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iShares Morningstar Growth ETF (ILCG) Institutional Ownership

iShares Morningstar Growth ETF logo
$116.51 -0.77 (-0.66%)
As of 09:41 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)
153
Total
Institutional Inflows
(last 12 months)
$426.22M
Number of
Institutional Sellers
(last 12 months)
115
Total
Institutional Outflows
(last 12 months)
$171.99M
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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
9/23/2026 Envestnet Portfolio Solutions Inc.13,177$1.54M0.0%+112.8%0.048%
9/23/2026 Envestnet Asset Management Inc.1,021,655$119.56M0.0%+71.0%3.735%
9/9/2026 Integrated Wealth Concepts LLC10,252$1.20M0.0%-13.5%0.037%
9/9/2026 RFG Advisory LLC2,539$297K0.0%-8.9%0.009%
9/9/2026 NewEdge Advisors LLC15,186$1.78M0.0%-19.3%0.055%
9/9/2026 Baird Financial Group Inc.3,078$360K0.0%-3.1%0.011%
8/27/2026 Corient Private Wealth LP96,437$11.29M0.0%-24.5%0.347%
8/23/2026 Kintra Wealth LLC5,994$711K0.0%+170.4%0.022%
8/23/2026 HB Wealth Management LLC8,468$991K0.0%+4.7%0.030%
8/22/2026 Invested Advisors6,836$800K0.7%+26.4%0.025%
8/22/2026 Elevation Wealth Management LLC3,787$443K0.3%+37.1%0.014%
8/22/2026 Jim Saulnier & Associates LLC16,371$1.92M0.9%-50.4%0.059%
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%
6/10/2026 FAS Wealth Partners Inc.592,851$56.61M3.5%+1.1%2.229%
6/3/2026 Wealthquest Corp9,160$875K0.1%-7.0%0.034%
6/3/2026 Parallel Advisors LLC939$90K0.0%+164.5%0.004%
6/3/2026 NewEdge Advisors LLC18,809$1.80M0.0%+2.4%0.071%
5/29/2026 Ipsen Advisor Group LLC52,828$5.04M3.5%-2.0%0.199%
5/19/2026 Paragon Private Wealth Management LLC13,868$1.32M0.4%+26.4%0.052%
5/19/2026 Bank of America Corp DE451,119$43.07M0.0%-10.1%1.696%
5/19/2026 Ashton Thomas Securities LLC26,866$2.57M0.3%N/A0.101%
5/19/2026 Arkadios Wealth Advisors23,722$2.27M0.0%+0.4%0.089%
5/18/2026 Royal Bank of Canada96,416$9.21M0.0%-9.5%0.362%
5/14/2026 B&D White Capital Company LLC347,434$33.17M4.1%-27.8%1.306%
5/13/2026 Cetera Investment Advisers596,099$56.92M0.1%+12.8%2.241%
5/13/2026 Signature Equity Partners LLC684$65K0.0%+18.5%0.003%
5/8/2026 PNC Financial Services Group Inc.4,736$452K0.0%+8.1%0.018%
5/7/2026 Parallel Advisors LLC939$90K0.0%+164.5%0.004%
5/7/2026 Hershey Financial Advisers LLC10,895$1.04M0.9%+19.4%0.041%
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5/6/2026 Assetmark Inc.24,936$2.38M0.0%+8.4%0.094%
5/6/2026 Clearstead Trust LLC557,871$53.27M8.7%+12.5%2.097%
5/6/2026 Independent Financial Group LLC6,892$658K0.0%N/A0.026%
5/5/2026 Bank of New York Mellon Corp71,239$6.80M0.0%+81.1%0.268%
5/5/2026 Milestone Investment Advisors LLC4,825$461K0.1%-8.5%0.018%
5/5/2026 Opinicus Capital Inc.2,441$233K0.2%-13.8%0.009%
5/5/2026 Sanctuary Advisors LLC40,804$3.90M0.0%+20.4%0.153%
5/5/2026 Sigma Planning Corp14,514$1.39M0.0%-2.4%0.055%
5/5/2026 Adell Harriman & Carpenter Inc.8,929$853K0.1%-14.9%0.034%
5/4/2026 Archer Investment Corp5,679$542K0.1%+3,449.4%0.021%
5/2/2026 Diversify Wealth Management LLC2,365$226K0.0%N/A0.009%
5/1/2026 Fifth Third Bancorp15,208$1.45M0.0%+675.9%0.057%
5/1/2026 Cedar Mountain Advisors LLC1,020$97K0.0%-12.8%0.004%
4/30/2026 Roman Butler Fullerton & Co.14,746$1.48M0.4%+4.2%0.055%
4/30/2026 Kestra Advisory Services LLC22,643$2.16M0.0%+39.0%0.085%
4/30/2026 Money 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%
4/29/2026 Kiley 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%
4/28/2026 NBT Bank N A NY286$27K0.0%+175.0%0.001%
4/28/2026 Beacon Financial Advisory LLC19,386$1.85M0.4%+0.6%0.073%
4/28/2026 WBH Advisory Inc.2,564$248K0.0%N/A0.010%
4/27/2026 Arcadia Wealth Management LLC52,162$4.98M1.8%+9.2%0.196%
4/27/2026 World Investment Advisors3,460$330K0.0%-7.5%0.013%
4/27/2026 Private Advisor Group LLC29,725$2.84M0.0%-3.6%0.112%
4/24/2026 Merited Wealth LLC5,129$490K0.4%N/A0.019%
4/24/2026 Key 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%
4/22/2026 Goodman Advisory Group LLC619$59K0.0%-75.0%0.002%
4/22/2026 Jim Saulnier & Associates LLC32,973$3.15M1.5%-0.9%0.124%
4/21/2026 Silver Oak Securities Incorporated16,685$1.59M0.1%+660.1%0.063%
4/20/2026 Kestra 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%
4/16/2026 Evolve Private Wealth LLC11,225$1.07M0.1%+16.8%0.042%
3/17/2026 Rockefeller Capital Management L.P.168,913$17.57M0.0%+11.4%0.597%
3/13/2026 World Investment Advisors3,740$389K0.0%+4.3%0.013%
3/9/2026 Corient Private Wealth LLC125,495$13.06M0.0%+2.5%0.443%
2/23/2026 Drake & Associates LLC8,601$895K0.2%+39.8%0.030%
2/19/2026 Corient Private Wealth LLC125,495$13.06M0.0%+2.5%0.443%
2/19/2026 Plotkin Financial Advisors LLC5,715$595K0.3%+15.7%0.020%
2/18/2026 Mercer Global Advisors Inc. ADV15,506$1.61M0.0%-42.0%0.055%
2/18/2026 FAS Wealth Partners Inc.586,634$61.03M3.9%-2.2%2.073%
2/18/2026 EP Wealth Advisors LLC3,211$334K0.0%N/A0.011%
2/18/2026 NewEdge Advisors LLC18,368$1.91M0.0%+28.6%0.065%
2/18/2026 Hershey Financial Advisers LLC9,128$950K0.8%-17.3%0.032%
2/18/2026 Garton & Associates Financial Advisors LLC1,075$112K0.1%N/A0.004%
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2/18/2026 VestGen Advisors LLC34,407$3.58M0.2%-0.8%0.122%
2/18/2026 IHT Wealth Management LLC57,600$5.99M0.1%-1.1%0.204%
2/18/2026 Evolve Private Wealth LLC9,607$1M0.1%N/A0.034%
2/17/2026 Cetera Investment Advisers528,445$54.98M0.1%+6.9%1.867%
2/17/2026 Equitable Holdings Inc.2,328,126$242.22M1.7%-0.4%8.227%
2/17/2026 Kovack Advisors Inc.3,893$405K0.0%+9.6%0.014%
2/17/2026 Twin Focus Capital Partners LLC35,571$3.70M0.4%+1.2%0.126%
2/17/2026 Osaic Holdings Inc.252,346$26.26M0.0%-10.4%0.892%
2/17/2026 Advisory Services Network LLC28,380$2.95M0.0%+6.4%0.100%
2/17/2026 Private Advisor Group LLC30,840$3.21M0.0%-72.9%0.109%


ILCG Institutional Ownership - Frequently Asked Questions

During the previous two years, 324 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), Envestnet Asset Management Inc. ($119.56M), Morgan Stanley ($115.72M), Wells Fargo & Company MN ($74.71M), Cetera Investment Advisers ($56.92M), and FAS Wealth Partners Inc. ($56.61M).Learn more on iShares Morningstar Growth ETF's institutional investors.

Of the 262 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 ($903.53K), Envestnet Asset Management Inc. ($820.47K), 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 AdvisorShares Investments LLC ($401.85K).

Institutional investors have bought a total of 4,063,279 shares in the last 24 months. This purchase volume represents approximately $426.22M in transactions.

Of the 115 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: Morgan Stanley ($260.66K), Goodman Advisory Group LLC ($184.78K), B&D White Capital Company LLC ($138.56K), Corient Private Wealth LLC ($131.36K), Equitable Holdings Inc. ($103.99K), McKinley Carter Wealth Services Inc. ($92.82K), and Private Advisor Group LLC ($84.12K).

Institutional investors have sold a total of 1,670,766 shares in the last 24 months. This volume of shares sold represents approximately $171.99M in transactions.


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Institutional ownership data for NYSEARCA:ILCG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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