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 |
|---|---|---|---|---|---|
|
Bowman & CO S.C.
|
Apr 08, 2025 Q1 2025 |
7,544
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15.35%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
7,400
shares
|
$0
0.03% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
7,331
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
7,232
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
7,230
shares
|
$0
0.06% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Fortune 45 LLC
|
May 15, 2025 Q1 2025 |
6,922
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
6,880
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 11.51%
|
|
|
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%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
6,775
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 16.67%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
6,740
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
6,620
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,614
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
6,315
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
6,137
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
6,074
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,025
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
5,980
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 7.29%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
5,905
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
5,837
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
5,805
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 18.2%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
5,709
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 30.16%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Apr 30, 2025 Q1 2025 |
5,479
shares
|
$0
0.2% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
5,400
shares
|
$0
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
5,321
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.07%
|