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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
3,007
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 91.41%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
2,962
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
2,931
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
2,928
shares
|
$0
0.03% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
2,765
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 68.76%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
2,755
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
2,751
shares
|
$0
0.08% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
2,748
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
2,709
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
2,692
shares
|
$0
0.02% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
2,686
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,666
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
2,606
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
2,600
shares
|
$0
0.0% of portfolio
|
Q2 2021
Added 400.0%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
2,562
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
2,540
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
2,529
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
2,525
shares
|
$0
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,507
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,505
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
2,504
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
2,500
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
2,500
shares
|
$0
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
2,500
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
2,490
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.15%
|