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 | 3.2M | $190M | -2% | Sep 2023 |
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| Morgan Stanley | 1.3M | $80M | 13% | Sep 2023 |
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| LPL Financial | 1.1M | $68M | 1% | Sep 2023 |
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| Wells Fargo & Company | 750k | $45M | -3% | Sep 2023 |
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| Financial Advisory Service | 709k | $42M | 0% | Sep 2023 |
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| Hartland & Co | 614k | $37M | 100% | Sep 2023 |
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| Atlantic Trust | 614k | $37M | -21% | Sep 2023 |
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| Bank of America Corporation | 606k | $36M | -6% | Sep 2023 |
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| Commonwealth Equity Services | 378k | $23M | 7% | Sep 2023 |
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| Ameriprise Financial | 371k | $22M | -20% | Sep 2023 |
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| H D Vest Advisory Services | 358k | $21M | 1% | Sep 2023 |
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| UBS Group | 346k | $21M | -2% | Sep 2023 |
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| Advisor Group Holdings | 283k | $17M | 5% | Sep 2023 |
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| Mml Investors Services | 204k | $12M | 4% | Sep 2023 |
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| Jpmorgan Chase & Co | 202k | $12M | -1% | Sep 2023 |
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| Raymond James Financial Services Advisors | 185k | $11M | 70% | Sep 2023 |
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| Royal Bank of Canada | 167k | $10M | 73% | Sep 2023 |
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| Rockefeller Capital Management | 165k | $9.9M | -14% | Sep 2023 |
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| Kiley Juergens Wealth Management | 157k | $9.4M | 0% | Sep 2023 |
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| Sunburst Financial Group | 141k | $8.4M | -3% | Sep 2023 |
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| Cornerstone Wealth Management | 120k | $7.2M | 0% | Sep 2023 |
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| CI Private Wealth | 110k | $6.6M | -2% | Sep 2023 |
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| Aspire Wealth Management Corp | 100k | $6.0M | 0% | Sep 2023 |
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| Envestnet Asset Management | 86k | $5.1M | -41% | Sep 2023 |
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| DB Wealth Management Group | 83k | $4.9M | 173% | Sep 2023 |
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| Wealth Enhancement Advisory Services | 77k | $4.6M | 100% | Sep 2023 |
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| Cambridge Investment Research Advisors | 74k | $4.4M | 0% | Sep 2023 |
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| Captrust Financial Advisors | 74k | $4.4M | 0% | Sep 2023 |
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| Prime Capital Investment Advisors | 74k | $4.4M | 0% | Sep 2023 |
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| Mariner Wealth Advisors | 73k | $4.3M | 7% | Sep 2023 |
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| Level Four Advisory Services | 72k | $4.3M | 0% | Sep 2023 |
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| Raymond James & Associates | 72k | $4.3M | 1% | Sep 2023 |
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| Northwestern Mutual Wealth Management Company | 70k | $4.1M | 3% | Sep 2023 |
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| One Capital Management | 66k | $3.9M | 0% | Sep 2023 |
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| Marietta Wealth Management | 66k | $3.9M | 0% | Sep 2023 |
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| Dentgroup | 64k | $3.8M | -1% | Sep 2023 |
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| Arkadios Wealth Advisors | 63k | $3.8M | -5% | Sep 2023 |
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| Financial Network Investment Corporation | 62k | $3.7M | -16% | Sep 2023 |
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| David J.Sculati | 62k | $3.7M | 12% | Sep 2023 |
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| IHT Wealth Management | 61k | $3.7M | 2% | Sep 2023 |
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| Johnson Investment Counsel | 59k | $3.5M | 0% | Sep 2023 |
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| First Republic Investment Management | 58k | $3.5M | 18% | Sep 2023 |
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| Creative Planning | 58k | $3.4M | 2% | Sep 2023 |
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| Strategic Financial Concepts | 56k | $3.3M | 0% | Sep 2023 |
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| Stifel Financial | 54k | $3.2M | 13% | Sep 2023 |
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| Retirement Planning Group | 54k | $3.2M | 0% | Sep 2023 |
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| Merit Financial Group | 49k | $2.9M | 0% | Sep 2023 |
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| CWM | 48k | $2.9M | -2% | Sep 2023 |
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| Madison Wealth Partners | 44k | $2.6M | 1% | Sep 2023 |
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| Flow Traders US | 43k | $2.6M | 100% | Sep 2023 |
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| Susquehanna International | 42k | $2.5M | -14% | Sep 2023 |
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| Money Concepts Capital Corp | 41k | $2.5M | 100% | Sep 2023 |
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| Bank of New York Mellon | 41k | $2.4M | -6% | Sep 2023 |
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| Nations Financial Group | 41k | $2.4M | 3% | Sep 2023 |
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| GenWealth Group | 40k | $2.4M | -1% | Sep 2023 |
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| Steward Partners Investment Advisory | 38k | $2.3M | 287% | Sep 2023 |
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| Brand Asset Management Group | 38k | $2.2M | 0% | Sep 2023 |
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| Twin Focus Capital Partners | 36k | $2.1M | 0% | Sep 2023 |
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| Citigroup | 34k | $2.0M | -18% | Sep 2023 |
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| Branch Banking & Trust Company | 34k | $2.0M | 2% | Sep 2023 |
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| Davenport & Co | 33k | $2.0M | 1% | Sep 2023 |
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| Adell, Harriman, & Carpenter | 33k | $2.0M | 0% | Sep 2023 |
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| EA Series Trust | 31k | $1.9M | 100% | Jun 2023 |
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| Wealthquest | 30k | $1.8M | -1% | Sep 2023 |
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| North Star Investment Management | 30k | $1.8M | 0% | Sep 2023 |
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| Adviser Investments | 28k | $1.7M | 0% | Sep 2023 |
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| HighTower Advisors | 27k | $1.6M | -3% | Sep 2023 |
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| Private Advisor | 27k | $1.6M | -1% | Sep 2023 |
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| Atria Wealth Solutions | 27k | $1.6M | -35% | Sep 2023 |
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| Woodard & Co Asset Management Group | 25k | $1.5M | 35438% | Sep 2023 |
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| Pinnacle Financial Group, LLC / IL | 24k | $1.4M | 0% | Sep 2023 |
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| Sweet Financial Partners | 24k | $1.4M | 0% | Sep 2023 |
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| RFG Advisory | 24k | $1.4M | 100% | Sep 2023 |
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| National Asset Management | 24k | $1.4M | -18% | Sep 2023 |
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| Rodgers & Associates | 24k | $1.4M | -5% | Sep 2023 |
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| Cape Investment Advisory | 23k | $1.4M | 0% | Sep 2023 |
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| Shira Ridge Wealth Management | 23k | $1.4M | -1% | Sep 2023 |
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| Towerpoint Wealth | 23k | $1.3M | -5% | Sep 2023 |
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| Citadel Advisors | 23k | $1.3M | 83% | Sep 2023 |
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| Two Sigma Investments | 21k | $1.2M | 100% | Sep 2023 |
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| Horst & Graben Wealth Management | 21k | $1.2M | -1% | Sep 2023 |
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| FMR | 20k | $1.2M | -2% | Sep 2023 |
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| Multi-Financial Securities | 20k | $1.2M | -17% | Sep 2023 |
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| Full Sail Capital | 19k | $1.2M | 0% | Sep 2023 |
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| XML Financial | 19k | $1.1M | 0% | Sep 2023 |
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| Capital Advisors | 17k | $1.0M | 0% | Sep 2023 |
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| Brian McDonald | 17k | $1.0M | 100% | Sep 2023 |
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| Gladstone Institutional Advisory | 17k | $1.0M | 0% | Sep 2023 |
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| Savant Capital Management | 16k | $927k | 0% | Sep 2023 |
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| MAI Wealth Advisors | 15k | $920k | 100% | Sep 2023 |
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| Csenge Advisory Group | 14k | $842k | 0% | Sep 2023 |
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| Private Wealth Strategies | 12k | $733k | 0% | Sep 2023 |
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| Roman Butler Fullerton & Co | 12k | $733k | 100% | Sep 2023 |
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| EP Wealth Advisors | 12k | $708k | 125% | Sep 2023 |
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| Cooper Financial Group | 12k | $708k | 0% | Sep 2023 |
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| Essex Financial Services | 12k | $701k | 0% | Sep 2023 |
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| Patriot Financial Group Insurance Agency | 11k | $674k | 0% | Sep 2023 |
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| AlphaStar Capital Management | 11k | $686k | 104% | Sep 2023 |
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| Windsor Group | 11k | $650k | 0% | Sep 2023 |
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| Geneos Wealth Management | 11k | $638k | 0% | Sep 2023 |
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| Marshall Wace | 11k | $637k | 123% | Sep 2023 |
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| Jane Street | 11k | $636k | 100% | Sep 2023 |
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| Integrated Wealth Concepts | 10k | $616k | 19% | Sep 2023 |
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| Goldstein Advisors | 10k | $608k | 0% | Sep 2023 |
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| Private Trust Co Na | 10k | $599k | 205% | Sep 2023 |
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| Hoese & Co | 9.8k | $584k | 0% | Sep 2023 |
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| Clear Creek Financial Management | 9.6k | $575k | -3% | Sep 2023 |
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| Kestra Private Wealth Services | 9.5k | $567k | 0% | Sep 2023 |
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| Sigma Planning | 9.5k | $566k | 0% | Sep 2023 |
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| Cetera Investment Advisers | 9.5k | $566k | -84% | Sep 2023 |
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| Mainstay Capital Management | 9.3k | $555k | 0% | Sep 2023 |
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| Advisory Services Network | 9.2k | $551k | 7% | Sep 2023 |
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| Goss Wealth Management | 9.1k | $546k | 10% | Sep 2023 |
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| Summit Asset Management | 9.1k | $542k | 0% | Sep 2023 |
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| Gail Mannix | 8.9k | $531k | 0% | Sep 2023 |
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| RMB Capital Management | 8.9k | $529k | 0% | Sep 2023 |
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| Blue Barn Wealth | 8.6k | $512k | -4% | Sep 2023 |
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| Tower Research Capital | 8.4k | $503k | 100% | Sep 2023 |
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| Nomura Asset Management | 8.2k | $488k | 0% | Sep 2023 |
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| HB Wealth Management | 8.1k | $482k | 0% | Sep 2023 |
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| Wharton Business Group | 8.0k | $476k | 0% | Sep 2023 |
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| Bowman & Co S.C. | 7.6k | $455k | 0% | Sep 2023 |
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| HHM Wealth Advisors | 7.6k | $455k | 0% | Sep 2023 |
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| Courage Miller Partners | 7.4k | $439k | 0% | Sep 2023 |
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| Frank. Day | 7.2k | $451k | -7% | Jun 2023 |
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| Cedar Brook Financial Partners | 7.2k | $427k | 0% | Sep 2023 |
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| Signature Securities Group Corporation | 7.1k | $424k | -42% | Sep 2023 |
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| TNF | 6.9k | $412k | 0% | Sep 2023 |
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| Fortune 45 | 6.9k | $409k | 0% | Sep 2023 |
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| Outlook Wealth Advisors | 6.7k | $402k | -2% | Sep 2023 |
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| J.w. Cole Advisors | 6.7k | $402k | -5% | Sep 2023 |
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| Buckingham Asset Management | 6.7k | $400k | 0% | Sep 2023 |
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| Kovack Advisors | 6.6k | $395k | -9% | Sep 2023 |
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| Mather Group | 6.5k | $389k | -2% | Sep 2023 |
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| Beacon Financial Advisory | 6.3k | $376k | -1% | Sep 2023 |
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| Accel Wealth Management | 6.3k | $375k | -2% | Sep 2023 |
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| Red Tortoise | 6.1k | $362k | 0% | Sep 2023 |
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| Global Retirement Partners | 6.0k | $357k | 9% | Sep 2023 |
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| Capital Analysts | 5.9k | $354k | -45% | Sep 2023 |
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| Baystate Wealth Management | 5.8k | $346k | 2% | Sep 2023 |
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| Dfpg Investments | 5.7k | $353k | -24% | Sep 2023 |
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| Platt Investment Counsel | 5.5k | $327k | -7% | Sep 2023 |
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| Sunbelt Securities | 5.3k | $330k | 136% | Jun 2023 |
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| Noesis Capital Management Corp. | 5.2k | $309k | 0% | Sep 2023 |
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| Pnc Financial Services | 5.2k | $308k | 1% | Sep 2023 |
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| William Blair $ Company | 5.1k | $304k | 343% | Sep 2023 |
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| Paragon Capital Management | 5.1k | $303k | 0% | Sep 2023 |
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| Bouchey Financial | 5.1k | $302k | 100% | Sep 2023 |
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| Treynor Bancshares | 5.0k | $298k | 0% | Sep 2023 |
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| Hutchens & Kramer Investment Management Group | 4.9k | $294k | 5% | Sep 2023 |
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| IFP Advisors | 4.1k | $246k | -20% | Sep 2023 |
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| AE Wealth Management | 3.8k | $225k | -97% | Sep 2023 |
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| LifePro Asset Management | 3.4k | $205k | -34% | Sep 2023 |
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| TD Waterhouse Canada | 2.5k | $152k | -66% | Sep 2023 |
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| Assetmark | 85.00 | $5.1k | -100% | Sep 2023 |
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| Sanctuary Wealth Management | 17.00 | $1.0k | -100% | Sep 2023 |
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Who sold out of iShares Morningstar Large Growth?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Sowell Financial Services | Jun 2023 | 43k | $2.7M |
| Empowered Funds | Jun 2023 | 31k | $1.9M |
| Eqis Capital Management | Jun 2023 | 12k | $734k |
| Win Advisors | Jun 2023 | 10k | $492k |
| Vestmark Advisory Solutions | Jun 2023 | 9.9k | $615k |
| Fulcrum Equity Management | Jun 2023 | 7.9k | $493k |
| Townsquare Capital | Mar 2023 | 7.1k | $395k |
| Scotia Capital | Jun 2023 | 7.1k | $440k |
| Bank of Nova Scotia | Jun 2023 | 7.0k | $439k |
| Vision Capital Management | Jun 2023 | 6.7k | $420k |
| VisionPoint Advisory Group | Jun 2023 | 5.7k | $354k |
| Strategic Blueprint | Jun 2023 | 5.4k | $340k |