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 |
|---|---|---|---|---|---|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
17,883
shares
|
$1.43 Million
0.82% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
17,828
shares
|
$1.43 Million
1.2% of portfolio
|
Q3 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
17,418
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
17,391
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
17,315
shares
|
$1.39 Million
0.13% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
16,965
shares
|
$1.36 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
16,620
shares
|
$1.33 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
|
$1.31 Million
0.09% of portfolio
|
Q4 2022
Added 2.23%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
15,270
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
15,076
shares
|
$1.21 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
15,068
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
14,918
shares
|
$1.19 Million
0.45% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
14,859
shares
|
$1.19 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,816
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
14,526
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
14,286
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
14,077
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
13,492
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.45%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
12,405
shares
|
$993,144
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
12,298
shares
|
$984,577
0.31% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
12,254
shares
|
$981,055
0.06% of portfolio
|
Q3 2025
Reduced 19.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
12,080
shares
|
$967,124
0.0% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
11,973
shares
|
$958,558
0.51% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
11,959
shares
|
$957,437
0.1% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
11,889
shares
|
$951,833
0.02% of portfolio
|
Q3 2025
Added 5.6%
|
|