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 |
|---|---|---|---|---|---|
| Assetmark | 980k | $63M | 130571% | Dec 2023 |
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| Raymond James Financial Services Advisors | 623k | $44M | 2% | Mar 2024 |
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| Creative Financial Designs | 613k | $40M | 0% | Dec 2023 |
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| Commonwealth Equity Services | 533k | $34M | 27% | Dec 2023 |
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| UBS Group | 498k | $32M | 0% | Dec 2023 |
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| Wells Fargo & Company | 459k | $30M | 1% | Dec 2023 |
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| Royal Bank of Canada | 368k | $24M | 4% | Dec 2023 |
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| Orgel Wealth Management | 338k | $24M | -19% | Mar 2024 |
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| H D Vest Advisory Services | 332k | $21M | 13% | Dec 2023 |
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| Advisor Group Holdings | 301k | $19M | 11% | Dec 2023 |
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| Forte Capital | 270k | $17M | 0% | Dec 2023 |
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| Cornerstone Planning Group | 257k | $17M | 11% | Dec 2023 |
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| Cosner Financial Group | 229k | $15M | 56% | Dec 2023 |
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| Rodgers & Associates | 222k | $14M | -3% | Dec 2023 |
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| Mariner Wealth Advisors | 214k | $14M | 13% | Dec 2023 |
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| Marmo Financial Group | 208k | $15M | 4% | Mar 2024 |
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| Bank of America Corporation | 207k | $13M | -4% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 178k | $11M | 100% | Dec 2023 |
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| Matrix Trust | 169k | $11M | 0% | Dec 2023 |
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| Steele Capital Management | 166k | $12M | -2% | Mar 2024 |
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| IAG Wealth Partners | 160k | $11M | 5% | Mar 2024 |
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| Capital Wealth Management | 156k | $11M | -1% | Mar 2024 |
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| Scott Capital Advisors | 150k | $11M | 3% | Mar 2024 |
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| Raymond James & Associates | 133k | $9.4M | 8% | Mar 2024 |
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| Cambridge Investment Research Advisors | 127k | $8.9M | -43% | Mar 2024 |
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| Etfidea | 124k | $8.0M | 0% | Dec 2023 |
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| We Are One Seven | 106k | $6.8M | 5% | Dec 2023 |
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| Integrated Investment Consultants | 104k | $7.4M | -25% | Mar 2024 |
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| Steward Partners Investment Advisory | 99k | $6.4M | 376% | Dec 2023 |
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| Branch Banking & Trust Company | 92k | $5.9M | -24% | Dec 2023 |
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| Cedrus | 91k | $6.4M | 7% | Mar 2024 |
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| PFS Partners | 90k | $6.4M | 3% | Mar 2024 |
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| CWM | 89k | $6.3M | 2% | Mar 2024 |
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| OxenFree Capital | 89k | $6.3M | 3% | Mar 2024 |
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| Bedel Financial Consulting | 79k | $5.1M | 0% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 77k | $5.4M | 26% | Mar 2024 |
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| Private Advisor | 75k | $4.8M | 41% | Dec 2023 |
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| Rdl Financial | 74k | $4.5M | 0% | Mar 2024 |
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| Baird Financial | 68k | $4.4M | 40% | Dec 2023 |
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| Certified Advisory Corp | 66k | $4.3M | 1% | Dec 2023 |
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| Summit Asset Management | 61k | $3.9M | -1% | Dec 2023 |
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| Atria Wealth Solutions | 58k | $3.8M | 1% | Dec 2023 |
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| Nations Financial Group | 56k | $4.0M | 26% | Mar 2024 |
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| Nwam | 55k | $3.6M | 69% | Dec 2023 |
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| Creative Planning | 54k | $3.5M | -18% | Dec 2023 |
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| Valley National Advisers | 54k | $2.7M | 3% | Mar 2024 |
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| Castle Wealth Management | 53k | $3.4M | -2% | Dec 2023 |
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| CI Private Wealth | 52k | $3.4M | 27% | Dec 2023 |
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| Jpmorgan Chase & Co | 48k | $3.1M | 100% | Dec 2023 |
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| Janney Montgomery Scott | 46k | $2.9M | 38% | Dec 2023 |
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| Verde Capital Management | 43k | $3.0M | 26% | Mar 2024 |
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| Family Legacy | 42k | $3.0M | -3% | Mar 2024 |
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| Eudaimonia Partners | 41k | $2.9M | 10% | Mar 2024 |
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| Financial Freedom | 39k | $2.7M | -10% | Mar 2024 |
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| Sigma Planning | 38k | $2.5M | -53% | Dec 2023 |
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| HighTower Advisors | 38k | $2.4M | -1% | Dec 2023 |
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| PFG Advisors | 36k | $2.3M | 2% | Dec 2023 |
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| Global Retirement Partners | 35k | $2.5M | -1% | Mar 2024 |
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| Park Avenue Securities | 34k | $2.4M | -5% | Mar 2024 |
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| Visionary Wealth Advisors | 34k | $2.2M | 51% | Dec 2023 |
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| Fermata Advisors | 33k | $2.3M | -44% | Mar 2024 |
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| Mercer Global Advisors | 32k | $2.1M | -25% | Dec 2023 |
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| Financial Advisory Corp | 31k | $2.2M | 7% | Mar 2024 |
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| Black Diamond Financial | 30k | $2.0M | 11% | Dec 2023 |
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| Lincoln National | 30k | $1.9M | 507% | Dec 2023 |
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| Frank. Day | 30k | $1.9M | 0% | Dec 2023 |
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| Leo Wealth | 29k | $2.0M | 100% | Dec 2023 |
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| SFMG Wealth Advisors | 29k | $1.9M | 100% | Dec 2023 |
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| Ignite Planners | 28k | $2.0M | 8% | Mar 2024 |
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| GHP Investment Advisors | 28k | $2.0M | -1% | Mar 2024 |
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| Courage Miller Partners | 28k | $2.0M | -2% | Mar 2024 |
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| Aire Advisors | 28k | $1.8M | -9% | Dec 2023 |
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| Beaumont Capital Management | 27k | $1.8M | 100% | Dec 2023 |
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| Arden Trust | 27k | $1.9M | 0% | Mar 2024 |
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| Whitaker-Myers Wealth Managers | 27k | $1.9M | -1% | Mar 2024 |
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| Merit Financial Group | 26k | $1.7M | 126% | Dec 2023 |
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| Marino, Stram & Associates | 26k | $1.8M | 3% | Mar 2024 |
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| Arete Wealth Advisors | 25k | $1.6M | 100% | Dec 2023 |
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| Horizon Family Wealth | 25k | $1.6M | 14% | Dec 2023 |
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| Hunter Associates | 24k | $1.5M | 24% | Dec 2023 |
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| Kestra Advisory Services | 24k | $1.5M | 0% | Dec 2023 |
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| Eagle Strategies | 22k | $1.6M | -78% | Mar 2024 |
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| Prospect Financial Services | 22k | $1.5M | 11% | Mar 2024 |
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| Jane Street | 21k | $1.3M | 100% | Dec 2023 |
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| Horizon Investment Services | 20k | $1.3M | -1% | Dec 2023 |
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| Pnc Financial Services | 20k | $1.3M | 0% | Dec 2023 |
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| AdvisorNet Financial | 19k | $1.3M | 1% | Mar 2024 |
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| Focus Financial Network | 19k | $1.2M | 100% | Dec 2023 |
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| Principal Securities | 19k | $1.2M | 100% | Dec 2023 |
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| Citigroup | 17k | $1.1M | 7% | Dec 2023 |
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| Money Concepts Capital Corp | 17k | $1.1M | -3% | Dec 2023 |
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| PCA Investment Advisory Services | 17k | $1.1M | -49% | Dec 2023 |
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| Atria Investments | 17k | $1.1M | 100% | Dec 2023 |
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| Dfpg Investments | 17k | $1.0M | 0% | Dec 2023 |
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| Focus Financial Network | 16k | $1.1M | 100% | Mar 2024 |
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| Hrc Wealth Management | 16k | $1.0M | 100% | Dec 2023 |
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| Neumann Capital Management | 16k | $1.0M | 0% | Dec 2023 |
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| Hilltop Holdings | 15k | $983k | -6% | Dec 2023 |
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| Kingsview Wealth Management | 15k | $969k | 48% | Dec 2023 |
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| Ieq Capital | 14k | $926k | 0% | Dec 2023 |
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| Allegheny Financial Group | 14k | $876k | 8% | Dec 2023 |
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| Capital Asset Advisory Services | 14k | $938k | 6% | Mar 2024 |
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| Ausdal Financial Partners | 13k | $935k | 31% | Mar 2024 |
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| Stifel Financial | 13k | $837k | -6% | Dec 2023 |
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| Accel Wealth Management | 13k | $914k | 35% | Mar 2024 |
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| Axxcess Wealth Management | 13k | $819k | 7% | Dec 2023 |
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| Pacific Sun Financial Corp | 13k | $816k | -2% | Dec 2023 |
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| Cape Investment Advisory | 12k | $801k | 0% | Dec 2023 |
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| Klr Investment Advisors | 12k | $818k | 100% | Mar 2024 |
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| FTB Advisors | 12k | $872k | -27% | Mar 2024 |
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| Carnegie Capital Asset Management | 12k | $766k | 1% | Dec 2023 |
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| Goldman Sachs Group | 12k | $745k | -47% | Dec 2023 |
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| Founders Financial Securities | 12k | $816k | 100% | Mar 2024 |
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| Pathstone Holdings | 11k | $729k | 100% | Dec 2023 |
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| Capital Analysts | 11k | $713k | 23% | Dec 2023 |
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| Harbor Investment Advisory | 11k | $773k | 0% | Mar 2024 |
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| American Trust | 11k | $702k | 100% | Dec 2023 |
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| Silver Oak Securities | 10k | $668k | 62% | Dec 2023 |
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| Fifth Third Securities | 9.7k | $687k | 3% | Mar 2024 |
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| Stratos Wealth Advisors | 9.6k | $680k | 100% | Mar 2024 |
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| Madison Wealth Partners | 9.2k | $595k | 4% | Dec 2023 |
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| CGC Financial Services | 8.8k | $620k | -45% | Mar 2024 |
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| James J. Burns & Company | 8.7k | $605k | -53% | Mar 2024 |
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| Willner & Heller | 8.7k | $560k | 100% | Dec 2023 |
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| HF Advisory Group | 8.7k | $614k | 3% | Mar 2024 |
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| Mutual Advisors | 8.6k | $553k | -1% | Dec 2023 |
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| MAI Wealth Advisors | 8.4k | $542k | 3% | Dec 2023 |
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| Signature Securities Group Corporation | 8.4k | $593k | -18% | Mar 2024 |
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| Burt Wealth Advisors | 8.4k | $593k | 0% | Mar 2024 |
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| Raymond James Trust | 8.4k | $591k | -22% | Mar 2024 |
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| J.w. Cole Advisors | 8.3k | $536k | 4% | Dec 2023 |
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| McKinley Carter Wealth Services | 8.3k | $587k | -11% | Mar 2024 |
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| Falcon Wealth Planning | 8.0k | $567k | 0% | Mar 2024 |
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| Ridgewood Investments | 7.8k | $500k | 0% | Dec 2023 |
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| Advisory Services Network | 7.4k | $477k | 37% | Dec 2023 |
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| Gail Mannix | 7.2k | $509k | -21% | Mar 2024 |
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| Westside Investment Management | 7.0k | $497k | 122% | Mar 2024 |
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| AE Wealth Management | 7.0k | $447k | 19% | Dec 2023 |
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| IFG Advisory | 6.9k | $442k | 0% | Dec 2023 |
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| Afg Fiduciary Services Limited Partnership | 6.8k | $472k | 0% | Mar 2024 |
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| Signal Advisors Wealth | 6.7k | $476k | 100% | Mar 2024 |
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| McAdam | 6.7k | $474k | -1% | Mar 2024 |
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| Wiley Bros.-aintree Capital | 6.6k | $470k | 100% | Mar 2024 |
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| DB Wealth Management Group | 6.4k | $412k | -16% | Dec 2023 |
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| LongView Wealth Management | 6.3k | $446k | 0% | Mar 2024 |
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| Davis Investment Partners | 6.3k | $434k | 0% | Mar 2024 |
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| Watershed Private Wealth | 6.3k | $404k | 0% | Dec 2023 |
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| BlueChip Wealth Advisors | 6.2k | $398k | 100% | Dec 2023 |
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| Win Advisors | 6.1k | $431k | 100% | Mar 2024 |
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| Key Client Fiduciary Advisors | 6.1k | $430k | 0% | Mar 2024 |
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| Ameritas Advisory Services | 5.2k | $336k | -91% | Dec 2023 |
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| IFP Advisors | 5.0k | $322k | -70% | Dec 2023 |
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| Townsquare Capital | 4.4k | $285k | -39% | Dec 2023 |
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| Hanson McClain Advisors | 3.9k | $277k | -42% | Mar 2024 |
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| Orion Portfolio Solutions | 3.5k | $224k | -81% | Dec 2023 |
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