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 | ||
|---|---|---|---|---|---|---|
| Wells Fargo & Company | 652k | $42M | 0% | Mar 2022 | ||
| UBS Group | 615k | $40M | 11% | Mar 2022 | ||
| LPL Financial | 600k | $39M | 100% | Mar 2022 | ||
| Commonwealth Equity Services | 504k | $26M | 15% | Jun 2022 | ||
| Morgan Stanley | 456k | $29M | 100% | Mar 2022 | ||
| Bogart Wealth | 379k | $20M | 8% | Jun 2022 | ||
| Orgel Wealth Management | 322k | $17M | 100% | Jun 2022 | ||
| Ameriprise Financial | 313k | $20M | -42% | Mar 2022 | ||
| Raymond James Financial Services Advisors | 307k | $20M | -2% | Mar 2022 | ||
| Creative Financial Designs | 278k | $18M | 2% | Mar 2022 | ||
| Advisor Group Holdings | 201k | $13M | 32% | Mar 2022 | ||
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| Envestnet Asset Management | 172k | $11M | -4% | Mar 2022 | ||
| Matrix Trust | 168k | $11M | -2% | Mar 2022 | ||
| H D Vest Advisory Services | 164k | $11M | 4% | Mar 2022 | ||
| Rodgers & Associates | 150k | $7.8M | 101% | Jun 2022 | ||
| AE Wealth Management | 142k | $9.1M | 557% | Mar 2022 | ||
| Almanack Investment Partners | 135k | $8.7M | 100% | Mar 2022 | ||
| Cambridge Investment Research Advisors | 126k | $6.5M | 16% | Jun 2022 | ||
| Portfolio Strategies | 106k | $5.5M | -1% | Jun 2022 | ||
| Kestra Advisory Services | 97k | $6.2M | -38% | Mar 2022 | ||
| Raymond James & Associates | 90k | $5.8M | -7% | Mar 2022 | ||
| Mml Investors Services | 81k | $5.2M | 22% | Mar 2022 | ||
| CWM | 77k | $4.0M | -48% | Jun 2022 | ||
| First Republic Investment Management | 73k | $4.7M | -38% | Mar 2022 | ||
| Atlanta Capital | 71k | $3.7M | 1% | Jun 2022 | ||
| Summit Asset Management | 68k | $4.4M | -1% | Mar 2022 | ||
| Old Mission Capital | 60k | $3.9M | 100% | Mar 2022 | ||
| Integrated Investment Consultants | 60k | $3.1M | 690% | Jun 2022 | ||
| Harvest Group Wealth Management | 59k | $3.4M | -3% | Jun 2022 | ||
| Capital Wealth Management | 59k | $3.8M | 18% | Mar 2022 | ||
| Creative Planning | 56k | $3.6M | -5% | Mar 2022 | ||
| Equitable Holdings | 52k | $3.3M | 29% | Mar 2022 | ||
| Townsend & Associates | 50k | $2.7M | 6% | Jun 2022 | ||
| Certified Advisory Corp | 46k | $3.0M | 16% | Mar 2022 | ||
| Park Avenue Securities | 46k | $2.4M | 2% | Jun 2022 | ||
| Bft Financial Group | 46k | $2.4M | -40% | Jun 2022 | ||
| Surevest | 45k | $2.9M | 2287% | Mar 2022 | ||
| Baird Financial | 44k | $2.8M | -2% | Mar 2022 | ||
| Fermata Advisors | 43k | $2.7M | 53% | Mar 2022 | ||
| Ameritas Advisory Services | 41k | $2.6M | 61% | Mar 2022 | ||
| Woodard & Co Asset Management Group | 40k | $2.6M | 100% | Mar 2022 | ||
| Great Valley Advisor Group | 39k | $2.0M | 12% | Jun 2022 | ||
| Stephens | 37k | $2.4M | -83% | Mar 2022 | ||
| Family Legacy | 37k | $2.0M | 19% | Jun 2022 | ||
| Financial Network Investment Corporation | 37k | $2.4M | 7% | Mar 2022 | ||
| Oak Asset Management | 35k | $1.8M | 100% | Jun 2022 | ||
| Courage Miller Partners | 35k | $1.8M | 0% | Jun 2022 | ||
| Northwestern Mutual Wealth Management Company | 35k | $1.8M | -75% | Jun 2022 | ||
| Masso Torrence Wealth Management | 32k | $1.7M | 4% | Jun 2022 | ||
| Frank. Day | 30k | $1.9M | 100% | Mar 2022 | ||
| Eudaimonia Partners | 29k | $1.9M | 100% | Mar 2022 | ||
| Accel Wealth Management | 28k | $1.8M | -8% | Mar 2022 | ||
| Stewardship Advisors | 28k | $1.5M | 10% | Jun 2022 | ||
| Arete Wealth Advisors | 27k | $1.8M | 3% | Mar 2022 | ||
| Brian McDonald | 27k | $1.7M | -52% | Mar 2022 | ||
| Cetera Investment Advisers | 27k | $1.7M | 28% | Mar 2022 | ||
| McAdam | 27k | $1.4M | 100% | Jun 2022 | ||
| Financial Advisory Corp | 26k | $1.4M | 7% | Jun 2022 | ||
| GHP Investment Advisors | 26k | $1.7M | 0% | Mar 2022 | ||
| Flow Traders US | 26k | $1.6M | 100% | Mar 2022 | ||
| Bedel Financial Consulting | 23k | $1.2M | 19480% | Jun 2022 | ||
| Verde Capital Management | 22k | $1.2M | -48% | Jun 2022 | ||
| Steward Partners Investment Advisory | 21k | $1.1M | -30% | Jun 2022 | ||
| Mercer Global Advisors | 21k | $1.3M | -2% | Mar 2022 | ||
| CLS Investments | 21k | $1.1M | 0% | Jun 2022 | ||
| DB Wealth Management Group | 20k | $1.3M | -26% | Mar 2022 | ||
| Brightworth | 20k | $1.0M | 100% | Jun 2022 | ||
| Sigma Planning | 19k | $1.2M | 65% | Mar 2022 | ||
| Atria Investments | 19k | $1.2M | -2% | Mar 2022 | ||
| Money Concepts Capital Corp | 19k | $982k | -7% | Jun 2022 | ||
| Capital Analysts | 19k | $1.2M | 0% | Mar 2022 | ||
| Neumann Capital Management | 19k | $961k | 0% | Jun 2022 | ||
| Redhawk Wealth Advisors | 19k | $1.2M | -90% | Mar 2022 | ||
| Horizon Investment Services | 18k | $1.2M | 100% | Mar 2022 | ||
| Western Wealth Management | 18k | $925k | 0% | Jun 2022 | ||
| Black Diamond Financial | 17k | $883k | 18% | Jun 2022 | ||
| Strategic Wealth Advisors | 17k | $1.1M | 100% | Mar 2022 | ||
| Citadel Advisors | 16k | $1.0M | 46% | Mar 2022 | ||
| Private Advisor | 16k | $834k | 8% | Jun 2022 | ||
| Comerica Securities | 16k | $808k | 2% | Jun 2022 | ||
| J.w. Cole Advisors | 15k | $797k | -35% | Jun 2022 | ||
| Susquehanna International | 15k | $962k | -74% | Mar 2022 | ||
| Global Retirement Partners | 15k | $776k | 2% | Jun 2022 | ||
| Kovack Advisors | 14k | $928k | 1% | Mar 2022 | ||
| Ieq Capital | 14k | $746k | 0% | Jun 2022 | ||
| Fifth Third Securities | 14k | $728k | 100% | Jun 2022 | ||
| Signature Securities Group Corporation | 13k | $691k | -22% | Jun 2022 | ||
| Marino, Stram & Associates | 13k | $673k | 58% | Jun 2022 | ||
| Centaurus Financial | 13k | $813k | -6% | Mar 2022 | ||
| ValMark Advisers | 12k | $795k | 100% | Mar 2022 | ||
| Full Sail Capital | 12k | $741k | 0% | Mar 2022 | ||
| Harbor Investment Advisory | 11k | $576k | 0% | Jun 2022 | ||
| Ausdal Financial Partners | 11k | $702k | -21% | Mar 2022 | ||
| Laurel Wealth Advisors | 11k | $686k | 1% | Mar 2022 | ||
| BEAM Asset Management | 10k | $655k | 5% | Mar 2022 | ||
| Pacific Sun Financial Corp | 10k | $522k | 52% | Jun 2022 | ||
| Nwam | 10k | $643k | 24% | Mar 2022 | ||
| Windsor Group | 9.9k | $621k | 0% | Mar 2022 | ||
| Eaton Vance Management | 9.6k | $617k | 0% | Mar 2022 | ||
| Rede Wealth | 9.5k | $495k | -58% | Jun 2022 | ||
| TAP Consulting | 9.5k | $492k | -52% | Jun 2022 | ||
| Orion Portfolio Solutions | 9.0k | $468k | -21% | Jun 2022 | ||
| HighTower Advisors | 8.4k | $542k | 1% | Mar 2022 | ||
| Multi-Financial Securities | 8.2k | $525k | -11% | Mar 2022 | ||
| Colony Group | 8.1k | $523k | 0% | Mar 2022 | ||
| AdvisorNet Financial | 8.1k | $421k | -67% | Jun 2022 | ||
| Falcon Wealth Planning | 8.0k | $417k | -20% | Jun 2022 | ||
| IHT Wealth Management | 7.9k | $510k | -11% | Mar 2022 | ||
| Cresset Asset Management | 7.9k | $509k | 0% | Mar 2022 | ||
| Willner & Heller | 7.6k | $395k | 9% | Jun 2022 | ||
| Zimmermann Investment Management & Planning | 7.5k | $391k | -15% | Jun 2022 | ||
| Capital Asset Advisory Services | 7.4k | $473k | 100% | Mar 2022 | ||
| Mutual Advisors | 7.1k | $457k | 100% | Mar 2022 | ||
| Afg Fiduciary Services Limited Partnership | 6.8k | $434k | 0% | Mar 2022 | ||
| American Money Management | 6.5k | $418k | 0% | Mar 2022 | ||
| Thrivent Financial for Lutherans | 6.5k | $415k | -88% | Mar 2022 | ||
| Us Bancorp | 6.1k | $391k | -39% | Mar 2022 | ||
| FMR | 5.9k | $380k | 100% | Mar 2022 | ||
| IFG Advisory | 5.8k | $303k | 0% | Jun 2022 | ||
| GeoWealth Management | 5.7k | $367k | 100% | Mar 2022 | ||
| Dagco | 5.6k | $293k | 0% | Jun 2022 | ||
| Change Path | 5.6k | $361k | -54% | Mar 2022 | ||
| Stifel Financial | 5.5k | $351k | -38% | Mar 2022 | ||
| Lincoln National | 5.4k | $344k | 26% | Mar 2022 | ||
| Addison Advisors | 5.3k | $273k | 100% | Jun 2022 | ||
| Mattern Wealth Management | 5.2k | $273k | -27% | Jun 2022 | ||
| WMG Financial Advisors | 5.2k | $333k | 100% | Mar 2022 | ||
| Ellis Investment Partners | 5.0k | $323k | 0% | Mar 2022 | ||
| Richwood Investment Advisors | 5.0k | $259k | 0% | Jun 2022 | ||
| Key Client Fiduciary Advisors | 4.9k | $256k | -16% | Jun 2022 | ||
| High Falls Advisors | 4.8k | $309k | 0% | Mar 2022 | ||
| Gail Mannix | 4.8k | $309k | 0% | Mar 2022 | ||
| Allegheny Financial Group | 4.6k | $297k | 16% | Mar 2022 | ||
| Titus Wealth Management | 4.6k | $296k | -4% | Mar 2022 | ||
| Branch Banking & Trust Company | 4.4k | $230k | 0% | Jun 2022 | ||
| Asset Managment | 4.4k | $283k | 0% | Mar 2022 | ||
| Renaissance Technologies | 4.4k | $283k | -14% | Mar 2022 | ||
| Brand Asset Management Group | 4.3k | $226k | -1% | Jun 2022 | ||
| Brown Advisory Holdings Incorporated | 4.2k | $272k | 0% | Mar 2022 | ||
| Scott Capital Advisors | 4.2k | $218k | -20% | Jun 2022 | ||
| MAI Wealth Advisors | 4.1k | $215k | 0% | Jun 2022 | ||
| WealthCare Investment Partners | 4.0k | $206k | 0% | Jun 2022 | ||
| HPM Partners | 3.8k | $247k | 100% | Mar 2022 | ||
| Regal Investment Advisors | 3.8k | $247k | -83% | Mar 2022 | ||
| FDx Advisors | 3.8k | $245k | 0% | Mar 2022 | ||
| Interchange Capital Partners | 3.8k | $244k | 0% | Mar 2022 | ||
| Fifth Third Bancorp | 3.8k | $197k | 0% | Jun 2022 | ||
| Bank of New York Mellon | 3.7k | $240k | 15% | Mar 2022 | ||
| Level Four Advisory Services | 3.5k | $222k | 0% | Mar 2022 | ||
| Belpointe Asset Management | 3.4k | $217k | 2% | Mar 2022 | ||
| Delta Asset Management | 3.4k | $216k | 0% | Mar 2022 | ||
| Insight Advisors, LLC/ PA | 3.3k | $209k | -49% | Mar 2022 | ||
| Westside Investment Management | 3.0k | $155k | 0% | Jun 2022 | ||
| Pnc Financial Services | 3.0k | $191k | -5% | Mar 2022 | ||
| Swaine & Leidel Wealth Services | 2.6k | $2.6M | 100% | Mar 2022 | ||
| City State Bank | 2.1k | $138k | 0% | Mar 2022 | ||
| FTB Advisors | 2.1k | $132k | 0% | Mar 2022 | ||
| Qube Research & Technologies | 1.9k | $124k | -33% | Mar 2022 | ||
| St. Johns Investment Management Company | 1.9k | $119k | -23% | Mar 2022 | ||
| Prospera Financial Services | 1.8k | $118k | 100% | Mar 2022 | ||
| Amerivest Investment Management | 1.7k | $108k | -1% | Mar 2022 | ||
| Geneos Wealth Management | 1.4k | $76k | -27% | Jun 2022 | ||
| Jpmorgan Chase & Co | 1.2k | $77k | 0% | Mar 2022 | ||
| Hudock Moyer Wealth Resources | 1.2k | $76k | -34% | Mar 2022 | ||
| Lloyd Advisory Services | 979.00 | $63k | 100% | Mar 2022 | ||
| EPG Wealth Management | 976.00 | $63k | -41% | Mar 2022 | ||
| Capital Advisors | 906.00 | $58k | 0% | Mar 2022 | ||
| Moisand Fitzgerald Tamayo | 774.00 | $50k | -28% | Mar 2022 | ||
| Selective Wealth Management | 100.00 | $5.0k | -92% | Jun 2022 | ||
Who sold out of iShares Morningstar Mid Growth Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Empowered Funds | Dec 2021 | 364k | $27M |
| Bank of America Corporation | Dec 2021 | 208k | $15M |
| CMC Financial Group | Dec 2021 | 41k | $3.0M |
| Sowell Financial Services | Dec 2021 | 36k | $2.6M |
| Oppenheimer & Co | Dec 2021 | 17k | $1.2M |
| Arkadios Wealth Advisors | Mar 2022 | 8.8k | $567k |
| Prudential Financial | Dec 2021 | 8.8k | $660k |
| Janney Montgomery Scott | Dec 2021 | 8.4k | $618k |
| Goss Wealth Management | Dec 2021 | 7.6k | $553k |
| Advisory Alpha | Mar 2022 | 5.7k | $368k |
| Tower Research Capital | Dec 2021 | 5.2k | $377k |
| Meristem | Dec 2021 | 4.8k | $352k |
| AlphaStar Capital Management | Mar 2022 | 4.7k | $305k |
| Outlook Wealth Advisors | Mar 2022 | 4.2k | $269k |
| ProVise Management Group | Dec 2021 | 3.4k | $250k |
| CIBC World Markets | Dec 2021 | 3.4k | $250k |
| LifePro Asset Management | Mar 2022 | 3.2k | $208k |
| Mount Yale Investment Advisors | Dec 2021 | 3.0k | $216k |
| Eagle Bay Advisors | Dec 2021 | 2.4k | $176k |
| CoreCap Advisors | Dec 2021 | 1.6k | $117k |
| Samalin Investment Counsel | Dec 2021 | 969.00 | $71k |
| Rosenberg Matthew Hamilton | Mar 2022 | 966.00 | $62k |