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iShares Morningstar Growth ETF (ILCG) Institutional Ownership

iShares Morningstar Growth ETF logo
$111.42 +0.92 (+0.83%)
As of 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)
192
Total
Institutional Inflows
(last 12 months)
$508.35M
Number of
Institutional Sellers
(last 12 months)
132
Total
Institutional Outflows
(last 12 months)
$222.25M
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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
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%
5/5/2026 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%
4/28/2026 GM 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%
3/17/2026Rockefeller 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%
3/9/2026Corient 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%
2/18/2026 Evolve 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%
2/17/2026 Private 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%
2/17/2026 Beacon Financial Advisory LLC19,279$2.01M0.5%-0.8%0.068%
2/16/2026 MLP3 LLC2,000$208K0.2%N/A0.007%
2/16/2026 MML 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%
2/13/2026 Kestra 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%
2/13/2026 GM Advisory Group LLC333,245$34.67M1.4%+16.5%1.178%
2/13/2026Morgan Stanley1,112,299$115.72M0.0%-19.0%3.930%
2/13/2026Integrated Wealth Concepts LLC8,624$897K0.0%-7.7%0.030%
2/13/2026Wells Fargo & Company MN718,042$74.71M0.0%+6.1%2.537%
2/13/2026Kane Investment Management Inc.17,735$1.85M0.9%-2.3%0.063%
2/13/2026 Livet Wealth LLC8,529$887K0.5%N/A0.030%
2/12/2026Elevation Wealth Management LLC2,906$302K0.3%N/A0.010%
2/12/2026Orion Porfolio Solutions LLC22,850$2.38M0.0%+8.5%0.081%
2/12/2026Financial Engines Advisors L.L.C.16,501$1.72M0.0%-4.7%0.058%
2/12/2026 Commonwealth Equity Services LLC349,598$36.37M0.0%-3.6%1.235%
2/12/2026Steward Partners Investment Advisory LLC53,152$5.53M0.0%-2.4%0.188%
2/12/2026Principal Securities Inc.10,021$1.04M0.0%-2.3%0.035%
2/12/2026Kovack Advisors Inc.3,893$405K0.0%+9.6%0.014%
2/11/2026Cedar Point Capital Partners LLC7,622$793K0.5%-11.0%0.027%
2/11/2026GWN Securities Inc.13,573$1.41M0.3%+3.5%0.048%
2/11/2026 Goodman Advisory Group LLC2,477$258K0.1%-98.7%0.009%
2/11/2026Paragon Private Wealth Management LLC10,975$1.14M0.4%-1.5%0.039%
2/11/2026Brand Asset Management Group Inc.33,376$3.47M1.0%-4.3%0.118%
2/11/2026LPL Financial LLC1,381,151$143.70M0.0%+6.7%4.880%
2/11/2026O Shaughnessy Asset Management LLC378$39K0.0%+1,250.0%0.001%
2/11/2026JPMorgan Chase & Co.399,429$41.56M0.0%+6.1%1.411%
2/11/2026Milestone Investment Advisors LLC5,275$549K0.1%N/A0.019%
2/11/2026Ipsen Advisor Group LLC53,924$5.61M4.0%-20.5%0.191%
2/11/2026 J.W. Cole Advisors Inc.4,765$496K0.0%-37.9%0.017%
2/10/2026Lido Advisors LLC12,460$1.30M0.0%+11.9%0.044%
2/10/2026Greenspring Advisors LLC13,565$1.41M0.1%N/A0.048%
2/10/2026 Nvest Financial LLC8,504$885K0.4%+4.8%0.030%
2/10/2026Twin Peaks Wealth Advisors LLC10,426$1.08M0.3%+58.7%0.037%
2/10/2026 Essex Financial Services Inc.16,519$1.72M0.1%-1.1%0.058%
2/10/2026 Madison Wealth Partners Inc40,143$4.18M0.8%-1.2%0.142%
2/10/2026Valpey Financial Services LLC474,901$49.41M0.3%+10,289.4%1.678%


ILCG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ILCG shares?

During the previous two years, 329 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), FAS Wealth Partners Inc. ($61.03M), Cetera Investment Advisers ($54.98M), and Bank of America Corp DE ($53.63M).Learn more on iShares Morningstar Growth ETF's institutional investors.

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

Of the 275 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).

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

Institutional investors have bought a total of 5,050,668 shares in the last 24 months. This purchase volume represents approximately $508.35M in transactions.

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

Of the 132 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), Cetera Investment Advisers ($99.89K), McKinley Carter Wealth Services Inc. ($92.82K), and Private Advisor Group LLC ($84.12K).

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

Institutional investors have sold a total of 2,229,228 shares in the last 24 months. This volume of shares sold represents approximately $222.25M in transactions.


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This page (NYSEARCA:ILCG) was last updated on 5/5/2026 by MarketBeat.com Staff.
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