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iShares Morningstar Growth ETF (ILCG) Institutional Ownership

iShares Morningstar Growth ETF logo
$111.61 -0.84 (-0.75%)
As of 07/24/2026 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)
179
Total
Institutional Inflows
(last 12 months)
$486.77M
Number of
Institutional Sellers
(last 12 months)
123
Total
Institutional Outflows
(last 12 months)
$219.86M
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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
7/10/2026 Investors Research Corp91,309$10.69M1.9%+0.5%0.330%
7/10/2026 GenWealth Group Inc.30,489$3.57M0.6%-2.4%0.110%
7/10/2026 Wealthcare Advisory Partners LLC11,577$1.36M0.0%+14.1%0.042%
7/9/2026 Shira Ridge Wealth Management22,117$2.59M0.9%-0.6%0.080%
7/9/2026 Focus Financial Network Inc.15,594$1.83M0.1%-26.6%0.056%
7/9/2026 Sunburst Financial Group LLC58,544$6.85M1.1%-1.4%0.211%
7/9/2026 Valeo Financial Advisors LLC2,761$323K0.0%-8.7%0.010%
7/8/2026 Evanson Financial LLC3,100$363K0.0%N/A0.011%
7/7/2026 JGP Wealth Management LLC9,103$1.07M0.1%-4.4%0.033%
7/7/2026 Dynamic Advisor Solutions LLC2,155$252K0.0%N/A0.008%
7/7/2026 CoreCap Advisors LLC2,082$244K0.0%-4.8%0.008%
7/7/2026 Pathway Financial Advisors LLC1,805$206K0.0%N/A0.007%
6/10/2026FAS Wealth Partners Inc.592,851$56.61M3.5%+1.1%2.229%
6/3/2026 Wealthquest Corp9,160$875K0.1%-7.0%0.034%
6/3/2026Parallel Advisors LLC939$90K0.0%+164.5%0.004%
6/3/2026NewEdge Advisors LLC18,809$1.80M0.0%+2.4%0.071%
5/29/2026Ipsen Advisor Group LLC52,828$5.04M3.5%-2.0%0.199%
5/19/2026Paragon Private Wealth Management LLC13,868$1.32M0.4%+26.4%0.052%
5/19/2026Bank of America Corp DE451,119$43.07M0.0%-10.1%1.696%
5/19/2026Ashton Thomas Securities LLC26,866$2.57M0.3%N/A0.101%
5/19/2026Arkadios Wealth Advisors23,722$2.27M0.0%+0.4%0.089%
5/18/2026Royal Bank of Canada96,416$9.21M0.0%-9.5%0.362%
5/14/2026B&D White Capital Company LLC347,434$33.17M4.1%-27.8%1.306%
5/13/2026Cetera Investment Advisers596,099$56.92M0.1%+12.8%2.241%
5/13/2026Signature Equity Partners LLC684$65K0.0%+18.5%0.003%
5/8/2026PNC Financial Services Group Inc.4,736$452K0.0%+8.1%0.018%
5/7/2026Parallel Advisors LLC939$90K0.0%+164.5%0.004%
5/7/2026Hershey Financial Advisers LLC10,895$1.04M0.9%+19.4%0.041%
5/6/2026Assetmark Inc.24,936$2.38M0.0%+8.4%0.094%
5/6/2026Clearstead Trust LLC557,871$53.27M8.7%+12.5%2.097%
5/6/2026 Independent Financial Group LLC6,892$658K0.0%N/A0.026%
5/5/2026Bank of New York Mellon Corp71,239$6.80M0.0%+81.1%0.268%
5/5/2026Milestone Investment Advisors LLC4,825$461K0.1%-8.5%0.018%
5/5/2026Opinicus Capital Inc.2,441$233K0.2%-13.8%0.009%
5/5/2026Sanctuary Advisors LLC40,804$3.90M0.0%+20.4%0.153%
5/5/2026Sigma Planning Corp14,514$1.39M0.0%-2.4%0.055%
5/5/2026Adell Harriman & Carpenter Inc.8,929$853K0.1%-14.9%0.034%
5/4/2026Archer Investment Corp5,679$542K0.1%+3,449.4%0.021%
5/2/2026Diversify Wealth Management LLC2,365$226K0.0%N/A0.009%
5/1/2026Fifth Third Bancorp15,208$1.45M0.0%+675.9%0.057%
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5/1/2026 Cedar Mountain Advisors LLC1,020$97K0.0%-12.8%0.004%
4/30/2026Roman Butler Fullerton & Co.14,746$1.48M0.4%+4.2%0.055%
4/30/2026Kestra Advisory Services LLC22,643$2.16M0.0%+39.0%0.085%
4/30/2026Money Concepts Capital Corp44,542$4.25M0.2%-11.5%0.167%
4/29/2026 Horst & Graben Wealth Management LLC18,222$1.74M0.2%-2.8%0.069%
4/29/2026 Northwest Wealth Advisors LLC40,420$3.86M2.8%+9.1%0.152%
4/29/2026Kiley Juergens Wealth Management LLC142,759$13.63M2.4%-0.8%0.537%
4/28/2026GM Advisory Group LLC356,056$34.00M1.3%+6.8%1.339%
4/28/2026NBT Bank N A NY286$27K0.0%+175.0%0.001%
4/28/2026Beacon Financial Advisory LLC19,386$1.85M0.4%+0.6%0.073%
4/28/2026WBH Advisory Inc.2,564$248K0.0%N/A0.010%
4/27/2026 Arcadia Wealth Management LLC52,162$4.98M1.8%+9.2%0.196%
4/27/2026World Investment Advisors3,460$330K0.0%-7.5%0.013%
4/27/2026Private Advisor Group LLC29,725$2.84M0.0%-3.6%0.112%
4/24/2026Merited Wealth LLC5,129$490K0.4%N/A0.019%
4/24/2026Key Financial Inc15,038$1.44M0.3%+94.3%0.057%
4/24/2026 Harbor Investment Advisory LLC2,020$193K0.0%-12.9%0.008%
4/23/2026 Flagstar Advisors Inc.4,612$440K0.2%-7.3%0.017%
4/22/2026Goodman Advisory Group LLC619$59K0.0%-75.0%0.002%
4/22/2026Jim Saulnier & Associates LLC32,973$3.15M1.5%-0.9%0.124%
4/21/2026Silver Oak Securities Incorporated16,685$1.59M0.1%+660.1%0.063%
4/20/2026Kestra Private Wealth Services LLC11,096$1.06M0.0%+0.9%0.042%
4/20/2026 White Pine Investment CO73,024$6.97M1.6%+6.8%0.276%
4/20/2026 RFG Advisory LLC2,787$266K0.0%+20.8%0.011%
4/17/2026 Capital Advisors Ltd. LLC24,219$2.31M0.3%+14.9%0.091%
4/16/2026Evolve Private Wealth LLC11,225$1.07M0.1%+16.8%0.042%
3/17/2026Rockefeller Capital Management L.P.168,913$17.57M0.0%+11.4%0.597%
3/13/2026World Investment Advisors3,740$389K0.0%+4.3%0.013%
3/9/2026Corient Private Wealth LLC125,495$13.06M0.0%+2.5%0.443%
2/23/2026Drake & Associates LLC8,601$895K0.2%+39.8%0.030%
2/19/2026Corient Private Wealth LLC125,495$13.06M0.0%+2.5%0.443%
2/19/2026Plotkin Financial Advisors LLC5,715$595K0.3%+15.7%0.020%
2/18/2026Mercer Global Advisors Inc. ADV15,506$1.61M0.0%-42.0%0.055%
2/18/2026FAS Wealth Partners Inc.586,634$61.03M3.9%-2.2%2.073%
2/18/2026EP Wealth Advisors LLC3,211$334K0.0%N/A0.011%
2/18/2026NewEdge Advisors LLC18,368$1.91M0.0%+28.6%0.065%
2/18/2026Hershey Financial Advisers LLC9,128$950K0.8%-17.3%0.032%
2/18/2026Garton & Associates Financial Advisors LLC1,075$112K0.1%N/A0.004%
2/18/2026VestGen Advisors LLC34,407$3.58M0.2%-0.8%0.122%
2/18/2026IHT Wealth Management LLC57,600$5.99M0.1%-1.1%0.204%
2/18/2026Evolve Private Wealth LLC9,607$1M0.1%N/A0.034%
2/17/2026Cetera Investment Advisers528,445$54.98M0.1%+6.9%1.867%
2/17/2026Equitable Holdings Inc.2,328,126$242.22M1.7%-0.4%8.227%
2/17/2026Kovack Advisors Inc.3,893$405K0.0%+9.6%0.014%
2/17/2026Twin Focus Capital Partners LLC35,571$3.70M0.4%+1.2%0.126%
2/17/2026Osaic Holdings Inc.252,346$26.26M0.0%-10.4%0.892%
2/17/2026Advisory Services Network LLC28,380$2.95M0.0%+6.4%0.100%
2/17/2026Private Advisor Group LLC30,840$3.21M0.0%-72.9%0.109%
2/17/2026&PARTNERS57,998$6.04M0.0%+3.7%0.205%
2/17/2026Royal Bank of Canada106,590$11.09M0.0%+21.7%0.377%
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2/17/2026Beacon Financial Advisory LLC19,279$2.01M0.5%-0.8%0.068%
2/16/2026MLP3 LLC2,000$208K0.2%N/A0.007%
2/16/2026MML Investors Services LLC284,868$29.64M0.1%+3.3%1.007%
2/16/2026Mariner LLC138,358$14.40M0.0%+10.6%0.489%
2/16/2026Arax Advisory Partners3,075$320K0.0%N/A0.011%
2/16/2026B&D White Capital Company LLC481,278$50.07M5.8%-1.0%1.701%
2/16/2026Aptus Capital Advisors LLC61,513$6.40M0.0%-0.5%0.217%
2/13/2026Kestra Advisory Services LLC16,290$1.70M0.0%+10.5%0.058%
2/13/2026UMB Bank n.a.898$93K0.0%-51.4%0.003%
2/13/2026Stifel Financial Corp27,578$2.87M0.0%-39.2%0.097%


ILCG Institutional Ownership - Frequently Asked Questions

During the previous two years, 327 institutional investors and hedge funds held shares of iShares Morningstar Growth ETF. The most heavily invested institutionals were Equitable Holdings Inc. ($242.22M), LPL Financial LLC ($143.70M), Morgan Stanley ($115.72M), Wells Fargo & Company MN ($74.71M), Cetera Investment Advisers ($56.92M), FAS Wealth Partners Inc. ($56.61M), and Clearstead Trust LLC ($53.27M).Learn more on iShares Morningstar Growth ETF's institutional investors.

Of the 269 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 ($1.70M), AdvisorShares Investments LLC ($897.00K), Northwestern Mutual Wealth Management Co. ($760.58K), Raymond James Financial Inc. ($647.69K), Valpey Financial Services LLC ($474.91K), McKinley Carter Wealth Services Inc. ($461.07K), and Envestnet Asset Management Inc. ($396.37K).

Institutional investors have bought a total of 4,779,042 shares in the last 24 months. This purchase volume represents approximately $486.77M in transactions.

Of the 121 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. ($275.66K), Corient Private Wealth LLC ($262.71K), Morgan Stanley ($260.66K), Goodman Advisory Group LLC ($184.78K), B&D White Capital Company LLC ($138.56K), Bank of America Corp DE ($119.27K), and McKinley Carter Wealth Services Inc. ($92.82K).

Institutional investors have sold a total of 2,175,851 shares in the last 24 months. This volume of shares sold represents approximately $219.86M in transactions.


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This page (NYSEARCA:ILCG) was last updated on 7/25/2026 by MarketBeat.com Staff.
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