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 404 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 $2.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
11,889
shares
|
$951,833
0.02% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
11,520
shares
|
$922,291
0.05% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
11,498
shares
|
$920,529
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Oct 15, 2025 Q3 2025 |
11,408
shares
|
$913,324
0.46% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,310
shares
|
$905,478
0.0% of portfolio
|
Q2 2023
Reduced 15.12%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
11,184
shares
|
$895,391
0.01% of portfolio
|
Q4 2025
Added 47.24%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
11,128
shares
|
$890,907
0.0% of portfolio
|
Q3 2025
Added 19.62%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,114
shares
|
$889,786
0.0% of portfolio
|
Q4 2024
Reduced 28.55%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
11,033
shares
|
$883,301
0.03% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
10,930
shares
|
$875,055
0.06% of portfolio
|
Q3 2023
Reduced 0.55%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
10,848
shares
|
$868,490
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
10,688
shares
|
$855,681
0.04% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
10,374
shares
|
$830,542
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
10,180
shares
|
$815,010
0.61% of portfolio
|
Q4 2025
Added 1.25%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
10,053
shares
|
$804,843
0.14% of portfolio
|
Q3 2025
Added 37.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
10,035
shares
|
$803,402
0.02% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
9,876
shares
|
$790,672
0.1% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
9,806
shares
|
$785,068
0.4% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
9,772
shares
|
$782,346
0.34% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
9,727
shares
|
$778,743
0.1% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
9,614
shares
|
$769,696
0.18% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
9,587
shares
|
$767,535
0.0% of portfolio
|
Q4 2025
Added 18.77%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
9,537
shares
|
$763,532
0.38% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
9,532
shares
|
$763,131
0.02% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
9,504
shares
|
$760,890
0.2% of portfolio
|
Q2 2025
Added 13.12%
|
|