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 397 institutions that hold shares in the stock, with a total of 22.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
186,218
shares
|
$15.1 Million
2.38% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
185,219
shares
|
$15 Million
0.9% of portfolio
|
Q1 2025
Added 13.8%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
184,465
shares
|
$15 Million
2.31% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
172,391
shares
|
$14 Million
5.16% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
151,151
shares
|
$12.3 Million
1.5% of portfolio
|
Q1 2025
Added 63.92%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
146,812
shares
|
$11.9 Million
0.91% of portfolio
|
Q2 2025
Reduced 49.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
139,361
shares
|
$11.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
136,006
shares
|
$11 Million
1.68% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
134,148
shares
|
$10.9 Million
0.01% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
131,523
shares
|
$10.7 Million
0.33% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
123,849
shares
|
$10 Million
1.19% of portfolio
|
Q1 2025
Added 8.87%
|
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
May 08, 2025 Q1 2025 |
123,000
shares
|
$9.97 Million
4.33% of portfolio
|
Q3 2023
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
122,427
shares
|
$9.92 Million
0.06% of portfolio
|
Q1 2025
Reduced 42.07%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
120,266
shares
|
$9.75 Million
2.65% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
119,309
shares
|
$9.67 Million
6.42% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
119,039
shares
|
$9.65 Million
2.75% of portfolio
|
Q1 2024
Reduced 3.58%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jul 16, 2025 Q2 2025 |
111,569
shares
|
$9.04 Million
4.46% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
108,937
shares
|
$8.83 Million
0.62% of portfolio
|
Q1 2025
Added 8.1%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
103,508
shares
|
$8.39 Million
2.8% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
97,082
shares
|
$7.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
96,377
shares
|
$7.81 Million
3.89% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
95,356
shares
|
$7.73 Million
0.26% of portfolio
|
Q2 2025
Reduced 15.51%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
93,276
shares
|
$7.56 Million
1.77% of portfolio
|
Q1 2025
Added 60.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
88,804
shares
|
$7.2 Million
0.06% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
88,343
shares
|
$7.16 Million
2.44% of portfolio
|
Q1 2025
Added 11.37%
|