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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
101,111
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
97,998
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
90,242
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
87,366
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 381.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
85,641
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
84,928
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
83,245
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
81,646
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 72.56%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
71,144
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
71,004
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
70,238
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
69,108
shares
|
$0
0.02% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
68,520
shares
|
$0
0.02% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
White Pine Investment CO
|
Apr 23, 2025 Q1 2025 |
68,424
shares
|
$0
1.49% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
66,304
shares
|
$0
4.62% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
64,531
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 60.75%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
63,411
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
61,702
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
59,248
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
58,330
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 18.03%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
55,994
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 13.13%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
55,973
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 9.92%
|