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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
14,740
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 41.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
14,288
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 23.85%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
14,236
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
13,655
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
13,565
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
13,505
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1111.21%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
13,502
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 52.6%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
13,411
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
13,157
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
13,120
shares
|
$0
0.32% of portfolio
|
Q3 2025
Added 20.78%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
13,076
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
12,742
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
12,353
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
12,305
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
11,842
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
11,387
shares
|
$0
0.17% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
11,146
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.42%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
11,131
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Nov 17, 2025 Q3 2025 |
11,035
shares
|
$0
0.99% of portfolio
|
Q3 2025
Reduced 70.16%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
10,996
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
10,929
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 246.95%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
10,892
shares
|
$0
0.12% of portfolio
|
Q2 2021
Added 393.97%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
10,835
shares
|
$0
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
10,256
shares
|
$0
0.02% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
9,871
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.76%
|
|