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iShares Morningstar Growth ETF (ILCG) Institutional Ownership

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(As of 04/23/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Growth ETF (NYSEARCA:ILCG)

Number of
Institutional Buyers
(last 12 months)
111
Total
Institutional Inflows
(last 12 months)
$214.34M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$67.34M
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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
4/23/2024Global Retirement Partners LLC6,091$460K0.0%-9.7%0.022%
4/23/2024Strategic Blueprint LLC7,384$557K0.0%+22.2%0.026%
4/23/2024Raymond James Financial Services Advisors Inc.189,123$14.28M0.0%+68.7%0.675%
4/22/2024Strategic Financial Concepts LLC54,964$4.15M1.0%+27.2%0.196%
4/22/2024Outlook Wealth Advisors LLC5,980$451K0.1%-7.3%0.021%
4/22/2024Raymond James & Associates88,909$6.71M0.0%-6.0%0.318%
4/19/2024Accel Wealth Management5,721$432K0.2%-8.4%0.020%
4/19/2024Cornerstone Wealth Management LLC116,897$8.82M0.7%+2.4%0.412%
4/19/2024Leeward Financial Partners LLC2,850$215K0.1%N/A0.010%
4/19/2024Kiley Juergens Wealth Management LLC154,973$11.70M3.6%-1.0%0.546%
4/17/2024Cornerstone Wealth Group LLC4,860$367K0.0%N/A0.017%
4/16/2024LongView Wealth Management112,187$8.47M3.4%+18.9%0.395%
4/16/2024Sunburst Financial Group LLC113,017$8.53M2.4%-16.3%0.398%
4/16/2024Towerpoint Wealth LLC20,476$1.55M0.8%-2.1%0.072%
4/16/2024Wealth Enhancement Advisory Services LLC92,348$6.97M0.0%+20.8%0.325%
4/15/2024Bowman & Co S.C.7,295$551K0.3%-4.3%0.026%
4/15/2024Flagstar 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%
3/15/2024B. Riley Wealth Advisors Inc.23,321$1.58M0.0%-0.6%0.082%
2/17/2024Madison Wealth Partners Inc44,411$3.01M1.2%+0.8%0.156%
2/16/2024Wealthquest Corp28,733$1.95M0.2%-4.2%0.101%
2/13/2024Cetera Advisor Networks LLC68,727$4.66M0.0%+10.5%0.242%
2/13/2024Pinnacle 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%
2/12/2024Steward 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%
2/9/2024Commerce Bank4,116$279K0.0%-10.6%0.014%
2/9/2024Cambridge Investment Research Advisors Inc.75,176$5.10M0.0%+1.2%0.265%
2/9/2024Assetmark Inc.22,493$1.53M0.0%+26,362.4%0.079%
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2/9/2024Corient Private Wealth LLC119,919$8.13M0.0%+8.6%0.422%
2/9/2024Wells Fargo & Company MN733,344$49.74M0.0%-2.3%2.582%
2/9/2024Gladstone Institutional Advisory LLC17,075$1.16M0.1%+1.2%0.060%
2/9/2024UBS Group AG349,295$23.69M0.0%+0.9%1.230%
2/8/2024Kingsview Wealth Management LLC12,714$862K0.0%N/A0.045%
2/7/2024Avantax Advisory Services Inc.374,306$25.39M0.3%+4.6%1.318%
2/7/2024Envestnet Portfolio Solutions Inc.19,460$1.32M0.0%N/A0.069%
2/7/2024One Capital Management LLC72,619$4.93M0.2%+9.9%0.256%
2/7/2024AlphaStar Capital Management LLC5,621$381K0.0%-50.0%0.020%
2/7/2024 Strategic Advocates LLC3,265$221K0.1%N/A0.011%
2/7/2024VisionPoint Advisory Group LLC8,574$581K0.2%N/A0.030%
2/7/2024Principal Securities Inc.5,678$385K0.0%N/A0.020%
2/7/2024Sanctuary Wealth Management L.L.C.124,689$8.46M8.2%+733,364.7%0.439%
2/6/2024Private Advisor Group LLC26,591$1.80M0.0%-0.6%0.094%
2/6/2024Clearstead Trust LLC509,308$34.54M9.4%-17.1%1.793%
2/6/2024Merit 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%
2/5/2024Andina Capital Management LLC18,059$1.23M1.1%N/A0.064%
2/5/2024Win Advisors Inc.31,137$2.11M1.0%N/A0.110%
2/5/2024Adell Harriman & Carpenter Inc.32,270$2.19M0.2%-1.5%0.114%
2/3/2024Cedar Point Capital Partners LLC9,636$654K0.5%N/A0.034%
2/2/2024Truist Financial Corp33,010$2.24M0.0%-2.7%0.116%
2/2/2024Atria Wealth Solutions Inc.51,736$3.51M0.0%+93.6%0.182%
2/1/2024Kelman Lazarov Inc.3,061$208K0.0%N/A0.011%
2/1/2024Sigma Planning Corp4,324$293K0.0%-54.4%0.015%
2/1/2024 CWM LLC46,299$3.14M0.0%-3.9%0.163%
1/31/2024J.W. Cole Advisors Inc.6,960$472K0.0%+3.4%0.025%
1/30/2024Kiley Juergens Wealth Management LLC156,574$10.62M3.6%-0.5%0.551%
1/30/2024Marietta Wealth Management LLC66,123$4.48M0.8%+0.9%0.233%
1/30/2024Investors Research Corp8,767$595K0.1%+292.1%0.031%
1/29/2024Outlook Wealth Advisors LLC6,450$437K0.2%-4.4%0.023%
1/29/2024Horst & Graben Wealth Management LLC19,479$1.32M0.3%-6.1%0.069%
1/29/2024Baystate Wealth Management LLC6,775$460K0.0%+16.7%0.024%
1/26/2024 Harbor Investment Advisory LLC2,550$173K0.0%+6.3%0.009%
1/26/2024Geneos Wealth Management Inc.10,255$695K0.0%-4.1%0.036%
1/26/2024Sequoia Financial Advisors LLC3,275$222K0.0%-10.2%0.012%
1/26/2024White Pine Investment CO64,147$4.35M1.4%+3.2%0.226%
1/25/2024 RFG Advisory LLC36,476$2.47M0.1%+51.9%0.128%
1/25/2024 International Assets Investment Management LLC7,458$506K0.0%N/A0.026%
1/25/2024Strategic Blueprint LLC6,041$410K0.0%N/A0.021%
1/25/2024Woodard & Co. Asset Management Group Inc. ADV78,477$5.32M1.6%+220.0%0.276%
1/24/2024Prime Capital Investment Advisors LLC73,506$4.99M0.1%-0.3%0.259%
1/24/2024Arkadios Wealth Advisors35,135$2.38M0.2%-44.4%0.124%
1/24/2024 International Assets Investment Management LLC505,802$34.30M0.0%N/A1.781%
1/24/2024Private Trust Co. NA9,785$664K0.1%-2.5%0.034%
1/24/2024Clear Creek Financial Management LLC9,134$619K0.1%-5.1%0.032%
1/23/2024Arcus Capital Partners LLC2,921$198K0.1%N/A0.010%
1/23/2024Towerpoint Wealth LLC20,921$1.42M0.8%-7.4%0.074%
1/23/2024Beacon Financial Advisory LLC5,979$405K0.2%-5.2%0.021%
1/23/2024DAVENPORT & Co LLC33,382$2.26M0.0%+1.3%0.118%
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1/23/2024FAS Wealth Partners Inc.640,321$43.43M4.1%-9.6%2.255%
1/22/2024Hutchens & Kramer Investment Management Group LLC4,409$299K0.2%-9.9%0.016%
1/22/2024Brand Asset Management Group Inc.36,495$2.48M1.1%-2.9%0.129%
1/19/2024Courage Miller Partners LLC6,999$475K0.2%-5.0%0.025%
1/19/2024Flagstar Advisors Inc.5,786$392K0.1%-18.5%0.020%
1/19/2024Fulcrum Equity Management6,723$456K0.6%N/A0.024%
1/18/2024Strategic Financial Concepts LLC43,222$2.93M1.7%-22.5%0.152%
1/18/2024Global Retirement Partners LLC6,742$459K0.0%+12.8%0.024%
1/18/2024 Evanson Asset Management LLC3,100$210K0.0%N/A0.011%
1/17/2024Kozak & Associates Inc.638$43K0.0%-58.2%0.002%
(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, 224 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), Wells Fargo & Company MN ($49.74M), FAS Wealth Partners Inc. ($43.43M), Financial Advisory Service Inc. ($41.64M), Bank of America Corp DE ($39.70M), and Clearstead Advisors LLC ($36.63M).Learn more on ILCG's institutional investors.

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

Of the 187 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 ($1.24M), International Assets Investment Management LLC ($513.26K), Raymond James Financial Services Advisors Inc. ($208.40K), Sanctuary Wealth Management L.L.C. ($188.53K), Commonwealth Equity Services LLC ($180.81K), Northwestern Mutual Wealth Management Co. ($169.51K), 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 5,246,341 shares in the last 24 months. This purchase volume represents approximately $309.90M in transactions.

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

Of the 132 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 ($654.10K), Bank of America Corp DE ($188.54K), Clearstead Trust LLC ($188.26K), FAS Wealth Partners ($165.58K), AE Wealth Management LLC ($144.43K), LPL Financial LLC ($124.72K), and Northwestern Mutual Wealth Management Co. ($106.57K).

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

Institutional investors have sold a total of 3,008,129 shares in the last 24 months. This volume of shares sold represents approximately $167.89M in transactions.


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This page (NYSEARCA:ILCG) was last updated on 4/24/2024 by MarketBeat.com Staff

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