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 294 institutions that hold shares in the stock, with a total of 16.7 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 |
May 13, 2025 Q1 2025 |
2,603,789
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,451,649
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,421,695
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
655,694
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
585,327
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
541,509
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
506,592
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
459,243
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
425,461
shares
|
$0
0.05% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
374,302
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
343,264
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
321,677
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
308,228
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
302,714
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
275,894
shares
|
$0
0.07% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
250,294
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 109.15%
|
|
|
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%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
160,628
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 49.59%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
149,807
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
148,760
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
147,279
shares
|
$0
3.58% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
123,644
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 17.1%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
120,236
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
105,633
shares
|
$0
1.39% of portfolio
|
Q3 2022
Added 29.01%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
104,426
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 56.23%
|