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Public ownership evidence

iShares Morningstar Mid-Cap Growth ETF (IMCG) Ownership Disclosures

Read IMCG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29287$28,212None
Cornerstone Financial Management LLC2026-03-312026-08-29287$22,607None
Cornerstone Financial Management LLC2025-12-312026-08-29287$22,914None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2910,232$730,871None
Corient Private Wealth LP2026-06-302026-08-288,617$847,100None
Kingsview Wealth Management, LLC2026-06-302026-08-2030,105$2,959,359None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2024,151$2,374,057None
Beacon Pointe Advisors, LLC2026-06-302026-08-192,151$211,408None
Balanced Rock Investment Advisors LLC2026-06-302026-08-1829,812$2,930,520None
Caitlin John, LLC2026-06-302026-08-18200$19,660None
Corient Private Wealth LP2026-06-302026-08-189,388$922,802None
Asset Allocation Strategies LLC2026-06-302026-08-186,019$591,699None
Integrated Investment Consultants, LLC2026-06-302026-08-18136,468$12,935,080None
Transamerica Financial Advisors, LLC2026-06-302026-08-1861$6,039None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-182,188$214,880None
Equitable Holdings, Inc.2026-06-302026-08-1898,557$9,688,160None
AtlasMark Financial, Inc2026-06-302026-08-189,000$884,700None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-181,472$145,000None
Synergy Investment Management, LLC2026-06-302026-08-15980$96,334None
Glen Eagle Advisors, LLC2026-06-302026-08-15807$79,328None
Perissos Private Wealth Management, LLC2026-06-302026-08-1517,081$1,679,070None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15210$20,643None
Modern Wealth Management, LLC2026-06-302026-08-153,997$392,953None
Mutual Advisors, LLC2026-06-302026-08-158,753$860,465None
Nemes Rush Group LLC2026-06-302026-08-15367$36,062None
Capital Asset Advisory Services LLC2026-06-302026-08-1517,628$1,732,811None
AIRE ADVISORS, LLC2026-06-302026-08-1528,845$2,835,498None
American Trust2026-06-302026-08-1556,431$5,547,144None
Ameritas Advisory Services, LLC2026-06-302026-08-154,189$411,736None
Western Wealth Management, LLC2026-06-302026-08-152,036$200,121None
IFG Advisory, LLC2026-06-302026-08-155,948$584,730None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,185$116,486None
OSAIC HOLDINGS, INC.2026-06-302026-08-1525,360$2,492,908None
OSAIC HOLDINGS, INC.2026-06-302026-08-1579,969$7,855,864None
OSAIC HOLDINGS, INC.2026-06-302026-08-15436,452$42,915,603None
Betterment LLC2026-06-302026-08-1519,178$1,885,000None
Orion Porfolio Solutions, LLC2026-06-302026-08-153,479$341,986None
Regal Investment Advisors LLC2026-06-302026-08-158,935$878,281None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-156,160$605,528None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-152,259$222,060None
Medallion Wealth Advisors, LLC2026-06-302026-08-15139$13,664None
Tandem Financial, LLC2026-06-302026-08-15112,506$11,059,352None
Gotham Asset Management, LLC2026-06-302026-08-152,434$239,262None
Asset Management Group, Inc.2026-06-302026-08-154,568$449,045None
Keel Point, LLC2026-06-302026-08-152,083$204,759None
Michels Family Financial, LLC2026-06-302026-08-158,002$786,608None
&PARTNERS2026-06-302026-08-1551,762$5,085,600None
Thrivent Financial for Lutherans2026-06-302026-08-15190,325$18,708,000None
Thrivent Financial for Lutherans2026-06-302026-08-152,129$209,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1555,403$5,340,838None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Balanced Rock Investment Advisors LLC ↗Caitlin John, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.