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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,449
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
94,755
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
90,729
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
87,916
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
86,635
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
85,170
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 32.4%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
85,050
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
85,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 13.44%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
81,179
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
78,024
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
75,779
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
74,443
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
72,017
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
68,991
shares
|
$0
1.67% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
66,786
shares
|
$0
0.02% of portfolio
|
Q3 2024
Reduced 20.35%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
64,853
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
60,686
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
59,144
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
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%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
57,863
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
57,658
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
57,652
shares
|
$0
3.23% of portfolio
|
Q4 2022
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
57,446
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
55,183
shares
|
$0
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
53,797
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.07%
|