Who owns iShares Morningstar Mid Growth Idx?
- Ticker: IMCG
- CUSIP Number: 464288307
Tip: Access positions for across all investors
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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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 |
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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 |