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 |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
23,580
shares
|
$1.89 Million
0.28% of portfolio
|
Q3 2025
Added 30.17%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
23,115
shares
|
$1.85 Million
0.57% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
22,619
shares
|
$1.81 Million
0.26% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
22,367
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
22,344
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 27.66%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
22,216
shares
|
$1.78 Million
0.07% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
21,998
shares
|
$1.76 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
21,853
shares
|
$1.75 Million
1.27% of portfolio
|
Q3 2025
Added 35.16%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
21,835
shares
|
$1.75 Million
0.1% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
21,256
shares
|
$1.7 Million
0.54% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
21,065
shares
|
$1.69 Million
0.04% of portfolio
|
Q3 2025
Reduced 45.76%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
20,953
shares
|
$1.68 Million
0.66% of portfolio
|
Q3 2025
Added 18.62%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Nov 10, 2025 Q3 2025 |
20,782
shares
|
$1.66 Million
1.32% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
19,990
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
19,942
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
19,766
shares
|
$1.58 Million
0.62% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
19,754
shares
|
$1.58 Million
0.53% of portfolio
|
Q3 2025
Added 307.8%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
19,715
shares
|
$1.58 Million
0.08% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
19,172
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
19,114
shares
|
$1.53 Million
0.05% of portfolio
|
Q3 2025
Added 14.76%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
18,775
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
18,700
shares
|
$1.5 Million
0.95% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
18,682
shares
|
$1.5 Million
0.23% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
18,601
shares
|
$1.49 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
18,142
shares
|
$1.45 Million
1.09% of portfolio
|
Q3 2025
Reduced 1.87%
|
|