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 264 institutions that hold shares in the stock, with a total of 17.7 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 |
Aug 14, 2024 Q2 2024 |
3,056,313
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 8.21%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,435,470
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 0.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,361,772
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 7.82%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
853,847
shares
|
$0
1.61% of portfolio
|
Q2 2024
Added 1453.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
785,400
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 9.6%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
684,284
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 19.31%
|
|
|
Financial Advisory Service, Inc.
|
Jul 29, 2024 Q2 2024 |
659,598
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Aug 07, 2024 Q2 2024 |
495,156
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 09, 2024 Q2 2024 |
486,603
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
472,360
shares
|
$0
0.06% of portfolio
|
Q2 2024
Added 6.91%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
375,704
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 3.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
361,705
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 7.63%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
317,822
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
295,269
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 56.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
286,138
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 6.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
253,357
shares
|
$0
0.08% of portfolio
|
Q2 2024
Added 6.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
189,106
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 11.81%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
154,637
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 23, 2024 Q2 2024 |
151,781
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
136,803
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 394.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
125,994
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 6.52%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 22, 2024 Q2 2024 |
123,747
shares
|
$0
3.72% of portfolio
|
Q2 2024
Added 10.3%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
118,385
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Cornerstone Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
115,375
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
109,403
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 3.32%
|