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iShares Morningstar Growth ETF (ILCG) Institutional Ownership

iShares Morningstar Growth ETF logo
$84.42
-0.20 (-0.24%)
(As of 11/4/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Growth ETF (NYSEARCA:ILCG)

Number of
Institutional Buyers
(last 12 months)
112
Total
Institutional Inflows
(last 12 months)
$346.00M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$76.50M
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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
11/4/2024Tyler Stone Wealth Management6,967$586K0.1%+97.8%0.025%
11/4/2024Sigma Planning Corp12,773$1.07M0.0%+4.0%0.046%
11/1/2024 Assetmark Inc.3,552$299K0.0%+28.0%0.013%
11/1/2024 Aspire Wealth Management Corp98,778$8.30M4.5%+0.1%0.353%
10/30/2024 Beacon Financial Advisory LLC19,549$1.64M0.6%+17.7%0.070%
10/29/2024 Cedar Point Capital Partners LLC9,905$832K0.6%-2.0%0.035%
10/29/2024 White Pine Investment CO66,983$5.63M1.5%+2.9%0.240%
10/29/2024 Realta Investment Advisors580$50K0.0%-19.2%0.002%
10/29/2024 Key Financial Inc3,273$275K0.1%+12.2%0.012%
10/29/2024 Mathes Company Inc.2,500$210K0.1%N/A0.009%
10/28/2024 Gladstone Institutional Advisory LLC17,143$1.44M0.1%-44.8%0.061%
10/28/2024 Creative Financial Designs Inc. ADV13,931$1.17M0.1%+953.0%0.050%
10/28/2024 Focus Financial Network Inc.41,292$3.47M0.1%+6.0%0.148%
10/25/2024 Sunburst Financial Group LLC85,000$7.14M1.8%-13.4%0.304%
10/25/2024 Andina Capital Management LLC3,495$294K0.2%-72.9%0.013%
10/25/2024 GW Henssler & Associates Ltd.4,783$402K0.0%N/A0.017%
10/24/2024 Patriot Financial Group Insurance Agency LLC10,152$853K0.1%-7.2%0.036%
10/24/2024 Family Investment Center Inc.3,475$292K0.1%-3.5%0.012%
10/24/2024 Platt Investment Counsel LLC3,700$311K0.3%-22.8%0.013%
10/24/2024 J.W. Cole Advisors Inc.3,521$296K0.0%-53.6%0.013%
10/24/2024 Wealth Enhancement Advisory Services LLC90,729$7.63M0.0%-0.6%0.325%
10/24/2024 Arkadios Wealth Advisors30,888$2.60M0.1%-1.8%0.111%
10/23/2024 Woodard & Co. Asset Management Group Inc. ADV74,443$6.26M1.4%-2.3%0.266%
10/22/2024 Marietta Wealth Management LLC65,207$5.48M0.8%+1.2%0.233%
10/22/2024 Private Advisor Group LLC31,019$2.61M0.0%-77.3%0.111%
10/21/2024 Rodgers & Associates LTD19,313$1.62M0.2%-7.8%0.069%
10/21/2024 Courage Miller Partners LLC5,954$500K0.2%-14.9%0.021%
10/18/2024Commonwealth Equity Services LLC460,653$38.71M0.1%-2.5%1.648%
10/18/2024Raymond James & Associates98,449$8.27M0.0%-1.5%0.352%
10/17/2024RFG Advisory LLC39,723$3.34M0.1%-3.6%0.142%
10/16/2024 Global Retirement Partners LLC6,772$569K0.0%+6.2%0.024%
10/16/2024 Cornerstone Wealth Management LLC120,100$10.09M0.7%+4.1%0.430%
10/15/2024 Hutchens & Kramer Investment Management Group LLC5,164$428K0.2%N/A0.018%
10/12/2024 GenWealth Group Inc.33,161$2.79M0.6%-2.8%0.119%
10/11/2024 Creative Planning57,863$4.86M0.0%-1.3%0.207%
10/10/2024 Paragon Capital Management Ltd4,539$381K0.1%-3.4%0.016%
10/9/2024 LongView Wealth Management137,410$11.55M3.7%+11.0%0.492%
10/9/2024 Towerpoint Wealth LLC19,041$1.60M0.8%-5.3%0.068%
10/9/2024 Hoese & Co LLP12,027$1.01M0.8%-5.8%0.043%
10/9/2024 Pinnacle Bancorp Inc.13,505$1.14M0.3%+1,111.2%0.048%
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10/8/2024 CWM LLC41,629$3.50M0.0%-7.1%0.149%
10/8/2024 Mather Group LLC.5,980$503K0.0%-9.2%0.021%
10/7/2024 MKT Advisors LLC4,906$407K0.2%N/A0.018%
10/2/2024 Dentgroup LLC43,372$3.65M2.7%-0.4%0.155%
9/5/2024Sanctuary Advisors LLC39,778$3.24M0.0%N/A0.142%
8/26/2024Wealthquest Corp10,810$880K0.1%-10.1%0.039%
8/22/2024Cetera Investment Advisers82,184$6.69M0.0%-50.4%0.294%
8/21/2024Truist Financial Corp32,016$2.61M0.0%-2.4%0.115%
8/19/2024Hershey Financial Advisers LLC21,865$1.78M1.6%N/A0.078%
8/19/2024EP Wealth Advisors LLC8,850$720K0.0%-25.5%0.032%
8/19/2024B. Riley Wealth Advisors Inc.23,151$1.89M0.0%-1.3%0.083%
8/16/2024Sunbelt Securities Inc.6,804$554K0.1%+8.0%0.024%
8/16/2024NewEdge Advisors LLC12,611$1.03M0.0%+39.9%0.045%
8/16/2024Northwestern Mutual Wealth Management Co.49,041$3.99M0.0%-18.2%0.175%
8/16/2024 Creative Planning58,599$4.77M0.0%+1.9%0.210%
8/16/2024Full Sail Capital LLC16,126$1.31M0.1%-2.1%0.058%
8/14/2024Marshall Wace LLP8,300$676K0.0%-15.2%0.030%
8/13/2024AE Wealth Management LLC81,564$6.64M0.1%N/A0.292%
8/12/2024Mercer Global Advisors Inc. ADV4,744$386K0.0%N/A0.017%
8/10/2024Clearstead Trust LLC486,603$39.61M9.9%-3.9%1.741%
8/9/2024One Capital Management LLC58,610$4.77M0.2%-6.3%0.210%
8/9/2024Prime Capital Investment Advisors LLC93,635$7.62M0.1%+4.5%0.335%
8/8/2024 J.W. Cole Advisors Inc.7,582$617K0.0%+4.4%0.027%
8/8/2024 American Financial & Tax Strategies Inc.55,125$4.49M2.4%-0.7%0.197%
8/8/2024Envestnet Asset Management Inc.91,203$7.43M0.0%-48.1%0.326%
8/8/2024LPL Financial LLC1,361,772$110.86M0.1%+7.8%4.872%
8/8/2024AdvisorShares Investments LLC495,156$40.62M7.1%N/A1.772%
8/7/2024Spectrum Wealth Advisory Group LLC2,500$204K0.2%N/A0.009%
8/6/2024Strategic Financial Concepts LLC853,847$695K0.0%+1,453.5%3.055%
8/6/2024 Lloyd Advisory Services LLC.24,000$1.95M0.9%N/A0.086%
8/5/2024 Private Advisor Group LLC136,803$11.14M0.1%+394.9%0.489%
8/5/2024Truepoint Inc.2,514$205K0.0%-10.4%0.009%
8/2/2024Larson Financial Group LLC500$41K0.0%N/A0.002%
8/2/2024 Adell Harriman & Carpenter Inc.30,770$2.51M0.2%-1.6%0.110%
7/31/2024 Essex Financial Services Inc.15,802$1.29M0.1%+34.5%0.057%
7/31/2024Commonwealth Equity Services LLC472,360$38.46M0.1%+6.9%1.690%
7/31/2024 IFG Advisory LLC4,162$339K0.0%N/A0.015%
7/30/2024 International Assets Investment Management LLC5,420$441K0.0%-3.2%0.019%
7/30/2024 Key Financial Inc2,918$238K0.1%+44.5%0.010%
7/29/2024Nations Financial Group Inc. IA ADV2,560$208K0.0%N/A0.009%
7/29/2024FAS Wealth Partners Inc.659,598$53.70M4.6%+0.1%2.360%
7/29/2024 Arkadios Wealth Advisors31,454$2.56M0.2%-7.5%0.113%
7/26/2024 Beacon Financial Advisory LLC16,604$1.35M0.5%+177.7%0.059%
7/26/2024 Patriot Financial Group Insurance Agency LLC10,934$890K0.1%-3.2%0.039%
7/26/2024 Cambridge Investment Research Advisors Inc.83,851$6.83M0.0%+18.5%0.300%
7/26/2024AlphaStar Capital Management LLC5,702$464K0.0%N/A0.020%
7/26/2024Signature Estate & Investment Advisors LLC7,225$588K0.0%N/A0.026%
7/26/2024Bank of New York Mellon Corp31,426$2.56M0.0%-30.0%0.112%
7/26/2024 Catalyst Financial Partners LLC7,850$639K0.1%N/A0.028%
7/26/2024 Salomon & Ludwin LLC648$53K0.0%-54.6%0.002%
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7/25/2024Pineridge Advisors LLC304$25K0.0%N/A0.001%
7/24/2024LRI Investments LLC7,230$589K0.1%-3.3%0.026%
7/24/2024 White Pine Investment CO65,070$5.30M1.6%+0.7%0.233%
7/23/2024 Kiley Juergens Wealth Management LLC151,781$12.36M3.4%-2.1%0.543%
7/22/2024Atria Wealth Solutions Inc.30,714$2.50M0.0%-40.6%0.110%
7/22/2024 LongView Wealth Management123,747$10.07M3.7%+10.3%0.443%
7/20/2024Raymond James Financial Services Advisors Inc.295,269$24.04M0.0%+56.1%1.056%
7/20/2024Brand Asset Management Group Inc.36,309$2.96M1.2%-0.5%0.130%
7/19/2024Raymond James & Associates99,945$8.14M0.0%+12.4%0.358%
7/19/2024 Marietta Wealth Management LLC64,421$5.24M0.8%-2.1%0.230%
(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, 228 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 ($110.86M), FAS Wealth Partners Inc. ($53.70M), Wells Fargo & Company MN ($49.74M), AdvisorShares Investments LLC ($40.62M), Bank of America Corp DE ($39.70M), and Clearstead Trust LLC ($39.61M).Learn more on ILCG's institutional investors.

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

Of the 176 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 ($1.23M), Strategic Financial Concepts LLC ($812.08K), International Assets Investment Management LLC ($513.26K), AdvisorShares Investments LLC ($495.16K), Raymond James Financial Services Advisors Inc. ($306.36K), AE Wealth Management LLC ($229.76K), and Commonwealth Equity Services LLC ($214.03K).

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

Institutional investors have bought a total of 6,720,017 shares in the last 24 months. This purchase volume represents approximately $447.58M in transactions.

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

Of the 128 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 ($672.03K), Clearstead Trust LLC ($210.96K), FAS Wealth Partners ($165.58K), Envestnet Asset Management Inc. ($145.03K), AE Wealth Management LLC ($144.43K), LPL Financial LLC ($124.72K), and Private Advisor Group LLC ($106.85K).

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

Institutional investors have sold a total of 2,701,835 shares in the last 24 months. This volume of shares sold represents approximately $164.04M in transactions.


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This page (NYSEARCA:ILCG) was last updated on 11/4/2024 by MarketBeat.com Staff
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