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 |
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
16,168
shares
|
$1.31 Million
0.95% of portfolio
|
Q2 2025
Added 274.35%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
15,624
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 73.15%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
15,589
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
15,501
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
15,434
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
15,293
shares
|
$1.24 Million
0.08% of portfolio
|
Q2 2025
Reduced 22.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
15,267
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
15,173
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 55.53%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
15,083
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
15,076
shares
|
$1.22 Million
0.38% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
14,919
shares
|
$1.21 Million
0.05% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
14,877
shares
|
$1.21 Million
0.3% of portfolio
|
Q2 2025
Added 85.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,816
shares
|
$1.2 Million
0.03% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
14,525
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
13,816
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 80.59%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
13,681
shares
|
$1.11 Million
0.43% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
12,843
shares
|
$1.04 Million
0.55% of portfolio
|
Q1 2025
Added 38.23%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
12,590
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 359.99%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
12,405
shares
|
$1.01 Million
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
12,298
shares
|
$996,875
0.31% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
12,198
shares
|
$988,769
0.54% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
12,111
shares
|
$981,717
0.5% of portfolio
|
Q1 2025
Reduced 37.85%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
11,708
shares
|
$949,050
0.33% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
11,672
shares
|
$946,132
0.03% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
11,520
shares
|
$933,811
0.05% of portfolio
|
Q2 2021
Added 500.0%
|