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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
9,354
shares
|
$748,881
0.03% of portfolio
|
Q3 2025
Reduced 32.46%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,205
shares
|
$736,952
0.01% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,014
shares
|
$721,660
0.02% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
8,945
shares
|
$716,136
0.02% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
8,896
shares
|
$712,213
0.3% of portfolio
|
Q3 2025
Added 13.76%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
8,473
shares
|
$678,348
0.06% of portfolio
|
Q3 2025
Added 89.59%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
8,374
shares
|
$670,422
0.02% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
8,167
shares
|
$653,850
0.53% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
8,072
shares
|
$646,244
0.0% of portfolio
|
Q3 2025
Added 81.23%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
8,055
shares
|
$644,883
0.28% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
8,039
shares
|
$643,602
0.01% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
7,981
shares
|
$638,958
0.07% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
7,679
shares
|
$614,780
0.03% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
7,596
shares
|
$608,135
0.0% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,558
shares
|
$605,093
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
7,550
shares
|
$604,453
0.17% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
7,155
shares
|
$572,829
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
7,148
shares
|
$572,268
0.01% of portfolio
|
Q3 2025
Added 105.46%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
7,068
shares
|
$565,864
0.02% of portfolio
|
Q3 2025
Reduced 14.73%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
6,967
shares
|
$557,778
0.11% of portfolio
|
Q3 2025
Reduced 28.89%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
6,917
shares
|
$553,775
0.0% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
6,915
shares
|
$553,614
0.01% of portfolio
|
Q3 2025
Added 30.59%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 17, 2025 Q3 2025 |
6,750
shares
|
$540,405
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
6,644
shares
|
$531,918
0.02% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
6,603
shares
|
$528,636
0.0% of portfolio
|
Q3 2025
Added 8.46%
|
|