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 |
|---|---|---|---|---|---|
| Vantagepoint Investment Advisers | 3.0M | $237M | -2% | Mar 2026 |
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| LPL Financial | 2.6M | $205M | 6% | Mar 2026 |
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| Morgan Stanley | 1.3M | $101M | 11% | Mar 2026 |
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| Raymond James Financial | 968k | $77M | -4% | Dec 2025 |
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| Cetera Investment Advisers | 944k | $74M | 3% | Mar 2026 |
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| Ameriprise Financial | 931k | $75M | 15% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 827k | $65M | -2% | Mar 2026 |
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| Commonwealth Equity Services | 574k | $45M | 2% | Mar 2026 |
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| Bank of America Corporation | 568k | $45M | 100% | Mar 2026 |
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| Mariner Wealth Advisors | 477k | $38M | 6% | Mar 2026 |
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| Advisor Group Holdings | 472k | $38M | -9% | Dec 2025 |
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| UBS Group | 449k | $35M | 4% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 446k | $35M | -29% | Mar 2026 |
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| Victory Financial Group | 432k | $34M | 3% | Mar 2026 |
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| Wells Fargo & Company | 414k | $33M | -1% | Mar 2026 |
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| Cornerstone Planning Group | 383k | $34M | 9% | Mar 2026 |
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| Orgel Wealth Management | 292k | $23M | 0% | Mar 2026 |
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| SRS Capital Advisors | 289k | $23M | 6% | Mar 2026 |
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| Cosner Financial Group | 274k | $22M | 1% | Mar 2026 |
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| Royal Bank of Canada | 269k | $22M | -14% | Mar 2026 |
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| BEAM Asset Management | 260k | $21M | 530% | Mar 2026 |
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| Eclectic Associates | 249k | $20M | 24% | Mar 2026 |
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| Rodgers & Associates | 244k | $19M | 6% | Mar 2026 |
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| IAG Wealth Partners | 230k | $18M | 3% | Mar 2026 |
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| Capital Wealth Management | 227k | $18M | 14% | Mar 2026 |
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| Allegheny Financial Group | 220k | $17M | 36% | Mar 2026 |
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| Rockport Wealth | 210k | $17M | -48% | Mar 2026 |
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| Equitable Holdings | 207k | $17M | -1% | Mar 2026 |
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| Matrix Trust | 204k | $16M | 0% | Mar 2026 |
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| Steele Capital Management | 204k | $16M | 0% | Mar 2026 |
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| CWM | 196k | $16M | 2% | Dec 2025 |
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| Bedel Financial Consulting | 165k | $13M | 4% | Mar 2026 |
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| Envestnet Asset Management | 162k | $13M | -12% | Mar 2026 |
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| Eagle Strategies | 161k | $13M | 7% | Mar 2026 |
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| Ptm Wealth Management | 157k | $13M | 23% | Mar 2026 |
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| Creative Financial Designs | 153k | $12M | 0% | Mar 2026 |
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| Granville Capital | 146k | $12M | 100% | Mar 2026 |
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| Mount Yale Investment Advisors | 140k | $11M | 9% | Mar 2026 |
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| Nations Financial Group | 139k | $11M | 7% | Mar 2026 |
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| Vestmark Advisory Solutions | 137k | $11M | 9% | Mar 2026 |
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| Cambridge Investment Research Advisors | 134k | $11M | 8% | Mar 2026 |
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| Integrated Investment Consultants | 133k | $11M | 6% | Mar 2026 |
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| Sigma Planning | 130k | $10M | 2% | Mar 2026 |
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| Scott Capital Advisors | 115k | $9.5M | 3% | Mar 2026 |
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| OxenFree Capital | 111k | $9.4M | 20% | Mar 2026 |
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| Branch Banking & Trust Company | 108k | $8.5M | 6% | Mar 2026 |
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| Tandem Financial | 108k | $8.5M | 64% | Mar 2026 |
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| Wood Tarver Financial Group | 107k | $8.4M | 7% | Mar 2026 |
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| We Are One Seven | 106k | $8.5M | 8% | Dec 2025 |
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| PFS Partners | 102k | $8.0M | 4% | Mar 2026 |
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| Steward Partners Investment Advisory | 100k | $7.8M | 3% | Mar 2026 |
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| Certified Advisory Corp | 98k | $7.7M | 23% | Mar 2026 |
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| Goss Wealth Management | 93k | $7.3M | 39% | Mar 2026 |
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| Silver Oak Wealth Advisors Services | 88k | $7.0M | 3% | Mar 2026 |
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| Ipsen Advisor Group | 81k | $6.3M | 2% | Mar 2026 |
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| Oppenheimer & Co | 80k | $6.3M | 1% | Mar 2026 |
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| DDFG | 78k | $6.1B | 54% | Mar 2026 |
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| Verde Capital Management | 78k | $6.1M | 11% | Mar 2026 |
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| Private Advisor | 72k | $5.7M | -44% | Mar 2026 |
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| Kestra Advisory Services | 72k | $5.6M | 19% | Mar 2026 |
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| Marino, Stram & Associates | 71k | $5.6M | 11% | Mar 2026 |
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| Castle Wealth Management | 66k | $5.2M | 4% | Mar 2026 |
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| American Trust | 62k | $4.9M | -1% | Mar 2026 |
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| Denver Wealth Management | 60k | $4.7M | 12% | Mar 2026 |
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| Chaney Capital Management | 59k | $4.7M | 9% | Mar 2026 |
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| Diversify Wealth Management | 58k | $5.0M | 33% | Mar 2026 |
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| Cerro Pacific Wealth Advisors | 58k | $4.6M | 24% | Mar 2026 |
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| Summit Asset Management | 57k | $4.5M | -1% | Mar 2026 |
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| Premier Private Wealth Management | 57k | $4.5M | 100% | Mar 2026 |
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| Kellett Schaffner Wealth Advisors | 57k | $4.5M | 5% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 57k | $4.5M | 0% | Dec 2025 |
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| Employees' Retirement Fund of the City of Fort Worth | 56k | $4.4M | 0% | Mar 2026 |
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| Merit Financial Group | 55k | $4.3M | 12% | Mar 2026 |
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| Mml Investors Services | 53k | $4.2M | -44% | Mar 2026 |
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| Virtus Wealth Solutions | 53k | $4.2M | -1% | Mar 2026 |
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| Steinberganna Wealth Management | 53k | $4.2M | -6% | Mar 2026 |
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| Nwam | 52k | $4.1M | 0% | Mar 2026 |
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| Kingswood Wealth Advisors | 52k | $4.1M | 1% | Mar 2026 |
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| Janney Montgomery Scott | 50k | $3.9M | 2% | Mar 2026 |
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| Creative Planning | 50k | $3.9M | 2% | Mar 2026 |
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| Financial Advisory Corp | 47k | $3.7M | 10% | Dec 2025 |
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| James J. Burns & Company | 43k | $3.4M | -3% | Mar 2026 |
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| Black Diamond Financial | 43k | $3.4M | -10% | Mar 2026 |
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| William Blair $ Company | 42k | $3.3M | 59% | Mar 2026 |
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| Valley National Advisers | 41k | $3.1M | 2% | Mar 2026 |
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| Horizon Family Wealth | 41k | $3.2M | 48% | Mar 2026 |
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| Marmo Financial Group | 39k | $3.1M | -2% | Mar 2026 |
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| Prospect Financial Services | 38k | $3.0M | 1% | Mar 2026 |
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| Old Point Trust & Financial Services N A | 37k | $2.9M | 15% | Mar 2026 |
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| Leo Wealth | 36k | $2.8M | -2% | Mar 2026 |
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| Accel Wealth Management | 34k | $2.7M | 17% | Mar 2026 |
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| HighTower Advisors | 33k | $2.6M | 9% | Mar 2026 |
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| Integrated Wealth Concepts | 32k | $2.5M | 907% | Mar 2026 |
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| Family Legacy | 32k | $2.5M | -17% | Mar 2026 |
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| Summit Wealth Group Llc / Co | 32k | $2.5M | 0% | Mar 2026 |
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| Ignite Planners | 32k | $2.5M | 0% | Mar 2026 |
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| Capital Square | 31k | $2.7M | 5% | Mar 2026 |
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| Caliber Wealth Management, Llc / Ks | 31k | $2.5M | -4% | Mar 2026 |
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| Aire Advisors | 31k | $2.5M | -1% | Mar 2026 |
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| Kingsview Wealth Management | 30k | $2.4M | 0% | Mar 2026 |
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| LRI Investments | 30k | $2.3M | 0% | Mar 2026 |
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| Principal Securities | 29k | $2.3M | -6% | Mar 2026 |
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| Betterment | 27k | $2.2M | 7% | Dec 2025 |
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| Horizon Investment Services | 27k | $2.1M | 34% | Mar 2026 |
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| GHP Investment Advisors | 27k | $2.1M | -1% | Mar 2026 |
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| Mercer Global Advisors | 27k | $2.1M | -3% | Mar 2026 |
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| Jane Street | 26k | $2.1M | 38% | Mar 2026 |
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| Rhodes Investment Advisors | 26k | $2.1M | -5% | Mar 2026 |
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| Goldman Sachs Group | 26k | $2.1M | 15% | Mar 2026 |
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| Visionary Wealth Advisors | 26k | $2.0M | 0% | Mar 2026 |
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| Sovran Advisors | 25k | $2.2M | 1% | Mar 2026 |
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| United Advisor Group | 25k | $2.0M | 13% | Mar 2026 |
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| Jones Financial Companies, L.L | 25k | $2.0M | 29% | Dec 2025 |
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| Ambassador Advisors | 22k | $1.8M | 63% | Mar 2026 |
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| Sagespring Wealth Partners | 22k | $1.7M | -1% | Mar 2026 |
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| Courage Miller Partners | 22k | $1.7M | -1% | Mar 2026 |
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| Hilltop Holdings | 22k | $1.8M | 0% | Dec 2025 |
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| Hunter Associates | 22k | $1.7M | -3% | Mar 2026 |
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| McAdam | 22k | $1.7M | 10% | Mar 2026 |
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| PCA Investment Advisory Services | 21k | $1.7M | 0% | Mar 2026 |
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| Pnc Financial Services | 21k | $1.6M | 4% | Mar 2026 |
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| Liberty Square Wealth Partners | 21k | $1.6M | -3% | Mar 2026 |
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| Ausdal Financial Partners | 20k | $1.6M | -6% | Mar 2026 |
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| Bonfire Financial | 20k | $1.5M | -3% | Mar 2026 |
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| Focus Financial Network | 19k | $1.5M | -15% | Mar 2026 |
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| Nilsine Partners | 19k | $1.7M | -12% | Mar 2026 |
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| CIBC Bancorp USA | 19k | $1.5M | 100% | Mar 2026 |
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| Nottingham Advisors | 19k | $1.5M | 0% | Mar 2026 |
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| AE Wealth Management | 19k | $1.5M | -12% | Mar 2026 |
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| First Bank & Trust | 18k | $1.4M | 38% | Mar 2026 |
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| Capital Asset Advisory Services | 18k | $1.6M | -1% | Mar 2026 |
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| Jim Saulnier & Associates | 18k | $1.4M | 0% | Mar 2026 |
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| Farther Finance Advisors | 18k | $1.4M | -7% | Mar 2026 |
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| Hrt Financial | 18k | $1.4M | -40% | Mar 2026 |
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| Money Concepts Capital Corp | 18k | $1.4M | 2% | Mar 2026 |
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| Stanich Group | 18k | $1.4M | -1% | Mar 2026 |
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| Davenport & Co | 17k | $1.4M | 81% | Mar 2026 |
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| Stratos Wealth Partners | 17k | $1.4M | 221% | Mar 2026 |
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| Perissos Private Wealth Management | 17k | $1.4M | -5% | Mar 2026 |
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| Equity Wealth Partners | 17k | $1.3M | -4% | Mar 2026 |
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| Atlantic Trust | 17k | $1.3M | 183% | Dec 2025 |
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| Carnegie Capital Asset Management | 16k | $1.3M | 2% | Mar 2026 |
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| Silver Oak Securities | 16k | $1.2M | -1% | Mar 2026 |
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| HF Advisory Group | 15k | $1.2M | -3% | Mar 2026 |
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| Independent Financial Group | 15k | $1.2M | 12% | Mar 2026 |
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| Neumann Capital Management | 15k | $1.2M | 0% | Mar 2026 |
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| Ieq Capital | 15k | $1.2M | 0% | Dec 2025 |
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| Citigroup | 14k | $1.1M | 100% | Mar 2026 |
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| Harbour Investments | 14k | $1.1M | 19% | Mar 2026 |
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| KPP Advisory Services | 14k | $1.1M | -8% | Mar 2026 |
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| Resources Investment Advisors | 14k | $1.1M | -17% | Mar 2026 |
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| Benjamin Edwards | 12k | $979k | -17% | Mar 2026 |
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| Global Retirement Partners | 12k | $981k | -42% | Dec 2025 |
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| Brian McDonald | 12k | $945k | -41% | Dec 2025 |
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| Nova Wealth Management | 10k | $806k | -53% | Mar 2026 |
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| Regal Investment Advisors | 8.2k | $658k | -41% | Dec 2025 |
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| Susquehanna International | 3.6k | $287k | -87% | Dec 2025 |
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| CLS Investments | 3.5k | $274k | -75% | Mar 2026 |
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| Lloyd Advisory Services | 531.00 | $42k | -97% | Mar 2026 |
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Who sold out of iShares Morningstar Mid Growth Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 80k | $6.6M |
| Jpmorgan Chase & Co | Sep 2025 | 74k | $6.1M |
| Two Sigma Investments | Dec 2025 | 38k | $3.0M |
| Diversify Advisory Services | Dec 2025 | 20k | $1.7M |
| Axxcess Wealth Management | Dec 2025 | 18k | $1.4M |
| Citadel Advisors | Dec 2025 | 14k | $1.1M |