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 |
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
87,639
shares
|
$7.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Jul 30, 2025 Q2 2025 |
83,628
shares
|
$6.78 Million
4.83% of portfolio
|
Q2 2025
Reduced 18.34%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
80,414
shares
|
$6.52 Million
3.97% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
78,555
shares
|
$6.37 Million
4.8% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
78,321
shares
|
$6.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
73,944
shares
|
$5.99 Million
0.85% of portfolio
|
Q3 2022
Added 4.86%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
73,823
shares
|
$5.98 Million
1.82% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
68,994
shares
|
$5.59 Million
0.64% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
67,132
shares
|
$5.44 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
May 08, 2025 Q1 2025 |
66,428
shares
|
$5.38 Million
5.13% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
66,144
shares
|
$5.36 Million
2.48% of portfolio
|
Q1 2023
Added 7.31%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
63,803
shares
|
$5.17 Million
1.34% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
63,638
shares
|
$5.16 Million
1.25% of portfolio
|
Q2 2025
Added 403.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
62,349
shares
|
$5.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.15%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
61,708
shares
|
$5 Million
2.57% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
58,989
shares
|
$4.78 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
53,862
shares
|
$4.37 Million
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Jul 28, 2025 Q2 2025 |
53,862
shares
|
$4.37 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
53,381
shares
|
$4.33 Million
0.01% of portfolio
|
Q3 2023
Reduced 6.32%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
53,028
shares
|
$4.3 Million
0.04% of portfolio
|
Q1 2025
Added 13.21%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
51,918
shares
|
$4.21 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
51,809
shares
|
$4.2 Million
3.24% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
50,201
shares
|
$4.07 Million
0.0% of portfolio
|
Q1 2025
Added 12.31%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
49,750
shares
|
$4.03 Million
0.68% of portfolio
|
Q3 2022
Added 8.26%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
49,020
shares
|
$3.97 Million
0.8% of portfolio
|
Q2 2025
Added 19.53%
|