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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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 | $246M | -1% | Dec 2025 |
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| LPL Financial | 2.4M | $196M | 7% | Dec 2025 |
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| Raymond James Financial | 968k | $77M | -4% | Dec 2025 |
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| Cetera Investment Advisers | 917k | $73M | 8% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 841k | $67M | 5% | Dec 2025 |
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| Ameriprise Financial | 810k | $65M | -44% | Dec 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 626k | $50M | -2% | Dec 2025 |
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| Commonwealth Equity Services | 563k | $45M | -10% | Dec 2025 |
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| Advisor Group Holdings | 472k | $38M | -9% | Dec 2025 |
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| Mariner Wealth Advisors | 451k | $36M | 25% | Dec 2025 |
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| UBS Group | 433k | $35M | -7% | Dec 2025 |
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| Victory Financial Group | 421k | $34M | 2% | Dec 2025 |
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| Wells Fargo & Company | 419k | $34M | -1% | Dec 2025 |
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| Rockport Wealth | 402k | $32M | 0% | Dec 2025 |
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| Cornerstone Planning Group | 352k | $29M | -2% | Dec 2025 |
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| Royal Bank of Canada | 314k | $26M | -17% | Sep 2025 |
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| Orgel Wealth Management | 291k | $23M | 0% | Dec 2025 |
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| SRS Capital Advisors | 273k | $22M | 100% | Dec 2025 |
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| Cosner Financial Group | 270k | $22M | 1% | Dec 2025 |
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| Rodgers & Associates | 231k | $19M | 2% | Dec 2025 |
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| IAG Wealth Partners | 224k | $18M | 6% | Dec 2025 |
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| Equitable Holdings | 209k | $17M | -3% | Dec 2025 |
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| Matrix Trust | 203k | $16M | 1% | Dec 2025 |
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| Steele Capital Management | 203k | $16M | 1% | Dec 2025 |
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| Eclectic Associates | 200k | $16M | 47% | Dec 2025 |
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| Capital Wealth Management | 199k | $16M | 12% | Dec 2025 |
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| CWM | 196k | $16M | 2% | Dec 2025 |
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| Envestnet Asset Management | 184k | $15M | -4% | Dec 2025 |
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| Allegheny Financial Group | 162k | $13M | 8% | Dec 2025 |
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| Bedel Financial Consulting | 159k | $13M | 3% | Dec 2025 |
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| Creative Financial Designs | 154k | $12M | 3% | Dec 2025 |
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| Eagle Strategies | 150k | $12M | 9% | Dec 2025 |
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| Nations Financial Group | 130k | $10M | 7% | Dec 2025 |
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| Private Advisor | 129k | $10M | -6% | Dec 2025 |
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| Sigma Planning | 128k | $10M | 2% | Dec 2025 |
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| Ptm Wealth Management | 128k | $10M | 4% | Dec 2025 |
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| Mount Yale Investment Advisors | 128k | $10M | 77% | Dec 2025 |
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| Vestmark Advisory Solutions | 126k | $10M | 77% | Dec 2025 |
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| Integrated Investment Consultants | 125k | $10M | -2% | Dec 2025 |
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| Cambridge Investment Research Advisors | 125k | $10M | -10% | Dec 2025 |
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| Scott Capital Advisors | 112k | $8.9M | 1% | Dec 2025 |
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| We Are One Seven | 106k | $8.5M | 8% | Dec 2025 |
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| Branch Banking & Trust Company | 101k | $8.1M | -1% | Dec 2025 |
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| Wood Tarver Financial Group | 100k | $8.0M | 4% | Dec 2025 |
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| PFS Partners | 98k | $7.8M | 1% | Dec 2025 |
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| Steward Partners Investment Advisory | 96k | $7.7M | 6% | Dec 2025 |
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| Mml Investors Services | 95k | $7.6M | 11% | Dec 2025 |
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| OxenFree Capital | 92k | $7.3M | 6% | Dec 2025 |
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| Silver Oak Wealth Advisors Services | 86k | $6.9M | 1% | Dec 2025 |
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| Certified Advisory Corp | 80k | $6.4M | 5% | Dec 2025 |
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| Oppenheimer & Co | 80k | $6.4M | 9% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 80k | $6.6M | 1% | Dec 2025 |
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| Ipsen Advisor Group | 79k | $6.3M | 0% | Dec 2025 |
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| Jpmorgan Chase & Co | 74k | $6.1M | 100% | Sep 2025 |
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| Verde Capital Management | 70k | $5.6M | 4% | Dec 2025 |
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| Goss Wealth Management | 66k | $5.3M | 1% | Dec 2025 |
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| Tandem Financial | 65k | $4.9M | -31% | Dec 2025 |
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| Marino, Stram & Associates | 63k | $5.1M | 11% | Dec 2025 |
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| Castle Wealth Management | 63k | $5.0M | 1% | Dec 2025 |
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| American Trust | 63k | $5.0M | -44% | Dec 2025 |
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| Kestra Advisory Services | 60k | $4.8M | 2% | Dec 2025 |
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| Summit Asset Management | 58k | $4.6M | -2% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 57k | $4.5M | 0% | Dec 2025 |
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| Steinberganna Wealth Management | 56k | $4.5M | -3% | Dec 2025 |
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| Employees' Retirement Fund of the City of Fort Worth | 56k | $4.4M | -51% | Dec 2025 |
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| Chaney Capital Management | 54k | $4.3M | 2% | Dec 2025 |
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| Kellett Schaffner Wealth Advisors | 54k | $4.3M | 2% | Dec 2025 |
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| Virtus Wealth Solutions | 53k | $4.3M | 0% | Dec 2025 |
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| Denver Wealth Management | 53k | $4.2M | 11% | Dec 2025 |
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| Nwam | 52k | $4.3M | 0% | Dec 2025 |
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| Kingswood Wealth Advisors | 51k | $4.1M | 0% | Dec 2025 |
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| DDFG | 51k | $4.0B | 4% | Dec 2025 |
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| Janney Montgomery Scott | 49k | $3.9M | 0% | Dec 2025 |
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| Merit Financial Group | 49k | $3.9M | -2% | Dec 2025 |
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| Creative Planning | 49k | $3.9M | 20% | Dec 2025 |
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| Black Diamond Financial | 47k | $3.8M | -7% | Dec 2025 |
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| Cerro Pacific Wealth Advisors | 47k | $3.8M | 14% | Dec 2025 |
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| Financial Advisory Corp | 47k | $3.7M | 10% | Dec 2025 |
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| James J. Burns & Company | 45k | $3.6M | 12% | Dec 2025 |
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| Diversify Wealth Management | 44k | $3.6M | 5% | Dec 2025 |
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| BEAM Asset Management | 41k | $3.3M | 4% | Dec 2025 |
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| Valley National Advisers | 40k | $3.0M | -3% | Dec 2025 |
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| Marmo Financial Group | 40k | $3.2M | -5% | Dec 2025 |
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| Family Legacy | 39k | $3.1M | 3% | Dec 2025 |
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| Prospect Financial Services | 38k | $3.0M | 2% | Dec 2025 |
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| Leo Wealth | 36k | $2.9M | 100% | Dec 2025 |
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| Caliber Wealth Management, Llc / Ks | 32k | $2.6M | -8% | Dec 2025 |
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| Old Point Trust & Financial Services N A | 32k | $2.6M | 63% | Dec 2025 |
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| Summit Wealth Group Llc / Co | 32k | $2.6M | 100% | Dec 2025 |
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| Ignite Planners | 32k | $2.6M | 10% | Dec 2025 |
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| Aire Advisors | 31k | $2.5M | 0% | Dec 2025 |
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| Principal Securities | 31k | $2.5M | 1% | Dec 2025 |
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| HighTower Advisors | 30k | $2.4M | 0% | Dec 2025 |
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| Kingsview Wealth Management | 30k | $2.4M | 4% | Dec 2025 |
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| LRI Investments | 30k | $2.4M | 0% | Dec 2025 |
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| Capital Square | 30k | $2.4M | -1% | Dec 2025 |
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| Hrt Financial | 30k | $2.4M | 100% | Dec 2025 |
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| Accel Wealth Management | 29k | $2.3M | 9% | Dec 2025 |
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| Mercer Global Advisors | 28k | $2.2M | -21% | Dec 2025 |
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| Horizon Family Wealth | 27k | $2.2M | 611% | Dec 2025 |
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| Betterment | 27k | $2.2M | 7% | Dec 2025 |
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| GHP Investment Advisors | 27k | $2.2M | -1% | Dec 2025 |
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| Visionary Wealth Advisors | 26k | $2.1M | -13% | Dec 2025 |
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| Sovran Advisors | 25k | $2.1M | -11% | Dec 2025 |
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| William Blair $ Company | 25k | $2.1M | -19% | Sep 2025 |
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| Jones Financial Companies, L.L | 25k | $2.0M | 29% | Dec 2025 |
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| Focus Financial Network | 23k | $1.8M | 3% | Dec 2025 |
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| Goldman Sachs Group | 23k | $1.8M | 1% | Dec 2025 |
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| Sagespring Wealth Partners | 23k | $1.8M | 0% | Dec 2025 |
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| Hunter Associates | 22k | $1.8M | -1% | Dec 2025 |
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| Courage Miller Partners | 22k | $1.8M | -4% | Dec 2025 |
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| Nilsine Partners | 22k | $1.8M | 28% | Dec 2025 |
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| United Advisor Group | 22k | $1.8M | -6% | Dec 2025 |
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| Nova Wealth Management | 22k | $1.8M | 1% | Dec 2025 |
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| Hilltop Holdings | 22k | $1.8M | 0% | Dec 2025 |
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| Ausdal Financial Partners | 22k | $1.7M | -2% | Dec 2025 |
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| Liberty Square Wealth Partners | 21k | $1.7M | 0% | Dec 2025 |
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| AE Wealth Management | 21k | $1.7M | 1416% | Dec 2025 |
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| PCA Investment Advisory Services | 21k | $1.7M | 1% | Dec 2025 |
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| Bonfire Financial | 20k | $1.6M | -3% | Dec 2025 |
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| Horizon Investment Services | 20k | $1.6M | 2% | Dec 2025 |
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| Pnc Financial Services | 20k | $1.6M | 0% | Dec 2025 |
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| Diversify Advisory Services | 20k | $1.7M | 4% | Dec 2025 |
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| McAdam | 20k | $1.6M | -1% | Dec 2025 |
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| Lloyd Advisory Services | 19k | $1.5M | 100% | Dec 2025 |
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| Jane Street | 19k | $1.5M | 100% | Dec 2025 |
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| Farther Finance Advisors | 19k | $1.5M | 229% | Dec 2025 |
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| Nottingham Advisors | 19k | $1.5M | 0% | Dec 2025 |
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| Perissos Private Wealth Management | 18k | $1.4M | 0% | Dec 2025 |
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| Capital Asset Advisory Services | 18k | $1.5M | 4% | Dec 2025 |
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| Axxcess Wealth Management | 18k | $1.4M | 3% | Dec 2025 |
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| Jim Saulnier & Associates | 18k | $1.4M | 0% | Dec 2025 |
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| Equity Wealth Partners | 18k | $1.4M | 0% | Dec 2025 |
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| Stanich Group | 18k | $1.4M | -5% | Dec 2025 |
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| Money Concepts Capital Corp | 17k | $1.4M | 2% | Dec 2025 |
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| Atlantic Trust | 17k | $1.3M | 183% | Dec 2025 |
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| Resources Investment Advisors | 16k | $1.3M | 15% | Dec 2025 |
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| Silver Oak Securities | 16k | $1.3M | 67% | Dec 2025 |
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| Carnegie Capital Asset Management | 16k | $1.3M | 4% | Dec 2025 |
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| HF Advisory Group | 16k | $1.2M | 4% | Dec 2025 |
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| Neumann Capital Management | 15k | $1.2M | 0% | Dec 2025 |
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| Benjamin Edwards | 15k | $1.2M | 198% | Dec 2025 |
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| KPP Advisory Services | 15k | $1.2M | 0% | Dec 2025 |
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| Ieq Capital | 15k | $1.2M | 0% | Dec 2025 |
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| CLS Investments | 14k | $1.1M | 97% | Dec 2025 |
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| Ambassador Advisors | 14k | $1.1M | 36% | Dec 2025 |
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| First Bank & Trust | 13k | $1.0M | 22% | Dec 2025 |
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| Captrust Financial Advisors | 13k | $1.0M | 100% | Dec 2025 |
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| Vise Technologies | 13k | $1.0M | 100% | Dec 2025 |
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| Pacific Sun Financial Corp | 13k | $1.0M | 5% | Dec 2025 |
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| Global Retirement Partners | 12k | $981k | -42% | Dec 2025 |
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| Brian McDonald | 12k | $945k | -41% | Dec 2025 |
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| PFG Advisors | 9.9k | $794k | -74% | Dec 2025 |
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| Buck Wealth Strategies | 9.3k | $741k | -50% | Dec 2025 |
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| Savant Capital Management | 9.2k | $738k | -31% | Dec 2025 |
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| Regal Investment Advisors | 8.2k | $658k | -41% | Dec 2025 |
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| Arete Wealth Advisors | 5.5k | $441k | -77% | Dec 2025 |
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| Susquehanna International | 3.6k | $287k | -87% | Dec 2025 |
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| Integrated Wealth Concepts | 3.2k | $256k | -88% | Dec 2025 |
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Who sold out of iShares Morningstar Mid Growth Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Fortitude Financial | Sep 2025 | 170k | $14M |
| Elevation Capital Advisory | Sep 2025 | 93k | $7.7M |
| Bouvel Investment Partners | Sep 2025 | 31k | $2.5M |