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iShares Morningstar Growth ETF (ILCG) Institutional Ownership

iShares Morningstar Growth ETF logo
$79.28 +0.02 (+0.03%)
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)
148
Total
Institutional Inflows
(last 12 months)
$481.52M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$95.32M
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ILCG Institutional Buying and Selling by Quarter

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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
4/15/2025Zhang Financial LLC4,266$346K0.0%N/A0.016%
4/15/2025McKinley Carter Wealth Services Inc.459,243$37.19M2.3%N/A1.698%
4/15/2025Focus Financial Network Inc.45,698$3.70M0.2%+8.0%0.169%
4/15/2025Ipsen Advisor Group LLC66,304$5.37M4.6%+1.7%0.245%
4/14/2025 Daymark Wealth Partners LLC9,336$756K0.0%N/A0.035%
4/14/2025 Cedar Mountain Advisors LLC1,320$107K0.0%-20.4%0.005%
4/14/2025 Patriot Financial Group Insurance Agency LLC8,456$685K0.1%-15.7%0.031%
4/11/2025 MKT Advisors LLC5,805$470K0.2%+18.2%0.021%
4/11/2025 Armstrong Fleming & Moore Inc3,567$289K0.3%N/A0.013%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.8,000$648K0.1%N/A0.030%
4/10/2025 Brand Asset Management Group Inc.37,544$3.04M1.3%+5.2%0.139%
4/10/2025 Platt Investment Counsel LLC3,276$265K0.3%-10.0%0.012%
4/10/2025 Accel Wealth Management5,321$431K0.2%-5.1%0.020%
4/9/2025 RFG Advisory LLC39,915$3.23M0.1%-10.9%0.148%
4/9/2025 Merit Financial Group LLC55,973$4.53M0.1%+9.9%0.207%
4/9/2025 Flagstar Advisors Inc.4,933$400K0.1%-5.5%0.018%
4/9/2025 Towerpoint Wealth LLC17,430$1.41M0.7%-8.5%0.064%
4/9/2025 NBC Securities Inc.550$44K0.0%N/A0.002%
4/9/2025 JGP Wealth Management LLC2,949$239K0.0%+17.6%0.011%
4/8/2025 Bowman & Co S.C.7,544$611K0.3%+15.4%0.028%
4/8/2025 Investors Research Corp55,170$4.47M1.0%+27.1%0.204%
3/24/2025Fulcrum Equity Management9,472$849K0.8%N/A0.035%
3/17/2025Wealth Enhancement Advisory Services LLC97,017$8.69M0.0%+6.9%0.354%
2/28/2025BridgePort Financial Solutions LLC2,468$214K0.1%N/A0.009%
2/25/2025B. Riley Wealth Advisors Inc.16,772$1.50M0.0%-13.7%0.060%
2/24/2025Ameriflex Group Inc.610$56K0.0%N/A0.002%
2/19/2025Blue Sky Capital Consultants Group Inc.2,545$228K0.1%N/A0.009%
2/18/2025Sunbelt Securities Inc.6,661$603K0.1%-2.2%0.024%
2/18/2025GTS Securities LLC9,051$811K0.0%-51.0%0.032%
2/17/2025Two Sigma Investments LP19,600$1.76M0.0%-54.2%0.070%
2/17/2025Focus Partners Wealth7,899$708K0.0%+12.1%0.028%
2/17/2025Full Sail Capital LLC14,476$1.30M0.1%-10.2%0.052%
2/17/2025Eagle Global Advisors LLC3,410$306K0.0%+10.7%0.012%
2/17/2025CoreCap Advisors LLC74,527$6.68M0.3%+2,695.5%0.267%
2/17/2025Cornerstone Financial Group LLC NE 5,007$449K0.4%N/A0.018%
2/17/2025Cetera Investment Advisers164,420$14.73M0.0%+117.0%0.588%
2/17/2025Captrust Financial Advisors84,931$7.61M0.0%+4.6%0.304%
2/17/2025Bank of America Corp DE557,958$49.99M0.0%-9.5%1.996%
2/17/2025Ameriprise Financial Inc.357,235$32.04M0.0%+4.8%1.278%
2/17/2025Aptus Capital Advisors LLC63,990$5.73M0.1%-24.8%0.229%
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2/14/2025Mercer Global Advisors Inc. ADV2,630$236K0.0%-46.6%0.009%
2/14/2025FAS Wealth Partners Inc.592,467$53.09M4.5%-8.3%2.120%
2/14/2025Jane Street Group LLC15,520$1.39M0.0%N/A0.056%
2/14/2025Comerica Bank12,602$1.13M0.0%-13.4%0.045%
2/14/2025Lido Advisors LLC10,758$964K0.0%N/A0.038%
2/14/2025Capital Analysts LLC4,474$401K0.0%-4.6%0.016%
2/14/2025Integrated Wealth Concepts LLC9,375$840K0.0%+12.4%0.034%
2/14/2025IHT Wealth Management LLC58,911$5.28M0.2%-0.4%0.211%
2/14/2025Stifel Financial Corp51,118$4.58M0.0%-4.4%0.183%
2/14/2025Optivise Advisory Services LLC10,071$902K0.5%+5.1%0.036%
2/14/2025MML Investors Services LLC277,029$24.82M0.1%+2.5%0.991%
2/14/2025Freedom Investment Management Inc.47,934$4.30M0.4%N/A0.171%
2/14/2025GeoWealth Management LLC3,241$290K0.0%-62.8%0.012%
2/13/2025NewEdge Advisors LLC11,600$1.04M0.0%+26.2%0.042%
2/13/2025Twin Focus Capital Partners LLC34,875$3.13M0.5%-3.0%0.125%
2/13/2025Kane Investment Management Inc.18,002$1.61M0.9%N/A0.064%
2/13/2025Mariner LLC95,405$8.55M0.0%+8.5%0.341%
2/13/2025Townsquare Capital LLC2,402$215K0.0%N/A0.009%
2/13/2025Rockefeller Capital Management L.P.151,307$13.56M0.0%-1.8%0.541%
2/13/2025Raymond James Financial Inc.305,784$27.40M0.0%N/A1.094%
2/13/2025Advisory Services Network LLC20,455$1.83M0.0%+96.1%0.073%
2/13/2025Bank of Montreal Can548$49K0.0%-41.3%0.002%
2/13/2025Envestnet Asset Management Inc.238,602$21.38M0.0%+151.8%0.854%
2/13/2025Wells Fargo & Company MN677,733$60.73M0.0%-12.1%2.425%
2/12/2025World Investment Advisors7,575$679K0.0%N/A0.027%
2/12/2025OLD Mission Capital LLC4,641$416K0.0%+38.7%0.017%
2/12/2025JPMorgan Chase & Co.311,597$27.92M0.0%+3.3%1.115%
2/12/2025Tyler Stone Wealth Management6,565$588K0.1%-5.8%0.023%
2/12/2025Ipsen Advisor Group LLC65,216$5.84M5.0%N/A0.233%
2/11/2025Hershey Financial Advisers LLC43,206$3.87M3.4%N/A0.155%
2/11/2025LPL Financial LLC1,418,807$127.13M0.1%+12.9%5.076%
2/11/2025GM Advisory Group LLC18,133$1.63M0.1%+64.0%0.065%
2/10/2025Thrivent Financial for Lutherans2,789$251K0.0%N/A0.010%
2/10/2025Creative Financial Designs Inc. ADV15,230$1.37M0.1%+9.3%0.054%
2/10/2025GWN Securities Inc.3,700$332K0.1%N/A0.013%
2/10/2025Corient Private Wealth LLC119,672$10.72M0.0%+16.5%0.428%
2/10/2025Envestnet Portfolio Solutions Inc.37,844$3.39M0.0%N/A0.135%
2/10/2025Clearstead Trust LLC483,026$43.28M9.4%0.0%1.728%
2/10/2025Greykasell Wealth Strategies Inc.29,336$2.63M1.5%N/A0.105%
2/10/2025Commonwealth Equity Services LLC419,626$37.60M0.1%-8.9%1.501%
2/10/2025Madison Wealth Partners Inc45,255$4.06M1.1%+1.3%0.162%
2/10/2025Avantax Advisory Services Inc.377,500$33.82M0.2%0.0%1.351%
2/7/2025Summit X LLC2,902$260K0.1%+5.6%0.010%
2/7/2025HighTower Advisors LLC24,613$2.21M0.0%+9.7%0.088%
2/7/2025Global View Capital Management LLC14,669$1.32M0.5%N/A0.052%
2/7/2025 Investors Research Corp43,415$3.89M0.9%+25.6%0.155%
2/7/2025Independent Advisor Alliance8,028$719K0.0%N/A0.029%
2/7/2025Johnson Investment Counsel Inc.55,028$4.93M0.0%-4.6%0.197%
2/7/2025New Insight Wealth Advisors5,085$456K0.2%N/A0.018%
2/7/2025Elevation Capital Advisory LLC2,318$208K0.1%N/A0.008%
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2/6/2025One Capital Management LLC64,456$5.78M0.2%+12.2%0.231%
2/6/2025Raymond James Financial Inc.305,784$27.40M0.0%N/A1.094%
2/6/2025Atria Investments Inc50,808$4.55M0.1%N/A0.182%
2/6/2025Assetmark Inc.8,165$732K0.0%+129.9%0.029%
2/6/2025Synergy Investment Management LLC1,565$140K0.1%N/A0.006%
2/6/2025Steward Partners Investment Advisory LLC60,990$5.47M0.0%+0.5%0.218%
2/6/2025Jones Financial Companies Lllp2,499$224K0.0%+28.5%0.009%
2/5/2025Halbert Hargrove Global Advisors LLC440$39K0.0%N/A0.002%
2/5/2025Smartleaf Asset Management LLC4,116$372K0.0%N/A0.015%
2/5/2025Cape Investment Advisory Inc.22,465$2.01M0.8%-2.6%0.080%
(Data available from 1/1/2016 forward)

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ILCG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ILCG shares?

During the previous two years, 268 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 ($127.13M), Wells Fargo & Company MN ($60.73M), FAS Wealth Partners Inc. ($53.09M), Bank of America Corp DE ($49.99M), Clearstead Trust LLC ($43.28M), and AdvisorShares Investments LLC ($40.62M).Learn more on ILCG's institutional investors.

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

Of the 204 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: Strategic Financial Concepts LLC ($1.67M), Clearstead Advisors LLC ($1.23M), Raymond James Financial Inc. ($611.57K), International Assets Investment Management LLC ($516.58K), AdvisorShares Investments LLC ($495.16K), McKinley Carter Wealth Services Inc. ($459.24K), and LPL Financial LLC ($306.43K).

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

Institutional investors have bought a total of 8,930,977 shares in the last 24 months. This purchase volume represents approximately $686.24M in transactions.

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

Of the 140 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 ($191.75K), Clearstead Trust LLC ($176.32K), Envestnet Asset Management Inc. ($145.03K), AE Wealth Management LLC ($144.43K), FAS Wealth Partners Inc. ($121.74K), Wells Fargo & Company MN ($110.63K), and Private Advisor Group LLC ($108.56K).

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

Institutional investors have sold a total of 2,207,231 shares in the last 24 months. This volume of shares sold represents approximately $162.22M in transactions.


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This page (NYSEARCA:ILCG) was last updated on 4/15/2025 by MarketBeat.com Staff
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