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 |
|---|---|---|---|---|---|
| LPL Financial | 1.5M | $104M | 115% | Mar 2024 |
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| Morgan Stanley | 899k | $64M | 18% | Mar 2024 |
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| Ameriprise Financial | 888k | $63M | 11% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 698k | $49M | 6% | Mar 2024 |
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| Raymond James Financial Services Advisors | 623k | $44M | 2% | Mar 2024 |
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| Commonwealth Equity Services | 547k | $39M | 3% | Mar 2024 |
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| Wells Fargo & Company | 435k | $31M | -5% | Mar 2024 |
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| H D Vest Advisory Services | 398k | $28M | 20% | Mar 2024 |
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| Royal Bank of Canada | 376k | $27M | 2% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 367k | $26M | 107% | Mar 2024 |
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| Orgel Wealth Management | 338k | $24M | -19% | Mar 2024 |
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| Creative Financial Designs | 284k | $20M | -54% | Mar 2024 |
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| Cornerstone Planning Group | 274k | $19M | 6% | Mar 2024 |
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| Forte Capital | 272k | $19M | 1% | Mar 2024 |
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| Cosner Financial Group | 243k | $17M | 6% | Mar 2024 |
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| Mariner Wealth Advisors | 238k | $17M | 11% | Mar 2024 |
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| Bank of America Corporation | 217k | $15M | 5% | Mar 2024 |
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| Advisor Group Holdings | 215k | $15M | -28% | Mar 2024 |
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| Rodgers & Associates | 211k | $15M | -5% | Mar 2024 |
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| Marmo Financial Group | 208k | $15M | 4% | Mar 2024 |
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| Envestnet Asset Management | 184k | $13M | -2% | Mar 2024 |
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| Steele Capital Management | 166k | $12M | -2% | Mar 2024 |
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| Matrix Trust | 165k | $12M | -2% | Mar 2024 |
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| IAG Wealth Partners | 160k | $11M | 5% | Mar 2024 |
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| Capital Wealth Management | 156k | $11M | -1% | Mar 2024 |
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| Scott Capital Advisors | 150k | $11M | 3% | Mar 2024 |
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| Raymond James & Associates | 133k | $9.4M | 8% | Mar 2024 |
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| Cambridge Investment Research Advisors | 127k | $8.9M | -43% | Mar 2024 |
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| Employees' Retirement Fund of the City of Fort Worth | 123k | $8.7M | 0% | Mar 2024 |
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| Ethos Financial Group | 119k | $8.4M | 100% | Mar 2024 |
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| Etfidea | 119k | $8.4M | -4% | Mar 2024 |
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| Steward Partners Investment Advisory | 107k | $7.6M | 8% | Mar 2024 |
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| We Are One Seven | 106k | $6.8M | 5% | Dec 2023 |
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| Integrated Investment Consultants | 104k | $7.4M | -25% | Mar 2024 |
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| Oppenheimer & Co | 97k | $6.8M | -25% | Mar 2024 |
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| Branch Banking & Trust Company | 91k | $6.4M | -1% | Mar 2024 |
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| Cedrus | 91k | $6.4M | 7% | Mar 2024 |
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| PFS Partners | 90k | $6.4M | 3% | Mar 2024 |
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| CWM | 89k | $6.3M | 2% | Mar 2024 |
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| OxenFree Capital | 89k | $6.3M | 3% | Mar 2024 |
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| Private Advisor | 88k | $6.2M | 17% | Mar 2024 |
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| Sigma Planning | 87k | $6.1M | 127% | Mar 2024 |
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| Bedel Financial Consulting | 81k | $5.7M | 2% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 77k | $5.4M | 26% | Mar 2024 |
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| Rdl Financial | 74k | $4.5M | 0% | Mar 2024 |
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| Baird Financial | 68k | $4.4M | 40% | Dec 2023 |
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| Atria Wealth Solutions | 64k | $4.5M | 10% | Mar 2024 |
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| Certified Advisory Corp | 62k | $4.4M | -6% | Mar 2024 |
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| Summit Asset Management | 61k | $4.3M | 0% | Mar 2024 |
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| Goldman Sachs Group | 56k | $4.0M | 387% | Mar 2024 |
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| Nations Financial Group | 56k | $4.0M | 26% | Mar 2024 |
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| Castle Wealth Management | 54k | $3.8M | 1% | Mar 2024 |
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| Valley National Advisers | 54k | $2.7M | 3% | Mar 2024 |
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| CI Private Wealth | 53k | $3.7M | 1% | Mar 2024 |
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| Nwam | 52k | $3.5M | -6% | Mar 2024 |
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| Creative Planning | 50k | $3.6M | -7% | Mar 2024 |
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| Jpmorgan Chase & Co | 49k | $3.5M | 2% | Mar 2024 |
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| Verde Capital Management | 43k | $3.0M | 26% | Mar 2024 |
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| Family Legacy | 42k | $3.0M | -3% | Mar 2024 |
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| Eudaimonia Partners | 41k | $2.9M | 10% | Mar 2024 |
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| Financial Freedom | 39k | $2.7M | -10% | Mar 2024 |
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| Janney Montgomery Scott | 38k | $2.7M | -16% | Mar 2024 |
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| HighTower Advisors | 38k | $2.7M | 0% | Mar 2024 |
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| Pensionmark Financial Group | 37k | $2.6M | 100% | Mar 2024 |
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| Visionary Wealth Advisors | 36k | $2.6M | 8% | Mar 2024 |
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| PFG Advisors | 35k | $2.5M | -2% | Mar 2024 |
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| Global Retirement Partners | 35k | $2.5M | -1% | Mar 2024 |
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| Park Avenue Securities | 34k | $2.4M | -5% | Mar 2024 |
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| Lincoln National | 33k | $2.4M | 11% | Mar 2024 |
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| Fermata Advisors | 33k | $2.3M | -44% | Mar 2024 |
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| Financial Advisory Corp | 31k | $2.2M | 7% | Mar 2024 |
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| Black Diamond Financial | 30k | $2.0M | 0% | Mar 2024 |
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| Capital Square | 30k | $2.1M | 100% | Mar 2024 |
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| Leo Wealth | 29k | $2.1M | 0% | Mar 2024 |
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| Asset Allocation Strategies | 29k | $2.1M | 12% | Mar 2024 |
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| Mercer Global Advisors | 29k | $2.1M | -9% | Mar 2024 |
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| Ignite Planners | 28k | $2.0M | 8% | Mar 2024 |
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| GHP Investment Advisors | 28k | $2.0M | -1% | Mar 2024 |
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| Courage Miller Partners | 28k | $2.0M | -2% | Mar 2024 |
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| Goss Wealth Management | 28k | $2.0M | -12% | Mar 2024 |
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| Aire Advisors | 28k | $2.0M | 0% | Mar 2024 |
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| Brian McDonald | 27k | $1.9M | 8% | Mar 2024 |
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| Arden Trust | 27k | $1.9M | 0% | Mar 2024 |
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| Whitaker-Myers Wealth Managers | 27k | $1.9M | -1% | Mar 2024 |
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| Marino, Stram & Associates | 26k | $1.8M | 3% | Mar 2024 |
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| Arete Wealth Advisors | 25k | $1.8M | 3% | Mar 2024 |
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| Hunter Associates | 25k | $1.8M | 4% | Mar 2024 |
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| Merit Financial Group | 25k | $1.7M | -6% | Mar 2024 |
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| Kestra Advisory Services | 24k | $1.5M | 0% | Dec 2023 |
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| Belpointe Asset Management | 23k | $1.6M | 100% | Mar 2024 |
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| Eagle Strategies | 22k | $1.6M | -78% | Mar 2024 |
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| Horizon Investment Services | 22k | $1.6M | 10% | Mar 2024 |
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| Prospect Financial Services | 22k | $1.5M | 11% | Mar 2024 |
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| Principal Securities | 21k | $1.5M | 16% | Mar 2024 |
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| Pnc Financial Services | 20k | $1.4M | 1% | Mar 2024 |
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| PCA Investment Advisory Services | 20k | $1.4M | 15% | Mar 2024 |
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| Integrated Wealth Concepts | 20k | $1.4M | 2% | Mar 2024 |
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| Hilltop Holdings | 19k | $1.4M | 27% | Mar 2024 |
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| Kingsview Wealth Management | 19k | $1.4M | 29% | Mar 2024 |
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| AdvisorNet Financial | 19k | $1.3M | 1% | Mar 2024 |
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| Focus Financial Network | 19k | $1.2M | 100% | Dec 2023 |
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| Allegheny Financial Group | 19k | $1.3M | 38% | Mar 2024 |
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| Citigroup | 17k | $1.2M | -4% | Mar 2024 |
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| Atria Investments | 17k | $1.1M | 100% | Dec 2023 |
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| Dfpg Investments | 17k | $1.0M | 0% | Dec 2023 |
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| Money Concepts Capital Corp | 16k | $1.1M | -7% | Mar 2024 |
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| Focus Financial Network | 16k | $1.1M | 100% | Mar 2024 |
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| Diversify Advisory Services | 16k | $1.1M | 100% | Mar 2024 |
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| Neumann Capital Management | 16k | $1.1M | -1% | Mar 2024 |
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| Ieq Capital | 14k | $1.0M | 0% | Mar 2024 |
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| Carnegie Capital Asset Management | 14k | $999k | 19% | Mar 2024 |
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| Capital Asset Advisory Services | 14k | $938k | 6% | Mar 2024 |
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| Hrc Wealth Management | 13k | $935k | -17% | Mar 2024 |
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| Ausdal Financial Partners | 13k | $935k | 31% | Mar 2024 |
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| Susquehanna International | 13k | $932k | -70% | Mar 2024 |
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| Stifel Financial | 13k | $924k | 1% | Mar 2024 |
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| Accel Wealth Management | 13k | $914k | 35% | Mar 2024 |
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| Axxcess Wealth Management | 13k | $819k | 7% | Dec 2023 |
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| Pacific Sun Financial Corp | 13k | $884k | -1% | Mar 2024 |
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| Cape Investment Advisory | 12k | $801k | 0% | Dec 2023 |
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| Klr Investment Advisors | 12k | $818k | 100% | Mar 2024 |
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| FTB Advisors | 12k | $872k | -27% | Mar 2024 |
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| Founders Financial Securities | 12k | $816k | 100% | Mar 2024 |
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| Full Sail Capital | 12k | $814k | 0% | Mar 2024 |
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| DDFG | 12k | $813M | -29% | Mar 2024 |
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| Pathstone Holdings | 11k | $799k | 0% | Mar 2024 |
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| Capital Analysts | 11k | $788k | 1% | Mar 2024 |
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| Harbor Investment Advisory | 11k | $773k | 0% | Mar 2024 |
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| American Trust | 11k | $702k | 100% | Dec 2023 |
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| Rockport Wealth | 11k | $738k | 100% | Mar 2024 |
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| Fifth Third Securities | 9.7k | $687k | 3% | Mar 2024 |
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| Thrivent Financial for Lutherans | 9.7k | $683k | 62% | Mar 2024 |
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| J.w. Cole Advisors | 9.6k | $681k | 16% | Mar 2024 |
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| Stratos Wealth Advisors | 9.6k | $680k | 100% | Mar 2024 |
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| Betterment | 9.3k | $660k | 160% | Mar 2024 |
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| Madison Wealth Partners | 9.1k | $646k | -1% | Mar 2024 |
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| CGC Financial Services | 8.8k | $620k | -45% | Mar 2024 |
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| James J. Burns & Company | 8.7k | $605k | -53% | Mar 2024 |
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| Willner & Heller | 8.7k | $560k | 100% | Dec 2023 |
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| HF Advisory Group | 8.7k | $614k | 3% | Mar 2024 |
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| Mutual Advisors | 8.6k | $611k | 1% | Mar 2024 |
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| Signature Securities Group Corporation | 8.4k | $593k | -18% | Mar 2024 |
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| Burt Wealth Advisors | 8.4k | $593k | 0% | Mar 2024 |
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| Raymond James Trust | 8.4k | $591k | -22% | Mar 2024 |
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| McKinley Carter Wealth Services | 8.3k | $587k | -11% | Mar 2024 |
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| Falcon Wealth Planning | 8.0k | $567k | 0% | Mar 2024 |
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| MAI Wealth Advisors | 8.0k | $566k | -5% | Mar 2024 |
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| Ridgewood Investments | 7.8k | $500k | 0% | Dec 2023 |
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| FMR | 7.4k | $520k | 56% | Mar 2024 |
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| Gail Mannix | 7.2k | $509k | -21% | Mar 2024 |
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| Silver Oak Securities | 7.0k | $492k | -33% | Mar 2024 |
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| DB Wealth Management Group | 6.4k | $412k | -16% | Dec 2023 |
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| Advisory Services Network | 5.4k | $384k | -27% | Mar 2024 |
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| Ameritas Advisory Services | 5.2k | $336k | -91% | Dec 2023 |
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| IFP Advisors | 5.0k | $322k | -70% | Dec 2023 |
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| Northern Capital Management | 3.9k | $274k | -53% | Mar 2024 |
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| Horizon Family Wealth | 3.8k | $269k | -85% | Mar 2024 |
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| Assetmark | 2.3k | $159k | -100% | Mar 2024 |
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Who sold out of iShares Morningstar Mid Growth Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| UBS Group | Dec 2023 | 498k | $32M |
| Frank. Day | Dec 2023 | 30k | $1.9M |
| SFMG Wealth Advisors | Dec 2023 | 29k | $1.9M |
| Beaumont Capital Management | Dec 2023 | 27k | $1.8M |
| Jane Street | Dec 2023 | 21k | $1.3M |