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 | 2.0M | $144M | 69% | Mar 2025 |
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| Ameriprise Financial | 1.8M | $131M | 31% | Mar 2025 |
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| Raymond James Financial | 943k | $67M | 4% | Mar 2025 |
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| Morgan Stanley | 914k | $69M | 100% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 638k | $48M | 6% | Dec 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 613k | $44M | 10% | Mar 2025 |
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| Commonwealth Equity Services | 610k | $46M | 30% | Dec 2024 |
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| Wells Fargo & Company | 594k | $42M | 4% | Mar 2025 |
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| AdvisorShares Investments | 547k | $41M | 100% | Dec 2024 |
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| H D Vest Advisory Services | 540k | $41M | 8% | Dec 2024 |
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| UBS Group | 476k | $34M | 0% | Mar 2025 |
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| Royal Bank of Canada | 469k | $34M | 7% | Mar 2025 |
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| Advisor Group Holdings | 454k | $32M | -20% | Mar 2025 |
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| Victory Financial Group | 366k | $26M | 15% | Mar 2025 |
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| Bank of America Corporation | 348k | $26M | 33% | Dec 2024 |
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| Cornerstone Planning Group | 329k | $23M | 6% | Mar 2025 |
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| Mariner Wealth Advisors | 322k | $23M | 18% | Mar 2025 |
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| Orgel Wealth Management | 300k | $21M | -4% | Mar 2025 |
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| Creative Financial Designs | 293k | $21M | 2% | Mar 2025 |
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| Cosner Financial Group | 276k | $20M | 9% | Mar 2025 |
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| Cetera Investment Advisers | 257k | $19M | 7% | Dec 2024 |
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| Rodgers & Associates | 223k | $16M | 2% | Mar 2025 |
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| CWM | 207k | $15M | 57% | Mar 2025 |
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| IAG Wealth Partners | 185k | $13M | 8% | Mar 2025 |
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| Matrix Trust | 184k | $13M | 0% | Mar 2025 |
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| Steele Capital Management | 184k | $13M | 0% | Mar 2025 |
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| GeoWealth Management | 178k | $14M | 39% | Dec 2024 |
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| SRS Capital Advisors | 163k | $12M | 102909% | Dec 2024 |
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| Capital Wealth Management | 161k | $12M | 3% | Mar 2025 |
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| Envestnet Asset Management | 161k | $12M | -23% | Mar 2025 |
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| Bedel Financial Consulting | 151k | $11M | 64% | Mar 2025 |
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| Cambridge Investment Research Advisors | 145k | $10M | 3% | Mar 2025 |
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| Equitable Holdings | 140k | $11M | -21% | Dec 2024 |
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| Sigma Planning | 129k | $9.2M | -2% | Mar 2025 |
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| Eagle Strategies | 125k | $8.9M | 5% | Mar 2025 |
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| Integrated Investment Consultants | 124k | $8.6M | 9% | Mar 2025 |
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| Employees' Retirement Fund of the City of Fort Worth | 123k | $8.8M | 0% | Mar 2025 |
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| Private Advisor | 122k | $8.7M | -42% | Mar 2025 |
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| Elevation Capital Advisory | 122k | $8.7M | 100% | Mar 2025 |
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| Scott Capital Advisors | 121k | $8.6M | -1% | Mar 2025 |
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| We Are One Seven | 113k | $8.1M | 4% | Mar 2025 |
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| Marmo Financial Group | 110k | $7.9M | -6% | Mar 2025 |
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| Ptm Wealth Management | 106k | $6.7M | 100% | Mar 2025 |
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| Silver Oak Wealth Advisors Services | 102k | $7.3M | 1% | Mar 2025 |
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| Branch Banking & Trust Company | 102k | $7.3M | -7% | Mar 2025 |
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| Nations Financial Group | 101k | $7.6M | 15% | Dec 2024 |
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| PFS Partners | 96k | $6.8M | 2% | Mar 2025 |
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| Wood Tarver Financial Group | 88k | $6.3M | 11% | Mar 2025 |
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| Oppenheimer & Co | 88k | $6.3M | -1% | Mar 2025 |
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| Steward Partners Investment Advisory | 88k | $6.6M | 2% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 81k | $5.8M | -5% | Mar 2025 |
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| Mml Investors Services | 77k | $5.8M | 8% | Dec 2024 |
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| OxenFree Capital | 77k | $5.1M | 8% | Mar 2025 |
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| Ipsen Advisor Group | 77k | $5.5M | 1% | Mar 2025 |
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| Rdl Financial | 74k | $5.3M | 0% | Mar 2025 |
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| Certified Advisory Corp | 67k | $4.8M | -1% | Mar 2025 |
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| Tandem Financial | 66k | $4.7M | 100% | Mar 2025 |
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| Forte Capital | 64k | $4.6M | -3% | Mar 2025 |
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| Castle Wealth Management | 61k | $4.3M | 2% | Mar 2025 |
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| Summit Asset Management | 59k | $4.2M | 0% | Mar 2025 |
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| Verde Capital Management | 59k | $4.2M | 7% | Mar 2025 |
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| Baird Financial | 58k | $4.4M | 1% | Dec 2024 |
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| Allegheny Financial Group | 58k | $4.4M | 153% | Dec 2024 |
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| Virtus Wealth Solutions | 54k | $3.9M | 0% | Mar 2025 |
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| Kellett Schaffner Wealth Advisors | 53k | $3.8M | 5% | Mar 2025 |
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| Nwam | 52k | $3.7M | 0% | Mar 2025 |
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| Jpmorgan Chase & Co | 50k | $3.6M | 12% | Mar 2025 |
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| Merit Financial Group | 50k | $3.5M | 15% | Mar 2025 |
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| Sovran Advisors | 49k | $3.4M | 29% | Mar 2025 |
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| PFG Advisors | 48k | $3.6M | -3% | Dec 2024 |
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| Janney Montgomery Scott | 48k | $3.4M | 3% | Mar 2025 |
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| Kingswood Wealth Advisors | 48k | $3.4M | 0% | Mar 2025 |
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| Wiley Bros.-aintree Capital | 47k | $3.6M | 2% | Dec 2024 |
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| Chaney Capital Management | 47k | $3.3M | 8% | Mar 2025 |
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| Financial Advisory Corp | 42k | $3.0M | 1% | Mar 2025 |
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| Valley National Advisers | 42k | $2.1M | 3% | Mar 2025 |
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| Global Retirement Partners | 41k | $3.1M | 9% | Dec 2024 |
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| Marino, Stram & Associates | 41k | $2.9M | 36% | Mar 2025 |
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| Goss Wealth Management | 41k | $3.1M | 23% | Dec 2024 |
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| Creative Planning | 41k | $2.9M | 4% | Mar 2025 |
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| Davenport & Co | 40k | $2.8M | 100% | Mar 2025 |
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| Diversify Wealth Management | 39k | $2.8M | 65% | Mar 2025 |
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| Family Legacy | 38k | $2.7M | -9% | Mar 2025 |
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| Black Diamond Financial | 36k | $2.6M | 8% | Mar 2025 |
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| Visionary Wealth Advisors | 35k | $2.7M | 3% | Dec 2024 |
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| DDFG | 35k | $2.5B | 155% | Mar 2025 |
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| Susquehanna International | 34k | $2.6M | 79% | Dec 2024 |
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| Denver Wealth Management | 34k | $2.4M | 100% | Mar 2025 |
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| Prospect Financial Services | 34k | $2.4M | 23% | Mar 2025 |
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| Prospera Financial Services | 33k | $2.5M | 573% | Dec 2024 |
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| HighTower Advisors | 31k | $2.3M | -8% | Dec 2024 |
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| Kingsview Wealth Management | 30k | $2.2M | 5% | Mar 2025 |
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| William Blair $ Company | 30k | $2.2M | 2% | Mar 2025 |
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| LRI Investments | 30k | $2.1M | 0% | Mar 2025 |
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| Capital Square | 30k | $2.4M | 5% | Dec 2024 |
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| Principal Securities | 30k | $2.2M | 4% | Mar 2025 |
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| Gladstone Institutional Advisory | 30k | $2.2M | 477% | Dec 2024 |
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| Aire Advisors | 28k | $2.0M | -2% | Mar 2025 |
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| Ignite Planners | 28k | $2.0M | -23% | Mar 2025 |
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| GHP Investment Advisors | 28k | $2.0M | 0% | Mar 2025 |
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| Courage Miller Partners | 26k | $1.9M | -2% | Mar 2025 |
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| Arete Wealth Advisors | 26k | $1.9M | 1% | Mar 2025 |
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| BEAM Asset Management | 26k | $1.8M | 10% | Mar 2025 |
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| Hunter Associates | 25k | $1.8M | -5% | Mar 2025 |
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| Kestra Advisory Services | 25k | $1.9M | -2% | Dec 2024 |
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| Brian McDonald | 23k | $1.7M | -3% | Mar 2025 |
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| Hilltop Holdings | 23k | $1.6M | -5% | Mar 2025 |
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| Goldman Sachs Group | 22k | $1.6M | 0% | Mar 2025 |
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| Bonfire Financial | 22k | $1.6M | -6% | Mar 2025 |
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| Stanich Group | 22k | $1.6M | 2% | Mar 2025 |
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| Jim Saulnier & Associates | 22k | $1.5M | 4% | Mar 2025 |
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| Liberty Square Wealth Partners | 22k | $1.5M | 0% | Mar 2025 |
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| Horizon Investment Services | 21k | $1.5M | -4% | Mar 2025 |
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| Truepoint | 21k | $1.5M | 100% | Mar 2025 |
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| Betterment | 21k | $1.6M | 20% | Dec 2024 |
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| Integrated Wealth Concepts | 21k | $1.6M | 2% | Dec 2024 |
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| Nottingham Advisors | 21k | $1.5M | 0% | Mar 2025 |
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| Ibex Wealth Advisors | 20k | $1.5M | -8% | Mar 2025 |
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| Focus Financial Network | 20k | $1.4M | 7% | Mar 2025 |
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| AdvisorNet Financial | 20k | $1.4M | 2% | Mar 2025 |
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| Pnc Financial Services | 20k | $1.5M | 0% | Dec 2024 |
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| Accel Wealth Management | 19k | $1.4M | 12% | Mar 2025 |
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| Lloyd Advisory Services | 19k | $1.4M | 100% | Mar 2025 |
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| Integrity Alliance | 19k | $1.4M | 100% | Mar 2025 |
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| Perissos Private Wealth Management | 19k | $1.3M | -2% | Mar 2025 |
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| Ausdal Financial Partners | 18k | $1.4M | 8% | Dec 2024 |
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| Jane Street | 18k | $1.3M | 40% | Mar 2025 |
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| PCA Investment Advisory Services | 18k | $1.3M | -11% | Mar 2025 |
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| Capital Asset Advisory Services | 18k | $1.3M | 4% | Mar 2025 |
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| Axxcess Wealth Management | 18k | $1.2M | 3% | Mar 2025 |
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| United Advisor Group | 17k | $1.2M | 20% | Mar 2025 |
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| Diversify Advisory Services | 17k | $1.2M | 12% | Mar 2025 |
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| Money Concepts Capital Corp | 17k | $1.2M | 3% | Mar 2025 |
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| Citigroup | 17k | $1.2M | -6% | Mar 2025 |
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| IFP Advisors | 17k | $1.2M | -12% | Mar 2025 |
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| Nilsine Partners | 16k | $1.1M | 1% | Mar 2025 |
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| Savant Capital Management | 16k | $1.1M | 0% | Mar 2025 |
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| Mercer Global Advisors | 15k | $1.1M | 1% | Mar 2025 |
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| Asset Allocation Strategies | 15k | $1.2M | -25% | Dec 2024 |
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| Carnegie Capital Asset Management | 15k | $981k | 5% | Mar 2025 |
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| Stifel Financial | 15k | $1.1M | 37% | Dec 2024 |
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| Neumann Capital Management | 15k | $1.1M | 0% | Mar 2025 |
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| Atomi Financial Group | 15k | $1.1M | 8% | Mar 2025 |
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| Ieq Capital | 15k | $1.1M | 0% | Dec 2024 |
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| Cerro Pacific Wealth Advisors | 14k | $1.1M | 193% | Mar 2025 |
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| James J. Burns & Company | 14k | $1.0M | 1% | Mar 2025 |
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| Belpointe Asset Management | 14k | $1.0M | 34% | Mar 2025 |
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| Atria Wealth Solutions | 14k | $1.0M | 3% | Mar 2025 |
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| Thrivent Financial for Lutherans | 14k | $986k | -81% | Mar 2025 |
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| Resources Investment Advisors | 14k | $975k | 336% | Mar 2025 |
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| Private Advisory | 13k | $909k | -13% | Mar 2025 |
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| FMR | 13k | $892k | -24% | Mar 2025 |
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| WR Wealth Planners | 12k | $929k | -13% | Dec 2024 |
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| Financial Freedom | 12k | $865k | -38% | Mar 2025 |
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| Hrc Wealth Management | 12k | $836k | -15% | Mar 2025 |
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| Cresset Asset Management | 11k | $839k | -29% | Dec 2024 |
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| CI Private Wealth | 11k | $792k | -25% | Mar 2025 |
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| Renaissance Technologies | 9.6k | $686k | -50% | Mar 2025 |
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| Park Avenue Securities | 7.7k | $547k | -73% | Mar 2025 |
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| Atria Investments | 7.4k | $555k | -50% | Dec 2024 |
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| Foundations Investment Advisors | 5.2k | $368k | -86% | Mar 2025 |
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Who sold out of iShares Morningstar Mid Growth Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bouvel Investment Partners | Dec 2024 | 61k | $4.6M |
| American Trust | Dec 2024 | 42k | $3.2M |
| Leo Wealth | Dec 2024 | 38k | $2.9M |
| Essential Planning | Dec 2024 | 38k | $2.9M |
| Black Swift Group | Dec 2024 | 32k | $2.4M |
| Sagespring Wealth Partners | Dec 2024 | 23k | $1.7M |
| Trinity Wealth Management | Dec 2024 | 18k | $1.3M |