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iShares Morningstar Growth ETF (ILCG) Institutional Ownership

iShares Morningstar Growth ETF logo
$100.83 +0.61 (+0.61%)
Closing price 08/8/2025 04:10 PM Eastern
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$100.83 0.00 (0.00%)
As of 08/8/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Growth ETF (NYSEARCA:ILCG)

Number of
Institutional Buyers
(last 12 months)
161
Total
Institutional Inflows
(last 12 months)
$399.27M
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$122.56M
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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
8/8/2025Rockefeller Capital Management L.P.151,954$14.72M0.0%+1.4%0.532%
8/8/2025Kingsview Wealth Management LLC12,545$1.22M0.0%+3.8%0.044%
8/8/2025Avantax Advisory Services Inc.383,000$37.11M0.2%+2.3%1.342%
8/8/2025Cetera Investment Advisers110,908$10.75M0.0%+71.9%0.388%
8/8/2025Creative Planning42,664$4.13M0.0%-7.5%0.149%
8/8/2025Kane Investment Management Inc.18,135$1.76M0.9%+1.7%0.064%
8/8/2025Clearstead Trust LLC493,585$47.83M9.0%-2.6%1.729%
8/7/2025 Summit Asset Management LLC8,285$803K0.1%-8.8%0.029%
8/7/2025 Brio Consultants LLC8,465$820K0.1%N/A0.030%
8/6/2025 AE Wealth Management LLC61,416$5.95M0.0%+2,904.7%0.215%
8/6/2025 Ipsen Advisor Group LLC68,347$6.62M5.0%+3.1%0.239%
8/6/2025 Savant Capital LLC27,335$2.65M0.0%+2.1%0.096%
8/6/2025 Ethos Financial Group LLC8,203$795K0.1%N/A0.029%
8/5/2025 Sunburst Financial Group LLC61,538$5.96M1.3%-0.3%0.216%
8/5/2025 Key Financial Inc6,840$663K0.1%+45.7%0.024%
8/5/2025 Optivise Advisory Services LLC10,169$985K0.5%+1.2%0.036%
8/5/2025 Sigma Planning Corp14,327$1.39M0.0%+2.5%0.050%
8/5/2025 Strategic Financial Concepts LLC11,488$1.11M0.2%-78.7%0.040%
8/4/2025 Jim Saulnier & Associates LLC36,888$3.57M2.4%-5.8%0.129%
8/4/2025 Creative Financial Designs Inc. ADV15,177$1.47M0.1%+0.9%0.053%
8/4/2025 Kovack Advisors Inc.3,548$344K0.0%-2.7%0.012%
8/4/2025 Pinnacle Associates Ltd.8,641$837K0.0%-1.3%0.030%
8/4/2025 Atria Investments Inc3,162$306K0.0%N/A0.011%
8/4/2025 Assetmark Inc.9,960$965K0.0%-38.0%0.035%
8/4/2025 Hantz Financial Services Inc.410$40K0.0%N/A0.001%
8/4/2025 Arkadios Wealth Advisors23,948$2.32M0.1%-1.8%0.084%
8/4/2025 Flagship Harbor Advisors LLC27,511$2.67M0.1%+480.4%0.096%
8/4/2025 Daymark Wealth Partners LLC20,473$1.98M0.1%+119.3%0.072%
8/1/2025 Cedar Point Capital Partners LLC8,539$827K0.6%-3.3%0.030%
8/1/2025 GWN Securities Inc.10,863$1.06M0.2%+43.2%0.038%
8/1/2025 American Financial & Tax Strategies Inc.50,916$4.93M2.5%-3.4%0.178%
8/1/2025 Envestnet Asset Management Inc.304,261$29.48M0.0%+191.4%1.066%
7/30/2025 Roman Butler Fullerton & Co.11,867$1.19M0.4%-2.7%0.042%
7/30/2025 Retirement Planning Group LLC41,653$4.04M0.2%+11.3%0.146%
7/29/2025 Elevation Capital Advisory LLC18,728$1.82M0.7%N/A0.066%
7/29/2025 Madison Wealth Partners Inc40,838$3.96M0.9%-2.4%0.143%
7/29/2025 Woodard & Co. Asset Management Group Inc. ADV69,828$6.77M1.2%-0.6%0.245%
7/29/2025 Rodgers & Associates LTD17,138$1.66M0.2%-4.6%0.060%
7/28/2025 JGP Wealth Management LLC3,497$339K0.0%+18.6%0.012%
7/28/2025 RFG Advisory LLC38,839$3.76M0.1%-2.7%0.136%
Trump set to Boost Social Security Checks by 400%? (Ad)

If you're collecting or planning to collect social security... You should see this presentation about President Trump's Executive Order #14196. Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse... But BOOST benefits for millions of retirees by up to 400%. No wonder the financial times called this new initiative...

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7/25/2025 Atria Wealth Solutions Inc.30,594$2.97M0.1%-0.7%0.107%
7/25/2025 Envestnet Portfolio Solutions Inc.7,392$716K0.0%+174.8%0.026%
7/25/2025 Courage Miller Partners LLC5,732$555K0.2%-2.9%0.020%
7/25/2025 GW Henssler & Associates Ltd.7,709$747K0.0%+58.0%0.027%
7/25/2025 CWM LLC67,532$6.54M0.0%-1.4%0.237%
7/25/2025 Johnson Investment Counsel Inc.53,594$5.19M0.0%-1.3%0.188%
7/24/2025 McKinley Carter Wealth Services Inc.461,073$44.68M2.5%+0.4%1.615%
7/24/2025 Mainstay Capital Management LLC ADV6,770$656K0.0%+100.0%0.024%
7/24/2025 Capital Advisors Ltd. LLC17,579$1.70M0.2%+1.3%0.062%
7/24/2025 Edge Financial Advisors LLC2,968$284K0.1%N/A0.010%
7/23/2025 Prime Capital Investment Advisors LLC114,106$11.06M0.1%-29.0%0.400%
7/22/2025 Valpey Financial Services LLC4,583$444K0.3%N/A0.016%
7/22/2025 Merit Financial Group LLC55,144$5.34M0.1%-1.5%0.193%
7/22/2025 Marietta Wealth Management LLC71,718$6.95M0.9%+0.8%0.251%
7/22/2025 Wealthcare Advisory Partners LLC7,074$685K0.0%N/A0.025%
7/22/2025 BridgePort Financial Solutions LLC2,468$239K0.1%N/A0.009%
7/22/2025 Accel Wealth Management5,197$504K0.2%-2.3%0.018%
7/21/2025 Ameritas Advisory Services LLC12,417$1.20M0.1%-8.2%0.043%
7/21/2025 Triad Wealth Partners LLC10,835$1.05M0.2%N/A0.038%
7/18/2025 B.O.S.S. Retirement Advisors LLC5,846$566K0.1%N/A0.020%
7/18/2025 Truist Financial Corp16,916$1.64M0.0%-40.8%0.059%
7/17/2025 White Pine Investment CO68,190$6.61M1.6%-0.3%0.239%
7/16/2025 Kiley Juergens Wealth Management LLC148,090$14.35M3.3%-0.5%0.519%
7/16/2025 Signaturefd LLC680$66K0.0%N/A0.002%
7/16/2025 Paragon Capital Management Ltd4,011$389K0.1%-2.6%0.014%
7/16/2025 Lloyd Advisory Services LLC.19,659$1.91M0.9%N/A0.069%
7/16/2025 New Insight Wealth Advisors5,339$517K0.2%-2.6%0.019%
7/15/2025 North Star Investment Management Corp.25,144$2.44M0.2%-0.7%0.088%
7/15/2025 McCarthy & Cox2,250$218K0.1%N/A0.008%
7/15/2025 Family Investment Center Inc.2,398$232K0.1%N/A0.008%
7/14/2025 Park Avenue Securities LLC52,551$5.09M0.0%N/A0.184%
7/14/2025 Sowell Financial Services LLC2,204$214K0.0%-30.2%0.008%
7/11/2025 Silver Oak Securities Incorporated14,614$1.42M0.1%+820.3%0.051%
7/11/2025 LongView Wealth Management150,177$14.55M4.4%+2.0%0.526%
7/10/2025 Wealth Enhancement Advisory Services LLC100,967$9.84M0.0%+3.0%0.354%
7/10/2025 Focus Financial Network Inc.43,060$4.17M0.2%-5.8%0.151%
7/9/2025 Towerpoint Wealth LLC16,373$1.59M0.7%-6.1%0.057%
7/9/2025 Brand Asset Management Group Inc.36,164$3.50M1.3%-3.7%0.127%
7/9/2025 Bowman & Co S.C.6,715$651K0.3%-11.0%0.024%
7/7/2025 Investors Research Corp68,045$6.59M1.3%+23.3%0.240%
7/7/2025 Platt Investment Counsel LLC3,000$291K0.3%-8.4%0.011%
7/2/2025 Dentgroup LLC38,243$3.71M2.6%-11.6%0.136%
6/27/2025Goldman Sachs Group Inc.6,880$557K0.0%+11.5%0.025%
5/21/2025Geneos Wealth Management Inc.11,203$907K0.0%-12.9%0.040%
5/20/2025Focus Partners Wealth7,663$621K0.0%-3.0%0.028%
5/19/2025SCS Capital Management LLC4,575$371K0.0%N/A0.016%
5/16/2025Goldman Sachs Group Inc.6,880$557K0.0%+11.5%0.025%
5/16/2025Jones Financial Companies Lllp28,273$2.29M0.0%+1,031.4%0.102%
5/16/2025NewEdge Advisors LLC9,345$757K0.0%-19.4%0.034%
5/16/2025Integrated Wealth Concepts LLC9,052$733K0.0%-3.4%0.033%
Trump set to Boost Social Security Checks by 400%? (Ad)

If you're collecting or planning to collect social security... You should see this presentation about President Trump's Executive Order #14196. Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse... But BOOST benefits for millions of retirees by up to 400%. No wonder the financial times called this new initiative...

Click here to see the details because the stakes couldn't be any higher.
5/15/2025Paragon Private Wealth Management LLC8,508$689K0.3%N/A0.031%
5/15/2025Royal Bank of Canada84,928$6.88M0.0%+1.7%0.306%
5/14/2025Northwestern Mutual Wealth Management Co.81,646$6.61M0.0%+72.6%0.294%
5/14/2025CW Advisors LLC101,111$8.20M0.1%N/A0.364%
5/14/2025GM Advisory Group LLC87,366$7.08M0.4%+381.8%0.315%
5/14/2025Level Four Advisory Services LLC71,004$5.75M0.2%-1.4%0.256%
5/13/2025Aptus Capital Advisors LLC63,411$5.14M0.1%-0.9%0.229%
5/13/2025Steward Partners Investment Advisory LLC54,796$4.44M0.0%-10.2%0.197%
5/13/2025Tyler Stone Wealth Management6,315$511K0.1%-3.8%0.023%
5/13/2025Raymond James Financial Inc.308,228$24.96M0.0%+0.8%1.111%
(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, 284 institutional investors and hedge funds held shares of iShares Morningstar Growth ETF. The most heavily invested institutionals were LPL Financial LLC ($115.14M), Wells Fargo & Company MN ($60.73M), Bank of America Corp DE ($49.99M), Clearstead Trust LLC ($47.83M), FAS Wealth Partners Inc. ($47.41M), McKinley Carter Wealth Services Inc. ($44.68M), and AdvisorShares Investments LLC ($40.62M).Learn more on iShares Morningstar Growth ETF's institutional investors.

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

Of the 226 institutional investors that purchased iShares Morningstar Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Financial Concepts LLC ($1.68M), Clearstead Advisors LLC ($1.23M), Raymond James Financial Inc. ($614.01K), International Assets Investment Management LLC ($516.58K), AdvisorShares Investments LLC ($495.16K), McKinley Carter Wealth Services Inc. ($461.07K), and Envestnet Asset Management Inc. ($343.68K).

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

Institutional investors have bought a total of 4,529,732 shares in the last 24 months. This purchase volume represents approximately $399.27M in transactions.

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

Of the 120 institutional investors that sold iShares Morningstar Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cetera Investment Advisers ($183.44K), Envestnet Asset Management Inc. ($134.18K), Private Advisor Group LLC ($112.03K), LPL Financial LLC ($105.43K), Wells Fargo & Company MN ($93.72K), FAS Wealth Partners Inc. ($60.73K), and Bank of America Corp DE ($58.57K).

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

Institutional investors have sold a total of 1,428,271 shares in the last 24 months. This volume of shares sold represents approximately $122.56M in transactions.


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This page (NYSEARCA:ILCG) was last updated on 8/9/2025 by MarketBeat.com Staff
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