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 |
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
8,534
shares
|
$691,766
0.3% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
8,404
shares
|
$681,228
0.57% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
8,347
shares
|
$676,607
0.01% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
8,299
shares
|
$672,716
0.02% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
7,981
shares
|
$646,939
0.07% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,820
shares
|
$633,889
0.29% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
7,558
shares
|
$612,651
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
7,458
shares
|
$604,545
0.04% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
7,443
shares
|
$603,329
0.01% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
7,201
shares
|
$583,713
0.15% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
7,155
shares
|
$579,984
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
6,925
shares
|
$561,340
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
6,823
shares
|
$553,072
0.0% of portfolio
|
Q2 2025
Added 40.97%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
6,750
shares
|
$547,155
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,746
shares
|
$546,830
0.01% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
6,650
shares
|
$539,049
0.35% of portfolio
|
Q1 2025
Reduced 16.46%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
6,526
shares
|
$528,997
0.02% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
6,519
shares
|
$528,430
0.15% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
6,422
shares
|
$520,567
0.0% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
6,410
shares
|
$519,594
0.02% of portfolio
|
Q2 2025
Reduced 61.59%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
6,386
shares
|
$517,649
0.24% of portfolio
|
Q4 2023
Reduced 16.22%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
6,370
shares
|
$516,352
0.13% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
6,319
shares
|
$512,218
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
6,300
shares
|
$510,678
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
6,297
shares
|
$510,434
0.08% of portfolio
|
Q1 2025
Added 16.01%
|