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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
34,660
shares
|
$0
0.13% of portfolio
|
Q3 2025
Reduced 19.51%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
33,806
shares
|
$0
1.97% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
32,193
shares
|
$0
1.58% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
31,515
shares
|
$0
0.06% of portfolio
|
Q2 2020
Added 518.45%
|
|
|
Gen Wealth Group, Inc.
|
Nov 14, 2025 Q3 2025 |
31,411
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
31,059
shares
|
$0
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
30,594
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
27,270
shares
|
$0
0.17% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
26,734
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1038.1%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
26,678
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
26,662
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
26,371
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 65.91%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
26,186
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 5.99%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
26,030
shares
|
$0
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
24,897
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 9.5%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
24,694
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
24,022
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
23,610
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
22,830
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
22,723
shares
|
$0
1.01% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
22,585
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 63.23%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
21,553
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
21,220
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 25.76%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
21,067
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
20,695
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 82.33%
|
|