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 |
|---|---|---|---|---|---|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
201,840
shares
|
$16.2 Million
0.74% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
201,840
shares
|
$16.2 Million
2.61% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
192,430
shares
|
$15.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
191,527
shares
|
$15.3 Million
0.0% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
177,067
shares
|
$14.2 Million
5.1% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Oct 10, 2025 Q3 2025 |
169,478
shares
|
$13.6 Million
11.58% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
155,160
shares
|
$12.4 Million
1.63% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
149,820
shares
|
$12 Million
2.7% of portfolio
|
Q3 2025
Added 17.0%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
148,784
shares
|
$11.9 Million
0.89% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
138,581
shares
|
$11.1 Million
1.55% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
137,852
shares
|
$11 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
137,360
shares
|
$11 Million
0.06% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
136,206
shares
|
$10.9 Million
2.46% of portfolio
|
Q3 2025
Added 114.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
134,148
shares
|
$10.7 Million
0.01% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
127,487
shares
|
$10.2 Million
1.65% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
125,532
shares
|
$10.1 Million
0.31% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Oct 27, 2025 Q3 2025 |
122,963
shares
|
$9.84 Million
6.11% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
121,005
shares
|
$9.69 Million
0.67% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
119,039
shares
|
$9.53 Million
2.75% of portfolio
|
Q1 2024
Reduced 3.58%
|
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
Dec 18, 2025 Q3 2025 |
112,400
shares
|
$9 Million
4.35% of portfolio
|
Q3 2025
Reduced 8.62%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
111,093
shares
|
$8.89 Million
0.83% of portfolio
|
Q3 2025
Added 19.4%
|
|
|
Scott Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
110,139
shares
|
$8.82 Million
2.08% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
103,508
shares
|
$8.29 Million
2.8% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
102,395
shares
|
$8.2 Million
0.01% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
98,526
shares
|
$7.89 Million
0.2% of portfolio
|
Q3 2025
Added 3.32%
|
|