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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
151
shares
|
$12,089
0.0% of portfolio
|
Q2 2025
Reduced 39.84%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
121
shares
|
$9,687
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
114
shares
|
$9,126
0.0% of portfolio
|
Q2 2024
Added 776.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
105
shares
|
$8,406
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
102
shares
|
$8,166
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
98
shares
|
$7,845
0.0% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
96
shares
|
$7,685
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
83
shares
|
$6,644
0.0% of portfolio
|
Q3 2025
Reduced 94.98%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
78
shares
|
$6,244
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
63
shares
|
$5,043
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
62
shares
|
$4,963
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
60
shares
|
$4,803
0.0% of portfolio
|
Q1 2025
Reduced 54.55%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
57
shares
|
$4,563
0.0% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
52
shares
|
$4,163
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
48
shares
|
$3,842
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
48
shares
|
$3,842
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
42
shares
|
$3,362
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
40
shares
|
$3,202
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
38
shares
|
$3,042
0.0% of portfolio
|
Q3 2025
Reduced 26.92%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
18
shares
|
$1,441
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
14
shares
|
$1,120
0.0% of portfolio
|
Q1 2025
Reduced 99.42%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
5
shares
|
$400
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
1
shares
|
$80
0.0% of portfolio
|
Q1 2023
Reduced 50.0%
|
|
|
Rebel Financial LLC
Groveport, OH |
Oct 24, 2025 Q3 2025 |
0
shares
|
$0
0.16% of portfolio
|
Q3 2025
Closed
|
|