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 341 institutions that hold shares in the stock, with a total of 17.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
13,648
shares
|
$1.09 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
13,004
shares
|
$1.03 Million
0.61% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
12,775
shares
|
$1.02 Million
0.27% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
12,712
shares
|
$1.01 Million
0.44% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
12,664
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
12,548
shares
|
$998,569
0.54% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
12,475
shares
|
$992,760
0.38% of portfolio
|
Q3 2024
Added 345.38%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
12,405
shares
|
$987,189
0.59% of portfolio
|
Q1 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
12,328
shares
|
$981,062
0.36% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
12,258
shares
|
$975,491
0.02% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
12,174
shares
|
$968,806
0.1% of portfolio
|
Q3 2024
Added 62.34%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
11,843
shares
|
$942,465
0.04% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
11,520
shares
|
$916,761
0.05% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,310
shares
|
$900,049
0.0% of portfolio
|
Q2 2023
Reduced 15.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
11,097
shares
|
$883,099
0.0% of portfolio
|
Q3 2024
Reduced 14.82%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
10,930
shares
|
$869,809
0.07% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
10,921
shares
|
$869,093
0.0% of portfolio
|
Q3 2024
Added 13.76%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
10,913
shares
|
$868,456
0.02% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,845
shares
|
$863,045
0.05% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
10,733
shares
|
$854,132
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
9,876
shares
|
$785,932
0.1% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
9,597
shares
|
$763,729
0.66% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
La Fleur & Godfrey LLC
|
Jan 16, 2025 Q4 2024 |
9,525
shares
|
$757,999
0.1% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
9,370
shares
|
$745,664
0.34% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
9,291
shares
|
$739,377
0.43% of portfolio
|
Q4 2024
Added 60.02%
|