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 270 institutions that hold shares in the stock, with a total of 16.7 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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
53,445
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
50,923
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
48,477
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
44,802
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 12.79%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
44,683
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
44,613
shares
|
$0
1.81% of portfolio
|
Q3 2022
Reduced 5.65%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
43,369
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
42,911
shares
|
$0
0.03% of portfolio
|
Q4 2024
Reduced 22.24%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
42,800
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 174.36%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
42,309
shares
|
$0
0.15% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
41,629
shares
|
$0
0.02% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
39,749
shares
|
$0
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
38,151
shares
|
$0
2.95% of portfolio
|
Q4 2024
Added 24.8%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
37,410
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 26.09%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
36,797
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
35,950
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 12.86%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
35,840
shares
|
$0
0.07% of portfolio
|
Q3 2022
Added 25.52%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
35,697
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
34,567
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 43.02%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
32,212
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
31,515
shares
|
$0
0.06% of portfolio
|
Q2 2020
Added 518.45%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
31,267
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
31,059
shares
|
$0
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
29,844
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
29,540
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.63%
|