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 298 institutions that hold shares in the stock, with a total of 17.3 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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
2,753,845
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,439,568
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,418,807
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
838,896
shares
|
$0
0.64% of portfolio
|
Q4 2024
Reduced 95.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
677,733
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 12.15%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
592,467
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
557,958
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
483,026
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
419,626
shares
|
$0
0.05% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
377,500
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
357,235
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
313,568
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
311,597
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
305,784
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
277,029
shares
|
$0
0.09% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
238,602
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 151.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
237,507
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 19.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
164,420
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 116.97%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
151,307
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
148,317
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
142,676
shares
|
$0
3.9% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
120,602
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
119,672
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 16.51%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
107,379
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
105,633
shares
|
$0
1.39% of portfolio
|
Q3 2022
Added 29.01%
|