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Security record · archived quarter

IMCG

iShares Morningstar Mid-Cap Growth ETF · Financial Services · Asset Management

97.92 +0.3% mkt cap $4.06B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
2Tracked holders
Δ holders
42.62KShares held
$2.89MReported value
+0New positions
−0Exits
How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 51 +3 12.46M $1.22B +5 −2
Q1 2026 49 0 11.86M $935.34M +2 −2
Q4 2025 48 +2 11.45M $913.80M +2
Q3 2025 5 -1 1.23M $101.72M −1
Q2 2025 3 0 18.51K $1.49M +1 −1
Q1 2025 2 0 22.19K $1.59M
Q4 2024 2 -1 21.84K $1.65M −1
Q3 2024 3 +1 19.97K $1.46M +1
Q2 2024 2 42.62K $2.89M
Holder count
Who holds it · Q2 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Citadel Advisors 37.95K $2.57M 0.0% n/c 1 SEC ↗
2 D. E. Shaw & Co. 4.67K $316,189 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 400 holders, 25.84M shares, $1.99B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2024 · Methodology · Get this via the API