Who owns iShares Morningstar Mid Growth Idx?
- Ticker: IMCG
- CUSIP Number: 464288307
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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 |
|---|---|---|---|---|---|
| LPL Financial | 987k | $72M | 8% | Sep 2024 |
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| Morgan Stanley | 920k | $62M | 2% | Jun 2024 |
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| Raymond James Financial Services Advisors | 696k | $51M | 7% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 604k | $44M | -16% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 548k | $40M | 5% | Sep 2024 |
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| Commonwealth Equity Services | 470k | $34M | -17% | Sep 2024 |
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| H D Vest Advisory Services | 460k | $31M | 16% | Jun 2024 |
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| Wells Fargo & Company | 387k | $28M | -2% | Sep 2024 |
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| Royal Bank of Canada | 355k | $26M | 1% | Sep 2024 |
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| Orgel Wealth Management | 323k | $24M | -4% | Sep 2024 |
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| Cornerstone Planning Group | 310k | $23M | 13% | Sep 2024 |
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| Creative Financial Designs | 281k | $21M | -3% | Sep 2024 |
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| Mariner Wealth Advisors | 267k | $20M | 5% | Sep 2024 |
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| Bank of America Corporation | 262k | $19M | 10% | Sep 2024 |
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| Advisor Group Holdings | 255k | $19M | 18% | Sep 2024 |
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| Cosner Financial Group | 244k | $18M | 1% | Sep 2024 |
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| Victory Financial Group | 241k | $16M | 100% | Jun 2024 |
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| Envestnet Asset Management | 224k | $16M | 1% | Sep 2024 |
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| Rodgers & Associates | 220k | $16M | 4% | Sep 2024 |
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| Equitable Holdings | 214k | $15M | 60% | Jun 2024 |
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| Cetera Investment Advisers | 209k | $14M | 12% | Jun 2024 |
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| Matrix Trust | 186k | $14M | 14% | Sep 2024 |
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| Steele Capital Management | 186k | $14M | 14% | Sep 2024 |
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| IAG Wealth Partners | 171k | $13M | 3% | Sep 2024 |
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| Capital Wealth Management | 157k | $11M | 0% | Sep 2024 |
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| Raymond James & Associates | 134k | $9.8M | 12% | Sep 2024 |
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| Elevation Capital Advisory | 129k | $9.4M | 100% | Sep 2024 |
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| GeoWealth Management | 129k | $9.4M | 100% | Sep 2024 |
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| Employees' Retirement Fund of the City of Fort Worth | 123k | $9.0M | 0% | Sep 2024 |
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| Scott Capital Advisors | 122k | $8.9M | -3% | Sep 2024 |
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| Cambridge Investment Research Advisors | 121k | $8.9M | -8% | Sep 2024 |
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| Marmo Financial Group | 119k | $8.7M | -43% | Sep 2024 |
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| Etfidea | 119k | $8.7M | 0% | Sep 2024 |
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| Sigma Planning | 119k | $8.7M | 33% | Sep 2024 |
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| Integrated Investment Consultants | 113k | $8.0M | 8% | Sep 2024 |
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| We Are One Seven | 111k | $8.1M | 0% | Sep 2024 |
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| Eagle Strategies | 111k | $8.1M | 398% | Sep 2024 |
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| Steward Partners Investment Advisory | 110k | $7.4M | 3% | Jun 2024 |
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| Private Advisor | 105k | $7.7M | 8% | Sep 2024 |
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| Cedrus | 104k | $7.6M | 8% | Sep 2024 |
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| Branch Banking & Trust Company | 93k | $6.3M | 2% | Jun 2024 |
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| PFS Partners | 92k | $6.7M | 1% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 90k | $6.1M | 18% | Jun 2024 |
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| Bedel Financial Consulting | 88k | $6.4M | 7% | Sep 2024 |
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| Oppenheimer & Co | 88k | $6.4M | -9% | Sep 2024 |
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| Nations Financial Group | 87k | $6.4M | 23% | Sep 2024 |
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| CWM | 83k | $6.0M | -3% | Sep 2024 |
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| Forte Capital | 76k | $5.6M | -27% | Sep 2024 |
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| Rdl Financial | 74k | $4.5M | 4% | Sep 2024 |
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| Kingsview Wealth Management | 73k | $5.3M | 6% | Sep 2024 |
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| Mml Investors Services | 71k | $5.2M | 5% | Sep 2024 |
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| OxenFree Capital | 69k | $5.0M | 6% | Sep 2024 |
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| Certified Advisory Corp | 64k | $4.7M | 5% | Sep 2024 |
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| Castle Wealth Management | 61k | $4.5M | 3% | Sep 2024 |
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| Summit Asset Management | 60k | $4.4M | 0% | Sep 2024 |
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| Nwam | 52k | $3.8M | 100% | Sep 2024 |
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| Verde Capital Management | 51k | $3.7M | 5% | Sep 2024 |
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| Creative Planning | 50k | $3.6M | 0% | Sep 2024 |
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| PFG Advisors | 49k | $3.6M | 39% | Sep 2024 |
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| Kellett Schaffner Wealth Advisors | 47k | $3.4M | 8% | Sep 2024 |
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| Janney Montgomery Scott | 44k | $3.2M | 7% | Sep 2024 |
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| Merit Financial Group | 43k | $3.2M | 76% | Sep 2024 |
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| Family Legacy | 42k | $3.1M | -3% | Sep 2024 |
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| Thrivent Financial for Lutherans | 42k | $3.0M | 331% | Sep 2024 |
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| Goss Wealth Management | 42k | $2.8M | 49% | Jun 2024 |
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| Pensionmark Financial Group | 39k | $2.6M | 5% | Jun 2024 |
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| HighTower Advisors | 38k | $2.6M | 1% | Jun 2024 |
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| Global Retirement Partners | 38k | $2.8M | -3% | Sep 2024 |
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| Leo Wealth | 37k | $2.7M | 17% | Sep 2024 |
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| Valley National Advisers | 37k | $1.9M | -35% | Sep 2024 |
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| Chaney Capital Management | 37k | $2.7M | 129% | Sep 2024 |
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| Financial Advisory Corp | 36k | $2.6M | 13% | Sep 2024 |
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| Ignite Planners | 36k | $2.6M | 16% | Sep 2024 |
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| Wiley Bros.-aintree Capital | 35k | $2.4M | 427% | Jun 2024 |
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| Integrated Capital Management | 35k | $2.5M | 100% | Sep 2024 |
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| Visionary Wealth Advisors | 34k | $2.5M | -9% | Sep 2024 |
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| Black Diamond Financial | 33k | $2.4M | 4% | Sep 2024 |
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| Goldman Sachs Group | 31k | $2.1M | -45% | Jun 2024 |
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| Capital Square | 30k | $2.1M | 0% | Jun 2024 |
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| LRI Investments | 30k | $2.3M | 0% | Sep 2024 |
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| Savant Capital Management | 28k | $2.1M | 100% | Sep 2024 |
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| Aire Advisors | 28k | $1.9M | 0% | Jun 2024 |
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| Mercer Global Advisors | 28k | $1.9M | -5% | Jun 2024 |
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| GHP Investment Advisors | 28k | $2.0M | 0% | Sep 2024 |
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| Jane Street | 27k | $2.0M | 100% | Sep 2024 |
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| Courage Miller Partners | 27k | $2.0M | -3% | Sep 2024 |
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| Principal Securities | 27k | $2.0M | 12% | Sep 2024 |
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| Marino, Stram & Associates | 27k | $2.0M | 2% | Sep 2024 |
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| Arden Trust | 27k | $1.8M | 0% | Jun 2024 |
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| Brian McDonald | 27k | $1.9M | 0% | Sep 2024 |
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| William Blair $ Company | 26k | $1.9M | 11% | Sep 2024 |
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| Kestra Advisory Services | 25k | $1.8M | -19% | Sep 2024 |
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| Arete Wealth Advisors | 25k | $1.8M | -3% | Sep 2024 |
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| Hunter Associates | 24k | $1.8M | 4% | Sep 2024 |
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| CI Private Wealth | 24k | $1.8M | -54% | Sep 2024 |
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| Park Avenue Securities | 24k | $1.7M | -28% | Sep 2024 |
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| Allegheny Financial Group | 23k | $1.7M | 15% | Sep 2024 |
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| Prospect Financial Services | 23k | $1.7M | 3% | Sep 2024 |
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| Horizon Investment Services | 22k | $1.6M | 0% | Sep 2024 |
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| Hilltop Holdings | 22k | $1.6M | 6% | Sep 2024 |
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| Jpmorgan Chase & Co | 21k | $1.6M | 31% | Sep 2024 |
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| Asset Allocation Strategies | 21k | $1.5M | -28% | Sep 2024 |
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| Nottingham Advisors | 21k | $1.5M | 100% | Sep 2024 |
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| Integrated Wealth Concepts | 21k | $1.5M | 4% | Sep 2024 |
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| PCA Investment Advisory Services | 21k | $1.5M | 7% | Sep 2024 |
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| AdvisorNet Financial | 20k | $1.5M | 5% | Sep 2024 |
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| Perissos Private Wealth Management | 20k | $1.4M | 100% | Jun 2024 |
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| Financial Freedom | 20k | $1.5M | 0% | Sep 2024 |
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| Pnc Financial Services | 20k | $1.4M | 0% | Sep 2024 |
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| Citigroup | 20k | $1.4M | 6% | Sep 2024 |
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| Diversify Wealth Management | 20k | $1.4M | 100% | Sep 2024 |
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| Susquehanna International | 19k | $1.4M | 100% | Sep 2024 |
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| BEAM Asset Management | 18k | $1.3M | 31% | Sep 2024 |
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| Focus Financial Network | 17k | $1.2M | 6% | Sep 2024 |
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| Accel Wealth Management | 17k | $1.2M | 14% | Sep 2024 |
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| Jim Saulnier & Associates | 17k | $1.2M | 100% | Sep 2024 |
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| Ausdal Financial Partners | 17k | $1.2M | -9% | Sep 2024 |
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| Money Concepts Capital Corp | 17k | $1.2M | 0% | Sep 2024 |
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| Kingswood Wealth Advisors | 16k | $1.2M | 117% | Sep 2024 |
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| Capital Asset Advisory Services | 16k | $1.2M | 6% | Sep 2024 |
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| Axxcess Wealth Management | 16k | $1.2M | 6% | Sep 2024 |
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| Nilsine Partners | 15k | $1.1M | 100% | Sep 2024 |
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| Neumann Capital Management | 15k | $1.1M | 0% | Sep 2024 |
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| Atria Investments | 15k | $1.1M | -10% | Sep 2024 |
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| Ieq Capital | 14k | $974k | 0% | Jun 2024 |
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| Carnegie Capital Asset Management | 14k | $1.0M | 1% | Sep 2024 |
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| WR Wealth Planners | 14k | $1.0M | 2% | Sep 2024 |
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| James J. Burns & Company | 14k | $996k | 0% | Sep 2024 |
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| Stifel Financial | 13k | $883k | 0% | Jun 2024 |
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| Hrc Wealth Management | 13k | $949k | 0% | Sep 2024 |
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| DDFG | 13k | $932M | 5% | Sep 2024 |
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| Atria Wealth Solutions | 13k | $924k | 1% | Sep 2024 |
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| HF Advisory Group | 13k | $922k | 28% | Sep 2024 |
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| Pacific Sun Financial Corp | 13k | $916k | 0% | Sep 2024 |
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| Diversify Advisory Services | 13k | $926k | -24% | Sep 2024 |
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| Voisard Asset Management Group | 13k | $910k | 345% | Sep 2024 |
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| Cape Investment Advisory | 12k | $835k | -1% | Jun 2024 |
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| FTB Advisors | 12k | $895k | 2% | Sep 2024 |
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| Silver Oak Securities | 12k | $888k | 62% | Sep 2024 |
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| Full Sail Capital | 12k | $841k | 0% | Sep 2024 |
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| Belpointe Asset Management | 11k | $766k | -51% | Jun 2024 |
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| Harbor Investment Advisory | 11k | $798k | 0% | Sep 2024 |
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| Pathstone Holdings | 11k | $799k | 14% | Sep 2024 |
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| Td Private Client Wealth | 11k | $796k | 5% | Sep 2024 |
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| Atomi Financial Group | 10k | $754k | 73% | Sep 2024 |
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| Rockport Wealth | 10k | $695k | -2% | Jun 2024 |
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| Baldwin Brothers | 9.8k | $715k | 100% | Sep 2024 |
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| Ridgewood Investments | 9.7k | $709k | 0% | Sep 2024 |
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| Willner & Heller | 9.6k | $699k | 2% | Sep 2024 |
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| Raymond James Trust | 9.2k | $672k | -11% | Sep 2024 |
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| Whitaker-Myers Wealth Managers | 8.9k | $650k | -20% | Sep 2024 |
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| Citadel Advisors | 4.3k | $311k | -89% | Sep 2024 |
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| Ameritas Advisory Services | 3.4k | $247k | -84% | Sep 2024 |
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| Strategic Financial Concepts | 3.2k | $234k | -99% | Sep 2024 |
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Who sold out of iShares Morningstar Mid Growth Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Correct Capital Wealth Management | Mar 2024 | 231k | $16M |
| American Trust | Mar 2024 | 12k | $833k |