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iShares Morningstar Growth ETF (ILCG) Institutional Ownership

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$78.73
-0.01 (-0.01%)
(As of 06/7/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Growth ETF (NYSEARCA:ILCG)

Number of
Institutional Buyers
(last 12 months)
106
Total
Institutional Inflows
(last 12 months)
$218.02M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$58.35M
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ILCG Institutional Buying and Selling by Quarter

iShares Morningstar Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Advisors LLC25,444$1.92M0.0%+18.5%0.091%
5/24/2024 Cetera Investment Advisers165,731$12.51M0.0%+145.2%0.593%
5/22/2024 Cedar Point Capital Partners LLC10,049$759K0.6%+4.3%0.036%
5/21/2024 Atria Investments Inc21,844$1.65M0.0%+12.2%0.078%
5/21/2024 LRI Investments LLC7,480$565K0.1%N/A0.027%
5/17/2024 XML Financial LLC18,015$1.36M0.1%-2.8%0.064%
5/17/2024 Comerica Bank17,002$1.28M0.0%-2.0%0.061%
5/16/2024 B. Riley Wealth Advisors Inc.23,467$1.77M0.0%+0.6%0.084%
5/15/2024 LRI Investments LLC7,480$565K0.1%N/A0.027%
5/10/2024 Osaic Holdings Inc.214,435$16.19M0.0%-2.5%0.767%
5/10/2024 Blue Barn Wealth LLC8,736$659K0.4%+1.7%0.031%
5/10/2024 Rodgers & Associates LTD22,088$1.67M0.2%-5.8%0.079%
5/10/2024 Clearstead Trust LLC506,175$38.21M10.0%-0.6%1.811%
5/10/2024 Truepoint Inc.2,805$212K0.0%N/A0.010%
5/9/2024 Blair William & Co. IL6,126$462K0.0%+7.8%0.022%
5/9/2024 Kingsview Wealth Management LLC11,019$832K0.0%-13.3%0.039%
5/9/2024 Wealthquest Corp12,020$907K0.1%-58.2%0.043%
5/8/2024 Avantax Advisory Services Inc.362,035$27.33M0.2%-3.3%1.293%
5/6/2024 Envestnet Portfolio Solutions Inc.20,797$1.57M0.0%+6.9%0.074%
5/4/2024 Coulter & Justus Financial Services LLC5,174$391K0.1%N/A0.018%
5/4/2024 Geneos Wealth Management Inc.13,316$1.01M0.0%+29.8%0.048%
5/1/2024 Janney Montgomery Scott LLC3,445$260K0.0%-11.3%0.012%
4/30/2024 Private Advisor Group LLC27,642$2.09M0.0%+4.0%0.099%
4/30/2024 J.W. Cole Advisors Inc.7,263$548K0.0%+4.4%0.026%
4/30/2024 Mainstay Capital Management LLC ADV3,385$256K0.0%-63.6%0.012%
4/30/2024 Arkadios Wealth Advisors34,006$2.57M0.2%-3.2%0.121%
4/30/2024 Madison Wealth Partners Inc44,628$3.37M1.2%+0.5%0.159%
4/29/2024Commonwealth Equity Services LLC441,821$33.35M0.1%+1.5%1.578%
4/29/2024 FAS Wealth Partners Inc.659,049$49.75M4.4%+2.9%2.354%
4/29/2024 Aspire Wealth Management Corp99,467$7.51M4.5%-0.9%0.355%
4/29/2024 RWA Wealth Partners LLC26,186$1.98M0.0%-6.0%0.094%
4/27/2024 White Pine Investment CO64,610$4.88M1.4%+0.7%0.231%
4/25/2024 Cambridge Investment Research Advisors Inc.70,735$5.34M0.0%-5.9%0.253%
4/24/2024 Private Trust Co. NA9,509$718K0.1%-2.8%0.034%
4/24/2024 Fulcrum Equity Management6,563$495K0.6%-2.4%0.023%
4/23/2024 Global Retirement Partners LLC6,091$460K0.0%-9.7%0.022%
4/23/2024 Strategic Blueprint LLC7,384$557K0.0%+22.2%0.026%
4/23/2024 Raymond James Financial Services Advisors Inc.189,123$14.28M0.0%+68.7%0.675%
4/22/2024 Strategic Financial Concepts LLC54,964$4.15M1.0%+27.2%0.196%
4/22/2024 Outlook Wealth Advisors LLC5,980$451K0.1%-7.3%0.021%
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4/22/2024 Raymond James & Associates88,909$6.71M0.0%-6.0%0.318%
4/19/2024 Accel Wealth Management5,721$432K0.2%-8.4%0.020%
4/19/2024 Cornerstone Wealth Management LLC116,897$8.82M0.7%+2.4%0.412%
4/19/2024 Leeward Financial Partners LLC2,850$215K0.1%N/A0.010%
4/19/2024 Kiley Juergens Wealth Management LLC154,973$11.70M3.6%-1.0%0.546%
4/17/2024 Cornerstone Wealth Group LLC4,860$367K0.0%N/A0.017%
4/16/2024 LongView Wealth Management112,187$8.47M3.4%+18.9%0.395%
4/16/2024 Sunburst Financial Group LLC113,017$8.53M2.4%-16.3%0.398%
4/16/2024 Towerpoint Wealth LLC20,476$1.55M0.8%-2.1%0.072%
4/16/2024 Wealth Enhancement Advisory Services LLC92,348$6.97M0.0%+20.8%0.325%
4/15/2024 Bowman & Co S.C.7,295$551K0.3%-4.3%0.026%
4/15/2024 Flagstar Advisors Inc.5,362$405K0.1%-7.3%0.019%
4/12/2024 Gilman Hill Asset Management LLC3,460$261K0.0%N/A0.012%
4/12/2024 Kaydan Wealth Management Inc.2,750$208K0.1%N/A0.010%
4/12/2024 Harbor Investment Advisory LLC2,250$170K0.0%-11.8%0.008%
4/12/2024 Global Assets Advisory LLC13,815$1.04M0.0%N/A0.049%
4/11/2024 GenWealth Group Inc.34,618$2.61M0.7%-0.9%0.122%
4/11/2024 Cooper Financial Group9,645$728K0.1%-18.7%0.034%
4/11/2024 International Assets Investment Management LLC5,598$423K0.0%-24.9%0.020%
4/11/2024 RFG Advisory LLC39,196$2.96M0.1%+7.5%0.138%
4/9/2024 Mather Group LLC.4,992$377K0.0%-22.0%0.018%
4/8/2024 Hoese & Co LLP13,322$989K0.9%+24.4%0.047%
4/5/2024 CWM LLC45,851$3.46M0.0%-1.0%0.161%
4/3/2024 Dentgroup LLC48,585$3.67M3.0%-8.7%0.171%
3/15/2024 B. Riley Wealth Advisors Inc.23,321$1.58M0.0%-0.6%0.082%
2/17/2024 Madison Wealth Partners Inc44,411$3.01M1.2%+0.8%0.156%
2/16/2024 Wealthquest Corp28,733$1.95M0.2%-4.2%0.101%
2/13/2024 Cetera Advisor Networks LLC68,727$4.66M0.0%+10.5%0.242%
2/13/2024 Pinnacle Financial Group LLC IL23,315$1.58M0.8%-3.1%0.082%
2/12/2024Focus Financial Network Inc. ADV39,749$2.70M0.1%N/A0.140%
2/12/2024 Steward Partners Investment Advisory LLC52,270$3.55M0.0%+37.9%0.184%
2/12/2024Cape Investment Advisory Inc.23,111$1.57M0.8%-1.3%0.081%
2/9/2024 Commerce Bank4,116$279K0.0%-10.6%0.014%
2/9/2024 Cambridge Investment Research Advisors Inc.75,176$5.10M0.0%+1.2%0.265%
2/9/2024 Assetmark Inc.22,493$1.53M0.0%+26,362.4%0.079%
2/9/2024 Corient Private Wealth LLC119,919$8.13M0.0%+8.6%0.422%
2/9/2024 Wells Fargo & Company MN733,344$49.74M0.0%-2.3%2.582%
2/9/2024 Gladstone Institutional Advisory LLC17,075$1.16M0.1%+1.2%0.060%
2/9/2024 UBS Group AG349,295$23.69M0.0%+0.9%1.230%
2/8/2024 Kingsview Wealth Management LLC12,714$862K0.0%N/A0.045%
2/7/2024 Avantax Advisory Services Inc.374,306$25.39M0.3%+4.6%1.318%
2/7/2024 Envestnet Portfolio Solutions Inc.19,460$1.32M0.0%N/A0.069%
2/7/2024 One Capital Management LLC72,619$4.93M0.2%+9.9%0.256%
2/7/2024 AlphaStar Capital Management LLC5,621$381K0.0%-50.0%0.020%
2/7/2024 Strategic Advocates LLC3,265$221K0.1%N/A0.011%
2/7/2024 VisionPoint Advisory Group LLC8,574$581K0.2%N/A0.030%
2/7/2024 Principal Securities Inc.5,678$385K0.0%N/A0.020%
2/7/2024 Sanctuary Wealth Management L.L.C.124,689$8.46M8.2%+733,364.7%0.439%
2/6/2024 Private Advisor Group LLC26,591$1.80M0.0%-0.6%0.094%
2/6/2024 Clearstead Trust LLC509,308$34.54M9.4%-17.1%1.793%
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2/6/2024 Merit Financial Group LLC49,171$3.34M0.1%+1.0%0.173%
2/6/2024Commonwealth Equity Services LLC435,098$29.51M0.1%+15.1%1.532%
2/5/2024 Andina Capital Management LLC18,059$1.23M1.1%N/A0.064%
2/5/2024 Win Advisors Inc.31,137$2.11M1.0%N/A0.110%
2/5/2024 Adell Harriman & Carpenter Inc.32,270$2.19M0.2%-1.5%0.114%
2/3/2024 Cedar Point Capital Partners LLC9,636$654K0.5%N/A0.034%
2/2/2024 Truist Financial Corp33,010$2.24M0.0%-2.7%0.116%
2/2/2024 Atria Wealth Solutions Inc.51,736$3.51M0.0%+93.6%0.182%
2/1/2024 Kelman Lazarov Inc.3,061$208K0.0%N/A0.011%
2/1/2024 Sigma Planning Corp4,324$293K0.0%-54.4%0.015%
(Data available from 1/1/2016 forward)

ILCG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ILCG shares?

During the previous two years, 220 institutional investors and hedge funds held shares of iShares Morningstar Growth ETF. The most heavily invested institutionals were Equitable Holdings Inc. ($188.91M), LPL Financial LLC ($67.92M), FAS Wealth Partners Inc. ($49.75M), Wells Fargo & Company MN ($49.74M), Financial Advisory Service Inc. ($41.64M), Bank of America Corp DE ($39.70M), and Clearstead Trust LLC ($38.21M).Learn more on ILCG's institutional investors.

Which institutional investors have been buying iShares Morningstar Growth ETF stock?

Of the 176 institutional investors that purchased iShares Morningstar Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Clearstead Advisors LLC ($1.23M), International Assets Investment Management LLC ($513.26K), Raymond James Financial Services Advisors Inc. ($200.21K), Sanctuary Wealth Management L.L.C. ($188.53K), Commonwealth Equity Services LLC ($187.53K), Northwestern Mutual Wealth Management Co. ($153.88K), and AE Wealth Management LLC ($148.20K).

How much institutional buying is happening at iShares Morningstar Growth ETF?

Institutional investors have bought a total of 5,153,948 shares in the last 24 months. This purchase volume represents approximately $305.57M in transactions.

Which iShares Morningstar Growth ETF major shareholders have been selling company stock?

Of the 129 institutional investors that sold iShares Morningstar Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealthquest Corp ($670.82K), Clearstead Trust LLC ($191.39K), FAS Wealth Partners ($165.58K), AE Wealth Management LLC ($144.43K), LPL Financial LLC ($124.72K), Northwestern Mutual Wealth Management Co. ($106.57K), and Raymond James Financial Services Advisors Inc. ($104.34K).

How much institutional selling is happening at iShares Morningstar Growth ETF?

Institutional investors have sold a total of 2,701,228 shares in the last 24 months. This volume of shares sold represents approximately $148.54M in transactions.


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This page (NYSEARCA:ILCG) was last updated on 6/8/2024 by MarketBeat.com Staff

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