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 |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
7,263
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 18.39%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
7,230
shares
|
$0
0.06% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
7,223
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Fortune 45 LLC
|
Feb 13, 2025 Q4 2024 |
6,914
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
6,875
shares
|
$0
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
6,824
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,813
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
6,775
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 16.67%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
6,740
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
6,661
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
6,565
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
6,540
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
6,488
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.85%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
6,459
shares
|
$0
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
6,170
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,135
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
6,074
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,025
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
5,980
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 7.29%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
5,905
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
5,837
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
5,638
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
5,605
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
5,400
shares
|
$0
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
5,220
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.8%
|