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 |
|---|---|---|---|---|---|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
10,151
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
10,052
shares
|
$0
0.46% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
9,700
shares
|
$0
0.42% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
9,645
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 18.74%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
9,484
shares
|
$0
0.11% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
9,345
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
9,336
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
9,093
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
9,085
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 16.11%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
9,052
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
8,834
shares
|
$0
0.48% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
8,758
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 20.58%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
8,698
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
8,688
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
8,604
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 135.98%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
8,508
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
8,481
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 30.72%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
8,456
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 15.66%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
8,250
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
8,200
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
8,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
7,850
shares
|
$0
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
7,625
shares
|
$0
0.0% of portfolio
|
Q4 2022
Reduced 9.5%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
7,600
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 61.22%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
7,587
shares
|
$0
0.03% of portfolio
|
Q1 2025
Added 105.05%
|