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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Morningstar Mid-Cap Growth ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
287
Value (USD)
$28,212
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IMCG fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IMCG fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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