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 401 institutions that hold shares in the stock, with a total of 27.1 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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
686
shares
|
$54,921
0.01% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
645
shares
|
$51,638
0.0% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
627
shares
|
$50,197
0.0% of portfolio
|
Q2 2025
Reduced 24.18%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
550
shares
|
$44,033
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
534
shares
|
$42,752
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
517
shares
|
$41,391
0.0% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
515
shares
|
$41,230
0.01% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
460
shares
|
$36,827
0.0% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
453
shares
|
$36,267
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
446
shares
|
$35,706
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
420
shares
|
$33,625
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
400
shares
|
$32,024
0.01% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
400
shares
|
$32,024
0.0% of portfolio
|
Q2 2024
Reduced 21.57%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
370
shares
|
$29,622
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
365
shares
|
$29,221
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
342
shares
|
$27,380
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
336
shares
|
$26,900
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
297
shares
|
$23,777
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
276
shares
|
$22,096
0.0% of portfolio
|
Q1 2023
Added 38.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
253
shares
|
$20,255
0.01% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
242
shares
|
$19,374
0.01% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
240
shares
|
$19,214
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
230
shares
|
$18,413
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
222
shares
|
$17,773
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
210
shares
|
$16,812
0.0% of portfolio
|
Q3 2017
Reduced 83.33%
|
|