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 |
|---|---|---|---|---|---|
| Vantagepoint Investment Advisers | 3.0M | $296M | 0% | Jun 2026 |
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| LPL Financial | 2.9M | $282M | 10% | Jun 2026 |
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| RMG Wealth Management | 1.3M | $134M | 100% | Jun 2026 |
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| Morgan Stanley | 1.3M | $101M | 11% | Mar 2026 |
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| Raymond James Financial | 1.1M | $112M | 11% | Jun 2026 |
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| Ameriprise Financial | 1.0M | $100M | 10% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 993k | $98M | 20% | Jun 2026 |
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| Cetera Investment Advisers | 971k | $95M | 3% | Jun 2026 |
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| Bank of America Corporation | 578k | $57M | 2% | Jun 2026 |
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| Advisor Group Holdings | 543k | $53M | 12% | Jun 2026 |
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| Commonwealth Equity Services | 530k | $52M | -8% | Jun 2026 |
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| UBS Group | 441k | $43M | -2% | Jun 2026 |
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| Mariner Wealth Advisors | 436k | $43M | -9% | Jun 2026 |
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| Victory Financial Group | 431k | $42M | 0% | Jun 2026 |
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| Wells Fargo & Company | 423k | $42M | 2% | Jun 2026 |
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| Cornerstone Planning Group | 391k | $37M | 2% | Jun 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 311k | $31M | -30% | Jun 2026 |
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| SRS Capital Advisors | 306k | $30M | 6% | Jun 2026 |
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| Orgel Wealth Management | 284k | $28M | -3% | Jun 2026 |
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| Cosner Financial Group | 278k | $27M | 2% | Jun 2026 |
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| Eclectic Associates | 264k | $26M | 6% | Jun 2026 |
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| Rodgers & Associates | 244k | $19M | 6% | Mar 2026 |
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| Capital Wealth Management | 244k | $24M | 7% | Jun 2026 |
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| BEAM Asset Management | 240k | $24M | -8% | Jun 2026 |
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| IAG Wealth Partners | 225k | $22M | -2% | Jun 2026 |
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| Allegheny Financial Group | 220k | $17M | 36% | Mar 2026 |
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| Royal Bank of Canada | 213k | $20M | -21% | Jun 2026 |
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| Matrix Trust | 205k | $20M | 1% | Jun 2026 |
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| Steele Capital Management | 205k | $20M | 1% | Jun 2026 |
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| Mount Yale Investment Advisors | 196k | $19M | 40% | Jun 2026 |
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| Rockport Wealth | 194k | $19M | -8% | Jun 2026 |
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| Thrivent Financial for Lutherans | 193k | $19M | 4448% | Jun 2026 |
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| Bedel Financial Consulting | 167k | $17M | 1% | Jun 2026 |
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| Ptm Wealth Management | 164k | $16M | 4% | Jun 2026 |
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| Eagle Strategies | 160k | $16M | -1% | Jun 2026 |
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| Granville Capital | 151k | $15M | 3% | Jun 2026 |
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| Nations Financial Group | 146k | $14M | 5% | Jun 2026 |
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| Vestmark Advisory Solutions | 144k | $14M | 5% | Jun 2026 |
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| Envestnet Asset Management | 144k | $14M | -11% | Jun 2026 |
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| Creative Financial Designs | 143k | $14M | -6% | Jun 2026 |
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| Integrated Investment Consultants | 137k | $13M | 3% | Jun 2026 |
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| Sigma Planning | 131k | $13M | 1% | Jun 2026 |
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| Wellington Management Company | 123k | $12M | 100% | Jun 2026 |
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| CWM | 116k | $9.2M | -41% | Mar 2026 |
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| Cambridge Investment Research Advisors | 115k | $11M | -15% | Jun 2026 |
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| Scott Capital Advisors | 113k | $11M | -1% | Jun 2026 |
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| Wood Tarver Financial Group | 113k | $11M | 6% | Jun 2026 |
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| Tandem Financial | 113k | $11M | 5% | Jun 2026 |
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| OxenFree Capital | 111k | $11M | 1% | Jun 2026 |
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| Certified Advisory Corp | 111k | $11M | 13% | Jun 2026 |
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| Goss Wealth Management | 109k | $11M | 18% | Jun 2026 |
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| PFS Partners | 104k | $10M | 2% | Jun 2026 |
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| Equitable Holdings | 99k | $9.7M | -52% | Jun 2026 |
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| Branch Banking & Trust Company | 98k | $9.7M | -9% | Jun 2026 |
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| Steward Partners Investment Advisory | 91k | $8.9M | -9% | Jun 2026 |
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| Silver Oak Wealth Advisors Services | 85k | $8.3M | -4% | Jun 2026 |
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| Private Advisor | 84k | $8.2M | 16% | Jun 2026 |
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| Verde Capital Management | 82k | $8.0M | 5% | Jun 2026 |
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| Ipsen Advisor Group | 81k | $7.9M | 0% | Jun 2026 |
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| Oppenheimer & Co | 80k | $7.9M | 0% | Jun 2026 |
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| DDFG | 80k | $7.8B | 3% | Jun 2026 |
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| Marino, Stram & Associates | 73k | $7.2M | 4% | Jun 2026 |
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| Denver Wealth Management | 73k | $7.2M | 22% | Jun 2026 |
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| Jpmorgan Chase & Co | 71k | $6.9M | 100% | Jun 2026 |
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| Kestra Advisory Services | 70k | $6.8M | -3% | Jun 2026 |
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| Castle Wealth Management | 66k | $6.5M | 1% | Jun 2026 |
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| Mml Investors Services | 65k | $6.4M | 22% | Jun 2026 |
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| Premier Private Wealth Management | 65k | $6.4M | 14% | Jun 2026 |
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| Cerro Pacific Wealth Advisors | 64k | $6.3M | 9% | Jun 2026 |
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| Chaney Capital Management | 63k | $6.1M | 5% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 62k | $6.0M | 100% | Jun 2026 |
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| Kellett Schaffner Wealth Advisors | 59k | $5.8M | 5% | Jun 2026 |
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| Diversify Wealth Management | 59k | $5.6M | 0% | Jun 2026 |
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| Diversify Advisory Services | 59k | $5.6M | 100% | Jun 2026 |
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| American Trust | 56k | $5.5M | -9% | Jun 2026 |
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| Summit Asset Management | 56k | $5.5M | -2% | Jun 2026 |
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| Employees' Retirement Fund of the City of Fort Worth | 56k | $5.5M | 0% | Jun 2026 |
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| Jones Financial Companies, L.L | 55k | $5.3M | 46% | Jun 2026 |
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| Merit Financial Group | 54k | $5.3M | 0% | Jun 2026 |
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| Creative Planning | 54k | $5.3M | 8% | Jun 2026 |
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| Virtus Wealth Solutions | 52k | $5.1M | -1% | Jun 2026 |
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| Nwam | 52k | $4.1M | 0% | Mar 2026 |
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| Kingswood Wealth Advisors | 52k | $5.1M | 0% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 52k | $5.1M | -4% | Jun 2026 |
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| Ambassador Advisors | 52k | $5.1M | 132% | Jun 2026 |
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| Steinberganna Wealth Management | 51k | $5.0M | -4% | Jun 2026 |
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| Janney Montgomery Scott | 49k | $4.8M | -2% | Jun 2026 |
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| William Blair $ Company | 48k | $4.7M | 14% | Jun 2026 |
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| Prospect Financial Services | 47k | $4.6M | 24% | Jun 2026 |
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| Black Diamond Financial | 43k | $4.2M | 1% | Jun 2026 |
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| James J. Burns & Company | 42k | $4.2M | -3% | Jun 2026 |
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| Valley National Advisers | 41k | $4.0M | 0% | Jun 2026 |
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| Horizon Family Wealth | 41k | $4.0M | 0% | Jun 2026 |
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| Marmo Financial Group | 39k | $3.1M | -2% | Mar 2026 |
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| Retirement Planning Group | 38k | $3.7M | 100% | Jun 2026 |
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| Old Point Trust & Financial Services N A | 37k | $3.6M | 0% | Jun 2026 |
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| Leo Wealth | 36k | $2.8M | -2% | Mar 2026 |
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| Accel Wealth Management | 33k | $3.3M | -2% | Jun 2026 |
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| Summit Wealth Group Llc / Co | 33k | $3.2M | 2% | Jun 2026 |
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| Ignite Planners | 33k | $3.2M | 2% | Jun 2026 |
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| Family Legacy | 32k | $3.1M | -1% | Jun 2026 |
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| Integrated Wealth Concepts | 32k | $3.1M | -1% | Jun 2026 |
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| HighTower Advisors | 32k | $3.1M | -5% | Jun 2026 |
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| Caliber Wealth Management, Llc / Ks | 31k | $3.0M | -1% | Jun 2026 |
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| Capital Square | 31k | $3.0M | -2% | Jun 2026 |
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| Kingsview Wealth Management | 30k | $2.4M | 0% | Mar 2026 |
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| Balanced Rock Investment Advisors | 30k | $2.9M | 100% | Jun 2026 |
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| LRI Investments | 30k | $2.9M | 0% | Jun 2026 |
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| Principal Securities | 29k | $2.8M | -1% | Jun 2026 |
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| Aire Advisors | 29k | $2.8M | -7% | Jun 2026 |
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| Horizon Investment Services | 28k | $2.7M | 4% | Jun 2026 |
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| Sovran Advisors | 28k | $2.6M | 9% | Jun 2026 |
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| Rhodes Investment Advisors | 26k | $2.6M | -1% | Jun 2026 |
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| United Advisor Group | 26k | $2.5M | 3% | Jun 2026 |
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| GHP Investment Advisors | 25k | $2.5M | -5% | Jun 2026 |
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| Visionary Wealth Advisors | 24k | $2.4M | -7% | Jun 2026 |
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| Mercer Global Advisors | 23k | $2.3M | -14% | Jun 2026 |
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| CIBC Bancorp USA | 23k | $2.2M | 19% | Jun 2026 |
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| Hilltop Holdings | 23k | $2.2M | 1% | Jun 2026 |
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| Goldman Sachs Group | 22k | $2.2M | -14% | Jun 2026 |
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| Sagespring Wealth Partners | 22k | $2.2M | 0% | Jun 2026 |
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| First Bank & Trust | 22k | $2.2M | 22% | Jun 2026 |
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| Ausdal Financial Partners | 22k | $2.2M | 9% | Jun 2026 |
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| Stanich Group | 22k | $2.1M | 23% | Jun 2026 |
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| Farther Finance Advisors | 21k | $2.1M | 19% | Jun 2026 |
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| PCA Investment Advisory Services | 21k | $2.1M | -1% | Jun 2026 |
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| FMR | 21k | $2.0M | 12% | Jun 2026 |
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| Pnc Financial Services | 21k | $2.0M | -1% | Jun 2026 |
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| Courage Miller Partners | 21k | $2.0M | -7% | Jun 2026 |
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| Hunter Associates | 20k | $2.0M | -7% | Jun 2026 |
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| Nilsine Partners | 20k | $1.9M | 1% | Jun 2026 |
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| Bonfire Financial | 20k | $1.9M | 0% | Jun 2026 |
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| Betterment | 19k | $1.9M | -6% | Jun 2026 |
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| Focus Financial Network | 19k | $1.9M | -3% | Jun 2026 |
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| Liberty Square Wealth Partners | 19k | $1.8M | -9% | Jun 2026 |
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| Nottingham Advisors | 19k | $1.8M | 0% | Jun 2026 |
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| Global Retirement Partners | 19k | $1.8M | 51% | Jun 2026 |
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| Carnegie Capital Asset Management | 18k | $1.8M | 15% | Jun 2026 |
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| Stratos Wealth Partners | 18k | $1.8M | 6% | Jun 2026 |
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| Axxcess Wealth Management | 18k | $1.7M | 100% | Jun 2026 |
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| Capital Asset Advisory Services | 18k | $1.7M | -2% | Jun 2026 |
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| Natixis Asset Management Advisors | 18k | $1.7M | 28% | Jun 2026 |
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| Money Concepts Capital Corp | 17k | $1.7M | -1% | Jun 2026 |
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| Perissos Private Wealth Management | 17k | $1.7M | -1% | Jun 2026 |
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| Equity Wealth Partners | 17k | $1.7M | 0% | Jun 2026 |
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| McAdam | 17k | $1.6M | -22% | Jun 2026 |
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| Davenport & Co | 16k | $1.6M | -9% | Jun 2026 |
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| Silver Oak Securities | 16k | $1.5M | 0% | Jun 2026 |
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| HF Advisory Group | 15k | $1.5M | 1% | Jun 2026 |
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| Neumann Capital Management | 15k | $1.5M | 0% | Jun 2026 |
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| Independent Financial Group | 15k | $1.4M | -4% | Jun 2026 |
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| We Are One Seven | 12k | $1.2M | -89% | Jun 2026 |
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| Jim Saulnier & Associates | 8.4k | $826k | -53% | Jun 2026 |
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| AE Wealth Management | 1.3k | $129k | -93% | Jun 2026 |
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Who sold out of iShares Morningstar Mid Growth Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2026 | 26k | $2.1M |
| Hrt Financial | Mar 2026 | 18k | $1.4M |