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 270 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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,469
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 69.05%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,250
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 11.76%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
2,250
shares
|
$0
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,975
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 21.78%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,945
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 100.72%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,751
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,740
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,695
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,659
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
1,300
shares
|
$0
0.02% of portfolio
|
Q2 2021
Added 400.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,200
shares
|
$0
0.05% of portfolio
|
Q4 2022
Reduced 23.81%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,133
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 11.9%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$0
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,000
shares
|
$0
0.0% of portfolio
|
Q1 2023
Reduced 8.26%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
995
shares
|
$0
0.0% of portfolio
|
Q2 2021
Added 400.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
970
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 4.86%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
933
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 83.73%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
898
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
750
shares
|
$0
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
737
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
616
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
580
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 19.22%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
538
shares
|
$0
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
534
shares
|
$0
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|