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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
31,515
shares
|
$0
0.06% of portfolio
|
Q2 2020
Added 518.45%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
31,059
shares
|
$0
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
30,812
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 55.12%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
29,181
shares
|
$0
1.26% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
28,596
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
28,273
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1031.37%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
27,270
shares
|
$0
0.17% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
26,763
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
26,186
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 5.99%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
25,325
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.99%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
24,776
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
24,377
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 18.32%
|
|
|
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
|
May 15, 2025 Q1 2025 |
22,824
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
22,723
shares
|
$0
0.92% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
22,467
shares
|
$0
0.72% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
21,138
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
19,846
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
19,422
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
19,223
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 12.13%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
19,084
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
18,054
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 42.26%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
17,966
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 25.68%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
17,956
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
17,827
shares
|
$0
0.7% of portfolio
|
Q1 2025
Reduced 0.97%
|