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 |
|---|---|---|---|---|---|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
20,497
shares
|
$0
0.9% of portfolio
|
Q3 2025
Reduced 30.24%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
20,209
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
19,758
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Del Sette Capital Management, LLC
|
Nov 18, 2025 Q3 2025 |
19,592
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
19,428
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
19,084
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
18,446
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
18,274
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.03%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
18,146
shares
|
$0
0.92% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
17,902
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
17,884
shares
|
$0
0.21% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
17,309
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.91%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
16,697
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
16,598
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
16,436
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 8.97%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
16,125
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 16.12%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
16,028
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 60.92%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
15,900
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
15,557
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
15,504
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 68.36%
|
|
|
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%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
15,038
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
15,030
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.52%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
14,939
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
14,834
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.26%
|
|