Who owns iShares Morningstar Mid Growth Idx?

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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