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 269 institutions that hold shares in the stock, with a total of 15.9 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 |
|---|---|---|---|---|---|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 12, 2024 Q3 2024 |
30,569
shares
|
$0
2.51% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
29,844
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
28,017
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
26,186
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 5.99%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
26,078
shares
|
$0
0.43% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
24,022
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
23,119
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
23,064
shares
|
$0
0.79% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
22,723
shares
|
$0
1.0% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,442
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
22,414
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 40.18%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
21,865
shares
|
$0
1.6% of portfolio
|
Q2 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
19,599
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
19,549
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 17.74%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
19,443
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 16.02%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
19,313
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
19,164
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
19,041
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
18,487
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 30.71%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
17,977
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 77.96%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
17,365
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
17,355
shares
|
$0
0.18% of portfolio
|
Q3 2022
Reduced 8.92%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
17,143
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 44.8%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
16,602
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 5.06%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
16,126
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 2.11%
|