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 295 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 |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,740
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
3,648
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 27.89%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
3,567
shares
|
$0
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,460
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
3,385
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 63.61%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
May 12, 2025 Q1 2025 |
3,385
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,279
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 95.6%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
3,200
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
3,158
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
3,134
shares
|
$0
0.05% of portfolio
|
Q1 2025
Reduced 32.95%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,100
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Platt Investment Counsel, LLC
|
Jul 07, 2025 Q2 2025 |
3,000
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
2,982
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
2,963
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
2,956
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 60.98%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,949
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
2,936
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
2,931
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
2,915
shares
|
$0
0.21% of portfolio
|
Q1 2025
Reduced 10.56%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
2,850
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
2,789
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
2,765
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 68.76%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
2,750
shares
|
$0
0.09% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
2,742
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
2,740
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|