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 |
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
21,023
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
20,764
shares
|
$1.68 Million
0.57% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
20,428
shares
|
$1.66 Million
0.2% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
19,942
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
19,754
shares
|
$1.6 Million
0.11% of portfolio
|
Q1 2025
Added 10.24%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
19,582
shares
|
$1.59 Million
0.69% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
19,563
shares
|
$1.59 Million
0.09% of portfolio
|
Q2 2025
Added 280.01%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
19,450
shares
|
$1.58 Million
1.06% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,775
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
18,682
shares
|
$1.51 Million
0.24% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
18,488
shares
|
$1.5 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
18,166
shares
|
$1.47 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Stanich Group LLC
Montauk, NY |
Jul 21, 2025 Q2 2025 |
18,101
shares
|
$1.47 Million
1.31% of portfolio
|
Q2 2025
Reduced 16.72%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
18,019
shares
|
$1.46 Million
1.39% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
17,829
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Added 40.32%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
17,664
shares
|
$1.43 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
17,388
shares
|
$1.41 Million
0.27% of portfolio
|
Q1 2025
Added 19.85%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
17,345
shares
|
$1.41 Million
0.08% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
17,070
shares
|
$1.38 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
17,039
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
16,998
shares
|
$1.38 Million
0.1% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
16,892
shares
|
$1.37 Million
0.14% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
16,739
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,620
shares
|
$1.35 Million
0.08% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
16,395
shares
|
$1.33 Million
0.09% of portfolio
|
Q4 2022
Added 2.23%
|