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 298 institutions that hold shares in the stock, with a total of 17.3 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
16,772
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
16,689
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
16,380
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,520
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
15,406
shares
|
$0
0.0% of portfolio
|
Q1 2023
Added 0.22%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
15,230
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
14,669
shares
|
$0
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
14,476
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
14,295
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 20.65%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
14,097
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
13,606
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
13,565
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
13,505
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1111.21%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
13,444
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
13,238
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
12,855
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
12,602
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 13.39%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
12,353
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
11,996
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
11,933
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
11,600
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 26.21%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
11,525
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
10,892
shares
|
$0
0.12% of portfolio
|
Q2 2021
Added 393.97%
|