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 |
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
30,694
shares
|
$2.49 Million
0.01% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
30,545
shares
|
$2.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
30,264
shares
|
$2.45 Million
0.05% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
29,730
shares
|
$2.41 Million
0.2% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
29,623
shares
|
$2.4 Million
0.05% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
29,150
shares
|
$2.36 Million
1.25% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Ignite Planners, LLC
|
Jul 23, 2025 Q2 2025 |
28,858
shares
|
$2.34 Million
0.37% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
27,499
shares
|
$2.23 Million
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
27,467
shares
|
$2.23 Million
0.06% of portfolio
|
Q1 2020
Reduced 96.46%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
26,661
shares
|
$2.16 Million
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
26,045
shares
|
$2.11 Million
0.14% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
25,509
shares
|
$2.07 Million
0.65% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
24,460
shares
|
$1.98 Million
0.05% of portfolio
|
Q3 2022
Reduced 7.93%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
23,769
shares
|
$1.93 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
23,166
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
22,668
shares
|
$1.84 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
22,429
shares
|
$1.82 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
22,344
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 27.66%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
22,152
shares
|
$1.8 Million
0.0% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
22,086
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
21,716
shares
|
$1.76 Million
1.43% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
21,558
shares
|
$1.75 Million
0.07% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
21,251
shares
|
$1.72 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
21,151
shares
|
$1.71 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
21,023
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2025
Added 0.1%
|