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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
9,191
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 27.12%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
9,093
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
9,085
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 16.11%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
8,900
shares
|
$0
0.0% of portfolio
|
Q1 2023
Reduced 4.7%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
8,750
shares
|
$0
0.53% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
8,724
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
8,718
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
8,342
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
8,174
shares
|
$0
0.0% of portfolio
|
Q3 2022
Reduced 37.39%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,085
shares
|
$0
0.0% of portfolio
|
Q2 2022
Reduced 5.82%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
7,985
shares
|
$0
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
7,850
shares
|
$0
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
7,625
shares
|
$0
0.0% of portfolio
|
Q4 2022
Reduced 9.5%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
7,237
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
7,230
shares
|
$0
0.06% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
6,967
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 97.76%
|
|
|
Fortune 45 LLC
|
Nov 14, 2024 Q3 2024 |
6,905
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
6,901
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
6,875
shares
|
$0
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,813
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
6,808
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
6,775
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 16.67%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,772
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
6,740
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
6,540
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.87%
|