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 |
|---|---|---|---|---|---|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
37,611
shares
|
$3.01 Million
0.97% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Nov 07, 2025 Q3 2025 |
36,767
shares
|
$2.94 Million
1.75% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
35,105
shares
|
$2.81 Million
0.32% of portfolio
|
Q3 2025
Reduced 10.2%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
35,043
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2025
Added 115.8%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
33,700
shares
|
$2.7 Million
0.23% of portfolio
|
Q2 2023
Reduced 1.71%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
31,350
shares
|
$2.51 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Bouvel Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
30,668
shares
|
$2.46 Million
0.85% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
30,459
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
30,407
shares
|
$2.43 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
30,084
shares
|
$2.41 Million
1.33% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
29,777
shares
|
$2.38 Million
0.13% of portfolio
|
Q3 2025
Reduced 14.99%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
29,730
shares
|
$2.38 Million
0.2% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
29,194
shares
|
$2.34 Million
0.04% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
28,837
shares
|
$2.31 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
28,288
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2025
Added 186.61%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
28,000
shares
|
$2.24 Million
0.2% of portfolio
|
Q3 2025
Reduced 15.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
27,467
shares
|
$2.2 Million
0.06% of portfolio
|
Q1 2020
Reduced 96.46%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
27,269
shares
|
$2.18 Million
0.02% of portfolio
|
Q3 2025
Added 28.08%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
27,131
shares
|
$2.17 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
26,661
shares
|
$2.13 Million
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
26,572
shares
|
$2.13 Million
0.67% of portfolio
|
Q3 2025
Added 27.97%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
25,273
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
24,996
shares
|
$2 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.56%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
24,460
shares
|
$1.96 Million
0.05% of portfolio
|
Q3 2022
Reduced 7.93%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
23,904
shares
|
$1.91 Million
0.12% of portfolio
|
Q3 2025
Reduced 8.08%
|
|