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 269 institutions that hold shares in the stock, with a total of 15.9 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 |
Nov 14, 2024 Q3 2024 |
2,980,048
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,438,111
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,256,339
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
771,455
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
646,053
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
616,527
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
483,165
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
460,653
shares
|
$0
0.06% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
377,619
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
341,009
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
317,420
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
301,665
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
270,194
shares
|
$0
0.08% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
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%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
154,146
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
148,317
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
142,676
shares
|
$0
3.9% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
137,808
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 27.13%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
120,100
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
105,633
shares
|
$0
1.39% of portfolio
|
Q3 2022
Added 29.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
102,718
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
102,085
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 23.33%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
99,858
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
98,778
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,449
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.5%
|