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 353 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 |
|---|---|---|---|---|---|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
147,006
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
125,094
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 24.29%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
122,449
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
116,385
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
113,848
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 376.49%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
111,246
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
105,633
shares
|
$0
1.39% of portfolio
|
Q3 2022
Added 29.01%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
102,335
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 0.33%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
102,085
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 23.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
101,620
shares
|
$0
0.03% of portfolio
|
Q3 2025
Added 16.44%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
98,778
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
98,449
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
89,687
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
87,577
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
85,595
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
81,507
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 8.38%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
76,561
shares
|
$0
0.07% of portfolio
|
Q4 2025
Added 24.37%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
71,625
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
69,453
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
67,909
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
67,873
shares
|
$0
1.68% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
67,788
shares
|
$0
5.09% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
67,532
shares
|
$0
0.02% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
63,666
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
61,792
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.39%
|
|