Who owns iShares Morningstar Large Growth?
- Ticker: ILCG
- CUSIP Number: 464287119
Tip: Access positions for across all investors
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 | 3.1M | $249M | 8% | Jun 2024 |
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| Morgan Stanley | 1.4M | $117M | 3% | Jun 2024 |
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| LPL Financial | 1.3M | $106M | -8% | Sep 2024 |
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| Wells Fargo & Company | 772k | $65M | -2% | Sep 2024 |
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| Financial Advisory Service | 646k | $54M | -2% | Sep 2024 |
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| Bank of America Corporation | 617k | $52M | -10% | Sep 2024 |
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| AdvisorShares Investments | 495k | $41M | 100% | Jun 2024 |
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| Commonwealth Equity Services | 461k | $39M | -2% | Sep 2024 |
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| H D Vest Advisory Services | 376k | $31M | 4% | Jun 2024 |
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| Jpmorgan Chase & Co | 302k | $25M | 5% | Sep 2024 |
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| Mml Investors Services | 270k | $23M | 7% | Sep 2024 |
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| Raymond James Financial Services Advisors | 238k | $20M | -20% | Sep 2024 |
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| Rockefeller Capital Management | 155k | $13M | -1% | Jun 2024 |
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| Kiley Juergens Wealth Management | 149k | $13M | -2% | Sep 2024 |
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| Advisor Group Holdings | 138k | $12M | -36% | Sep 2024 |
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| LongView Wealth Management | 137k | $12M | 11% | Sep 2024 |
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| Cornerstone Wealth Management | 120k | $10M | 4% | Sep 2024 |
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| CI Private Wealth | 103k | $8.6M | -13% | Sep 2024 |
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| Prime Capital Investment Advisors | 100k | $8.4M | 7% | Sep 2024 |
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| Aspire Wealth Management Corp | 99k | $8.3M | 0% | Sep 2024 |
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| Raymond James & Associates | 98k | $8.3M | -1% | Sep 2024 |
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| Envestnet Asset Management | 95k | $8.0M | 4% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 91k | $7.4M | -1% | Jun 2024 |
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| Mariner Wealth Advisors | 88k | $7.4M | -2% | Sep 2024 |
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| Ethos Financial Group | 87k | $7.3M | 100% | Sep 2024 |
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| Royal Bank of Canada | 85k | $7.2M | -32% | Sep 2024 |
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| Aptus Capital Advisors | 85k | $7.1M | 100% | Sep 2024 |
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| Sunburst Financial Group | 85k | $7.1M | -13% | Sep 2024 |
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| Cetera Investment Advisers | 82k | $6.7M | -50% | Jun 2024 |
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| Captrust Financial Advisors | 81k | $6.8M | 0% | Sep 2024 |
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| Money Concepts Capital Corp | 78k | $6.6M | 112% | Sep 2024 |
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| Woodard & Co Asset Management Group | 74k | $6.3M | -2% | Sep 2024 |
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| Level Four Advisory Services | 72k | $5.9M | -1% | Jun 2024 |
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| David J.Sculati | 67k | $5.6M | 3% | Sep 2024 |
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| Cambridge Investment Research Advisors | 67k | $5.6M | -20% | Sep 2024 |
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| Marietta Wealth Management | 65k | $5.5M | 1% | Sep 2024 |
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| Steward Partners Investment Advisory | 61k | $4.9M | 6% | Jun 2024 |
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| Creative Planning | 58k | $4.9M | -1% | Sep 2024 |
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| Stifel Financial | 58k | $4.7M | 6% | Jun 2024 |
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| Johnson Investment Counsel | 58k | $4.8M | -2% | Sep 2024 |
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| One Capital Management | 57k | $4.8M | -2% | Sep 2024 |
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| Sanctuary Advisors | 55k | $4.9M | 39% | Sep 2024 |
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| American Financial & Tax Strategies | 54k | $4.5M | -2% | Sep 2024 |
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| Merit Financial Group | 49k | $4.1M | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 49k | $4.1M | -1% | Sep 2024 |
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| Madison Wealth Partners | 45k | $3.8M | 0% | Sep 2024 |
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| Dentgroup | 43k | $3.6M | 0% | Sep 2024 |
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| CWM | 42k | $3.5M | -7% | Sep 2024 |
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| Focus Financial Network | 41k | $3.5M | 6% | Sep 2024 |
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| Savant Capital Management | 40k | $3.4M | 157% | Sep 2024 |
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| RFG Advisory | 40k | $3.3M | -4% | Sep 2024 |
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| Retirement Planning Group | 37k | $3.1M | 0% | Sep 2024 |
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| Citigroup | 37k | $3.1M | 10% | Sep 2024 |
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| Twin Focus Capital Partners | 36k | $3.0M | 0% | Sep 2024 |
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| Brand Asset Management Group | 36k | $3.0M | -1% | Sep 2024 |
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| Investors Research Corp | 35k | $2.9M | 43% | Sep 2024 |
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| GenWealth Group | 33k | $2.8M | -3% | Sep 2024 |
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| Davenport & Co | 32k | $2.7M | -2% | Sep 2024 |
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| Branch Banking & Trust Company | 32k | $2.6M | -2% | Jun 2024 |
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| Private Advisor | 31k | $2.6M | -77% | Sep 2024 |
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| Arkadios Wealth Advisors | 31k | $2.6M | -2% | Sep 2024 |
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| Adell, Harriman, & Carpenter | 31k | $2.6M | 0% | Sep 2024 |
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| Atria Wealth Solutions | 31k | $2.6M | 0% | Sep 2024 |
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| Jim Saulnier & Associates | 31k | $2.6M | 100% | Sep 2024 |
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| North Star Investment Management | 28k | $2.4M | 0% | Sep 2024 |
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| Adviser Investments | 26k | $2.2M | 0% | Sep 2024 |
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| Ashton Thomas Securities | 26k | $2.2M | 100% | Sep 2024 |
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| HighTower Advisors | 25k | $2.1M | 0% | Jun 2024 |
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| Sweet Financial Partners | 24k | $2.0M | 0% | Sep 2024 |
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| Pinnacle Financial Group, LLC / IL | 23k | $1.9M | 0% | Sep 2024 |
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| Cape Investment Advisory | 23k | $1.9M | 0% | Jun 2024 |
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| Shira Ridge Wealth Management | 23k | $1.9M | 0% | Sep 2024 |
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| Citadel Advisors | 22k | $1.9M | 40% | Sep 2024 |
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| Hershey Financial Advisers | 22k | $1.8M | 100% | Jun 2024 |
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| Susquehanna International | 20k | $1.6M | -4% | Sep 2024 |
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| Beacon Financial Advisory | 20k | $1.6M | 18% | Sep 2024 |
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| National Asset Management | 19k | $1.6M | -16% | Sep 2024 |
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| Rodgers & Associates | 19k | $1.6M | -8% | Sep 2024 |
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| Horst & Graben Wealth Management | 19k | $1.6M | 0% | Sep 2024 |
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| Towerpoint Wealth | 19k | $1.6M | -5% | Sep 2024 |
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| XML Financial | 18k | $1.5M | 0% | Sep 2024 |
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| AE Wealth Management | 18k | $1.5M | -78% | Sep 2024 |
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| SWMG | 17k | $1.6M | 100% | Sep 2024 |
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| Capital Advisors | 17k | $1.5M | 0% | Sep 2024 |
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| Gladstone Institutional Advisory | 17k | $1.4M | -45% | Sep 2024 |
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| Bank of New York Mellon | 17k | $1.4M | -47% | Sep 2024 |
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| Essex Financial Services | 17k | $1.4M | 0% | Sep 2024 |
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| Full Sail Capital | 16k | $1.4M | 0% | Sep 2024 |
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| Two Sigma Investments | 16k | $1.3M | 36% | Jun 2024 |
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| Brian McDonald | 15k | $1.2M | -2% | Sep 2024 |
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| Creative Financial Designs | 14k | $1.2M | 953% | Sep 2024 |
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| MAI Wealth Advisors | 14k | $1.1M | 0% | Sep 2024 |
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| Wealthstream Advisors | 14k | $1.1M | 0% | Sep 2024 |
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| Pinnacle Bank | 14k | $1.1M | 1111% | Sep 2024 |
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| Csenge Advisory Group | 13k | $1.1M | -10% | Sep 2024 |
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| Geneos Wealth Management | 13k | $1.1M | 0% | Jun 2024 |
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| Sigma Planning | 13k | $1.1M | 4% | Sep 2024 |
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| Goss Wealth Management | 13k | $1.0M | 40% | Jun 2024 |
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| Private Wealth Strategies | 12k | $1.0M | 0% | Jun 2024 |
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| Goldman Sachs Group | 12k | $996k | -89% | Jun 2024 |
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| Hoese & Co | 12k | $1.0M | -6% | Sep 2024 |
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| Roman Butler Fullerton & Co | 12k | $992k | 0% | Sep 2024 |
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| Helen Stephens Group | 12k | $978k | 0% | Sep 2024 |
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| Kingsview Wealth Management | 11k | $937k | -3% | Sep 2024 |
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| GM Advisory | 11k | $929k | 100% | Sep 2024 |
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| Kestra Private Wealth Services | 11k | $888k | 3% | Sep 2024 |
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| Advisory Services Network | 10k | $849k | 0% | Sep 2024 |
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| Wealthquest | 10k | $863k | -4% | Sep 2024 |
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| Patriot Financial Group Insurance Agency | 10k | $853k | -7% | Sep 2024 |
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| Strategic Financial Concepts | 10k | $845k | -99% | Sep 2024 |
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| Proactive Wealth Strategies | 9.9k | $835k | 100% | Sep 2024 |
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| Cedar Point Capital Partners | 9.9k | $832k | -2% | Sep 2024 |
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| Goldstein Advisors | 9.8k | $822k | 0% | Sep 2024 |
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| Cooper Financial Group | 9.6k | $785k | 0% | Jun 2024 |
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| Optivise Advisory Services | 9.6k | $805k | -3% | Sep 2024 |
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| Private Trust Co Na | 9.5k | $774k | 0% | Jun 2024 |
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| Summit Asset Management | 9.1k | $764k | 0% | Sep 2024 |
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| Gail Mannix | 8.9k | $604k | 0% | Sep 2024 |
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| Blue Barn Wealth | 8.7k | $733k | 0% | Sep 2024 |
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| GeoWealth Management | 8.7k | $733k | 100% | Sep 2024 |
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| Integrated Wealth Concepts | 8.3k | $701k | -4% | Sep 2024 |
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| Nomura Asset Management | 8.2k | $687k | 0% | Sep 2024 |
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| HB Wealth Management | 8.1k | $680k | 0% | Sep 2024 |
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| Wharton Business Group | 8.0k | $671k | 0% | Sep 2024 |
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| Catalyst Financial Partners | 7.9k | $660k | 0% | Sep 2024 |
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| HHM Wealth Advisors | 7.6k | $641k | 0% | Sep 2024 |
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| Signature Estate and Investment Advisors | 7.2k | $608k | 0% | Sep 2024 |
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| LRI Investments | 7.2k | $647k | 0% | Sep 2024 |
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| Colony | 7.0k | $592k | 100% | Sep 2024 |
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| Tyler-Stone Wealth Management | 7.0k | $586k | 98% | Sep 2024 |
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| Principal Securities | 6.9k | $580k | 3% | Sep 2024 |
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| Fortune 45 | 6.9k | $561k | 0% | Jun 2024 |
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| TNF | 6.9k | $590k | 0% | Sep 2024 |
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| Buckingham Asset Management | 6.8k | $555k | 1% | Jun 2024 |
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| Sunbelt Securities | 6.8k | $572k | 0% | Sep 2024 |
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| Global Retirement Partners | 6.8k | $569k | 6% | Sep 2024 |
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| Vision Capital Management | 6.7k | $566k | 0% | Sep 2024 |
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| Bowman & Co S.C. | 6.7k | $566k | -8% | Sep 2024 |
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| AlphaStar Capital Management | 6.4k | $535k | 12% | Sep 2024 |
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| William Blair $ Company | 6.1k | $515k | 0% | Sep 2024 |
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| Red Tortoise | 6.1k | $510k | 0% | Sep 2024 |
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| Mather Group | 6.0k | $503k | -9% | Sep 2024 |
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| Outlook Wealth Advisors | 6.0k | $503k | 0% | Sep 2024 |
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| Courage Miller Partners | 6.0k | $500k | -15% | Sep 2024 |
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| Kestra Advisory Services | 5.9k | $496k | -14% | Sep 2024 |
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| Tower Research Capital | 5.7k | $468k | -16% | Jun 2024 |
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| Accel Wealth Management | 5.7k | $477k | 0% | Sep 2024 |
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| Signature Securities Group Corporation | 5.4k | $456k | 2% | Sep 2024 |
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| Noesis Capital Management Corp. | 5.2k | $421k | 0% | Jun 2024 |
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| Win Advisors | 5.0k | $418k | -4% | Sep 2024 |
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| Kovack Advisors | 4.9k | $413k | -27% | Sep 2024 |
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| Marshall Wace | 4.5k | $374k | -46% | Sep 2024 |
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| J.w. Cole Advisors | 3.5k | $296k | -54% | Sep 2024 |
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| Andina Capital Management | 3.5k | $294k | -73% | Sep 2024 |
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| Prospera Financial Services | 3.0k | $253k | -91% | Sep 2024 |
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| EP Wealth Advisors | 2.8k | $232k | -69% | Sep 2024 |
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| HPM Partners | 2.5k | $208k | -69% | Sep 2024 |
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Who sold out of iShares Morningstar Large Growth?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Atlantic Trust | Jun 2024 | 487k | $40M |
| Pensionmark Financial Group | Jun 2024 | 109k | $8.9M |
| Lloyd Advisory Services | Jun 2024 | 24k | $2.0M |
| Infrastructure Capital Advisors | Mar 2024 | 16k | $1.4M |
| Trinity Wealth Management | Jun 2024 | 15k | $1.2M |
| Silver Oak Securities | Jun 2024 | 6.8k | $552k |
| International Assets Investment Management | Jun 2024 | 5.4k | $441k |
| Jane Street | Jun 2024 | 5.2k | $427k |