
|
$3,581
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
42
shares
|
$3,342
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
22
shares
|
$1,750
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
22
shares
|
$1,750
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
19
shares
|
$1,512
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
18
shares
|
$1,432
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
16
shares
|
$1,273
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
5
shares
|
$397
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
3
shares
|
$238
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1
shares
|
$79
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1
shares
|
$79
0.0% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|