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
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