Who owns iShares Morningstar Large Growth?

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Analyze quarterly positions in iShares Morningstar Large Growth with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares Morningstar Large Growth stock

Who bought or sold iShares Morningstar Large Growth this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Equitable Holdings 2.3M $242M 0% Dec 2025
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LPL Financial 1.4M $144M 7% Dec 2025
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Wells Fargo & Company 718k $75M 6% Dec 2025
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Financial Advisory Service 587k $61M -2% Dec 2025
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Cetera Investment Advisers 528k $55M 7% Dec 2025
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Atlantic Trust 496k $52M 2% Dec 2025
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B&D White Capital Company 481k $50M -1% Dec 2025
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Envestnet Asset Management 456k $47M 28% Dec 2025
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Jpmorgan Chase & Co 377k $39M 100% Sep 2025
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McKinley Carter Wealth Services 368k $38M -17% Dec 2025
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UBS Group 355k $37M -3% Dec 2025
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Commonwealth Equity Services 350k $36M -4% Dec 2025
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GM Advisory 333k $35M 16% Dec 2025
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Ameriprise Financial 331k $34M -1% Dec 2025
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Mml Investors Services 285k $30M 3% Dec 2025
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Advisor Group Holdings 252k $26M -10% Dec 2025
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Raymond James Financial 221k $23M -20% Dec 2025
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Rockefeller Capital Management 169k $18M 11% Dec 2025
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LongView Wealth Management 147k $16M -5% Dec 2025
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Kiley Juergens Wealth Management 144k $15M -2% Dec 2025
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Mariner Wealth Advisors 138k $14M 11% Dec 2025
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CI Private Wealth 126k $3.4M 2% Dec 2025
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Prime Capital Investment Advisors 117k $12M 0% Dec 2025
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Cornerstone Wealth Management 110k $12M -1% Dec 2025
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Wealth Enhancement Advisory Services 102k $11M 0% Dec 2025
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Northwestern Mutual Wealth Management Company 94k $9.7M 4% Dec 2025
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Royal Bank of Canada 88k $9.1M 4% Sep 2025
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Captrust Financial Advisors 86k $8.9M 0% Dec 2025
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Cambridge Investment Research Advisors 82k $8.5M -20% Dec 2025
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Investors Research Corp 82k $8.5M 8% Dec 2025
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Farther Finance Advisors 79k $8.3M 950% Dec 2025
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Park Avenue Securities 77k $8.0M 24% Dec 2025
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Marietta Wealth Management 70k $7.3M -2% Dec 2025
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Level Four Advisory Services 69k $7.1M -1% Dec 2025
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David J.Sculati 68k $7.1M 1% Dec 2025
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CWM 67k $7.0M -1% Dec 2025
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Woodard & Co Asset Management Group 62k $6.4M -9% Dec 2025
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Aptus Capital Advisors 62k $6.4M 0% Dec 2025
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Two Sigma Investments 59k $6.1M -34% Sep 2025
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Wiley Bros.-aintree Capital 58k $6.0M 4% Dec 2025
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IHT Wealth Management 58k $6.0M -1% Dec 2025
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Sunburst Financial Group 56k $5.8M 0% Dec 2025
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Merit Financial Group 55k $5.7M 0% Dec 2025
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Ipsen Advisor Group 54k $5.6M -20% Dec 2025
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Johnson Investment Counsel 54k $5.6M 0% Dec 2025
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Steward Partners Investment Advisory 53k $5.5M -2% Dec 2025
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Money Concepts Capital Corp 50k $5.2M 3% Dec 2025
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American Financial & Tax Strategies 50k $5.2M 0% Dec 2025
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Dentgroup 49k $5.1M -1% Dec 2025
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Arcadia Wealth Management 48k $5.0M 1% Dec 2025
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Corsicana & Co. 44k $4.5M 1% Dec 2025
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Strategic Financial Concepts 42k $4.4M 272% Dec 2025
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Retirement Planning Group 42k $4.4M 0% Dec 2025
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Madison Wealth Partners 40k $4.2M -1% Dec 2025
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Creative Planning 40k $4.1M -5% Dec 2025
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Bank of New York Mellon 39k $4.1M 28% Dec 2025
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Northwest Wealth Advisors 37k $3.9M 100% Dec 2025
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Twin Focus Capital Partners 36k $3.7M 1% Dec 2025
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Gladstone Institutional Advisory 35k $3.6M 117% Dec 2025
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VestGen Advisors 34k $3.6M -1% Dec 2025
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Sanctuary Advisors 34k $3.5M 6% Dec 2025
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Brand Asset Management Group 33k $3.5M -4% Dec 2025
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Jim Saulnier & Associates 33k $3.5M -2% Dec 2025
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Steinberganna Wealth Management 32k $3.3M -2% Dec 2025
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GenWealth Group 31k $3.3M 0% Dec 2025
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Private Advisor 31k $3.2M -73% Dec 2025
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FMR 30k $3.1M 3% Sep 2025
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Advisory Services Network 28k $3.0M 6% Dec 2025
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Stifel Financial 28k $2.9M -39% Dec 2025
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Savant Capital Management 27k $2.8M 0% Dec 2025
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Focus Financial Network 26k $2.7M -24% Dec 2025
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One Capital Management 26k $2.7M 0% Dec 2025
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Adviser Investments 26k $2.7M 0% Dec 2025
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Asempa Wealth Advisors 24k $2.5M 100% Dec 2025
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North Star Investment Management 24k $2.5M -3% Dec 2025
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Arkadios Wealth Advisors 24k $2.5M 0% Dec 2025
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Flagship Harbor Advisors 24k $2.5M -5% Dec 2025
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Assetmark 23k $2.4M 43% Dec 2025
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CLS Investments 23k $2.4M 8% Dec 2025
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Shira Ridge Wealth Management 22k $2.3M -2% Dec 2025
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Pinnacle Financial Group, LLC / IL 22k $2.3M -4% Dec 2025
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National Asset Management 21k $2.2M 26% Sep 2025
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Capital Advisors 21k $2.2M 18% Dec 2025
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Cape Investment Advisory 21k $2.2M 523775% Dec 2025
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Greykasell Wealth Strategies 21k $2.1M 0% Dec 2025
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Jones Financial Companies, L.L 20k $2.1M 51% Dec 2025
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Daymark Wealth Partners 20k $2.1M -1% Dec 2025
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HighTower Advisors 20k $2.1M 0% Dec 2025
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Beacon Financial Advisory 19k $2.0M -1% Dec 2025
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Horst & Graben Wealth Management 19k $2.0M -2% Dec 2025
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Susquehanna International 18k $1.9M -11% Dec 2025
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Goss Wealth Management 18k $1.9M 29% Dec 2025
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XML Financial 18k $1.9M 0% Dec 2025
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Kane Investment Management 18k $1.8M -2% Dec 2025
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Global Retirement Partners 18k $1.8M 17% Dec 2025
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Prosperity Consulting Group 17k $1.8M 15% Dec 2025
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Towerpoint Wealth 17k $1.7M 6% Dec 2025
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Essex Financial Services 17k $1.7M -1% Dec 2025
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Financial Engines Advisors L.L.C 17k $1.7M -5% Dec 2025
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Kestra Advisory Services 16k $1.7M 11% Dec 2025
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Neuberger Berman Group 16k $1.6M 0% Dec 2025
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Absolute Capital Management 16k $1.6M 0% Dec 2025
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Mercer Global Advisors 16k $1.6M -42% Dec 2025
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Creative Financial Designs 15k $1.6M 2% Dec 2025
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Geneos Wealth Management 15k $1.6M 6% Dec 2025
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Davenport & Co 15k $1.6M -9% Dec 2025
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Sigma Planning 15k $1.5M 0% Dec 2025
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Branch Banking & Trust Company 15k $1.5M -19% Dec 2025
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Roman Butler Fullerton & Co 14k $1.5M 11% Dec 2025
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JGP Wealth Management 14k $1.4M 47% Dec 2025
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Gwn Securities 14k $1.4M 3% Dec 2025
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Greenspring Advisors 14k $1.4M 100% Dec 2025
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Wealthstream Advisors 14k $1.4M 0% Sep 2025
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Pinnacle Bank 14k $1.4M 0% Dec 2025
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Rodgers & Associates 14k $1.4M -19% Dec 2025
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Full Sail Capital 13k $1.4M -4% Sep 2025
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Citadel Advisors 13k $1.4M 100% Sep 2025
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Csenge Advisory Group 13k $1.4M -3% Dec 2025
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MAI Wealth Advisors 13k $1.3M -9% Dec 2025
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Lido Advisors 13k $1.3M 12% Dec 2025
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Kingsview Wealth Management 12k $1.3M -1% Dec 2025
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Brian McDonald 12k $1.2M 0% Dec 2025
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Colony 12k $1.2M 47% Dec 2025
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Triad Wealth Partners 11k $1.2M 5% Dec 2025
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Kestra Private Wealth Services 11k $1.1M 0% Dec 2025
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Paragon Private Wealth Management 11k $1.1M -2% Dec 2025
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Baird Financial 11k $1.1M -1% Dec 2025
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Adell, Harriman, & Carpenter 11k $1.1M -62% Dec 2025
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Twin Peaks Wealth Advisors 10k $1.1M 59% Dec 2025
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Edge Financial Advisors 10k $1.1M 16% Dec 2025
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Principal Securities 10k $1.0M -2% Dec 2025
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Wealthquest 9.9k $1.0M 0% Dec 2025
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Cooper Financial Group 9.6k $1.0M 0% Dec 2025
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Goldstein Advisors 9.5k $985k 0% Dec 2025
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Proactive Wealth Strategies 9.3k $972k -3% Dec 2025
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Summit Financial 9.2k $955k 0% Dec 2025
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Hershey Financial Advisers 9.1k $950k -17% Dec 2025
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Fairview Capital Investment Management 9.1k $948k 0% Sep 2025
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Milestones Private Investment Advisors 9.0k $932k 0% Dec 2025
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Brio Consultants 8.8k $920k 2% Dec 2025
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Gail Mannix 8.6k $900k 0% Dec 2025
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Integrated Wealth Concepts 8.6k $897k -8% Dec 2025
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Drake & Associates 8.6k $895k 40% Dec 2025
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Nvest Financial 8.5k $885k 5% Dec 2025
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Wealthcare Advisory Partners 8.4k $879k 20% Dec 2025
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Summit Asset Management 8.3k $862k 0% Dec 2025
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Private Trust Co Na 8.2k $853k 0% Dec 2025
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HB Wealth Management 8.1k $841k 0% Dec 2025
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Thurston, Springer, Miller, Herd & Titak 8.0k $832k 100% Dec 2025
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Catalyst Financial Partners 7.9k $817k 0% Dec 2025
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Cedar Point Capital Partners 7.6k $793k -11% Dec 2025
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AE Wealth Management 2.6k $268k -89% Dec 2025
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Goodman Advisory Group 2.5k $258k -99% Dec 2025
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RFG Advisory 2.3k $240k -94% Dec 2025
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Lloyd Advisory Services 843.00 $88k -95% Dec 2025
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Who sold out of iShares Morningstar Large Growth?

Fund or Company Name Date Sold Shares Held Valued At
AdvisorShares Investments Sep 2025 402k $42M
Trinity Wealth Management Sep 2025 64k $6.6M
Ashton Thomas Securities Sep 2025 26k $2.7M
Prospera Financial Services Sep 2025 22k $2.2M
Del-Sette Capital Management Sep 2025 20k $2.0M
Blue Barn Wealth Sep 2025 8.7k $909k