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 | 2.3M | $244M | -4% | Sep 2025 |
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| Morgan Stanley | 1.5M | $141M | 100% | Jun 2025 |
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| LPL Financial | 1.3M | $135M | -4% | Sep 2025 |
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| Wells Fargo & Company | 677k | $71M | 5% | Sep 2025 |
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| Financial Advisory Service | 600k | $63M | 0% | Sep 2025 |
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| Cetera Investment Advisers | 495k | $52M | 346% | Sep 2025 |
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| Atlantic Trust | 487k | $51M | -1% | Sep 2025 |
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| B&D White Capital Company | 486k | $51M | 39% | Sep 2025 |
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| McKinley Carter Wealth Services | 444k | $46M | -4% | Sep 2025 |
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| AdvisorShares Investments | 402k | $42M | 100% | Sep 2025 |
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| H D Vest Advisory Services | 383k | $37M | 2% | Jun 2025 |
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| Jpmorgan Chase & Co | 377k | $39M | 17% | Sep 2025 |
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| UBS Group | 367k | $38M | 21% | Sep 2025 |
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| Commonwealth Equity Services | 363k | $38M | -2% | Sep 2025 |
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| Envestnet Asset Management | 357k | $37M | 17% | Sep 2025 |
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| Ameriprise Financial | 333k | $35M | -4% | Sep 2025 |
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| GM Advisory | 286k | $30M | 16% | Sep 2025 |
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| Advisor Group Holdings | 282k | $29M | 163% | Sep 2025 |
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| Raymond James Financial | 276k | $29M | 14% | Sep 2025 |
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| Mml Investors Services | 276k | $29M | -1% | Sep 2025 |
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| Goodman Advisory Group | 185k | $19M | 0% | Sep 2025 |
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| LongView Wealth Management | 154k | $16M | 3% | Sep 2025 |
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| Rockefeller Capital Management | 152k | $16M | 0% | Sep 2025 |
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| Kiley Juergens Wealth Management | 147k | $15M | -1% | Sep 2025 |
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| Mariner Wealth Advisors | 125k | $13M | 24% | Sep 2025 |
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| CI Private Wealth | 122k | $13M | 3% | Sep 2025 |
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| Prime Capital Investment Advisors | 116k | $12M | 2% | Sep 2025 |
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| Private Advisor | 114k | $12M | 376% | Sep 2025 |
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| Cornerstone Wealth Management | 111k | $12M | 0% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 103k | $11M | 2% | Sep 2025 |
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| Cambridge Investment Research Advisors | 102k | $11M | 16% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 90k | $9.4M | -2% | Sep 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% | Sep 2025 |
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| Investors Research Corp | 75k | $7.8M | 11% | Sep 2025 |
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| Marietta Wealth Management | 72k | $7.5M | 0% | Sep 2025 |
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| Level Four Advisory Services | 70k | $7.2M | -2% | Sep 2025 |
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| Woodard & Co Asset Management Group | 68k | $7.1M | -3% | Sep 2025 |
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| David J.Sculati | 68k | $7.1M | 0% | Sep 2025 |
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| Ipsen Advisor Group | 68k | $7.1M | -1% | Sep 2025 |
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| CWM | 68k | $7.0M | 0% | Sep 2025 |
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| Trinity Wealth Management | 64k | $6.6M | 100% | Sep 2025 |
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| Aptus Capital Advisors | 62k | $6.4M | -2% | Sep 2025 |
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| Park Avenue Securities | 62k | $6.4M | 17% | Sep 2025 |
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| Two Sigma Investments | 59k | $6.1M | -34% | Sep 2025 |
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| IHT Wealth Management | 58k | $6.1M | -1% | Sep 2025 |
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| Sunburst Financial Group | 56k | $5.9M | -8% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 56k | $5.8M | 3% | Sep 2025 |
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| Merit Financial Group | 55k | $5.7M | -1% | Sep 2025 |
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| Steward Partners Investment Advisory | 55k | $5.7M | 1% | Sep 2025 |
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| Johnson Investment Counsel | 54k | $5.6M | 0% | Sep 2025 |
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| American Financial & Tax Strategies | 50k | $5.2M | -2% | Sep 2025 |
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| Dentgroup | 50k | $5.2M | 31% | Sep 2025 |
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| Money Concepts Capital Corp | 49k | $5.1M | -34% | Sep 2025 |
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| Arcadia Wealth Management | 48k | $5.0M | 100% | Sep 2025 |
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| Stifel Financial | 45k | $4.7M | -6% | Sep 2025 |
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| Corsicana & Co. | 43k | $4.5M | 100% | Sep 2025 |
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| Retirement Planning Group | 42k | $4.4M | 1% | Sep 2025 |
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| Creative Planning | 42k | $4.4M | -2% | Sep 2025 |
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| Madison Wealth Partners | 41k | $4.2M | 0% | Sep 2025 |
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| RFG Advisory | 38k | $4.0M | -2% | Sep 2025 |
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| Twin Focus Capital Partners | 35k | $3.7M | 0% | Sep 2025 |
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| Brand Asset Management Group | 35k | $3.6M | -4% | Sep 2025 |
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| VestGen Advisors | 35k | $3.6M | -2% | Sep 2025 |
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| Focus Financial Network | 35k | $3.6M | -20% | Sep 2025 |
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| Jim Saulnier & Associates | 34k | $3.5M | -8% | Sep 2025 |
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| Steinberganna Wealth Management | 32k | $3.4M | 100% | Sep 2025 |
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| GenWealth Group | 31k | $3.3M | -2% | Sep 2025 |
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| Bank of New York Mellon | 31k | $3.2M | 28% | Sep 2025 |
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| Atria Wealth Solutions | 31k | $3.0M | -1% | Jun 2025 |
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| FMR | 30k | $3.1M | 3% | Sep 2025 |
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| Adell, Harriman, & Carpenter | 27k | $2.8M | 0% | Sep 2025 |
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| Mercer Global Advisors | 27k | $2.8M | 1038% | Sep 2025 |
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| Advisory Services Network | 27k | $2.8M | 5% | Sep 2025 |
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| Savant Capital Management | 27k | $2.8M | -2% | Sep 2025 |
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| One Capital Management | 26k | $2.8M | 66% | Sep 2025 |
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| Adviser Investments | 26k | $2.7M | 0% | Sep 2025 |
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| Ashton Thomas Securities | 26k | $2.7M | 100% | Sep 2025 |
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| Flagship Harbor Advisors | 25k | $2.6M | -10% | Sep 2025 |
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| North Star Investment Management | 25k | $2.6M | -2% | Sep 2025 |
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| Arkadios Wealth Advisors | 24k | $2.5M | -1% | Sep 2025 |
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| Pinnacle Financial Group, LLC / IL | 23k | $2.4M | 0% | Sep 2025 |
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| Shira Ridge Wealth Management | 23k | $2.4M | 0% | Sep 2025 |
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| AE Wealth Management | 23k | $2.4M | -63% | Sep 2025 |
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| Cape Investment Advisory | 22k | $2.2M | -1% | Jun 2025 |
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| Prospera Financial Services | 22k | $2.2M | 100% | Sep 2025 |
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| National Asset Management | 21k | $2.2M | 26% | Sep 2025 |
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| CLS Investments | 21k | $2.2M | 100% | Sep 2025 |
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| Susquehanna International | 21k | $2.2M | 82% | Sep 2025 |
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| Greykasell Wealth Strategies | 21k | $2.1M | -30% | Sep 2025 |
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| Daymark Wealth Partners | 20k | $2.1M | -1% | Sep 2025 |
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| HighTower Advisors | 20k | $2.1M | 4% | Sep 2025 |
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| Del-Sette Capital Management | 20k | $2.0M | 100% | Sep 2025 |
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| Beacon Financial Advisory | 19k | $2.0M | 0% | Sep 2025 |
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| Horst & Graben Wealth Management | 19k | $2.0M | 0% | Sep 2025 |
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| Lloyd Advisory Services | 18k | $1.9M | -6% | Sep 2025 |
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| Branch Banking & Trust Company | 18k | $1.9M | 8% | Sep 2025 |
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| Kane Investment Management | 18k | $1.9M | 0% | Sep 2025 |
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| XML Financial | 18k | $1.9M | 0% | Sep 2025 |
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| Capital Advisors | 18k | $1.9M | 2% | Sep 2025 |
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| Financial Engines Advisors L.L.C | 17k | $1.8M | -11% | Sep 2025 |
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| Essex Financial Services | 17k | $1.7M | 0% | Sep 2025 |
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| Rodgers & Associates | 17k | $1.7M | -3% | Sep 2025 |
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| Davenport & Co | 16k | $1.7M | -9% | Sep 2025 |
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| Gladstone Institutional Advisory | 16k | $1.7M | -4% | Sep 2025 |
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| Assetmark | 16k | $1.7M | 61% | Sep 2025 |
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| Towerpoint Wealth | 16k | $1.7M | -3% | Sep 2025 |
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| Neuberger Berman Group | 16k | $1.6M | 100% | Sep 2025 |
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| Absolute Capital Management | 16k | $1.6M | -56% | Sep 2025 |
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| Prosperity Consulting Group | 15k | $1.6M | 100% | Sep 2025 |
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| Global Retirement Partners | 15k | $1.6M | 13% | Sep 2025 |
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| Sigma Planning | 15k | $1.6M | 4% | Sep 2025 |
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| Creative Financial Designs | 15k | $1.5M | -2% | Sep 2025 |
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| Kestra Advisory Services | 15k | $1.5M | 42% | Sep 2025 |
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| Goss Wealth Management | 14k | $1.5M | 24% | Sep 2025 |
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| Geneos Wealth Management | 14k | $1.5M | 0% | Sep 2025 |
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| MAI Wealth Advisors | 14k | $1.4M | 0% | Sep 2025 |
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| Wealthstream Advisors | 14k | $1.4M | 0% | Sep 2025 |
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| Pinnacle Bank | 14k | $1.4M | 0% | Sep 2025 |
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| Jones Financial Companies, L.L | 14k | $1.4M | 53% | Sep 2025 |
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| Csenge Advisory Group | 13k | $1.4M | 0% | Sep 2025 |
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| Full Sail Capital | 13k | $1.4M | -4% | Sep 2025 |
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| Gwn Securities | 13k | $1.4M | 21% | Sep 2025 |
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| Citadel Advisors | 13k | $1.4M | 100% | Sep 2025 |
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| Roman Butler Fullerton & Co | 13k | $1.4M | 7% | Sep 2025 |
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| Kingsview Wealth Management | 12k | $1.3M | -2% | Sep 2025 |
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| Brian McDonald | 12k | $1.2M | -3% | Sep 2025 |
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| Strategic Financial Concepts | 11k | $1.2M | -1% | Sep 2025 |
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| Paragon Private Wealth Management | 11k | $1.2M | 10% | Sep 2025 |
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| Lido Advisors | 11k | $1.2M | 3% | Sep 2025 |
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| Hershey Financial Advisers | 11k | $1.2M | -70% | Sep 2025 |
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| Kestra Private Wealth Services | 11k | $1.1M | -2% | Sep 2025 |
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| Baird Financial | 11k | $1.1M | 247% | Sep 2025 |
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| Triad Wealth Partners | 11k | $1.1M | 0% | Sep 2025 |
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| Principal Securities | 10k | $1.1M | -2% | Sep 2025 |
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| Wealthquest | 9.9k | $1.0M | 0% | Sep 2025 |
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| Cooper Financial Group | 9.6k | $1.0M | 0% | Sep 2025 |
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| Proactive Wealth Strategies | 9.6k | $1.0M | 0% | Sep 2025 |
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| Goldstein Advisors | 9.5k | $988k | 0% | Sep 2025 |
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| JGP Wealth Management | 9.3k | $980k | 167% | Sep 2025 |
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| Integrated Wealth Concepts | 9.3k | $975k | 1% | Sep 2025 |
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| Summit Financial | 9.2k | $956k | 100% | Sep 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 | $934k | 100% | Sep 2025 |
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| Edge Financial Advisors | 8.9k | $931k | 201% | Sep 2025 |
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| Blue Barn Wealth | 8.7k | $909k | 0% | Sep 2025 |
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| Gail Mannix | 8.6k | $902k | 0% | Sep 2025 |
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| Brio Consultants | 8.6k | $901k | 2% | Sep 2025 |
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| Cedar Point Capital Partners | 8.6k | $894k | 0% | Sep 2025 |
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| Summit Asset Management | 8.3k | $864k | 0% | Sep 2025 |
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| Private Trust Co Na | 8.2k | $855k | -6% | Sep 2025 |
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| J.w. Cole Advisors | 7.7k | $800k | -36% | Sep 2025 |
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| Wharton Business Group | 7.4k | $772k | -83% | Sep 2025 |
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| Optivise Advisory Services | 4.7k | $489k | -54% | Sep 2025 |
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| Silver Oak Securities | 2.3k | $236k | -85% | Sep 2025 |
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| Ameritas Advisory Services | 61.00 | $6.4k | -100% | Sep 2025 |
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Who sold out of iShares Morningstar Large Growth?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Congress Wealth Management LLC / DE / | Mar 2025 | 101k | $8.2M |
| Win Advisors | Jun 2025 | 44k | $4.3M |
| Elevation Capital Advisory | Jun 2025 | 19k | $1.8M |
| Patriot Financial Group Insurance Agency | Jun 2025 | 8.4k | $811k |