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 341 institutions that hold shares in the stock, with a total of 17.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
74,142
shares
|
$5.9 Million
2.31% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
73,944
shares
|
$5.88 Million
0.85% of portfolio
|
Q3 2022
Added 4.86%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
73,243
shares
|
$5.83 Million
0.12% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 23, 2025 Q4 2024 |
71,479
shares
|
$5.69 Million
4.06% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
71,222
shares
|
$5.67 Million
0.02% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
67,601
shares
|
$5.38 Million
0.56% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
66,144
shares
|
$5.26 Million
2.48% of portfolio
|
Q1 2023
Added 7.31%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
64,477
shares
|
$5.13 Million
4.0% of portfolio
|
Q4 2022
New holding
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
61,176
shares
|
$4.87 Million
2.36% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Bouvel Investment Partners, LLC
|
Jan 14, 2025 Q4 2024 |
61,080
shares
|
$4.86 Million
1.82% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
59,702
shares
|
$4.75 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
57,476
shares
|
$4.57 Million
0.01% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
55,148
shares
|
$4.39 Million
1.23% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
53,381
shares
|
$4.25 Million
0.01% of portfolio
|
Q3 2023
Reduced 6.32%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
51,702
shares
|
$4.11 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
51,702
shares
|
$4.11 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
49,939
shares
|
$3.97 Million
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
49,750
shares
|
$3.96 Million
0.68% of portfolio
|
Q3 2022
Added 8.26%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
49,339
shares
|
$3.93 Million
0.23% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
47,818
shares
|
$3.81 Million
0.27% of portfolio
|
Q4 2024
Added 198.97%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
47,224
shares
|
$3.76 Million
3.23% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
46,327
shares
|
$3.69 Million
0.01% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
46,143
shares
|
$3.67 Million
0.07% of portfolio
|
Q3 2024
Added 31.89%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
43,193
shares
|
$3.44 Million
0.06% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
41,857
shares
|
$3.33 Million
1.03% of portfolio
|
Q3 2024
Reduced 3.34%
|