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 354 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
9,646
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
9,628
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
9,470
shares
|
$0
0.12% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
9,390
shares
|
$0
0.4% of portfolio
|
Q3 2025
Reduced 31.2%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
9,343
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
9,166
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
9,093
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
8,955
shares
|
$0
0.64% of portfolio
|
Q2 2025
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
8,921
shares
|
$0
0.42% of portfolio
|
Q3 2025
Added 200.57%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
8,719
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
8,643
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
8,640
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
8,568
shares
|
$0
0.59% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
8,444
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 19.54%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
8,285
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,194
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
8,115
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
8,085
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
7,850
shares
|
$0
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
7,709
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 58.04%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
7,667
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 36.16%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
7,625
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
7,625
shares
|
$0
0.0% of portfolio
|
Q4 2022
Reduced 9.5%
|
|