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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
55,973
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
54,796
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
54,288
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
53,828
shares
|
$0
0.82% of portfolio
|
Q1 2025
Added 36.18%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
53,425
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
52,695
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
49,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
48,426
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.27%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
46,111
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
44,613
shares
|
$0
1.81% of portfolio
|
Q3 2022
Reduced 5.65%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
43,206
shares
|
$0
3.41% of portfolio
|
Q4 2024
Added 97.6%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
43,060
shares
|
$0
0.16% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
42,911
shares
|
$0
0.03% of portfolio
|
Q4 2024
Reduced 22.24%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
41,858
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
39,915
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
39,749
shares
|
$0
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
39,141
shares
|
$0
2.47% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
38,243
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 11.58%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
37,410
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 26.09%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
36,164
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
35,949
shares
|
$0
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
35,840
shares
|
$0
0.07% of portfolio
|
Q3 2022
Added 25.52%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
34,875
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
33,440
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
32,147
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.2%
|