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iShares Morningstar Growth ETF (ILCG) Institutional Ownership

iShares Morningstar Growth ETF logo
$104.16 +0.79 (+0.76%)
Closing price 09/19/2025 04:10 PM Eastern
Extended Trading
$104.14 -0.02 (-0.02%)
As of 09/19/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Growth ETF (NYSEARCA:ILCG)

Number of
Institutional Buyers
(last 12 months)
175
Total
Institutional Inflows
(last 12 months)
$459.47M
Number of
Institutional Sellers
(last 12 months)
125
Total
Institutional Outflows
(last 12 months)
$159.59M
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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
9/11/2025 Milestones Private Investment Advisors LLC8,955$868K0.6%N/A0.031%
9/4/2025 Osaic Holdings Inc.107,243$10.39M0.0%-13.3%0.374%
8/25/2025 Fulcrum Equity Management2,339$227K0.2%N/A0.008%
8/19/2025 B. Riley Wealth Advisors Inc.16,873$1.64M0.1%N/A0.059%
8/19/2025 Cape Investment Advisory Inc.22,318$2.16M0.8%-0.7%0.078%
8/19/2025 Advisory Services Network LLC25,437$2.55M0.0%+28.2%0.089%
8/18/2025 Geneos Wealth Management Inc.14,200$1.38M0.0%+26.8%0.050%
8/18/2025 Hershey Financial Advisers LLC36,986$3.58M3.2%N/A0.129%
8/18/2025 Goodman Advisory Group LLC184,981$17.93M6.1%N/A0.646%
8/15/2025 Corient Private Wealth LLC118,936$11.53M0.0%-52.5%0.415%
8/15/2025 Equitable Holdings Inc.2,432,116$235.67M1.9%-6.6%8.489%
8/15/2025 MML Investors Services LLC278,609$27.00M0.1%+1.0%0.972%
8/15/2025 IHT Wealth Management LLC58,694$5.69M0.2%-0.9%0.205%
8/15/2025 EP Wealth Advisors LLC3,258$316K0.0%+17.8%0.011%
8/15/2025 Bank of America Corp DE472,917$45.83M0.0%-12.7%1.651%
8/15/2025 Ameriprise Financial Inc.347,741$33.70M0.0%+1.3%1.214%
8/14/2025 Raymond James Financial Inc.242,583$23.51M0.0%-21.3%0.847%
8/14/2025 Diversify Advisory Services LLC2,068$210K0.0%N/A0.007%
8/14/2025 FAS Wealth Partners Inc.598,563$58.00M4.3%+2.3%2.089%
8/14/2025 NewEdge Advisors LLC11,537$1.12M0.0%+23.5%0.040%
8/14/2025 Transce3nd LLC331$32K0.0%N/A0.001%
8/14/2025 Cerity Partners LLC2,469$239K0.0%N/A0.009%
8/13/2025 PGIM Custom Harvest LLC2,250$218K0.0%N/A0.008%
8/13/2025 StoneX Group Inc.3,068$297K0.0%+9.4%0.011%
8/13/2025 Brown Advisory Inc.3,058$296K0.0%N/A0.011%
8/13/2025 Marshall Wace LLP7,632$740K0.0%N/A0.027%
8/13/2025 Twin Peaks Wealth Advisors LLC6,546$666K0.2%N/A0.023%
8/13/2025 VestGen Advisors LLC35,401$3.43M0.1%-1.5%0.124%
8/13/2025 Wealthquest Corp9,871$956K0.1%-2.8%0.034%
8/13/2025 Level Four Advisory Services LLC70,796$6.86M0.3%-0.3%0.247%
8/13/2025 Northwestern Mutual Wealth Management Co.91,382$8.86M0.0%+11.9%0.319%
8/13/2025 GM Advisory Group LLC246,525$23.89M1.2%+182.2%0.860%
8/12/2025 J.W. Cole Advisors Inc.12,009$1.16M0.0%+39.6%0.042%
8/12/2025 Laurel Wealth Advisors LLC251,940$24.41M0.0%+9,590.0%0.879%
8/12/2025 Spectrum Wealth Advisory Group LLC2,280$221K0.1%N/A0.008%
8/12/2025 Steward Partners Investment Advisory LLC54,121$5.24M0.0%-1.2%0.189%
8/12/2025 Global Retirement Partners LLC13,358$1.29M0.0%N/A0.047%
8/12/2025 JPMorgan Chase & Co.307,252$29.77M0.0%-4.5%1.072%
8/12/2025 Personal CFO Solutions LLC4,135$401K0.1%N/A0.014%
8/12/2025 Absolute Capital Management LLC35,504$3.44M1.7%-27.5%0.124%
8/11/2025 Wealthspire Advisors LLC4,626$448K0.0%+68.8%0.016%
8/11/2025 Greykasell Wealth Strategies Inc.29,382$2.85M1.4%+0.7%0.103%
8/8/2025 Rockefeller Capital Management L.P.151,954$14.72M0.0%+1.4%0.532%
8/8/2025 Kingsview Wealth Management LLC12,545$1.22M0.0%+3.8%0.044%
8/8/2025 Avantax Advisory Services Inc.383,000$37.11M0.2%+2.3%1.342%
8/8/2025 Cetera Investment Advisers110,908$10.75M0.0%+71.9%0.388%
8/8/2025 Creative Planning42,664$4.13M0.0%-7.5%0.149%
8/8/2025 Kane Investment Management Inc.18,135$1.76M0.9%+1.7%0.064%
8/8/2025 Clearstead 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%
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%
(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, 294 institutional investors and hedge funds held shares of iShares Morningstar Growth ETF. The most heavily invested institutionals were Equitable Holdings Inc. ($235.67M), LPL Financial LLC ($115.14M), Wells Fargo & Company MN ($60.73M), FAS Wealth Partners Inc. ($58.00M), Clearstead Trust LLC ($47.83M), Bank of America Corp DE ($45.83M), and McKinley Carter Wealth Services Inc. ($44.68M).Learn more on iShares Morningstar Growth ETF's institutional investors.

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

Of the 234 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 5,126,562 shares in the last 24 months. This purchase volume represents approximately $459.47M in transactions.

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

Of the 125 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: Equitable Holdings Inc. ($171.67K), Envestnet Asset Management Inc. ($134.18K), Corient Private Wealth LLC ($131.36K), Bank of America Corp DE ($127.16K), Private Advisor Group LLC ($112.03K), LPL Financial LLC ($105.43K), and Cetera Investment Advisers ($99.89K).

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

Institutional investors have sold a total of 1,791,049 shares in the last 24 months. This volume of shares sold represents approximately $159.59M in transactions.


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This page (NYSEARCA:ILCG) was last updated on 9/22/2025 by MarketBeat.com Staff
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