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iShares Morningstar Growth ETF (ILCG) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for iShares Morningstar Growth ETF (NYSEARCA:ILCG)

Number of
Institutional Buyers
(last 12 months)
114
Total
Institutional Inflows
(last 12 months)
$280.88M
Number of
Institutional Sellers
(last 12 months)
97
Total
Institutional Outflows
(last 12 months)
$77.10M
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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
1/21/2025Rodgers & Associates LTD19,161$1.72M0.2%-0.8%0.069%
1/21/2025RFG Advisory LLC44,802$4.01M0.1%+12.8%0.160%
1/21/2025Cornerstone Wealth Management LLC120,602$10.81M0.7%+0.4%0.431%
1/17/2025 Cedar Point Capital Partners LLC8,750$784K0.5%-11.7%0.031%
1/17/2025 Goldstein Advisors LLC9,651$865K0.1%-1.3%0.035%
1/17/2025 Janney Montgomery Scott LLC2,755$247K0.0%-7.1%0.010%
1/17/2025 XML Financial LLC14,295$1.28M0.1%-20.6%0.051%
1/17/2025 White Pine Investment CO68,991$6.18M1.7%+3.0%0.247%
1/16/2025 Kiley Juergens Wealth Management LLC148,317$13.29M3.3%-0.5%0.531%
1/16/2025 McCarthy & Cox2,250$202K0.1%N/A0.008%
1/15/2025 GenWealth Group Inc.32,212$2.89M0.7%-2.9%0.115%
1/15/2025 Bowman & Co S.C.6,540$586K0.3%-2.9%0.023%
1/15/2025 Arkadios Wealth Advisors29,844$2.67M0.1%-3.4%0.107%
1/15/2025 LongView Wealth Management142,676$12.78M3.9%+3.8%0.510%
1/15/2025 Merit Financial Group LLC50,923$4.56M0.1%+3.2%0.182%
1/15/2025 Brand Asset Management Group Inc.35,697$3.20M1.3%-0.6%0.128%
1/15/2025 JGP Wealth Management LLC2,507$225K0.0%N/A0.009%
1/14/2025 Paragon Capital Management Ltd4,374$392K0.1%-3.6%0.016%
1/14/2025 Park Avenue Securities LLC2,686$241K0.0%N/A0.010%
1/14/2025 Shira Ridge Wealth Management22,723$2.04M1.0%-1.5%0.081%
1/8/2025 International Assets Investment Management LLC3,316$297K0.0%N/A0.012%
1/6/2025 Kozak & Associates Inc.404$37K0.0%-37.0%0.001%
12/30/2024SK Wealth Management LLC4,835$442K0.2%N/A0.017%
12/26/2024JPMorgan Chase & Co.301,665$25.35M0.0%+5.4%1.079%
12/13/2024B. Riley Wealth Advisors Inc.19,443$1.62M0.0%-16.0%0.070%
11/25/2024Sanctuary Advisors LLC55,183$4.93M0.0%+38.7%0.197%
11/21/2024 Wealthquest Corp10,409$863K0.1%-3.7%0.037%
11/15/2024MML Investors Services LLC270,194$22.71M0.1%+6.6%0.967%
11/15/2024EP Wealth Advisors LLC2,765$232K0.0%-68.8%0.010%
11/15/2024Stifel Financial Corp53,445$4.49M0.0%-7.6%0.191%
11/15/2024Swmg LLC17,365$1.57M0.6%N/A0.062%
11/15/2024IHT Wealth Management LLC59,144$4.97M0.1%-0.7%0.212%
11/15/2024Integrated Wealth Concepts LLC8,342$701K0.0%-4.0%0.030%
11/15/2024HighTower Advisors LLC22,442$1.89M0.0%-11.4%0.080%
11/14/2024Captrust Financial Advisors81,179$6.82M0.0%-0.2%0.290%
11/14/2024Rockefeller Capital Management L.P.154,146$12.95M0.0%-0.3%0.552%
11/14/2024Noesis Capital Mangement Corp4,674$393K0.1%-9.7%0.017%
11/13/2024FMR LLC30,259$2.54M0.0%+4.2%0.108%
11/13/2024Private Trust Co. NA9,368$787K0.1%-1.5%0.034%
11/12/2024Jim Saulnier & Associates LLC30,569$2.57M2.6%N/A0.109%
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11/12/2024Kingsview Wealth Management LLC11,146$937K0.0%-2.6%0.040%
11/12/2024Optivise Advisory Services LLC9,583$805K0.4%N/A0.034%
11/12/2024GM Advisory Group LLC11,055$929K0.1%N/A0.040%
11/12/2024Investors Research Corp34,567$2.91M0.6%+43.0%0.124%
11/9/2024LPL Financial LLC1,256,339$105.58M0.0%-7.7%4.495%
11/8/2024Prospera Financial Services Inc3,007$253K0.0%-91.4%0.011%
11/7/2024MidAtlantic Capital Management Inc.534$45K0.0%N/A0.002%
11/6/2024Kovack Advisors Inc.4,909$413K0.0%-26.5%0.018%
11/5/2024Aptus Capital Advisors LLC85,050$7.15M0.1%N/A0.304%
11/5/2024Prime Capital Investment Advisors LLC99,858$8.39M0.1%+6.6%0.357%
11/5/2024Proactive Wealth Strategies LLC9,938$835K0.5%N/A0.036%
11/5/2024Opinicus Capital Inc.3,856$324K0.3%N/A0.014%
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%
11/1/2024Assetmark Inc.3,552$299K0.0%+28.0%0.013%
11/1/2024Aspire Wealth Management Corp98,778$8.30M4.5%+0.1%0.353%
10/30/2024Beacon 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%
10/29/2024Realta Investment Advisors580$50K0.0%-19.2%0.002%
10/29/2024Key Financial Inc3,273$275K0.1%+12.2%0.012%
10/29/2024Mathes Company Inc.2,500$210K0.1%N/A0.009%
10/28/2024Gladstone Institutional Advisory LLC17,143$1.44M0.1%-44.8%0.061%
10/28/2024Creative Financial Designs Inc. ADV13,931$1.17M0.1%+953.0%0.050%
10/28/2024Focus Financial Network Inc.41,292$3.47M0.1%+6.0%0.148%
10/25/2024Sunburst Financial Group LLC85,000$7.14M1.8%-13.4%0.304%
10/25/2024Andina Capital Management LLC3,495$294K0.2%-72.9%0.013%
10/25/2024GW Henssler & Associates Ltd.4,783$402K0.0%N/A0.017%
10/24/2024Patriot Financial Group Insurance Agency LLC10,152$853K0.1%-7.2%0.036%
10/24/2024Family 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%
10/24/2024J.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%
10/23/2024Woodard & Co. Asset Management Group Inc. ADV74,443$6.26M1.4%-2.3%0.266%
10/22/2024Marietta Wealth Management LLC65,207$5.48M0.8%+1.2%0.233%
10/22/2024Private Advisor Group LLC31,019$2.61M0.0%-77.3%0.111%
10/21/2024Rodgers & 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%
10/16/2024Global Retirement Partners LLC6,772$569K0.0%+6.2%0.024%
10/16/2024Cornerstone Wealth Management LLC120,100$10.09M0.7%+4.1%0.430%
10/15/2024Hutchens & 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%
10/11/2024Creative 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%
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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%
10/8/2024CWM LLC41,629$3.50M0.0%-7.1%0.149%
10/8/2024Mather Group LLC.5,980$503K0.0%-9.2%0.021%
10/7/2024MKT 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%
8/26/2024 Wealthquest 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%
(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, 234 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 ($105.58M), 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 179 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 ($516.58K), 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 6,660,658 shares in the last 24 months. This purchase volume represents approximately $454.23M in transactions.

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

Of the 129 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: LPL Financial LLC ($230.16K), Clearstead Trust LLC ($210.96K), FAS Wealth Partners ($165.58K), Envestnet Asset Management Inc. ($145.03K), AE Wealth Management LLC ($144.43K), Private Advisor Group LLC ($106.85K), and Raymond James Financial Services Advisors Inc. ($102.66K).

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

Institutional investors have sold a total of 2,153,503 shares in the last 24 months. This volume of shares sold represents approximately $143.64M in transactions.


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This page (NYSEARCA:ILCG) was last updated on 1/21/2025 by MarketBeat.com Staff
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