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 402 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 $2.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
2,209
shares
|
$176,852
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
2,148
shares
|
$171,968
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
2,141
shares
|
$171,408
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,136
shares
|
$171,008
0.09% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
2,094
shares
|
$167,645
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
2,000
shares
|
$160,120
0.01% of portfolio
|
Q3 2025
Reduced 42.86%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,848
shares
|
$147,950
0.0% of portfolio
|
Q2 2025
Added 31.06%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,784
shares
|
$142,827
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
1,752
shares
|
$140,265
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
1,627
shares
|
$130,257
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,559
shares
|
$124,813
0.04% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,396
shares
|
$111,763
0.0% of portfolio
|
Q3 2025
Reduced 92.32%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,355
shares
|
$108,481
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
1,303
shares
|
$104,318
0.01% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
1,300
shares
|
$104,078
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,092
shares
|
$87,425
0.02% of portfolio
|
Q3 2024
Added 119.28%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,004
shares
|
$80,380
0.0% of portfolio
|
Q3 2025
Added 35.31%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,002
shares
|
$80,220
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
923
shares
|
$73,895
0.0% of portfolio
|
Q2 2025
Added 125.12%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
888
shares
|
$71,093
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
774
shares
|
$61,966
0.01% of portfolio
|
Q2 2023
Reduced 43.67%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
731
shares
|
$58,523
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
726
shares
|
$58,123
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
722
shares
|
$57,803
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
705
shares
|
$56,442
0.0% of portfolio
|
Q3 2025
Reduced 82.33%
|
|