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 |
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Ameriprise Financial | 798k | $46M | -9% | Mar 2023 |
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Raymond James Financial Services Advisors | 643k | $37M | 3% | Mar 2023 |
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LPL Financial | 583k | $34M | 14% | Mar 2023 |
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Northwestern Mutual Wealth Management Company | 560k | $30M | 3% | Dec 2022 |
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UBS Group | 515k | $30M | -7% | Mar 2023 |
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Wells Fargo & Company | 509k | $27M | -4% | Dec 2022 |
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Morgan Stanley | 410k | $22M | 100% | Dec 2022 |
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Commonwealth Equity Services | 399k | $23M | -4% | Mar 2023 |
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Orgel Wealth Management | 388k | $22M | 4% | Mar 2023 |
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Creative Financial Designs | 338k | $19M | 3% | Mar 2023 |
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Royal Bank of Canada | 290k | $15M | 51% | Dec 2022 |
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Forte Capital | 270k | $16M | 36% | Mar 2023 |
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H D Vest Advisory Services | 246k | $14M | 39% | Mar 2023 |
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Rodgers & Associates | 229k | $13M | 21% | Mar 2023 |
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Advisor Group Holdings | 205k | $12M | -30% | Mar 2023 |
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Equitable Holdings | 203k | $12M | 1% | Mar 2023 |
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Marmo Financial Group | 195k | $11M | 100% | Mar 2023 |
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Envestnet Asset Management | 169k | $9.8M | 3% | Mar 2023 |
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McKinley Carter Wealth Services | 164k | $9.4M | 5% | Mar 2023 |
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Matrix Trust | 163k | $9.4M | 2% | Mar 2023 |
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Cornerstone Planning Group | 161k | $8.9M | 100% | Dec 2022 |
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Mariner Wealth Advisors | 161k | $8.7M | 240% | Dec 2022 |
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Bank of America Corporation | 158k | $9.1M | 19% | Mar 2023 |
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Capital Wealth Management | 155k | $8.9M | 50% | Mar 2023 |
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Etfidea | 126k | $7.2M | 0% | Mar 2023 |
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Raymond James & Associates | 113k | $6.5M | -10% | Mar 2023 |
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Scott Capital Advisors | 112k | $6.4M | 96% | Mar 2023 |
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FTB Advisors | 101k | $5.4M | -56% | Dec 2022 |
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Integrated Investment Consultants | 101k | $5.4M | 6% | Dec 2022 |
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Cambridge Investment Research Advisors | 98k | $5.7M | -4% | Mar 2023 |
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Money Concepts Capital Corp | 98k | $1.0M | 374% | Mar 2023 |
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Portfolio Strategies | 97k | $5.6M | -1% | Mar 2023 |
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Financial Network Investment Corporation | 90k | $4.9M | 110% | Dec 2022 |
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We Are One Seven | 84k | $4.8M | 3% | Mar 2023 |
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Mercer Global Advisors | 81k | $4.7M | -7% | Mar 2023 |
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CWM | 75k | $4.3M | 6% | Mar 2023 |
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Oppenheimer & Co | 74k | $4.3M | 100% | Mar 2023 |
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Rdl Financial | 74k | $4.0M | 100% | Dec 2022 |
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Bedel Financial Consulting | 73k | $4.2M | 5% | Mar 2023 |
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Eagle Strategies | 69k | $4.0M | 32% | Mar 2023 |
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Harvest Group Wealth Management | 66k | $3.8M | 7% | Mar 2023 |
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Ipsen Advisor Group | 65k | $3.5M | 100% | Dec 2022 |
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Certified Advisory Corp | 64k | $3.7M | 3% | Mar 2023 |
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Summit Asset Management | 64k | $3.7M | -2% | Mar 2023 |
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Northern Capital Management | 61k | $3.5M | 12% | Mar 2023 |
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Baird Financial | 61k | $3.3M | -12% | Dec 2022 |
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Great Valley Advisor Group | 60k | $3.4M | 42% | Mar 2023 |
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First Republic Investment Management | 58k | $3.4M | -7% | Mar 2023 |
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Creative Planning | 57k | $3.1M | 2% | Dec 2022 |
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Ameritas Advisory Services | 56k | $3.2M | 14% | Mar 2023 |
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Mml Investors Services | 55k | $3.2M | 1% | Mar 2023 |
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Sigma Planning | 51k | $2.9M | 99% | Mar 2023 |
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James J. Burns & Company | 48k | $2.8M | 12% | Mar 2023 |
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Park Avenue Securities | 46k | $2.6M | 1% | Mar 2023 |
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Family Legacy | 45k | $2.6M | 0% | Mar 2023 |
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Castle Wealth Management | 45k | $2.6M | 5% | Mar 2023 |
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Kestra Advisory Services | 44k | $2.6M | 92% | Mar 2023 |
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Masso Torrence Wealth Management | 43k | $2.5M | 34% | Mar 2023 |
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CI Private Wealth | 43k | $2.4M | -5% | Mar 2023 |
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GeoWealth Management | 43k | $2.3M | 661% | Dec 2022 |
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Financial Freedom | 41k | $2.4M | 48% | Mar 2023 |
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HighTower Advisors | 40k | $2.3M | 3% | Mar 2023 |
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Valley National Advisers | 38k | $2.2M | 22% | Mar 2023 |
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PFG Advisors | 36k | $2.1M | 1% | Mar 2023 |
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Private Advisor | 35k | $2.0M | 2% | Mar 2023 |
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Bft Financial Group | 34k | $2.0M | 100% | Mar 2023 |
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Global Retirement Partners | 34k | $1.9M | 32% | Mar 2023 |
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Courage Miller Partners | 33k | $1.9M | -3% | Mar 2023 |
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Eudaimonia Partners | 31k | $1.8M | 7% | Mar 2023 |
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PCA Investment Advisory Services | 31k | $1.8M | 100% | Mar 2023 |
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Frank. Day | 30k | $1.7M | 0% | Mar 2023 |
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GHP Investment Advisors | 30k | $1.7M | 0% | Mar 2023 |
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Aire Advisors | 28k | $1.6M | -8% | Mar 2023 |
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Financial Advisory Corp | 27k | $1.5M | -3% | Mar 2023 |
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Black Diamond Financial | 26k | $1.5M | 6% | Mar 2023 |
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Goldman Sachs Group | 25k | $1.4M | -29% | Mar 2023 |
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Cetera Investment Advisers | 25k | $1.4M | -39% | Mar 2023 |
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Visionary Wealth Advisors | 24k | $1.3M | -1% | Dec 2022 |
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Goss Wealth Management | 24k | $1.3M | 170% | Mar 2023 |
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Arete Wealth Advisors | 24k | $1.4M | -1% | Mar 2023 |
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Verde Capital Management | 23k | $1.3M | 14% | Mar 2023 |
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Pnc Financial Services | 21k | $1.2M | 0% | Dec 2022 |
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American Trust | 21k | $1.3M | 100% | Mar 2023 |
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CLS Investments | 21k | $1.1M | 0% | Dec 2022 |
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Steward Partners Investment Advisory | 19k | $1.0M | -3% | Dec 2022 |
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DDFG | 18k | $1.0B | 19% | Mar 2023 |
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Marino, Stram & Associates | 17k | $1.0M | -3% | Mar 2023 |
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Stifel Financial | 17k | $936k | 32% | Dec 2022 |
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Brian McDonald | 17k | $981k | -2% | Dec 2022 |
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Hunter Associates | 17k | $966k | 8% | Mar 2023 |
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Laurel Wealth Advisors | 16k | $883k | 2% | Dec 2022 |
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Horizon Investment Services | 16k | $923k | 37% | Mar 2023 |
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Neumann Capital Management | 16k | $902k | -9% | Mar 2023 |
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Dfpg Investments | 16k | $900k | 100% | Mar 2023 |
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Lincoln National | 15k | $861k | 0% | Mar 2023 |
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Nwam | 15k | $852k | 0% | Mar 2023 |
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IFP Advisors | 15k | $3.2M | -10% | Mar 2023 |
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Whitaker-Myers Wealth Managers | 15k | $841k | 16% | Mar 2023 |
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Citigroup | 14k | $831k | 8% | Mar 2023 |
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Ieq Capital | 14k | $827k | 0% | Mar 2023 |
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Nations Financial Group | 14k | $810k | 125% | Mar 2023 |
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Susquehanna International | 14k | $808k | 100% | Mar 2023 |
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Hilltop Holdings | 13k | $767k | 19% | Mar 2023 |
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Signature Securities Group Corporation | 13k | $765k | -12% | Mar 2023 |
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Capital Analysts | 13k | $763k | -20% | Mar 2023 |
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Merit Financial Group | 13k | $744k | -39% | Mar 2023 |
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Allegheny Financial Group | 13k | $724k | 0% | Mar 2023 |
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Pacific Sun Financial Corp | 12k | $669k | 4% | Dec 2022 |
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AdvisorNet Financial | 12k | $697k | 7% | Mar 2023 |
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Fifth Third Securities | 12k | $678k | 5% | Mar 2023 |
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Full Sail Capital | 12k | $663k | 0% | Mar 2023 |
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Harbor Investment Advisory | 11k | $626k | -1% | Mar 2023 |
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Capital Asset Advisory Services | 11k | $624k | 6% | Mar 2023 |
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RFG Advisory | 11k | $624k | -6% | Mar 2023 |
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Raymond James Trust | 11k | $622k | 34% | Mar 2023 |
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AE Wealth Management | 11k | $615k | 100% | Mar 2023 |
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Ausdal Financial Partners | 10k | $579k | -2% | Mar 2023 |
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Windsor Group | 9.9k | $558k | 0% | Mar 2023 |
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Cresset Asset Management | 9.8k | $379k | -8% | Dec 2022 |
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Pathstone Family Office | 9.6k | $553k | 0% | Mar 2023 |
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Dynamic Advisors Solutions | 9.5k | $547k | 100% | Mar 2023 |
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J.w. Cole Advisors | 8.7k | $498k | -21% | Mar 2023 |
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Fermata Advisors | 8.6k | $498k | -89% | Mar 2023 |
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Accel Wealth Management | 8.5k | $488k | -11% | Mar 2023 |
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Burt Wealth Advisors | 8.5k | $487k | 0% | Mar 2023 |
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Madison Wealth Partners | 8.0k | $463k | 33% | Mar 2023 |
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IHT Wealth Management | 8.0k | $462k | -11% | Mar 2023 |
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Falcon Wealth Planning | 8.0k | $432k | 0% | Dec 2022 |
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HF Advisory Group | 7.9k | $454k | -1% | Mar 2023 |
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Willner & Heller | 7.8k | $420k | 2% | Dec 2022 |
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DB Wealth Management Group | 7.7k | $442k | -3% | Mar 2023 |
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Branch Banking & Trust Company | 7.6k | $436k | -91% | Mar 2023 |
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Orion Portfolio Solutions | 7.6k | $407k | -19% | Dec 2022 |
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IFG Advisory | 7.0k | $405k | 19% | Mar 2023 |
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SMI Advisory Services | 7.0k | $378k | -35% | Mar 2023 |
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Mutual Advisors | 7.0k | $403k | -3% | Mar 2023 |
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Afg Fiduciary Services Limited Partnership | 6.8k | $389k | 0% | Mar 2023 |
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Gail Mannix | 6.8k | $389k | 41% | Mar 2023 |
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American Money Management | 6.5k | $374k | 0% | Mar 2023 |
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Ridgewood Investments | 6.4k | $370k | 8% | Mar 2023 |
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TAP Consulting | 6.4k | $367k | 1% | Mar 2023 |
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Carnegie Capital Asset Management | 6.3k | $365k | 37% | Mar 2023 |
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Asset Allocation Strategies | 6.3k | $363k | -66% | Mar 2023 |
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Davis Investment Partners | 6.3k | $357k | 0% | Mar 2023 |
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Bank Of Montreal | 6.0k | $324k | -12% | Dec 2022 |
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Townsquare Capital | 5.9k | $339k | 37% | Mar 2023 |
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Rede Wealth | 5.8k | $334k | -28% | Mar 2023 |
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McAdam | 5.7k | $326k | 100% | Mar 2023 |
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Geneos Wealth Management | 5.6k | $323k | 6% | Mar 2023 |
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William Blair $ Company | 5.4k | $312k | 540% | Mar 2023 |
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Kovack Advisors | 5.2k | $297k | -13% | Mar 2023 |
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Benjamin F. Edwards & Company | 5.1k | $295k | -10% | Mar 2023 |
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Stephens | 5.0k | $288k | -44% | Mar 2023 |
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Regal Investment Advisors | 4.8k | $275k | -15% | Mar 2023 |
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Who sold out of iShares Morningstar Mid Growth Idx?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Bogart Wealth | Dec 2022 | 457k | $25M |
Stewardship Advisors | Dec 2022 | 24k | $1.3M |
Western Wealth Management | Sep 2022 | 20k | $1.0M |
Atria Wealth Solutions | Dec 2022 | 13k | $722k |
Citadel Advisors | Dec 2022 | 10k | $539k |
Mount Yale Investment Advisors | Dec 2022 | 8.9k | $479k |
Echo45 Advisors | Dec 2022 | 8.8k | $476k |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Dec 2022 | 5.5k | $295k |