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 |
---|---|---|---|---|---|
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 |