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 | 2.8M | $247M | -8% | Dec 2024 |
|
| Morgan Stanley | 1.4M | $129M | 0% | Dec 2024 |
|
| LPL Financial | 1.4M | $127M | 13% | Dec 2024 |
|
| Wells Fargo & Company | 678k | $61M | -12% | Dec 2024 |
|
| Financial Advisory Service | 593k | $53M | -8% | Dec 2024 |
|
| Bank of America Corporation | 558k | $50M | -9% | Dec 2024 |
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| Atlantic Trust | 483k | $43M | 0% | Dec 2024 |
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| McKinley Carter Wealth Services | 459k | $37M | 100% | Mar 2025 |
|
| Commonwealth Equity Services | 420k | $38M | -9% | Dec 2024 |
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| H D Vest Advisory Services | 378k | $34M | 0% | Dec 2024 |
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| Ameriprise Financial | 357k | $32M | 5% | Dec 2024 |
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| UBS Group | 314k | $28M | -1% | Dec 2024 |
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| Jpmorgan Chase & Co | 312k | $28M | 3% | Dec 2024 |
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| Raymond James Financial | 306k | $27M | 100% | Dec 2024 |
|
| Mml Investors Services | 277k | $25M | 3% | Dec 2024 |
|
| Envestnet Asset Management | 239k | $21M | 152% | Dec 2024 |
|
| Cetera Investment Advisers | 164k | $15M | 117% | Dec 2024 |
|
| Rockefeller Capital Management | 151k | $14M | -2% | Dec 2024 |
|
| Kiley Juergens Wealth Management | 148k | $13M | 0% | Dec 2024 |
|
| LongView Wealth Management | 143k | $13M | 4% | Dec 2024 |
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| Cornerstone Wealth Management | 121k | $11M | 0% | Dec 2024 |
|
| CI Private Wealth | 120k | $11M | 17% | Dec 2024 |
|
| Prime Capital Investment Advisors | 107k | $9.6M | 8% | Dec 2024 |
|
| Advisor Group Holdings | 106k | $8.9M | -23% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 98k | $7.9M | 1% | Mar 2025 |
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| Mariner Wealth Advisors | 95k | $8.5M | 9% | Dec 2024 |
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| Captrust Financial Advisors | 85k | $7.6M | 5% | Dec 2024 |
|
| Royal Bank of Canada | 84k | $7.5M | -2% | Dec 2024 |
|
| Money Concepts Capital Corp | 78k | $7.0M | 0% | Dec 2024 |
|
| CoreCap Advisors | 75k | $6.7M | 2695% | Dec 2024 |
|
| Level Four Advisory Services | 72k | $6.5M | 0% | Dec 2024 |
|
| Woodard & Co Asset Management Group | 71k | $6.3M | -5% | Dec 2024 |
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| David J.Sculati | 69k | $6.2M | 3% | Dec 2024 |
|
| Atria Wealth Solutions | 69k | $6.2M | 123% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 67k | $6.0M | 0% | Dec 2024 |
|
| Ipsen Advisor Group | 66k | $5.4M | 2% | Mar 2025 |
|
| Marietta Wealth Management | 65k | $5.8M | -1% | Dec 2024 |
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| CWM | 65k | $5.8M | 56% | Dec 2024 |
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| One Capital Management | 65k | $5.8M | 12% | Dec 2024 |
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| Aptus Capital Advisors | 64k | $5.7M | -25% | Dec 2024 |
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| Sunburst Financial Group | 63k | $5.6M | -26% | Dec 2024 |
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| Steward Partners Investment Advisory | 61k | $5.5M | 1% | Dec 2024 |
|
| IHT Wealth Management | 59k | $5.3M | 0% | Dec 2024 |
|
| Merit Financial Group | 56k | $4.5M | 10% | Mar 2025 |
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| Investors Research Corp | 55k | $4.5M | 27% | Mar 2025 |
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| Johnson Investment Counsel | 55k | $4.9M | -5% | Dec 2024 |
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| American Financial & Tax Strategies | 54k | $4.8M | 0% | Dec 2024 |
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| Stifel Financial | 51k | $4.6M | -4% | Dec 2024 |
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| Atria Investments | 51k | $4.6M | 100% | Dec 2024 |
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| Wiley Bros.-aintree Capital | 51k | $4.6M | 100% | Dec 2024 |
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| Eqis Capital Management | 48k | $4.3M | 100% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 47k | $4.2M | -2% | Dec 2024 |
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| Focus Financial Network | 46k | $3.7M | 8% | Mar 2025 |
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| Madison Wealth Partners | 45k | $4.1M | 1% | Dec 2024 |
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| Dentgroup | 43k | $3.5M | 0% | Mar 2025 |
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| Hershey Financial Advisers | 43k | $3.9M | 100% | Dec 2024 |
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| Sanctuary Advisors | 43k | $4.0M | -22% | Dec 2024 |
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| Creative Planning | 42k | $3.7M | -28% | Dec 2024 |
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| RFG Advisory | 40k | $3.2M | -11% | Mar 2025 |
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| Strategic Financial Concepts | 40k | $3.5M | 293% | Dec 2024 |
|
| Jim Saulnier & Associates | 38k | $3.4M | 25% | Dec 2024 |
|
| Envestnet Portfolio Solutions | 38k | $3.4M | 100% | Dec 2024 |
|
| Brand Asset Management Group | 38k | $3.0M | 5% | Mar 2025 |
|
| Retirement Planning Group | 37k | $3.0M | 0% | Mar 2025 |
|
| Citigroup | 37k | $3.3M | -1% | Dec 2024 |
|
| Twin Focus Capital Partners | 35k | $3.1M | -3% | Dec 2024 |
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| GenWealth Group | 32k | $2.6M | 0% | Mar 2025 |
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| Davenport & Co | 31k | $2.8M | -3% | Dec 2024 |
|
| FMR | 31k | $2.8M | 2% | Dec 2024 |
|
| Arkadios Wealth Advisors | 30k | $2.7M | -3% | Dec 2024 |
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| Branch Banking & Trust Company | 30k | $2.6M | -8% | Dec 2024 |
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| Greykasell Wealth Strategies | 29k | $2.6M | 100% | Dec 2024 |
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| Private Advisor | 29k | $2.6M | -5% | Dec 2024 |
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| Adell, Harriman, & Carpenter | 28k | $2.5M | -8% | Dec 2024 |
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| Savant Capital Management | 28k | $2.5M | -31% | Dec 2024 |
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| North Star Investment Management | 28k | $2.5M | -2% | Dec 2024 |
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| Bank of New York Mellon | 27k | $2.4M | 61% | Dec 2024 |
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| Win Advisors | 27k | $2.4M | 435% | Dec 2024 |
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| Adviser Investments | 26k | $2.3M | 0% | Dec 2024 |
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| HighTower Advisors | 25k | $2.2M | 10% | Dec 2024 |
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| Pinnacle Financial Group, LLC / IL | 23k | $2.1M | 0% | Dec 2024 |
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| Shira Ridge Wealth Management | 23k | $1.8M | 0% | Mar 2025 |
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| Cape Investment Advisory | 23k | $2.0M | -3% | Dec 2024 |
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| Advisory Services Network | 21k | $1.8M | 96% | Dec 2024 |
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| Beacon Financial Advisory | 20k | $1.8M | 0% | Dec 2024 |
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| Two Sigma Investments | 20k | $1.8M | -54% | Dec 2024 |
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| Rodgers & Associates | 19k | $1.7M | -1% | Dec 2024 |
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| Horst & Graben Wealth Management | 19k | $1.7M | 0% | Dec 2024 |
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| GM Advisory | 18k | $1.6M | 64% | Dec 2024 |
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| Kane Investment Management | 18k | $1.6M | 100% | Dec 2024 |
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| Towerpoint Wealth | 17k | $1.4M | -8% | Mar 2025 |
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| Capital Advisors | 17k | $1.4M | 0% | Mar 2025 |
|
| Gladstone Institutional Advisory | 17k | $1.5M | 0% | Dec 2024 |
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| National Asset Management | 17k | $1.5M | -14% | Dec 2024 |
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| Essex Financial Services | 17k | $1.5M | 1% | Dec 2024 |
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| AE Wealth Management | 16k | $1.5M | -9% | Dec 2024 |
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| Jane Street | 16k | $1.4M | 100% | Dec 2024 |
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| Creative Financial Designs | 15k | $1.4M | 9% | Dec 2024 |
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| Global View Capital Management | 15k | $1.3M | 100% | Dec 2024 |
|
| Full Sail Capital | 15k | $1.3M | -10% | Dec 2024 |
|
| XML Financial | 14k | $1.3M | -21% | Dec 2024 |
|
| Silver Oak Securities | 14k | $1.3M | 100% | Dec 2024 |
|
| MAI Wealth Advisors | 14k | $1.2M | 0% | Dec 2024 |
|
| Wealthstream Advisors | 14k | $1.2M | 0% | Dec 2024 |
|
| Pinnacle Bank | 14k | $1.2M | 0% | Dec 2024 |
|
| Csenge Advisory Group | 13k | $1.2M | 0% | Dec 2024 |
|
| Sigma Planning | 13k | $1.2M | 4% | Dec 2024 |
|
| Geneos Wealth Management | 13k | $1.2M | 0% | Dec 2024 |
|
| Brian McDonald | 13k | $1.1M | -13% | Dec 2024 |
|
| Roman Butler Fullerton & Co | 12k | $1.1M | 3% | Dec 2024 |
|
| Kingsview Wealth Management | 12k | $1.1M | 7% | Dec 2024 |
|
| Goss Wealth Management | 12k | $1.0M | 26% | Dec 2024 |
|
| VisionPoint Advisory Group | 12k | $1.0M | 100% | Dec 2024 |
|
| Lido Advisors | 11k | $964k | 100% | Dec 2024 |
|
| Kestra Private Wealth Services | 11k | $944k | 0% | Dec 2024 |
|
| Wealthquest | 10k | $931k | 0% | Dec 2024 |
|
| Optivise Advisory Services | 10k | $902k | 5% | Dec 2024 |
|
| Proactive Wealth Strategies | 10k | $892k | 0% | Dec 2024 |
|
| Goldstein Advisors | 9.7k | $865k | -1% | Dec 2024 |
|
| Cooper Financial Group | 9.6k | $864k | 100% | Dec 2024 |
|
| Fulcrum Equity Management | 9.5k | $849k | 100% | Dec 2024 |
|
| Integrated Wealth Concepts | 9.4k | $840k | 12% | Dec 2024 |
|
| Daymark Wealth Partners | 9.3k | $756k | 100% | Mar 2025 |
|
| Fairview Capital Investment Management | 9.1k | $815k | 0% | Dec 2024 |
|
| Summit Asset Management | 9.1k | $814k | 0% | Dec 2024 |
|
| Gts Securities | 9.1k | $811k | -51% | Dec 2024 |
|
| Strategic Blueprint | 8.8k | $787k | 100% | Dec 2024 |
|
| Cedar Point Capital Partners | 8.8k | $784k | -12% | Dec 2024 |
|
| Blue Barn Wealth | 8.7k | $782k | 0% | Dec 2024 |
|
| Private Trust Co Na | 8.7k | $778k | -7% | Dec 2024 |
|
| Patriot Financial Group Insurance Agency | 8.5k | $685k | -16% | Mar 2025 |
|
| IFP Advisors | 8.2k | $735k | 82% | Dec 2024 |
|
| Nomura Asset Management | 8.2k | $732k | 0% | Dec 2024 |
|
| Assetmark | 8.2k | $732k | 130% | Dec 2024 |
|
| HB Wealth Management | 8.1k | $724k | 0% | Dec 2024 |
|
| Independent Advisor Alliance | 8.0k | $719k | 100% | Dec 2024 |
|
| Thurston, Springer, Miller, Herd & Titak | 8.0k | $648k | 100% | Mar 2025 |
|
| Colony | 7.9k | $708k | 12% | Dec 2024 |
|
| Catalyst Financial Partners | 7.9k | $703k | 0% | Dec 2024 |
|
| HHM Wealth Advisors | 7.6k | $683k | 0% | Dec 2024 |
|
| Pensionmark Financial Group | 7.6k | $679k | 100% | Dec 2024 |
|
| Bowman & Co S.C. | 7.5k | $611k | 15% | Mar 2025 |
|
| Wharton Business Group | 7.4k | $663k | -7% | Dec 2024 |
|
| Gail Mannix | 7.3k | $651k | -18% | Dec 2024 |
|
| LRI Investments | 7.2k | $648k | 0% | Dec 2024 |
|
| Signature Estate and Investment Advisors | 7.2k | $647k | 0% | Dec 2024 |
|
| Fortune 45 | 6.9k | $620k | 0% | Dec 2024 |
|
| Principal Securities | 6.8k | $611k | -1% | Dec 2024 |
|
| Vision Capital Management | 6.7k | $604k | 0% | Dec 2024 |
|
| Sunbelt Securities | 6.7k | $603k | -2% | Dec 2024 |
|
| Tyler-Stone Wealth Management | 6.6k | $588k | -6% | Dec 2024 |
|
| Global Retirement Partners | 6.0k | $540k | -11% | Dec 2024 |
|
| GeoWealth Management | 3.2k | $290k | -63% | Dec 2024 |
|
Who sold out of iShares Morningstar Large Growth?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Ethos Financial Group | Sep 2024 | 87k | $7.3M |
| Ashton Thomas Securities | Sep 2024 | 26k | $2.2M |
| Citadel Advisors | Sep 2024 | 22k | $1.9M |
| Susquehanna International | Sep 2024 | 20k | $1.6M |
| SWMG | Sep 2024 | 17k | $1.6M |
| Helen Stephens Group | Sep 2024 | 12k | $978k |