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 |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
256
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
175
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
160
shares
|
$0
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
130
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
112
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
107
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
100
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
91
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
87
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 98.06%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
85
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
74
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 72.89%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
52
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
44
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
26
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
16
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 99.88%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 99.75%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2020
Reduced 98.08%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|