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iShares Morningstar Growth ETF (ILCG) Institutional Ownership

iShares Morningstar Growth ETF logo
$104.71 +1.23 (+1.19%)
Closing price 11/6/2026 04:10 PM Eastern
Extended Trading
$104.74 +0.03 (+0.02%)
As of 11/6/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Growth ETF (NYSEARCA:ILCG)

Number of
Institutional Buyers
(last 12 months)
182
Total
Institutional Inflows
(last 12 months)
$564.32M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$141.87M
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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
11/7/2026 Cornerstone Advisory LLC2,528$296K0.0%N/A0.009%
11/6/2026 Money Concepts Capital Corp31,063$3.63M0.2%N/A0.114%
11/6/2026 Russell Investments Group Ltd.302$35K0.0%N/A0.001%
11/6/2026 Fifth Third Bancorp10,443$1.22M0.0%-26.2%0.038%
11/5/2026 Silver Grove Financial Group Inc.294$34K0.0%+254.2%0.001%
11/5/2026 Lido Advisors LLC11,478$1.34M0.0%N/A0.042%
11/5/2026 Cornerstone Wealth Management LLC106,553$12.46M0.5%N/A0.391%
11/5/2026 Csenge Advisory Group12,408$1.45M0.1%N/A0.046%
11/4/2026 AlphaCore Capital LLC2,850$333K0.0%N/A0.010%
11/4/2026 Jim Saulnier & Associates LLC11,935$1.40M0.6%-27.1%0.044%
11/3/2026 StoneX Group Inc.2,813$329K0.0%N/A0.010%
11/3/2026 Parallel Advisors LLC275$32K0.0%N/A0.001%
11/3/2026 Asset Dedication LLC2,267$265K0.0%N/A0.008%
11/3/2026 International Assets Investment Management LLC9,229$1.08M0.0%N/A0.034%
11/2/2026 Kestra Advisory Services LLC34,857$4.08M0.0%N/A0.128%
11/2/2026 B&D White Capital Company LLC425,161$49.73M4.9%N/A1.560%
11/2/2026 Commonwealth Equity Services LLC251,350$29.40M0.0%N/A0.922%
10/31/2026 Costello Asset Management INC574$67K0.0%N/A0.002%
10/31/2026 Basso Capital Management L.P.21,148$2.47M0.5%N/A0.078%
10/30/2026 Spectrum Wealth Advisory Group LLC1,761$206K0.1%N/A0.006%
10/30/2026 XML Financial LLC17,809$2.08M0.2%N/A0.065%
10/29/2026 Salomon & Ludwin LLC500$58K0.0%N/A0.002%
10/29/2026 Pinnacle Financial Group LLC IL21,839$2.56M0.6%N/A0.080%
10/29/2026 Ipsen Advisor Group LLC52,398$6.13M4.2%-0.9%0.192%
10/29/2026 Elevation Capital Advisory LLC43,198$5.05M2.0%+0.2%0.159%
10/29/2026 MGO One Seven LLC2,382$279K0.0%N/A0.009%
10/29/2026 LJI Wealth Management LLC4,325$506K0.1%-2.3%0.016%
10/28/2026 International Assets Investment Management LLC13,354$1.56M0.0%N/A0.049%
10/28/2026 Outlook Wealth Advisors LLC6,031$705K0.2%N/A0.022%
10/28/2026 North Star Investment Management Corp.24,147$2.82M0.2%N/A0.089%
10/28/2026 VestGen Advisors LLC30,312$3.55M0.1%-3.1%0.111%
10/27/2026 Laurel Wealth Advisors LLC2,600$304K0.0%N/A0.010%
10/27/2026 Roman Butler Fullerton & Co.22,472$2.56M0.6%N/A0.082%
10/27/2026 Oakworth Capital Inc.1,638$192K0.0%N/A0.006%
10/27/2026 Ashton Thomas Securities LLC24,682$2.89M0.3%N/A0.091%
10/26/2026 Oppenheimer & Co. Inc.11,760$1.38M0.0%N/A0.043%
10/26/2026 Park Avenue Securities LLC176,394$20.63M0.1%N/A0.647%
10/26/2026 Flagship Harbor Advisors LLC24,869$2.91M0.1%N/A0.091%
10/24/2026 First Interstate Bank2,500$292K0.0%N/A0.009%
10/24/2026 Sigma Planning Corp13,377$1.57M0.0%N/A0.049%
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10/24/2026 Steinberganna Wealth Management28,946$3.39M1.5%-0.7%0.106%
10/23/2026 Invested Advisors8,675$1.02M0.8%+26.9%0.032%
10/23/2026 Signaturefd LLC680$80K0.0%N/A0.002%
10/23/2026 Simplicity Wealth LLC5,671$663K0.0%N/A0.021%
10/23/2026 Sowell Financial Services LLC3,609$422K0.0%N/A0.013%
10/22/2026 MLP3 LLC4,906$574K0.5%+36.3%0.018%
10/22/2026 NBT Bank N.A.216$25K0.0%N/A0.001%
10/22/2026 Pinnacle Bancorp Inc.13,502$1.58M0.4%N/A0.050%
10/22/2026 Courage Miller Partners LLC5,065$592K0.2%N/A0.019%
10/21/2026 Sowell Financial Services LLC3,609$422K0.0%N/A0.013%
10/21/2026 Rodgers & Associates LTD8,288$969K0.1%N/A0.030%
10/21/2026 Sensible Money LLC2,267$265K0.1%N/A0.008%
10/20/2026 Prime Capital Investment Advisors LLC125,358$14.66M0.1%N/A0.460%
10/20/2026 Vision Capital Management Inc.6,740$788K0.1%N/A0.025%
10/20/2026 Retirement Planning Group LLC41,235$4.82M0.1%N/A0.151%
10/20/2026 Arlington Financial Advisors LLC2,398$280K0.0%N/A0.009%
10/19/2026 LongView Wealth Management128,090$14.98M3.6%-0.4%0.470%
10/19/2026 Optivise Advisory Services LLC5,943$695K0.3%-3.8%0.022%
10/17/2026 Absolute Capital Management LLC15,716$1.84M0.4%+0.9%0.058%
10/16/2026 McKinley Carter Wealth Services Inc.276,452$32.34M1.7%N/A1.015%
10/16/2026 GenWealth Group Inc.30,463$3.56M0.6%N/A0.112%
10/16/2026 Selective Wealth Management Inc.2,917$337K0.1%N/A0.011%
10/16/2026 Annex Advisory Services LLC4,222$494K0.0%N/A0.015%
10/16/2026 Halbert Hargrove Global Advisors LLC1,595$187K0.0%N/A0.006%
10/16/2026 Goldstein Advisors LLC9,460$1.11M0.1%-1.2%0.035%
10/16/2026 White Pine Investment CO74,925$8.76M1.7%N/A0.275%
10/15/2026 WealthPlan Investment Management LLC2,048$240K0.0%N/A0.008%
10/15/2026 Mather Group LLC.5,837$683K0.0%N/A0.021%
10/15/2026 Fortune 45 LLC6,952$813K0.3%N/A0.026%
10/14/2026 Focus Financial Network Inc.13,578$1.59M0.0%-12.9%0.050%
10/13/2026 Accel Wealth Management4,075$477K0.1%N/A0.015%
10/13/2026 JGP Wealth Management LLC10,516$1.23M0.1%N/A0.038%
10/10/2026 ANB Bank11,605$1.36M0.5%+7.3%0.042%
10/9/2026 Cadent Capital Advisors LLC2,032$238K0.1%N/A0.007%
10/9/2026 Paragon Capital Management Ltd2,904$340K0.1%-20.1%0.011%
10/9/2026 First Heartland Consultants Inc.3,162$370K0.0%N/A0.012%
10/8/2026 Farther Finance Advisors LLC21,342$2.50M0.0%-20.5%0.078%
10/8/2026 CoreCap Advisors LLC2,026$237K0.0%N/A0.007%
10/8/2026 Atwood & Palmer Inc.1,132$132K0.0%N/A0.004%
10/8/2026 Valeo Financial Advisors LLC2,764$323K0.0%N/A0.010%
10/8/2026 Platt Investment Counsel LLC2,507$293K0.2%N/A0.009%
10/7/2026 Cooper Financial Group9,676$1.13M0.1%N/A0.035%
10/7/2026 Investors Research Corp91,256$10.67M1.8%N/A0.333%
10/7/2026 SigFig Wealth Management LLC2,601$304K0.0%N/A0.009%
10/7/2026 Asempa Wealth Advisors31,317$3.68M2.8%+17.9%0.114%
10/7/2026 Pathway Financial Advisors LLC1,805$211K0.0%N/A0.007%
10/5/2026 Eastern Bank2,707$317K0.0%N/A0.010%
10/2/2026 CX Institutional465$54K0.0%N/A0.002%
9/23/2026Envestnet Portfolio Solutions Inc.13,177$1.54M0.0%+112.8%0.048%
9/23/2026Envestnet Asset Management Inc.1,021,655$119.56M0.0%+71.0%3.735%
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9/9/2026Integrated Wealth Concepts LLC10,252$1.20M0.0%-13.5%0.037%
9/9/2026 RFG Advisory LLC2,539$297K0.0%-8.9%0.009%
9/9/2026NewEdge Advisors LLC15,186$1.78M0.0%-19.3%0.055%
9/9/2026Baird Financial Group Inc.3,078$360K0.0%-3.1%0.011%
8/27/2026Corient Private Wealth LP96,437$11.29M0.0%-24.5%0.347%
8/23/2026Kintra 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%


ILCG Institutional Ownership - Frequently Asked Questions

During the previous two years, 344 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 292 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), McKinley Carter Wealth Services Inc. ($737.53K), Raymond James Financial Inc. ($647.69K), B&D White Capital Company LLC ($562.46K), and Valpey Financial Services LLC ($474.91K).

Institutional investors have bought a total of 5,137,920 shares in the last 24 months. This purchase volume represents approximately $564.32M in transactions.

Of the 99 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), Equitable Holdings Inc. ($103.99K), Private Advisor Group LLC ($84.12K), McKinley Carter Wealth Services Inc. ($76.20K), and Bank of America Corp DE ($50.68K).

Institutional investors have sold a total of 1,370,381 shares in the last 24 months. This volume of shares sold represents approximately $141.87M in transactions.


Related Companies

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 11/7/2026. New 13F filings are added each quarter as they're published.
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