IMCG institutional holders

ISHARES MORNINGSTAR MID-CAP GROWTH ETF · 13F, 2026Q2

Managers holding422
Shares held28,267,116
Reported value$2.8bn
Quarter flows52 new, 143 added, 134 trimmed, 30 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
VANTAGEPOINT INVESTMENT ADVISERS LLC3,006,105$295.5m2.2%
LPL Financial LLC2,871,946$282.3m0.1%
RMG Wealth Management LLC1,332,132$133.9m13.8%
MORGAN STANLEY1,316,703$129.4m0.0%
RAYMOND JAMES FINANCIAL INC1,137,839$111.8m0.0%
AMERIPRISE FINANCIAL INC1,021,825$100.4m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO993,164$97.6m0.1%
Cetera Investment Advisers970,838$95.4m0.1%
Allegheny Financial Group622,184$61.2m6.5%
BANK OF AMERICA CORP /DE/577,867$56.8m0.0%
OSAIC HOLDINGS, INC.542,966$53.4m0.1%
COMMONWEALTH EQUITY SERVICES, LLC529,891$52.1m0.1%
UBS Group AG440,630$43.3m0.0%
Mariner, LLC436,059$42.9m0.0%
VICTORY FINANCIAL GROUP, LLC430,919$42.4m4.4%
WELLS FARGO & COMPANY/MN422,531$41.5m0.0%
Cornerstone Planning Group LLC390,783$37.3m4.7%
Avior Wealth Management, LLC310,631$30.5m0.8%
Arax Advisory Partners305,921$30.1m0.2%
Orgel Wealth Management, LLC284,164$27.9m0.6%
Cosner Financial Group, LLC277,581$27.3m14.0%
ECLECTIC ASSOCIATES INC /ADV263,644$25.9m3.0%
CAPITAL WEALTH MANAGEMENT, LLC243,505$23.9m5.8%
BEAM WEALTH ADVISORS, INC.239,990$23.6m5.2%
Rodgers & Associates, LTD236,684$23.3m2.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IMCG"). IMCG price history · All 13F data

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