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 |
|---|---|---|---|---|---|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
57,976
shares
|
$4.64 Million
2.26% of portfolio
|
Q3 2025
New holding
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
57,002
shares
|
$4.56 Million
0.86% of portfolio
|
Q3 2025
Added 16.28%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
56,623
shares
|
$4.53 Million
0.03% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Virtus Wealth Solutions LLC
Cranford, NJ |
Nov 10, 2025 Q3 2025 |
53,413
shares
|
$4.28 Million
0.85% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
53,381
shares
|
$4.27 Million
0.01% of portfolio
|
Q3 2023
Reduced 6.32%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Nov 10, 2025 Q3 2025 |
53,226
shares
|
$4.26 Million
1.56% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
52,947
shares
|
$4.24 Million
3.16% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
51,933
shares
|
$4.16 Million
0.32% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
50,894
shares
|
$4.07 Million
0.25% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
50,769
shares
|
$4.06 Million
0.47% of portfolio
|
Q3 2025
Added 54.6%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
49,750
shares
|
$3.98 Million
0.68% of portfolio
|
Q3 2022
Added 8.26%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
49,535
shares
|
$3.97 Million
0.04% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
48,979
shares
|
$3.92 Million
0.01% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 05, 2025 Q3 2025 |
48,362
shares
|
$3.87 Million
0.92% of portfolio
|
Q3 2025
Added 28.34%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
47,691
shares
|
$3.82 Million
1.54% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
43,940
shares
|
$3.52 Million
1.01% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
41,578
shares
|
$3.33 Million
0.2% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
41,444
shares
|
$3.32 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2025 Q3 2025 |
41,439
shares
|
$3.32 Million
1.66% of portfolio
|
Q3 2025
Reduced 62.86%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
41,426
shares
|
$3.32 Million
0.95% of portfolio
|
Q3 2025
Added 26.65%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
41,063
shares
|
$3.29 Million
0.7% of portfolio
|
Q1 2024
Added 10.19%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
40,396
shares
|
$3.23 Million
0.0% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
39,687
shares
|
$3.18 Million
0.99% of portfolio
|
Q3 2025
Added 26.35%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
39,653
shares
|
$3.17 Million
0.49% of portfolio
|
Q3 2025
Added 16.44%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
38,460
shares
|
$3.08 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|