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 351 institutions that hold shares in the stock, with a total of 18.7 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 |
|---|---|---|---|---|---|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
4,125
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
4,116
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 10.64%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
3,962
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
3,898
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 17.55%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
3,834
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,740
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
3,700
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
3,585
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 21.28%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
3,553
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
3,512
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 15, 2025 Q3 2025 |
3,460
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
3,460
shares
|
$0
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
3,335
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,258
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 17.83%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
3,100
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
3,058
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Nov 06, 2025 Q3 2025 |
3,021
shares
|
$0
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Platt Investment Counsel, LLC
|
Oct 14, 2025 Q3 2025 |
3,000
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
2,964
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
2,942
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,908
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
2,850
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
2,848
shares
|
$0
0.21% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
2,805
shares
|
$0
0.01% of portfolio
|
Q3 2025
Reduced 8.57%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
2,793
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.05%
|
|