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iShares Morningstar Growth ETF (ILCG) Institutional Ownership

iShares Morningstar Growth ETF logo
$83.75 -1.92 (-2.24%)
Closing price 03/26/2025 04:10 PM Eastern
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$83.75 0.00 (0.00%)
As of 03/26/2025 05:16 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)
145
Total
Institutional Inflows
(last 12 months)
$442.09M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$95.41M
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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
3/24/2025Fulcrum Equity Management9,472$849K0.8%N/A0.035%
3/17/2025 Wealth Enhancement Advisory Services LLC97,017$8.69M0.0%+6.9%0.354%
2/28/2025 BridgePort Financial Solutions LLC2,468$214K0.1%N/A0.009%
2/25/2025 B. Riley Wealth Advisors Inc.16,772$1.50M0.0%-13.7%0.060%
2/24/2025 Ameriflex Group Inc.610$56K0.0%N/A0.002%
2/19/2025 Blue Sky Capital Consultants Group Inc.2,545$228K0.1%N/A0.009%
2/18/2025 Sunbelt Securities Inc.6,661$603K0.1%-2.2%0.024%
2/18/2025 GTS Securities LLC9,051$811K0.0%-51.0%0.032%
2/17/2025 Two Sigma Investments LP19,600$1.76M0.0%-54.2%0.070%
2/17/2025 Focus Partners Wealth7,899$708K0.0%+12.1%0.028%
2/17/2025 Full Sail Capital LLC14,476$1.30M0.1%-10.2%0.052%
2/17/2025 Eagle Global Advisors LLC3,410$306K0.0%+10.7%0.012%
2/17/2025 CoreCap Advisors LLC74,527$6.68M0.3%+2,695.5%0.267%
2/17/2025 Cornerstone Financial Group LLC NE 5,007$449K0.4%N/A0.018%
2/17/2025 Cetera Investment Advisers164,420$14.73M0.0%+117.0%0.588%
2/17/2025 Captrust Financial Advisors84,931$7.61M0.0%+4.6%0.304%
2/17/2025 Bank of America Corp DE557,958$49.99M0.0%-9.5%1.996%
2/17/2025 Ameriprise Financial Inc.357,235$32.04M0.0%+4.8%1.278%
2/17/2025 Aptus Capital Advisors LLC63,990$5.73M0.1%-24.8%0.229%
2/14/2025 Mercer Global Advisors Inc. ADV2,630$236K0.0%-46.6%0.009%
2/14/2025 FAS Wealth Partners Inc.592,467$53.09M4.5%-8.3%2.120%
2/14/2025 Jane Street Group LLC15,520$1.39M0.0%N/A0.056%
2/14/2025 Comerica Bank12,602$1.13M0.0%-13.4%0.045%
2/14/2025 Lido Advisors LLC10,758$964K0.0%N/A0.038%
2/14/2025 Capital Analysts LLC4,474$401K0.0%-4.6%0.016%
2/14/2025 Integrated Wealth Concepts LLC9,375$840K0.0%+12.4%0.034%
2/14/2025 IHT Wealth Management LLC58,911$5.28M0.2%-0.4%0.211%
2/14/2025 Stifel Financial Corp51,118$4.58M0.0%-4.4%0.183%
2/14/2025 Optivise Advisory Services LLC10,071$902K0.5%+5.1%0.036%
2/14/2025 MML Investors Services LLC277,029$24.82M0.1%+2.5%0.991%
2/14/2025 Freedom Investment Management Inc.47,934$4.30M0.4%N/A0.171%
2/14/2025 GeoWealth Management LLC3,241$290K0.0%-62.8%0.012%
2/13/2025 NewEdge Advisors LLC11,600$1.04M0.0%+26.2%0.042%
2/13/2025 Twin Focus Capital Partners LLC34,875$3.13M0.5%-3.0%0.125%
2/13/2025 Kane Investment Management Inc.18,002$1.61M0.9%N/A0.064%
2/13/2025 Mariner LLC95,405$8.55M0.0%+8.5%0.341%
2/13/2025 Townsquare Capital LLC2,402$215K0.0%N/A0.009%
2/13/2025 Rockefeller Capital Management L.P.151,307$13.56M0.0%-1.8%0.541%
2/13/2025 Raymond James Financial Inc.305,784$27.40M0.0%N/A1.094%
2/13/2025 Advisory Services Network LLC20,455$1.83M0.0%+96.1%0.073%
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2/13/2025 Bank of Montreal Can548$49K0.0%-41.3%0.002%
2/13/2025 Envestnet Asset Management Inc.238,602$21.38M0.0%+151.8%0.854%
2/13/2025 Wells Fargo & Company MN677,733$60.73M0.0%-12.1%2.425%
2/12/2025 World Investment Advisors7,575$679K0.0%N/A0.027%
2/12/2025 OLD Mission Capital LLC4,641$416K0.0%+38.7%0.017%
2/12/2025 JPMorgan Chase & Co.311,597$27.92M0.0%+3.3%1.115%
2/12/2025 Tyler Stone Wealth Management6,565$588K0.1%-5.8%0.023%
2/12/2025 Ipsen Advisor Group LLC65,216$5.84M5.0%N/A0.233%
2/11/2025 Hershey Financial Advisers LLC43,206$3.87M3.4%N/A0.155%
2/11/2025 LPL Financial LLC1,418,807$127.13M0.1%+12.9%5.076%
2/11/2025 GM Advisory Group LLC18,133$1.63M0.1%+64.0%0.065%
2/10/2025 Thrivent Financial for Lutherans2,789$251K0.0%N/A0.010%
2/10/2025 Creative Financial Designs Inc. ADV15,230$1.37M0.1%+9.3%0.054%
2/10/2025 GWN Securities Inc.3,700$332K0.1%N/A0.013%
2/10/2025 Corient Private Wealth LLC119,672$10.72M0.0%+16.5%0.428%
2/10/2025 Envestnet Portfolio Solutions Inc.37,844$3.39M0.0%N/A0.135%
2/10/2025 Clearstead Trust LLC483,026$43.28M9.4%0.0%1.728%
2/10/2025 Greykasell Wealth Strategies Inc.29,336$2.63M1.5%N/A0.105%
2/10/2025 Commonwealth Equity Services LLC419,626$37.60M0.1%-8.9%1.501%
2/10/2025 Madison Wealth Partners Inc45,255$4.06M1.1%+1.3%0.162%
2/10/2025 Avantax Advisory Services Inc.377,500$33.82M0.2%0.0%1.351%
2/7/2025 Summit X LLC2,902$260K0.1%+5.6%0.010%
2/7/2025 HighTower Advisors LLC24,613$2.21M0.0%+9.7%0.088%
2/7/2025 Global 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%
2/7/2025 Independent Advisor Alliance8,028$719K0.0%N/A0.029%
2/7/2025 Johnson Investment Counsel Inc.55,028$4.93M0.0%-4.6%0.197%
2/7/2025 New Insight Wealth Advisors5,085$456K0.2%N/A0.018%
2/7/2025 Elevation Capital Advisory LLC2,318$208K0.1%N/A0.008%
2/6/2025 One Capital Management LLC64,456$5.78M0.2%+12.2%0.231%
2/6/2025 Raymond James Financial Inc.305,784$27.40M0.0%N/A1.094%
2/6/2025 Atria Investments Inc50,808$4.55M0.1%N/A0.182%
2/6/2025 Assetmark Inc.8,165$732K0.0%+129.9%0.029%
2/6/2025 Synergy Investment Management LLC1,565$140K0.1%N/A0.006%
2/6/2025 Steward Partners Investment Advisory LLC60,990$5.47M0.0%+0.5%0.218%
2/6/2025 Jones Financial Companies Lllp2,499$224K0.0%+28.5%0.009%
2/5/2025 Halbert Hargrove Global Advisors LLC440$39K0.0%N/A0.002%
2/5/2025 Smartleaf Asset Management LLC4,116$372K0.0%N/A0.015%
2/5/2025 Cape Investment Advisory Inc.22,465$2.01M0.8%-2.6%0.080%
2/5/2025 Private Trust Co. NA8,688$778K0.1%-7.3%0.031%
2/5/2025 Heritage Oak Wealth Advisors LLC6,459$579K0.3%N/A0.023%
2/5/2025 Kovack Advisors Inc.5,059$453K0.0%+3.1%0.018%
2/4/2025 Bank of New York Mellon Corp26,918$2.41M0.0%+61.3%0.096%
2/4/2025 Wharton Business Group LLC7,400$663K0.0%-7.3%0.026%
2/4/2025 IFP Advisors Inc8,201$735K0.0%+82.0%0.029%
2/3/2025 Sigma Planning Corp13,238$1.19M0.0%+3.6%0.047%
2/3/2025 VisionPoint Advisory Group LLC11,525$1.03M0.4%N/A0.041%
2/3/2025 Aspect Partners LLC4,755$426K0.2%N/A0.017%
2/3/2025 Private Advisor Group LLC29,313$2.63M0.0%-5.5%0.105%
2/3/2025 Good Life Advisors LLC2,400$215K0.0%N/A0.009%
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2/3/2025 Flagstar Advisors Inc.5,220$468K0.1%-3.8%0.019%
1/31/2025 Global Retirement Partners LLC6,025$540K0.0%-11.0%0.022%
1/31/2025 Key Financial Inc3,514$315K0.1%+7.4%0.013%
1/31/2025 Atria Wealth Solutions Inc.68,648$6.15M0.1%+123.3%0.246%
1/31/2025 Truist Financial Corp29,540$2.65M0.0%-7.6%0.106%
1/31/2025 Woodard & Co. Asset Management Group Inc. ADV70,768$6.34M1.4%-4.9%0.253%
1/31/2025 Sanctuary Advisors LLC42,911$3.96M0.0%-22.2%0.154%
1/31/2025 Spectrum Wealth Advisory Group LLC2,280$204K0.1%-8.8%0.008%
1/31/2025 J.W. Cole Advisors Inc.3,646$327K0.0%+3.6%0.013%
1/30/2025 Strategic Financial Concepts LLC39,527$3.54M0.1%+293.0%0.141%
(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, 262 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 199 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), LPL Financial LLC ($306.43K), and Raymond James Financial Services Advisors Inc. ($258.97K).

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

Institutional investors have bought a total of 8,538,147 shares in the last 24 months. This purchase volume represents approximately $651.41M in transactions.

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

Of the 139 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 2,229,335 shares in the last 24 months. This volume of shares sold represents approximately $163.21M in transactions.


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This page (NYSEARCA:ILCG) was last updated on 3/27/2025 by MarketBeat.com Staff
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