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 295 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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
2,710
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
2,692
shares
|
$0
0.02% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
2,690
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 92.89%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,617
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
2,616
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
2,600
shares
|
$0
0.0% of portfolio
|
Q2 2021
Added 400.0%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
2,565
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
May 09, 2025 Q1 2025 |
2,545
shares
|
$0
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jul 10, 2025 Q2 2025 |
2,530
shares
|
$0
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
2,529
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,512
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
2,511
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
2,500
shares
|
$0
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
2,500
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
2,490
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,325
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,044
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 87.52%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,021
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 359.32%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,850
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,740
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,695
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,642
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,565
shares
|
$0
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
1,444
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
1,360
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|