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 |
|---|---|---|---|---|---|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
15,406
shares
|
$0
0.0% of portfolio
|
Q1 2023
Added 0.22%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
14,551
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
14,295
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 20.65%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
13,931
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 952.99%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
13,586
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
13,565
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
13,505
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1111.21%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
13,425
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
12,815
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
12,773
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
12,353
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
11,663
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
11,146
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
11,055
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
10,892
shares
|
$0
0.12% of portfolio
|
Q2 2021
Added 393.97%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
10,561
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
10,429
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 15.57%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
10,387
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
10,152
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
10,059
shares
|
$0
0.27% of portfolio
|
Q3 2024
Reduced 98.82%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
9,938
shares
|
$0
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
9,651
shares
|
$0
0.13% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
9,645
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 18.74%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
9,583
shares
|
$0
0.42% of portfolio
|
Q2 2024
Added 2.93%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
9,368
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.48%
|