Institutional Ownership Ishares Morningstar Growth ETF (ILCG)
This table provides information about the institutional ownership of Ishares Morningstar Growth ETF (ILCG). We have compiled data on the 317 institutions that hold shares in the stock, with a total of 17.6 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
2,432,116
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,451,313
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,344,424
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
642,659
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
598,563
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
493,585
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
472,917
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
461,073
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
383,000
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
371,067
shares
|
$0
0.05% of portfolio
|
Q2 2025
Reduced 12.78%
|
|
|
B&D White Capital Company, LLC
|
Aug 13, 2025 Q2 2025 |
348,695
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
347,741
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
321,677
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
304,261
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 191.37%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
302,585
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
278,609
shares
|
$0
0.08% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
251,940
shares
|
$0
0.04% of portfolio
|
Q2 2025
Added 9590.0%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
246,525
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 182.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
242,583
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 21.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
237,507
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 19.56%
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
184,981
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
167,692
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
150,177
shares
|
$0
4.41% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
148,090
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
144,547
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 16.91%
|