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 282 institutions that hold shares in the stock, with a total of 17.1 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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
29,540
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
29,313
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
28,270
shares
|
$0
0.18% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
28,017
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
27,558
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 31.14%
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
26,618
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 435.04%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
26,186
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 5.99%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
26,078
shares
|
$0
0.43% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
24,613
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
24,022
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
23,119
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
22,723
shares
|
$0
1.0% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
22,465
shares
|
$0
0.79% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
22,414
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 40.18%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
21,865
shares
|
$0
1.6% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
19,618
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
19,599
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
19,443
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 16.02%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
19,161
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
19,084
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
19,041
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
18,487
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 30.71%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
17,977
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 77.96%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
17,355
shares
|
$0
0.2% of portfolio
|
Q3 2022
Reduced 8.92%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
17,143
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 44.8%
|