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 |
|---|---|---|---|---|---|
| Ameriprise Financial | 798k | $46M | -9% | Mar 2023 |
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| Raymond James Financial Services Advisors | 643k | $37M | 3% | Mar 2023 |
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| LPL Financial | 583k | $34M | 14% | Mar 2023 |
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| Northwestern Mutual Wealth Management Company | 560k | $30M | 3% | Dec 2022 |
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| UBS Group | 515k | $30M | -7% | Mar 2023 |
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| Wells Fargo & Company | 509k | $27M | -4% | Dec 2022 |
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| Morgan Stanley | 410k | $22M | 100% | Dec 2022 |
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| Commonwealth Equity Services | 399k | $23M | -4% | Mar 2023 |
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| Orgel Wealth Management | 388k | $22M | 4% | Mar 2023 |
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| Creative Financial Designs | 338k | $19M | 3% | Mar 2023 |
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| Royal Bank of Canada | 290k | $15M | 51% | Dec 2022 |
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| Forte Capital | 270k | $16M | 36% | Mar 2023 |
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| H D Vest Advisory Services | 246k | $14M | 39% | Mar 2023 |
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| Rodgers & Associates | 229k | $13M | 21% | Mar 2023 |
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| Advisor Group Holdings | 205k | $12M | -30% | Mar 2023 |
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| Equitable Holdings | 203k | $12M | 1% | Mar 2023 |
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| Marmo Financial Group | 195k | $11M | 100% | Mar 2023 |
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| Envestnet Asset Management | 169k | $9.8M | 3% | Mar 2023 |
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| McKinley Carter Wealth Services | 164k | $9.4M | 5% | Mar 2023 |
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| Matrix Trust | 163k | $9.4M | 2% | Mar 2023 |
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| Cornerstone Planning Group | 161k | $8.9M | 100% | Dec 2022 |
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| Mariner Wealth Advisors | 161k | $8.7M | 240% | Dec 2022 |
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| Bank of America Corporation | 158k | $9.1M | 19% | Mar 2023 |
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| Capital Wealth Management | 155k | $8.9M | 50% | Mar 2023 |
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| Etfidea | 126k | $7.2M | 0% | Mar 2023 |
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| Raymond James & Associates | 113k | $6.5M | -10% | Mar 2023 |
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| Scott Capital Advisors | 112k | $6.4M | 96% | Mar 2023 |
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| FTB Advisors | 101k | $5.4M | -56% | Dec 2022 |
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| Integrated Investment Consultants | 101k | $5.4M | 6% | Dec 2022 |
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| Cambridge Investment Research Advisors | 98k | $5.7M | -4% | Mar 2023 |
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| Money Concepts Capital Corp | 98k | $1.0M | 374% | Mar 2023 |
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| Portfolio Strategies | 97k | $5.6M | -1% | Mar 2023 |
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| Financial Network Investment Corporation | 90k | $4.9M | 110% | Dec 2022 |
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| We Are One Seven | 84k | $4.8M | 3% | Mar 2023 |
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| Mercer Global Advisors | 81k | $4.7M | -7% | Mar 2023 |
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| CWM | 75k | $4.3M | 6% | Mar 2023 |
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| Oppenheimer & Co | 74k | $4.3M | 100% | Mar 2023 |
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| Rdl Financial | 74k | $4.0M | 100% | Dec 2022 |
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| Bedel Financial Consulting | 73k | $4.2M | 5% | Mar 2023 |
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| Eagle Strategies | 69k | $4.0M | 32% | Mar 2023 |
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| Harvest Group Wealth Management | 66k | $3.8M | 7% | Mar 2023 |
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| Ipsen Advisor Group | 65k | $3.5M | 100% | Dec 2022 |
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| Certified Advisory Corp | 64k | $3.7M | 3% | Mar 2023 |
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| Summit Asset Management | 64k | $3.7M | -2% | Mar 2023 |
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| Northern Capital Management | 61k | $3.5M | 12% | Mar 2023 |
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| Baird Financial | 61k | $3.3M | -12% | Dec 2022 |
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| Great Valley Advisor Group | 60k | $3.4M | 42% | Mar 2023 |
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| First Republic Investment Management | 58k | $3.4M | -7% | Mar 2023 |
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| Creative Planning | 57k | $3.1M | 2% | Dec 2022 |
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| Ameritas Advisory Services | 56k | $3.2M | 14% | Mar 2023 |
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| Mml Investors Services | 55k | $3.2M | 1% | Mar 2023 |
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| Sigma Planning | 51k | $2.9M | 99% | Mar 2023 |
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| James J. Burns & Company | 48k | $2.8M | 12% | Mar 2023 |
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| Park Avenue Securities | 46k | $2.6M | 1% | Mar 2023 |
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| Family Legacy | 45k | $2.6M | 0% | Mar 2023 |
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| Castle Wealth Management | 45k | $2.6M | 5% | Mar 2023 |
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| Kestra Advisory Services | 44k | $2.6M | 92% | Mar 2023 |
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| Masso Torrence Wealth Management | 43k | $2.5M | 34% | Mar 2023 |
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| CI Private Wealth | 43k | $2.4M | -5% | Mar 2023 |
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| GeoWealth Management | 43k | $2.3M | 661% | Dec 2022 |
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| Financial Freedom | 41k | $2.4M | 48% | Mar 2023 |
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| HighTower Advisors | 40k | $2.3M | 3% | Mar 2023 |
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| Valley National Advisers | 38k | $2.2M | 22% | Mar 2023 |
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| PFG Advisors | 36k | $2.1M | 1% | Mar 2023 |
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| Private Advisor | 35k | $2.0M | 2% | Mar 2023 |
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| Bft Financial Group | 34k | $2.0M | 100% | Mar 2023 |
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| Global Retirement Partners | 34k | $1.9M | 32% | Mar 2023 |
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| Courage Miller Partners | 33k | $1.9M | -3% | Mar 2023 |
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| Eudaimonia Partners | 31k | $1.8M | 7% | Mar 2023 |
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| PCA Investment Advisory Services | 31k | $1.8M | 100% | Mar 2023 |
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| Frank. Day | 30k | $1.7M | 0% | Mar 2023 |
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| GHP Investment Advisors | 30k | $1.7M | 0% | Mar 2023 |
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| Aire Advisors | 28k | $1.6M | -8% | Mar 2023 |
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| Financial Advisory Corp | 27k | $1.5M | -3% | Mar 2023 |
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| Black Diamond Financial | 26k | $1.5M | 6% | Mar 2023 |
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| Goldman Sachs Group | 25k | $1.4M | -29% | Mar 2023 |
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| Cetera Investment Advisers | 25k | $1.4M | -39% | Mar 2023 |
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| Visionary Wealth Advisors | 24k | $1.3M | -1% | Dec 2022 |
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| Goss Wealth Management | 24k | $1.3M | 170% | Mar 2023 |
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| Arete Wealth Advisors | 24k | $1.4M | -1% | Mar 2023 |
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| Verde Capital Management | 23k | $1.3M | 14% | Mar 2023 |
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| Pnc Financial Services | 21k | $1.2M | 0% | Dec 2022 |
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| American Trust | 21k | $1.3M | 100% | Mar 2023 |
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| CLS Investments | 21k | $1.1M | 0% | Dec 2022 |
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| Steward Partners Investment Advisory | 19k | $1.0M | -3% | Dec 2022 |
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| DDFG | 18k | $1.0B | 19% | Mar 2023 |
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| Marino, Stram & Associates | 17k | $1.0M | -3% | Mar 2023 |
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| Stifel Financial | 17k | $936k | 32% | Dec 2022 |
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| Brian McDonald | 17k | $981k | -2% | Dec 2022 |
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| Hunter Associates | 17k | $966k | 8% | Mar 2023 |
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| Laurel Wealth Advisors | 16k | $883k | 2% | Dec 2022 |
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| Horizon Investment Services | 16k | $923k | 37% | Mar 2023 |
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| Neumann Capital Management | 16k | $902k | -9% | Mar 2023 |
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| Dfpg Investments | 16k | $900k | 100% | Mar 2023 |
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| Lincoln National | 15k | $861k | 0% | Mar 2023 |
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| Nwam | 15k | $852k | 0% | Mar 2023 |
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| IFP Advisors | 15k | $3.2M | -10% | Mar 2023 |
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| Whitaker-Myers Wealth Managers | 15k | $841k | 16% | Mar 2023 |
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| Citigroup | 14k | $831k | 8% | Mar 2023 |
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| Ieq Capital | 14k | $827k | 0% | Mar 2023 |
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| Nations Financial Group | 14k | $810k | 125% | Mar 2023 |
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| Susquehanna International | 14k | $808k | 100% | Mar 2023 |
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| Hilltop Holdings | 13k | $767k | 19% | Mar 2023 |
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| Signature Securities Group Corporation | 13k | $765k | -12% | Mar 2023 |
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| Capital Analysts | 13k | $763k | -20% | Mar 2023 |
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| Merit Financial Group | 13k | $744k | -39% | Mar 2023 |
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| Allegheny Financial Group | 13k | $724k | 0% | Mar 2023 |
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| Pacific Sun Financial Corp | 12k | $669k | 4% | Dec 2022 |
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| AdvisorNet Financial | 12k | $697k | 7% | Mar 2023 |
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| Fifth Third Securities | 12k | $678k | 5% | Mar 2023 |
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| Full Sail Capital | 12k | $663k | 0% | Mar 2023 |
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| Harbor Investment Advisory | 11k | $626k | -1% | Mar 2023 |
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| Capital Asset Advisory Services | 11k | $624k | 6% | Mar 2023 |
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| RFG Advisory | 11k | $624k | -6% | Mar 2023 |
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| Raymond James Trust | 11k | $622k | 34% | Mar 2023 |
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| AE Wealth Management | 11k | $615k | 100% | Mar 2023 |
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| Ausdal Financial Partners | 10k | $579k | -2% | Mar 2023 |
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| Windsor Group | 9.9k | $558k | 0% | Mar 2023 |
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| Cresset Asset Management | 9.8k | $379k | -8% | Dec 2022 |
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| Pathstone Family Office | 9.6k | $553k | 0% | Mar 2023 |
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| Dynamic Advisors Solutions | 9.5k | $547k | 100% | Mar 2023 |
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| J.w. Cole Advisors | 8.7k | $498k | -21% | Mar 2023 |
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| Fermata Advisors | 8.6k | $498k | -89% | Mar 2023 |
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| Accel Wealth Management | 8.5k | $488k | -11% | Mar 2023 |
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| Burt Wealth Advisors | 8.5k | $487k | 0% | Mar 2023 |
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| Madison Wealth Partners | 8.0k | $463k | 33% | Mar 2023 |
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| IHT Wealth Management | 8.0k | $462k | -11% | Mar 2023 |
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| Falcon Wealth Planning | 8.0k | $432k | 0% | Dec 2022 |
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| HF Advisory Group | 7.9k | $454k | -1% | Mar 2023 |
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| Willner & Heller | 7.8k | $420k | 2% | Dec 2022 |
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| DB Wealth Management Group | 7.7k | $442k | -3% | Mar 2023 |
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| Branch Banking & Trust Company | 7.6k | $436k | -91% | Mar 2023 |
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| Orion Portfolio Solutions | 7.6k | $407k | -19% | Dec 2022 |
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| IFG Advisory | 7.0k | $405k | 19% | Mar 2023 |
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| SMI Advisory Services | 7.0k | $378k | -35% | Mar 2023 |
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| Mutual Advisors | 7.0k | $403k | -3% | Mar 2023 |
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| Afg Fiduciary Services Limited Partnership | 6.8k | $389k | 0% | Mar 2023 |
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| Gail Mannix | 6.8k | $389k | 41% | Mar 2023 |
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| American Money Management | 6.5k | $374k | 0% | Mar 2023 |
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| Ridgewood Investments | 6.4k | $370k | 8% | Mar 2023 |
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| TAP Consulting | 6.4k | $367k | 1% | Mar 2023 |
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| Carnegie Capital Asset Management | 6.3k | $365k | 37% | Mar 2023 |
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| Asset Allocation Strategies | 6.3k | $363k | -66% | Mar 2023 |
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| Davis Investment Partners | 6.3k | $357k | 0% | Mar 2023 |
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| Bank Of Montreal | 6.0k | $324k | -12% | Dec 2022 |
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| Townsquare Capital | 5.9k | $339k | 37% | Mar 2023 |
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| Rede Wealth | 5.8k | $334k | -28% | Mar 2023 |
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| McAdam | 5.7k | $326k | 100% | Mar 2023 |
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| Geneos Wealth Management | 5.6k | $323k | 6% | Mar 2023 |
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| William Blair $ Company | 5.4k | $312k | 540% | Mar 2023 |
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| Kovack Advisors | 5.2k | $297k | -13% | Mar 2023 |
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| Benjamin F. Edwards & Company | 5.1k | $295k | -10% | Mar 2023 |
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| Stephens | 5.0k | $288k | -44% | Mar 2023 |
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| Regal Investment Advisors | 4.8k | $275k | -15% | Mar 2023 |
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Who sold out of iShares Morningstar Mid Growth Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bogart Wealth | Dec 2022 | 457k | $25M |
| Stewardship Advisors | Dec 2022 | 24k | $1.3M |
| Western Wealth Management | Sep 2022 | 20k | $1.0M |
| Atria Wealth Solutions | Dec 2022 | 13k | $722k |
| Citadel Advisors | Dec 2022 | 10k | $539k |
| Mount Yale Investment Advisors | Dec 2022 | 8.9k | $479k |
| Echo45 Advisors | Dec 2022 | 8.8k | $476k |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Dec 2022 | 5.5k | $295k |