Who owns iShares Morningstar Mid Growth Idx?

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Analyze quarterly positions in iShares Morningstar Mid Growth Idx with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares Morningstar Mid Growth Idx stock

Who bought or sold iShares Morningstar Mid Growth Idx this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Assetmark 980k $63M 130571% Dec 2023
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Ameriprise Financial 799k $46M 0% Sep 2023
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Morgan Stanley 760k $43M 21% Sep 2023
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LPL Financial 685k $39M 5% Sep 2023
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Northwestern Mutual Wealth Management Company 657k $38M 6% Sep 2023
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Creative Financial Designs 613k $40M 0% Dec 2023
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Raymond James Financial Services Advisors 611k $39M 3% Dec 2023
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Commonwealth Equity Services 533k $34M 27% Dec 2023
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UBS Group 498k $32M 0% Dec 2023
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Wells Fargo & Company 459k $30M 1% Dec 2023
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Orgel Wealth Management 414k $27M -3% Dec 2023
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Royal Bank of Canada 368k $24M 4% Dec 2023
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H D Vest Advisory Services 332k $21M 13% Dec 2023
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Advisor Group Holdings 301k $19M 11% Dec 2023
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Forte Capital 270k $17M 0% Dec 2023
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Cornerstone Planning Group 257k $17M 11% Dec 2023
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Cosner Financial Group 229k $15M 56% Dec 2023
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Rodgers & Associates 222k $14M -3% Dec 2023
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Cambridge Investment Research Advisors 221k $14M 83% Dec 2023
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Mariner Wealth Advisors 214k $14M 13% Dec 2023
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Bank of America Corporation 207k $13M -4% Dec 2023
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Marmo Financial Group 199k $13M -2% Dec 2023
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Envestnet Asset Management 188k $11M 16% Sep 2023
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Nelson, Van Denburg & Campbell Wealth Management 178k $11M 100% Dec 2023
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Steele Capital Management 170k $11M 100% Dec 2023
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Matrix Trust 169k $11M 0% Dec 2023
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Financial Network Investment Corporation 164k $9.4M 34% Sep 2023
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Capital Wealth Management 157k $10M -1% Dec 2023
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IAG Wealth Partners 153k $9.8M 100% Dec 2023
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Scott Capital Advisors 146k $9.4M 0% Dec 2023
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Equitable Holdings 146k $8.3M -30% Sep 2023
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Integrated Investment Consultants 139k $9.0M 1% Dec 2023
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Oppenheimer & Co 128k $7.3M 34% Sep 2023
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Etfidea 124k $8.0M 0% Dec 2023
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Raymond James & Associates 123k $7.9M 7% Dec 2023
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Employees' Retirement Fund of the City of Fort Worth 123k $7.0M 100% Sep 2023
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We Are One Seven 106k $6.8M 5% Dec 2023
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Eagle Strategies 99k $6.4M 10% Dec 2023
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Steward Partners Investment Advisory 99k $6.4M 376% Dec 2023
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Branch Banking & Trust Company 92k $5.9M -24% Dec 2023
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PFS Partners 88k $5.7M 100% Dec 2023
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CWM 87k $5.6M 10% Dec 2023
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OxenFree Capital 86k $5.5M 100% Dec 2023
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Cedrus 84k $5.4M 7% Dec 2023
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Bedel Financial Consulting 80k $4.5M 100% Sep 2023
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Bedel Financial Consulting 79k $5.1M 0% Dec 2023
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Private Advisor 75k $4.8M 41% Dec 2023
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Rdl Financial 74k $4.5M -1% Dec 2023
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Baird Financial 68k $4.4M 40% Dec 2023
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Certified Advisory Corp 66k $4.3M 1% Dec 2023
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Mml Investors Services 65k $3.7M 14% Sep 2023
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Summit Asset Management 61k $3.9M -1% Dec 2023
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Wealth Enhancement Advisory Services 61k $3.9M 49% Dec 2023
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Fermata Advisors 60k $3.8M -2% Dec 2023
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Atria Wealth Solutions 58k $3.8M 1% Dec 2023
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Nwam 55k $3.6M 69% Dec 2023
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Creative Planning 54k $3.5M -18% Dec 2023
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Castle Wealth Management 53k $3.4M -2% Dec 2023
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First Republic Investment Management 53k $3.0M -6% Sep 2023
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Valley National Advisers 53k $2.6M 3% Dec 2023
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CI Private Wealth 52k $3.4M 27% Dec 2023
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Jpmorgan Chase & Co 48k $3.1M 100% Dec 2023
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Janney Montgomery Scott 46k $2.9M 38% Dec 2023
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Nations Financial Group 45k $2.9M 34% Dec 2023
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Family Legacy 44k $2.8M -4% Dec 2023
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Susquehanna International 44k $2.5M 105% Sep 2023
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Financial Freedom 43k $2.8M -6% Dec 2023
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Sigma Planning 38k $2.5M -53% Dec 2023
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HighTower Advisors 38k $2.4M -1% Dec 2023
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Eudaimonia Partners 37k $2.4M 2% Dec 2023
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PFG Advisors 36k $2.3M 2% Dec 2023
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Park Avenue Securities 36k $2.3M -15% Dec 2023
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Global Retirement Partners 35k $2.2M 2% Dec 2023
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Verde Capital Management 34k $2.2M 13% Dec 2023
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Visionary Wealth Advisors 34k $2.2M 51% Dec 2023
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Mercer Global Advisors 32k $2.1M -25% Dec 2023
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Goss Wealth Management 32k $1.8M 2% Sep 2023
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Black Diamond Financial 30k $2.0M 11% Dec 2023
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Lincoln National 30k $1.9M 507% Dec 2023
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Frank. Day 30k $1.9M 0% Dec 2023
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Leo Wealth 29k $2.0M 100% Dec 2023
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SFMG Wealth Advisors 29k $1.9M 100% Dec 2023
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Financial Advisory Corp 29k $1.8M -4% Dec 2023
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Courage Miller Partners 28k $1.8M -9% Dec 2023
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GHP Investment Advisors 28k $1.8M -4% Dec 2023
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Aire Advisors 28k $1.8M -9% Dec 2023
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Beaumont Capital Management 27k $1.8M 100% Dec 2023
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Whitaker-Myers Wealth Managers 27k $1.7M 29% Dec 2023
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Arden Trust 27k $1.7M 100% Dec 2023
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Merit Financial Group 26k $1.7M 126% Dec 2023
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Ignite Planners 26k $1.7M 72% Dec 2023
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Asset Allocation Strategies 26k $1.5M 8% Sep 2023
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Brian McDonald 25k $1.4M 100% Sep 2023
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Marino, Stram & Associates 25k $1.6M 1% Dec 2023
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Arete Wealth Advisors 25k $1.6M 100% Dec 2023
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Horizon Family Wealth 25k $1.6M 14% Dec 2023
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Hunter Associates 24k $1.5M 24% Dec 2023
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Kestra Advisory Services 24k $1.5M 0% Dec 2023
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Jane Street 21k $1.3M 100% Dec 2023
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Cetera Investment Advisers 20k $1.2M -21% Sep 2023
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Horizon Investment Services 20k $1.3M -1% Dec 2023
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Pnc Financial Services 20k $1.3M 0% Dec 2023
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Prospect Financial Services 20k $1.3M 100% Dec 2023
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Integrated Wealth Concepts 19k $1.1M -5% Sep 2023
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AdvisorNet Financial 19k $1.2M -2% Dec 2023
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Focus Financial Network 19k $1.2M 100% Dec 2023
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James J. Burns & Company 19k $1.1M -26% Sep 2023
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Principal Securities 19k $1.2M 100% Dec 2023
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Citigroup 17k $1.1M 7% Dec 2023
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Money Concepts Capital Corp 17k $1.1M -3% Dec 2023
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PCA Investment Advisory Services 17k $1.1M -49% Dec 2023
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FTB Advisors 17k $1.1M -10% Dec 2023
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Atria Investments 17k $1.1M 100% Dec 2023
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Dfpg Investments 17k $1.0M 0% Dec 2023
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DDFG 16k $921M -17% Sep 2023
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Hrc Wealth Management 16k $1.0M 100% Dec 2023
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CGC Financial Services 16k $1.0M 94% Dec 2023
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Neumann Capital Management 16k $1.0M 0% Dec 2023
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Hilltop Holdings 15k $983k -6% Dec 2023
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Kingsview Wealth Management 15k $969k 48% Dec 2023
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Ieq Capital 14k $926k 0% Dec 2023
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Allegheny Financial Group 14k $876k 8% Dec 2023
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Stifel Financial 13k $837k -6% Dec 2023
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Capital Asset Advisory Services 13k $819k 5% Dec 2023
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Axxcess Wealth Management 13k $819k 7% Dec 2023
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Pacific Sun Financial Corp 13k $816k -2% Dec 2023
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Cape Investment Advisory 12k $801k 0% Dec 2023
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Carnegie Capital Asset Management 12k $766k 1% Dec 2023
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Cresset Asset Management 12k $677k 0% Sep 2023
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Goldman Sachs Group 12k $745k -47% Dec 2023
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Full Sail Capital 12k $658k 0% Sep 2023
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Pathstone Holdings 11k $729k 100% Dec 2023
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Pathstone Family Office 11k $646k 18% Sep 2023
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Capital Analysts 11k $713k 23% Dec 2023
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Harbor Investment Advisory 11k $704k 0% Dec 2023
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American Trust 11k $702k 100% Dec 2023
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Raymond James Trust 11k $687k -1% Dec 2023
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Silver Oak Securities 10k $668k 62% Dec 2023
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Signature Securities Group Corporation 10k $661k 11% Dec 2023
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Ausdal Financial Partners 10k $652k 0% Dec 2023
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Windsor Group 9.9k $564k 0% Sep 2023
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Accel Wealth Management 9.6k $617k 26% Dec 2023
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Fifth Third Securities 9.5k $542k 4% Sep 2023
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McKinley Carter Wealth Services 9.4k $604k -25% Dec 2023
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Madison Wealth Partners 9.2k $595k 4% Dec 2023
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Gail Mannix 9.2k $590k 36% Dec 2023
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Willner & Heller 8.7k $560k 100% Dec 2023
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Mutual Advisors 8.6k $553k -1% Dec 2023
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MAI Wealth Advisors 8.4k $542k 3% Dec 2023
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HF Advisory Group 8.4k $541k 8% Dec 2023
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Northern Capital Management 8.3k $474k -87% Sep 2023
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Hanson McClain Advisors 6.8k $438k -80% Dec 2023
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Ameritas Advisory Services 5.2k $336k -91% Dec 2023
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IFP Advisors 5.0k $322k -70% Dec 2023
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Bogart Wealth 4.4k $282k -99% Dec 2023
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Orion Portfolio Solutions 3.5k $224k -81% Dec 2023
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Who sold out of iShares Morningstar Mid Growth Idx?

Fund or Company Name Date Sold Shares Held Valued At
Masso Torrence Wealth Management Sep 2023 49k $2.8M