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 |
|---|---|---|---|---|---|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
1,001
shares
|
$0
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,000
shares
|
$0
0.0% of portfolio
|
Q1 2023
Reduced 8.26%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
880
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 48.08%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
750
shares
|
$0
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
737
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
720
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 30.91%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
680
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
610
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 23.73%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
603
shares
|
$0
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
580
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 19.22%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
530
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
517
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
509
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
485
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
458
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
437
shares
|
$0
0.02% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
410
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
372
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
355
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
355
shares
|
$0
0.0% of portfolio
|
Q2 2022
Reduced 64.89%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
336
shares
|
$0
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
260
shares
|
$0
0.03% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
256
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
197
shares
|
$0
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
185
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|