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 339 institutions that hold shares in the stock, with a total of 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
170,805
shares
|
$12.9 Million
2.33% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 18, 2024 Q3 2024 |
156,555
shares
|
$11.8 Million
4.9% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
134,148
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Nov 04, 2024 Q3 2024 |
128,942
shares
|
$9.71 Million
4.15% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
128,745
shares
|
$9.7 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
Nov 05, 2024 Q3 2024 |
123,000
shares
|
$9.27 Million
4.1% of portfolio
|
Q3 2023
New holding
|
|
|
Scott Capital Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
122,237
shares
|
$9.21 Million
2.54% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
121,356
shares
|
$9.14 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2024 Q3 2024 |
119,048
shares
|
$8.97 Million
4.63% of portfolio
|
Q3 2024
Reduced 42.56%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
119,039
shares
|
$8.97 Million
2.75% of portfolio
|
Q1 2024
Reduced 3.58%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
118,654
shares
|
$8.94 Million
0.27% of portfolio
|
Q3 2024
Added 33.27%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
112,763
shares
|
$8.49 Million
0.18% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
111,150
shares
|
$8.37 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
110,902
shares
|
$8.35 Million
1.47% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
105,208
shares
|
$7.93 Million
0.05% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
103,508
shares
|
$7.8 Million
2.8% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
95,555
shares
|
$7.2 Million
0.01% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
92,342
shares
|
$6.96 Million
3.81% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
89,803
shares
|
$6.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
87,844
shares
|
$6.62 Million
0.89% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
87,594
shares
|
$6.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
87,416
shares
|
$6.59 Million
0.48% of portfolio
|
Q3 2024
Added 23.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
86,028
shares
|
$6.48 Million
0.06% of portfolio
|
Q3 2024
Reduced 21.67%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
82,873
shares
|
$6.24 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
76,334
shares
|
$5.75 Million
0.66% of portfolio
|
Q3 2024
Reduced 27.12%
|