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iShares Morningstar Growth ETF (ILCG) Institutional Ownership

iShares Morningstar Growth ETF logo
$103.58 -0.87 (-0.84%)
As of 11:38 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Growth ETF (NYSEARCA:ILCG)

Number of
Institutional Buyers
(last 12 months)
177
Total
Institutional Inflows
(last 12 months)
$470.00M
Number of
Institutional Sellers
(last 12 months)
124
Total
Institutional Outflows
(last 12 months)
$172.71M
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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
10/10/2025 Corsicana & Co.43,382$4.53M2.5%N/A0.148%
10/10/2025 Bowman & Co S.C.6,616$690K0.3%-1.5%0.023%
10/10/2025 Focus Financial Network Inc.34,660$3.62M0.1%-19.5%0.118%
10/8/2025 Towerpoint Wealth LLC15,900$1.66M0.7%-2.9%0.054%
10/8/2025 Trinity Wealth Management LLC63,666$6.64M2.5%N/A0.217%
10/8/2025 Accel Wealth Management4,352$454K0.1%-16.3%0.015%
10/3/2025 Dentgroup LLC49,944$5.21M3.4%+30.6%0.170%
10/2/2025 Investors Research Corp75,205$7.84M1.5%+10.5%0.262%
9/26/2025Corient Private Wealth LLC118,938$11.53M0.0%-52.5%0.415%
9/11/2025Milestones Private Investment Advisors LLC8,955$868K0.6%N/A0.031%
9/4/2025Osaic Holdings Inc.107,243$10.39M0.0%-13.3%0.374%
8/25/2025Fulcrum Equity Management2,339$227K0.2%N/A0.008%
8/19/2025B. Riley Wealth Advisors Inc.16,873$1.64M0.1%N/A0.059%
8/19/2025Cape Investment Advisory Inc.22,318$2.16M0.8%-0.7%0.078%
8/19/2025Advisory Services Network LLC25,437$2.55M0.0%+28.2%0.089%
8/18/2025Geneos Wealth Management Inc.14,200$1.38M0.0%+26.8%0.050%
8/18/2025Hershey Financial Advisers LLC36,986$3.58M3.2%N/A0.129%
8/18/2025Goodman Advisory Group LLC184,981$17.93M6.1%N/A0.646%
8/15/2025Corient Private Wealth LLC118,936$11.53M0.0%-52.5%0.415%
8/15/2025Equitable Holdings Inc.2,432,116$235.67M1.9%-6.6%8.489%
8/15/2025MML Investors Services LLC278,609$27.00M0.1%+1.0%0.972%
8/15/2025IHT Wealth Management LLC58,694$5.69M0.2%-0.9%0.205%
8/15/2025EP Wealth Advisors LLC3,258$316K0.0%+17.8%0.011%
8/15/2025Bank of America Corp DE472,917$45.83M0.0%-12.7%1.651%
8/15/2025Ameriprise Financial Inc.347,741$33.70M0.0%+1.3%1.214%
8/14/2025Raymond James Financial Inc.242,583$23.51M0.0%-21.3%0.847%
8/14/2025Diversify Advisory Services LLC2,068$210K0.0%N/A0.007%
8/14/2025FAS Wealth Partners Inc.598,563$58.00M4.3%+2.3%2.089%
8/14/2025NewEdge Advisors LLC11,537$1.12M0.0%+23.5%0.040%
8/14/2025Transce3nd LLC331$32K0.0%N/A0.001%
8/14/2025Cerity Partners LLC2,469$239K0.0%N/A0.009%
8/13/2025PGIM Custom Harvest LLC2,250$218K0.0%N/A0.008%
8/13/2025StoneX Group Inc.3,068$297K0.0%+9.4%0.011%
8/13/2025Brown Advisory Inc.3,058$296K0.0%N/A0.011%
8/13/2025Marshall Wace LLP7,632$740K0.0%N/A0.027%
8/13/2025Twin Peaks Wealth Advisors LLC6,546$666K0.2%N/A0.023%
8/13/2025VestGen Advisors LLC35,401$3.43M0.1%-1.5%0.124%
8/13/2025Wealthquest Corp9,871$956K0.1%-2.8%0.034%
8/13/2025Level Four Advisory Services LLC70,796$6.86M0.3%-0.3%0.247%
8/13/2025Northwestern Mutual Wealth Management Co.91,382$8.86M0.0%+11.9%0.319%
8/13/2025GM Advisory Group LLC246,525$23.89M1.2%+182.2%0.860%
8/12/2025J.W. Cole Advisors Inc.12,009$1.16M0.0%+39.6%0.042%
8/12/2025Laurel Wealth Advisors LLC251,940$24.41M0.0%+9,590.0%0.879%
8/12/2025Spectrum Wealth Advisory Group LLC2,280$221K0.1%N/A0.008%
8/12/2025Steward Partners Investment Advisory LLC54,121$5.24M0.0%-1.2%0.189%
8/12/2025Global Retirement Partners LLC13,358$1.29M0.0%N/A0.047%
8/12/2025JPMorgan Chase & Co.307,252$29.77M0.0%-4.5%1.072%
8/12/2025Personal CFO Solutions LLC4,135$401K0.1%N/A0.014%
8/12/2025Absolute Capital Management LLC35,504$3.44M1.7%-27.5%0.124%
8/11/2025Wealthspire Advisors LLC4,626$448K0.0%+68.8%0.016%
8/11/2025Greykasell Wealth Strategies Inc.29,382$2.85M1.4%+0.7%0.103%
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%
8/7/2025Summit Asset Management LLC8,285$803K0.1%-8.8%0.029%
8/7/2025Brio Consultants LLC8,465$820K0.1%N/A0.030%
8/6/2025AE Wealth Management LLC61,416$5.95M0.0%+2,904.7%0.215%
8/6/2025Ipsen Advisor Group LLC68,347$6.62M5.0%+3.1%0.239%
8/6/2025Savant Capital LLC27,335$2.65M0.0%+2.1%0.096%
8/6/2025Ethos Financial Group LLC8,203$795K0.1%N/A0.029%
8/5/2025Sunburst Financial Group LLC61,538$5.96M1.3%-0.3%0.216%
8/5/2025Key Financial Inc6,840$663K0.1%+45.7%0.024%
8/5/2025Optivise Advisory Services LLC10,169$985K0.5%+1.2%0.036%
8/5/2025Sigma Planning Corp14,327$1.39M0.0%+2.5%0.050%
8/5/2025Strategic Financial Concepts LLC11,488$1.11M0.2%-78.7%0.040%
8/4/2025Jim Saulnier & Associates LLC36,888$3.57M2.4%-5.8%0.129%
8/4/2025Creative Financial Designs Inc. ADV15,177$1.47M0.1%+0.9%0.053%
8/4/2025Kovack Advisors Inc.3,548$344K0.0%-2.7%0.012%
8/4/2025Pinnacle Associates Ltd.8,641$837K0.0%-1.3%0.030%
8/4/2025Atria Investments Inc3,162$306K0.0%N/A0.011%
8/4/2025Assetmark Inc.9,960$965K0.0%-38.0%0.035%
8/4/2025Hantz Financial Services Inc.410$40K0.0%N/A0.001%
8/4/2025Arkadios Wealth Advisors23,948$2.32M0.1%-1.8%0.084%
8/4/2025Flagship Harbor Advisors LLC27,511$2.67M0.1%+480.4%0.096%
8/4/2025Daymark Wealth Partners LLC20,473$1.98M0.1%+119.3%0.072%
8/1/2025Cedar Point Capital Partners LLC8,539$827K0.6%-3.3%0.030%
8/1/2025GWN Securities Inc.10,863$1.06M0.2%+43.2%0.038%
8/1/2025American Financial & Tax Strategies Inc.50,916$4.93M2.5%-3.4%0.178%
8/1/2025Envestnet Asset Management Inc.304,261$29.48M0.0%+191.4%1.066%
7/30/2025Roman Butler Fullerton & Co.11,867$1.19M0.4%-2.7%0.042%
7/30/2025Retirement Planning Group LLC41,653$4.04M0.2%+11.3%0.146%
7/29/2025Elevation Capital Advisory LLC18,728$1.82M0.7%N/A0.066%
7/29/2025Madison Wealth Partners Inc40,838$3.96M0.9%-2.4%0.143%
7/29/2025Woodard & Co. Asset Management Group Inc. ADV69,828$6.77M1.2%-0.6%0.245%
7/29/2025Rodgers & Associates LTD17,138$1.66M0.2%-4.6%0.060%
7/28/2025JGP Wealth Management LLC3,497$339K0.0%+18.6%0.012%
7/28/2025RFG Advisory LLC38,839$3.76M0.1%-2.7%0.136%
7/25/2025Atria Wealth Solutions Inc.30,594$2.97M0.1%-0.7%0.107%
7/25/2025Envestnet Portfolio Solutions Inc.7,392$716K0.0%+174.8%0.026%
7/25/2025Courage Miller Partners LLC5,732$555K0.2%-2.9%0.020%
7/25/2025GW Henssler & Associates Ltd.7,709$747K0.0%+58.0%0.027%
7/25/2025CWM LLC67,532$6.54M0.0%-1.4%0.237%
7/25/2025Johnson Investment Counsel Inc.53,594$5.19M0.0%-1.3%0.188%
7/24/2025McKinley Carter Wealth Services Inc.461,073$44.68M2.5%+0.4%1.615%
7/24/2025Mainstay Capital Management LLC ADV6,770$656K0.0%+100.0%0.024%
7/24/2025Capital Advisors Ltd. LLC17,579$1.70M0.2%+1.3%0.062%
(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, 293 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 236 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 5,221,512 shares in the last 24 months. This purchase volume represents approximately $470.00M in transactions.

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

Of the 124 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: Corient Private Wealth LLC ($262.71K), Equitable Holdings Inc. ($171.67K), Envestnet Asset Management Inc. ($134.18K), 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 1,924,617 shares in the last 24 months. This volume of shares sold represents approximately $172.71M in transactions.


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This page (NYSEARCA:ILCG) was last updated on 10/14/2025 by MarketBeat.com Staff
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