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 |
|---|---|---|---|---|---|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
2,750
shares
|
$0
0.08% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
2,711
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
2,692
shares
|
$0
0.02% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
2,638
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,610
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
2,567
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Oct 22, 2025 Q3 2025 |
2,545
shares
|
$0
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
2,530
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 2.01%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
2,530
shares
|
$0
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
2,517
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
2,500
shares
|
$0
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
2,500
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
2,490
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,487
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 22.16%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
2,469
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
2,468
shares
|
$0
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
2,407
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 17.88%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
2,400
shares
|
$0
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
2,398
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
2,346
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
2,325
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 65.66%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
2,320
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,300
shares
|
$0
0.01% of portfolio
|
Q3 2025
Reduced 16.39%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
2,258
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 84.55%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
2,250
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|