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 |
|---|---|---|---|---|---|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
97,169
shares
|
$7.78 Million
3.82% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
96,656
shares
|
$7.74 Million
2.36% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
94,217
shares
|
$7.54 Million
2.9% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
93,437
shares
|
$7.48 Million
3.09% of portfolio
|
Q3 2025
Added 1801.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
91,047
shares
|
$7.29 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Oct 09, 2025 Q3 2025 |
86,736
shares
|
$6.94 Million
3.98% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
86,020
shares
|
$6.89 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Oct 23, 2025 Q3 2025 |
85,684
shares
|
$6.86 Million
4.67% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
79,024
shares
|
$6.33 Million
0.01% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
78,646
shares
|
$6.3 Million
4.68% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
76,060
shares
|
$6.09 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
75,597
shares
|
$6.05 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
73,944
shares
|
$5.92 Million
0.85% of portfolio
|
Q3 2022
Added 4.86%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
73,823
shares
|
$5.91 Million
1.82% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
73,660
shares
|
$5.9 Million
0.0% of portfolio
|
Q3 2025
Added 46.73%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
73,039
shares
|
$5.85 Million
0.08% of portfolio
|
Q3 2025
Reduced 16.66%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
72,227
shares
|
$5.78 Million
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
71,211
shares
|
$5.7 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
68,994
shares
|
$5.52 Million
0.64% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Verde Capital Management
|
Nov 12, 2025 Q3 2025 |
67,400
shares
|
$5.4 Million
1.32% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
66,144
shares
|
$5.3 Million
2.48% of portfolio
|
Q1 2023
Added 7.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
66,016
shares
|
$5.29 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
62,272
shares
|
$4.99 Million
2.41% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
58,882
shares
|
$4.71 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
58,775
shares
|
$4.71 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.36%
|
|