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 |
|---|---|---|---|---|---|
| Vantagepoint Investment Advisers | 3.1M | $258M | 100% | Sep 2025 |
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| LPL Financial | 2.3M | $189M | 7% | Sep 2025 |
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| Ameriprise Financial | 1.4M | $120M | -3% | Sep 2025 |
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| Morgan Stanley | 1.0M | $81M | 100% | Jun 2025 |
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| Raymond James Financial | 1.0M | $83M | 3% | Sep 2025 |
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| Cetera Investment Advisers | 852k | $71M | 157% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 805k | $67M | 3% | Sep 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 635k | $53M | 0% | Sep 2025 |
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| Commonwealth Equity Services | 624k | $52M | 2% | Sep 2025 |
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| H D Vest Advisory Services | 541k | $43M | -1% | Jun 2025 |
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| Advisor Group Holdings | 522k | $43M | 30% | Sep 2025 |
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| UBS Group | 465k | $38M | 6% | Sep 2025 |
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| Wells Fargo & Company | 425k | $35M | 3% | Sep 2025 |
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| Victory Financial Group | 413k | $34M | 7% | Sep 2025 |
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| Rockport Wealth | 404k | $33M | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 362k | $30M | 5% | Sep 2025 |
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| Cornerstone Planning Group | 361k | $29M | 2% | Sep 2025 |
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| Royal Bank of Canada | 314k | $26M | -17% | Sep 2025 |
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| Orgel Wealth Management | 290k | $24M | -2% | Sep 2025 |
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| Cosner Financial Group | 269k | $22M | -2% | Sep 2025 |
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| Rodgers & Associates | 226k | $19M | 0% | Sep 2025 |
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| Equitable Holdings | 215k | $18M | 5% | Sep 2025 |
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| IAG Wealth Partners | 211k | $17M | 8% | Sep 2025 |
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| Matrix Trust | 202k | $17M | 8% | Sep 2025 |
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| Steele Capital Management | 202k | $17M | 8% | Sep 2025 |
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| CWM | 192k | $16M | 0% | Sep 2025 |
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| Envestnet Asset Management | 192k | $16M | 2% | Sep 2025 |
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| Capital Wealth Management | 177k | $15M | 3% | Sep 2025 |
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| Fortitude Financial | 170k | $14M | 0% | Sep 2025 |
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| Bedel Financial Consulting | 155k | $13M | 3% | Sep 2025 |
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| Allegheny Financial Group | 150k | $12M | 17% | Sep 2025 |
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| Creative Financial Designs | 149k | $12M | 1% | Sep 2025 |
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| Eagle Strategies | 139k | $12M | 2% | Sep 2025 |
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| Cambridge Investment Research Advisors | 138k | $11M | -1% | Sep 2025 |
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| Private Advisor | 137k | $11M | 5% | Sep 2025 |
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| Eclectic Associates | 136k | $11M | 114% | Sep 2025 |
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| Integrated Investment Consultants | 128k | $10M | 4% | Sep 2025 |
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| Sigma Planning | 126k | $10M | -5% | Sep 2025 |
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| Ptm Wealth Management | 123k | $10M | 3% | Sep 2025 |
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| Nations Financial Group | 121k | $10M | 7% | Sep 2025 |
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| Employees' Retirement Fund of the City of Fort Worth | 112k | $9.3M | -9% | Sep 2025 |
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| American Trust | 111k | $9.2M | 19% | Sep 2025 |
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| Scott Capital Advisors | 110k | $9.2M | -8% | Sep 2025 |
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| Branch Banking & Trust Company | 102k | $8.5M | 5% | Sep 2025 |
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| We Are One Seven | 99k | $8.2M | 3% | Sep 2025 |
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| PFS Partners | 97k | $8.0M | 1% | Sep 2025 |
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| Wood Tarver Financial Group | 97k | $8.0M | 4% | Sep 2025 |
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| Tandem Financial | 94k | $7.8M | 6% | Sep 2025 |
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| Elevation Capital Advisory | 93k | $7.7M | 1802% | Sep 2025 |
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| Steward Partners Investment Advisory | 91k | $7.5M | -4% | Sep 2025 |
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| OxenFree Capital | 87k | $7.2M | 8% | Sep 2025 |
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| Mml Investors Services | 86k | $7.1M | -2% | Sep 2025 |
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| Silver Oak Wealth Advisors Services | 86k | $7.1M | 2% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 79k | $6.5M | 1% | Sep 2025 |
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| Ipsen Advisor Group | 79k | $6.5M | 0% | Sep 2025 |
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| Congress Wealth Management LLC / DE / | 76k | $6.1M | 100% | Jun 2025 |
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| Certified Advisory Corp | 76k | $6.3M | -1% | Sep 2025 |
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| Jpmorgan Chase & Co | 74k | $6.1M | 47% | Sep 2025 |
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| Oppenheimer & Co | 73k | $6.0M | -17% | Sep 2025 |
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| Mount Yale Investment Advisors | 72k | $6.0M | 100% | Sep 2025 |
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| Vestmark Advisory Solutions | 71k | $5.9M | 100% | Sep 2025 |
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| Forte Capital | 69k | $5.5M | 8% | Jun 2025 |
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| Verde Capital Management | 67k | $5.6M | 6% | Sep 2025 |
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| Goss Wealth Management | 66k | $5.5M | 0% | Sep 2025 |
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| Castle Wealth Management | 62k | $5.2M | 1% | Sep 2025 |
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| Kestra Advisory Services | 59k | $4.9M | -3% | Sep 2025 |
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| Summit Asset Management | 59k | $4.9M | 0% | Sep 2025 |
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| Steinberganna Wealth Management | 58k | $4.8M | 100% | Sep 2025 |
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| Marino, Stram & Associates | 57k | $4.7M | 16% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 57k | $4.7M | 1% | Sep 2025 |
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| Virtus Wealth Solutions | 53k | $4.4M | -1% | Sep 2025 |
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| Chaney Capital Management | 53k | $4.4M | 5% | Sep 2025 |
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| Kellett Schaffner Wealth Advisors | 53k | $4.4M | 2% | Sep 2025 |
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| Nwam | 52k | $4.3M | 0% | Sep 2025 |
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| Kingswood Wealth Advisors | 51k | $4.2M | 6% | Sep 2025 |
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| Black Diamond Financial | 51k | $4.2M | 55% | Sep 2025 |
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| Merit Financial Group | 50k | $4.1M | 3% | Sep 2025 |
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| Janney Montgomery Scott | 49k | $4.1M | 3% | Sep 2025 |
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| DDFG | 48k | $4.0B | 28% | Sep 2025 |
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| Denver Wealth Management | 48k | $3.9M | 13% | Sep 2025 |
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| Financial Advisory Corp | 42k | $3.4M | 0% | Sep 2025 |
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| Diversify Wealth Management | 42k | $3.4M | 2% | Sep 2025 |
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| Valley National Advisers | 41k | $3.1M | 0% | Sep 2025 |
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| Marmo Financial Group | 41k | $3.4M | -63% | Sep 2025 |
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| Cerro Pacific Wealth Advisors | 41k | $3.4M | 27% | Sep 2025 |
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| Creative Planning | 40k | $3.3M | 7% | Sep 2025 |
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| BEAM Asset Management | 40k | $3.3M | 26% | Sep 2025 |
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| James J. Burns & Company | 40k | $3.3M | 16% | Sep 2025 |
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| PFG Advisors | 39k | $3.2M | 100% | Sep 2025 |
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| Family Legacy | 38k | $3.1M | -1% | Sep 2025 |
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| Prospect Financial Services | 37k | $3.0M | 8% | Sep 2025 |
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| Caliber Wealth Management, Llc / Ks | 35k | $2.9M | -10% | Sep 2025 |
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| Mercer Global Advisors | 35k | $2.9M | 116% | Sep 2025 |
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| Aire Advisors | 31k | $2.6M | -1% | Sep 2025 |
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| Bouvel Investment Partners | 31k | $2.5M | 100% | Sep 2025 |
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| HighTower Advisors | 31k | $2.5M | 3% | Sep 2025 |
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| Principal Securities | 30k | $2.5M | -1% | Sep 2025 |
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| Capital Square | 30k | $2.5M | 6% | Sep 2025 |
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| Visionary Wealth Advisors | 30k | $2.5M | -15% | Sep 2025 |
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| LRI Investments | 30k | $2.5M | 0% | Sep 2025 |
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| Kingsview Wealth Management | 29k | $2.4M | 0% | Sep 2025 |
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| Ignite Planners | 29k | $2.4M | 0% | Sep 2025 |
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| Susquehanna International | 28k | $2.3M | 187% | Sep 2025 |
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| Sovran Advisors | 28k | $2.3M | -16% | Sep 2025 |
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| Integrated Wealth Concepts | 27k | $2.3M | 28% | Sep 2025 |
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| GHP Investment Advisors | 27k | $2.2M | -1% | Sep 2025 |
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| Accel Wealth Management | 27k | $2.2M | 28% | Sep 2025 |
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| Betterment | 25k | $2.1M | 3% | Sep 2025 |
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| William Blair $ Company | 25k | $2.1M | -19% | Sep 2025 |
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| Arete Wealth Advisors | 24k | $2.0M | -8% | Sep 2025 |
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| United Advisor Group | 24k | $2.0M | 30% | Sep 2025 |
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| Courage Miller Partners | 23k | $1.9M | -9% | Sep 2025 |
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| Hunter Associates | 23k | $1.9M | -5% | Sep 2025 |
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| Sagespring Wealth Partners | 22k | $1.9M | 0% | Sep 2025 |
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| Goldman Sachs Group | 22k | $1.8M | 0% | Sep 2025 |
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| Focus Financial Network | 22k | $1.8M | 3% | Sep 2025 |
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| Hilltop Holdings | 22k | $1.8M | -1% | Sep 2025 |
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| Nova Wealth Management | 22k | $1.8M | 35% | Sep 2025 |
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| Ausdal Financial Partners | 22k | $1.8M | 4% | Sep 2025 |
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| Liberty Square Wealth Partners | 21k | $1.8M | 0% | Sep 2025 |
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| Global Retirement Partners | 21k | $1.7M | -46% | Sep 2025 |
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| PCA Investment Advisory Services | 21k | $1.7M | 19% | Sep 2025 |
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| Bonfire Financial | 21k | $1.7M | -4% | Sep 2025 |
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| Brian McDonald | 20k | $1.7M | 1% | Sep 2025 |
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| Pnc Financial Services | 20k | $1.6M | 0% | Sep 2025 |
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| Horizon Investment Services | 20k | $1.6M | 1% | Sep 2025 |
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| Old Point Trust & Financial Services N A | 20k | $1.6M | 308% | Sep 2025 |
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| McAdam | 20k | $1.6M | 1% | Sep 2025 |
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| Jones Financial Companies, L.L | 19k | $1.6M | 9% | Sep 2025 |
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| Diversify Advisory Services | 19k | $1.6M | 15% | Sep 2025 |
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| Stanich Group | 19k | $1.5M | 3% | Sep 2025 |
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| Nottingham Advisors | 19k | $1.5M | 0% | Sep 2025 |
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| Buck Wealth Strategies | 19k | $1.5M | 100% | Sep 2025 |
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| Perissos Private Wealth Management | 18k | $1.5M | -2% | Sep 2025 |
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| Jim Saulnier & Associates | 18k | $1.5M | -8% | Sep 2025 |
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| Equity Wealth Partners | 18k | $1.5M | 100% | Sep 2025 |
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| Axxcess Wealth Management | 17k | $1.4M | 2% | Sep 2025 |
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| Capital Asset Advisory Services | 17k | $1.4M | 2% | Sep 2025 |
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| Nilsine Partners | 17k | $1.4M | 3% | Sep 2025 |
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| Money Concepts Capital Corp | 17k | $1.4M | -2% | Sep 2025 |
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| Neumann Capital Management | 15k | $1.2M | 0% | Sep 2025 |
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| Carnegie Capital Asset Management | 15k | $1.2M | 0% | Sep 2025 |
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| HF Advisory Group | 15k | $1.2M | 9% | Sep 2025 |
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| KPP Advisory Services | 15k | $1.2M | 0% | Sep 2025 |
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| Atria Wealth Solutions | 15k | $1.2M | 4% | Jun 2025 |
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| Ieq Capital | 15k | $1.2M | 0% | Sep 2025 |
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| Resources Investment Advisors | 14k | $1.2M | -6% | Sep 2025 |
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| Regal Investment Advisors | 14k | $1.2M | 8% | Sep 2025 |
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| Savant Capital Management | 14k | $1.1M | -13% | Sep 2025 |
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| AdvisorNet Financial | 12k | $1.0M | -20% | Sep 2025 |
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| AE Wealth Management | 1.4k | $116k | -92% | Sep 2025 |
|
Who sold out of iShares Morningstar Mid Growth Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| SRS Capital Advisors | Jun 2025 | 256k | $21M |
| Summit Wealth Group Llc / Co | Jun 2025 | 37k | $3.0M |
| Leo Wealth | Jun 2025 | 36k | $2.9M |
| Lloyd Advisory Services | Jun 2025 | 18k | $1.4M |