ISHARES MORNINGSTAR GROWTH E ILCG
$114.09
-1.4% 52w: $91.60 – $120.12
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data91.60105.86120.12
Jun 20, 2025 Jul 2, 2026
Institutional holders
325
-16 QoQ
13F value
$1.46B
-15.7% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$1.4M calls / — puts
Institutional value by quarter
Number of holders
Who owns ILCG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 1.3M | $123.4M | 0.0% | -6.4% |
| MORGAN STANLEY | Bank broker | 1.1M | $104.1M | 0.0% | -2.0% |
| Equitable Holdings, Inc. | Wealth advisor | 991.9K | $103.2M | 0.7% | -57.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 692.4K | $66.1M | 0.0% | -3.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 597.6K | $57.1M | 0.0% | +31.2% |
| Cetera Investment Advisers | Wealth advisor | 596.1K | $56.9M | 0.1% | +12.8% |
| FAS Wealth Partners, Inc. | Wealth advisor | 592.9K | $56.6M | 3.5% | +1.1% |
| Clearstead Trust, LLC | Other | 557.9K | $53.3M | 8.7% | +12.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 451.1K | $43.1M | 0.0% | -10.1% |
| JPMORGAN CHASE & CO | Bank broker | 424.6K | $38.9M | 0.0% | +6.3% |
| GM Advisory Group, LLC | Wealth advisor | 356.1K | $34.0M | 1.3% | +6.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 353.9K | $33.8M | 0.0% | +59.8% |
| B&D White Capital Company, LLC | Wealth advisor | 347.4K | $33.2M | 4.1% | -27.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 342.3K | $32.7M | 0.0% | +3.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 311.2K | $29.7M | 0.0% | -11.0% |
| McKinley Carter Wealth Services, Inc. | Wealth advisor | 270.8K | $25.9M | 1.5% | -26.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 250.0K | $23.9M | 0.0% | -0.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 242.1K | $23.1M | 0.1% | -15.0% |
| UBS Group AG | Bank broker | 215.9K | $20.6M | 0.0% | -39.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 155.9K | $15.1M | 0.0% | +52.3% |
| LongView Wealth Management | Wealth advisor | 136.1K | $14.3M | 3.6% | -7.5% |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | Other | 142.8K | $13.6M | 2.4% | -0.8% |
| Mariner, LLC | Diversified mechanical | 142.3K | $13.6M | 0.0% | +2.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 136.4K | $13.0M | 0.0% | -19.3% |
| Corient Private Wealth LLC | Diversified mechanical | 127.7K | $12.2M | 0.0% | -49.1% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 122.2K | $11.7M | 0.1% | +4.5% |
| Cornerstone Wealth Management, LLC | Wealth advisor | 109.7K | $10.5M | 0.5% | -0.6% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 106.7K | $10.2M | 0.0% | +77.2% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 105.9K | $10.1M | 0.1% | +38.4% |
| ROYAL BANK OF CANADA | Bank broker | 96.4K | $9.2M | 0.0% | -9.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 92.0K | $8.8M | 0.0% | -1.8% |
| Investors Research Corp | Wealth advisor | 90.8K | $8.7M | 1.7% | +11.5% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 85.0K | $8.1M | 0.0% | -0.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 73.0K | $7.0M | 0.0% | -10.6% |
| White Pine Investment CO | Wealth advisor | 73.0K | $7.0M | 1.6% | +6.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 71.2K | $6.8M | 0.0% | +81.1% |
| Marietta Wealth Management, LLC | Other | 70.4K | $6.7M | 0.8% | +0.7% |
| CWM, LLC | Wealth advisor | 66.7K | $6.4M | 0.0% | -0.7% |
| &PARTNERS | Diversified mechanical | 64.5K | $6.2M | 0.0% | +11.2% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | Wealth advisor | 64.4K | $6.1M | 1.0% | +4.6% |
| Aptus Capital Advisors, LLC | Wealth advisor | 61.2K | $5.8M | 0.0% | -0.6% |
| Sunburst Financial Group, LLC | Wealth advisor | 59.4K | $5.7M | 1.1% | +5.8% |
| IHT Wealth Management, LLC | Wealth advisor | 57.9K | $5.5M | 0.1% | +0.6% |
| Merit Financial Group, LLC | Wealth advisor | 54.2K | $5.2M | 0.0% | -0.8% |
| JOHNSON INVESTMENT COUNSEL INC | Other | 53.4K | $5.1M | 0.0% | -0.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 53.4K | $5.1M | 0.0% | +0.4% |
| Ipsen Advisor Group LLC | Wealth advisor | 52.8K | $5.0M | 3.5% | -2.0% |
| Arcadia Wealth Management, LLC | Wealth advisor | 52.2K | $5.0M | 1.8% | +9.2% |
| Strategic Financial Concepts, LLC | Wealth advisor | 52.0K | $5.0M | 1.2% | +23.0% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | Wealth advisor | 49.6K | $4.7M | 2.3% | -0.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.