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 |
|---|---|---|---|---|---|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
17,430
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
17,355
shares
|
$0
0.19% of portfolio
|
Q3 2022
Reduced 8.92%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
16,952
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
16,772
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
16,692
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
16,067
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 96.78%
|
|
|
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%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
15,050
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
15,041
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
14,476
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
13,973
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
13,701
shares
|
$0
0.5% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
13,623
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
13,565
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
13,526
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
13,505
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1111.21%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
13,379
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
12,501
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
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
|
Apr 18, 2025 Q1 2025 |
12,200
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
12,082
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
11,203
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 21.9%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
11,191
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
10,892
shares
|
$0
0.12% of portfolio
|
Q2 2021
Added 393.97%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
10,769
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.1%
|