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 398 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 |
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
48,249
shares
|
$3.91 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
48,213
shares
|
$3.91 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
47,656
shares
|
$3.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Apr 28, 2025 Q1 2025 |
46,526
shares
|
$3.77 Million
1.48% of portfolio
|
Q1 2025
Added 7.58%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
42,409
shares
|
$3.44 Million
1.03% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
41,564
shares
|
$3.37 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
41,391
shares
|
$3.36 Million
0.17% of portfolio
|
Q1 2025
Reduced 13.8%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
41,236
shares
|
$3.34 Million
0.09% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,063
shares
|
$3.33 Million
0.7% of portfolio
|
Q1 2024
Added 10.19%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
40,862
shares
|
$3.31 Million
0.0% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
39,091
shares
|
$3.17 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
38,573
shares
|
$3.13 Million
0.21% of portfolio
|
Q1 2025
Added 64.83%
|
|
|
Family Legacy, Inc.
|
Jul 23, 2025 Q2 2025 |
38,140
shares
|
$3.09 Million
1.01% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
37,684
shares
|
$3.05 Million
0.76% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
36,298
shares
|
$2.94 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
34,574
shares
|
$2.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.41%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
34,364
shares
|
$2.79 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
34,053
shares
|
$2.76 Million
0.45% of portfolio
|
Q2 2025
Added 138.23%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
34,016
shares
|
$2.76 Million
1.18% of portfolio
|
Q1 2025
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
33,700
shares
|
$2.73 Million
0.23% of portfolio
|
Q2 2023
Reduced 1.71%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
33,629
shares
|
$2.73 Million
1.33% of portfolio
|
Q1 2025
Added 23.48%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
33,274
shares
|
$2.7 Million
0.28% of portfolio
|
Q2 2025
Reduced 32.42%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
32,840
shares
|
$2.66 Million
0.41% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
32,709
shares
|
$2.65 Million
0.74% of portfolio
|
Q2 2025
Added 128.13%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
31,642
shares
|
$2.56 Million
0.53% of portfolio
|
Q2 2025
Added 13.06%
|