IMCG Institutional Ownership
iShares Morningstar Mid-Cap Growth ETF
1W: +0.4%
1M: +0.6%
3M: -2.3%
YTD: +18.6%
1Y: +16.5%
3Y: +71.9%
5Y: +38.1%
$95.72
+0.98 (+1.03%)
Weekly Expected Move ±1.7%
$92
$94
$96
$97
$99
Overview
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Holdings
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Institutional Ownership — IMCG
449
Institutional Holders
+24 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
50
New Positions
144
Increased
160
Reduced
24
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (466 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 3,006,105 | 288M | — | +0.0% | 4Q | SEC ↗ |
| 2 | LPL Financial LLC | 2,871,946 | 275M | +268,592 | +10.3% | 54Q | SEC ↗ |
| 3 | RMG Wealth Management LLC NEW | 1,332,132 | 128M | — | +0.0% | 1Q | SEC ↗ |
| 4 | MORGAN STANLEY | 1,316,703 | 126M | +37,242 | +2.9% | 60Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 1,137,839 | 109M | +114,770 | +11.2% | 7Q | SEC ↗ |
| 6 | AMERIPRISE FINANCIAL INC | 1,021,825 | 98M | +90,825 | +9.8% | 16Q | SEC ↗ |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 993,164 | 95M | +165,792 | +20.0% | 32Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 970,838 | 93M | +27,275 | +2.9% | 25Q | SEC ↗ |
| 9 | Allegheny Financial Group | 622,184 | 60M | +401,770 | +182.3% | 21Q | SEC ↗ |
| 10 | BANK OF AMERICA CORP /DE | 577,867 | 55M | +10,278 | +1.8% | 15Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 542,966 | 52M | +58,744 | +12.1% | 26Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 529,891 | 51M | -44,063 | -7.7% | 35Q | SEC ↗ |
| 13 | UBS Group AG | 440,630 | 42M | -7,874 | -1.8% | 9Q | SEC ↗ |
| 14 | Mariner, LLC | 436,059 | 42M | -41,118 | -8.6% | 16Q | SEC ↗ |
| 15 | VICTORY FINANCIAL GROUP, LLC | 430,919 | 41M | -1,058 | -0.2% | 7Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 422,531 | 40M | +8,803 | +2.1% | 78Q | SEC ↗ |
| 17 | Cornerstone Planning Group LLC | 390,783 | 37M | +8,291 | +2.2% | 13Q | SEC ↗ |
| 18 | Avior Wealth Management, LLC | 310,631 | 30M | -135,475 | -30.4% | 11Q | SEC ↗ |
| 19 | Arax Advisory Partners | 305,921 | 29M | +16,627 | +5.7% | 3Q | SEC ↗ |
| 20 | Orgel Wealth Management, LLC | 284,164 | 27M | -7,453 | -2.6% | 17Q | SEC ↗ |
| 21 | Cosner Financial Group, LLC | 277,581 | 27M | +4,116 | +1.5% | 13Q | SEC ↗ |
| 22 | ECLECTIC ASSOCIATES INC /ADV | 263,644 | 25M | +15,169 | +6.1% | 6Q | SEC ↗ |
| 23 | CAPITAL WEALTH MANAGEMENT, LLC | 243,505 | 23M | +16,622 | +7.3% | 28Q | SEC ↗ |
| 24 | BEAM WEALTH ADVISORS, INC. | 239,990 | 23M | -20,389 | -7.8% | 9Q | SEC ↗ |
| 25 | Rodgers & Associates, LTD | 236,684 | 23M | -7,624 | -3.1% | 23Q | SEC ↗ |
| 26 | IAG Wealth Partners, LLC | 225,135 | 22M | -4,820 | -2.1% | 11Q | SEC ↗ |
| 27 | ROYAL BANK OF CANADA | 212,859 | 20M | -56,560 | -21.0% | 67Q | SEC ↗ |
| 28 | Steele Capital Management, Inc. | 205,307 | 20M | +1,427 | +0.7% | 11Q | SEC ↗ |
| 29 | Matrix Trust Co | 205,307 | 20M | +1,427 | +0.7% | 29Q | SEC ↗ |
| 30 | ELEVATION POINT WEALTH PARTNERS, LLC | 196,090 | 19M | +56,429 | +40.4% | 4Q | SEC ↗ |
| 31 | Rockport Wealth LLC | 194,329 | 19M | -16,078 | -7.6% | 5Q | SEC ↗ |
| 32 | Thrivent Financial for Lutherans | 192,454 | 18M | +188,222 | +4447.6% | 12Q | SEC ↗ |
| 33 | Bedel Financial Consulting, Inc. | 167,366 | 16M | +2,226 | +1.3% | 18Q | SEC ↗ |
| 34 | PTM WEALTH MANAGEMENT, LLC | 163,480 | 16M | +6,431 | +4.1% | 6Q | SEC ↗ |
| 35 | Eagle Strategies LLC | 159,643 | 15M | -1,628 | -1.0% | 17Q | SEC ↗ |
| 36 | GRANVILLE CAPITAL, INC. | 150,569 | 14M | +4,878 | +3.3% | 3Q | SEC ↗ |
| 37 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 145,713 | 14M | +6,988 | +5.0% | 15Q | SEC ↗ |
| 38 | Vestmark Advisory Solutions, Inc. | 144,173 | 14M | +6,929 | +5.0% | 4Q | SEC ↗ |
| 39 | ENVESTNET ASSET MANAGEMENT INC | 144,107 | 14M | -17,872 | -11.0% | 29Q | SEC ↗ |
| 40 | CREATIVE FINANCIAL DESIGNS INC /ADV | 142,953 | 14M | -9,793 | -6.4% | 29Q | SEC ↗ |
| 41 | Integrated Investment Consultants, LLC | 136,468 | 13M | +3,396 | +2.6% | 21Q | SEC ↗ |
| 42 | Sigma Planning Corp | 130,983 | 13M | +1,096 | +0.8% | 47Q | SEC ↗ |
| 43 | WELLINGTON MANAGEMENT GROUP LLP NEW | 122,950 | 12M | — | +0.0% | 1Q | SEC ↗ |
| 44 | CWM, LLC | 116,410 | 11M | -79,815 | -40.7% | 18Q | SEC ↗ |
| 45 | Cambridge Investment Research Advisors | 114,747 | 11M | -19,490 | -14.5% | 38Q | SEC ↗ |
| 46 | Scott Capital Advisors, LLC | 113,384 | 11M | -1,583 | -1.4% | 19Q | SEC ↗ |
| 47 | Wood Tarver Financial Group, LLC | 113,377 | 11M | +6,134 | +5.7% | 7Q | SEC ↗ |
| 48 | Tandem Financial, LLC | 112,506 | 11M | +5,027 | +4.7% | 7Q | SEC ↗ |
| 49 | OxenFree Capital LLC | 111,446 | 11M | +983 | +0.9% | 11Q | SEC ↗ |
| 50 | Certified Advisory Corp | 111,060 | 11M | +13,194 | +13.5% | 22Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| RMG Wealth Management LLC | 1,332,132 | 128M |
| WELLINGTON MANAGEMENT GROUP LLP | 122,950 | 12M |
| Diversify Advisory Services, LLC | 58,498 | 6M |
| Retirement Planning Group, LLC | 37,847 | 4M |
| Balanced Rock Investment Advisors L | 29,812 | 3M |
| Global Retirement Partners, LLC | 18,560 | 2M |
| AXXCESS WEALTH MANAGEMENT, LLC | 17,628 | 2M |
| J.W. COLE ADVISORS, INC. | 12,110 | 1M |
| Integrity Wealth Partners, LLC | 11,720 | 1M |
| Atria Investments, Inc | 10,294 | 985K |
| MONECO ADVISORS, LLC | 10,027 | 960K |
| Nuveen, LLC | 8,215 | 786K |
| Quantinno Capital Management LP | 6,565 | 628K |
| IFG Advisory, LLC | 5,948 | 569K |
| Investment Partners Asset Managemen | 5,762 | 552K |
| Ameritas Advisory Services, LLC | 4,189 | 401K |
| MONETA GROUP INVESTMENT ADVISORS LL | 3,639 | 348K |
| XY Planning Network, Inc. | 3,503 | 335K |
| LEGACY CAPITAL WEALTH MANAGEMENT, L | 3,150 | 302K |
| Evanson Financial, LLC | 3,000 | 287K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Baer Investment Advisory LLC | 431,977 | 41M |
| TWO SIGMA INVESTMENTS, LP | 37,700 | 4M |
| JANE STREET GROUP, LLC | 26,373 | 3M |
| HRT FINANCIAL LP | 17,667 | 2M |
| GTS SECURITIES LLC | 10,827 | 1M |
| Independent Advisor Alliance | 9,444 | 904K |
| EVOLVE PRIVATE WEALTH, LLC | 6,987 | 669K |
| AFG FIDUCIARY SERVICES LIMITED PART | 6,750 | 646K |
| Bay Colony Advisory Group, Inc d/b/ | 5,845 | 559K |
| Arete Wealth Advisors, LLC | 5,530 | 529K |
| Tower Research Capital LLC (TRC) | 4,423 | 423K |
| Richwood Investment Advisors, LLC | 3,725 | 357K |
| Milestones Private Investment Advis | 2,884 | 276K |
| Envestnet Portfolio Solutions, Inc. | 2,580 | 247K |
| Eagle Bay Advisors LLC | 2,400 | 230K |
| Avalon Trust Co | 1,200 | 115K |
| Rossby Financial, LCC | 905 | 87K |
| Sound Income Strategies, LLC | 594 | 57K |
| Networth Advisors, LLC | 592 | 57K |
| Kingdom Financial Group LLC. | 531 | 51K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Allegheny Financial Group | +401,770 | +182.3% | 622,184 |
| LPL Financial LLC | +268,592 | +10.3% | 2,871,946 |
| Thrivent Financial for Lutherans | +188,222 | +4447.6% | 192,454 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +165,792 | +20.0% | 993,164 |
| RAYMOND JAMES FINANCIAL INC | +114,770 | +11.2% | 1,137,839 |
| AMERIPRISE FINANCIAL INC | +90,825 | +9.8% | 1,021,825 |
| OSAIC HOLDINGS, INC. | +58,744 | +12.1% | 542,966 |
| ELEVATION POINT WEALTH PARTNERS, LL | +56,429 | +40.4% | 196,090 |
| MORGAN STANLEY | +37,242 | +2.9% | 1,316,703 |
| Faithward Advisors, LLC | +29,443 | +132.0% | 51,753 |
| Cetera Investment Advisers | +27,275 | +2.9% | 970,838 |
| JONES FINANCIAL COMPANIES LLLP | +17,449 | +46.0% | 55,403 |
| Arax Advisory Partners | +16,627 | +5.7% | 305,921 |
| CAPITAL WEALTH MANAGEMENT, LLC | +16,622 | +7.3% | 243,505 |
| NewEdge Advisors, LLC | +16,582 | +17.9% | 109,197 |
| ECLECTIC ASSOCIATES INC /ADV | +15,169 | +6.1% | 263,644 |
| Certified Advisory Corp | +13,194 | +13.5% | 111,060 |
| DENVER WEALTH MANAGEMENT, INC. | +13,151 | +22.1% | 72,745 |
| MML INVESTORS SERVICES, LLC | +11,822 | +22.1% | 65,227 |
| Private Advisor Group, LLC | +11,432 | +15.9% | 83,528 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Avior Wealth Management, LLC | -135,475 | -30.4% | 310,631 |
| Equitable Holdings, Inc. | -108,287 | -52.4% | 98,557 |
| MGO ONE SEVEN LLC | -95,148 | -88.9% | 11,870 |
| CWM, LLC | -79,815 | -40.7% | 116,410 |
| ROYAL BANK OF CANADA | -56,560 | -21.0% | 212,859 |
| COMMONWEALTH EQUITY SERVICES, LLC | -44,063 | -7.7% | 529,891 |
| Mariner, LLC | -41,118 | -8.6% | 436,059 |
| JPMORGAN CHASE & CO | -20,652 | -22.5% | 71,217 |
| BEAM WEALTH ADVISORS, INC. | -20,389 | -7.8% | 239,990 |
| Cambridge Investment Research Advis | -19,490 | -14.5% | 114,747 |
| ENVESTNET ASSET MANAGEMENT INC | -17,872 | -11.0% | 144,107 |
| AE Wealth Management LLC | -17,273 | -93.0% | 1,310 |
| Rockport Wealth LLC | -16,078 | -7.6% | 194,329 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -9,793 | -6.4% | 142,953 |
| JIM SAULNIER & ASSOCIATES, LLC | -9,418 | -52.9% | 8,398 |
| TRUIST FINANCIAL CORP | -9,175 | -8.5% | 98,428 |
| Steward Partners Investment Advisor | -8,961 | -9.0% | 90,518 |
| Belpointe Asset Management LLC | -8,062 | -77.3% | 2,367 |
| UBS Group AG | -7,874 | -1.8% | 440,630 |
| Rodgers & Associates, LTD | -7,624 | -3.1% | 236,684 |