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
Equitable Holdings 387k $112M -9% Mar 2021
Bank of America Corporation 230k $66M -12% Mar 2021
LPL Financial 223k $64M -11% Mar 2021
Wells Fargo & Company 175k $51M -10% Mar 2021
Financial Advisory Service 167k $48M 6% Mar 2021
Hartland & Co 163k $47M 3% Mar 2021
Ameriprise Financial 120k $35M -14% Mar 2021
Advisor Group Holdings 94k $27M -11% Mar 2021
UBS Group 83k $0 1% Mar 2021
Royal Bank of Canada 63k $18M 25% Mar 2021
Commonwealth Equity Services 61k $18M -12% Mar 2021

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Jpmorgan Chase & Co 55k $16M -7% Mar 2021
H D Vest Advisory Services 54k $16M 22% Mar 2021
Mml Investors Services 52k $15M -5% Mar 2021
Raymond James Financial Services Advisors 46k $13M -49% Mar 2021
Kiley Juergens Wealth Management 40k $12M 0% Mar 2021
DAL Investment Company 33k $9.4M -3% Mar 2021
Rockefeller Capital Management 31k $8.9M -18% Mar 2021
Cambridge Investment Research Advisors 25k $7.2M -11% Mar 2021
Geneos Wealth Management 22k $5.7M 100% Dec 2020
Arkadios Wealth Advisors 20k $5.7M 51% Mar 2021
Northwestern Mutual Wealth Management Company 20k $5.7M 44% Mar 2021
Sowell Financial Services 20k $1.2M 4801% Mar 2021
Castle Rock Wealth Management 18k $1.1M 559% Mar 2021
Cornerstone Wealth Management 17k $4.8M 0% Mar 2021
Level Four Advisory Services 17k $4.8M 0% Mar 2021
SimpliFi 16k $4.5M -1% Mar 2021
Captrust Financial Advisors 14k $4.0M -12% Mar 2021
Johnson Investment Counsel 13k $3.9M -1% Mar 2021
Citigroup 13k $3.7M -2% Mar 2021
Marietta Wealth Management 13k $3.6M 5% Mar 2021
Stifel Financial 13k $3.6M 7% Mar 2021
Creative Planning 12k $3.5M 25% Mar 2021
First Republic Investment Management 12k $3.4M -9% Mar 2021
Rodgers & Associates 12k $3.4M -5% Mar 2021
IHT Wealth Management 12k $3.4M 37% Dec 2020
Envestnet Asset Management 11k $3.1M 45% Mar 2021
DB Wealth Management Group 11k $3.1M -1% Mar 2021
Prime Capital Investment Advisors 9.9k $2.9M -22% Mar 2021
GenWealth Group 9.8k $2.8M -22% Mar 2021
Susquehanna International 9.5k $2.7M -53% Mar 2021
Thrivent Financial for Lutherans 9.1k $2.6M -3% Mar 2021
Kovack Advisors 8.9k $2.6M 2% Mar 2021
CWM 8.9k $2.6M -27% Mar 2021
Financial Network Investment Corporation 8.8k $2.5M 2% Mar 2021
Twin Focus Capital Partners 8.7k $2.5M -26% Mar 2021
Brand Asset Management Group 8.4k $2.4M 1% Mar 2021
Bank of New York Mellon 8.3k $2.4M 0% Mar 2021
Raymond James & Associates 8.0k $2.3M -31% Mar 2021
Adell, Harriman, & Carpenter 7.5k $2.2M -6% Mar 2021
Treybourne Wealth Planners 7.5k $2.2M -2% Mar 2021
TAP Consulting 7.4k $2.1M -3% Mar 2021
Davenport & Co 7.1k $2.1M 7% Mar 2021
HighTower Advisors 7.0k $2.0M -2% Mar 2021
Accel Wealth Management 6.6k $1.9M 39% Mar 2021
Towerpoint Wealth 6.5k $1.9M -9% Mar 2021
IFP Advisors 6.2k $1.8M -51% Mar 2021
Scotia Capital 6.1k $1.8M 0% Mar 2021
Nomura Asset Management 5.8k $1.7M 0% Mar 2021
North Star Investment Management 5.6k $1.6M 150% Mar 2021
Adviser Investments 5.6k $1.6M 0% Mar 2021
National Asset Management 5.4k $1.6M 6% Mar 2021
Bank of Nova Scotia 5.4k $1.6M 276% Mar 2021
Multi-Financial Securities 5.2k $1.5M 12% Mar 2021
Horst & Graben Wealth Management 4.9k $1.4M 5% Mar 2021
Janney Montgomery Scott 4.8k $1.4M -43% Mar 2021
Patriot Financial Group Insurance Agency 4.6k $1.3M 13% Mar 2021
Outlook Wealth Advisors 4.6k $1.3M -22% Mar 2021
Citadel Advisors 4.5k $1.3M -85% Mar 2021
Full Sail Capital 4.3k $1.3M 0% Mar 2021
Cetera Investment Advisers 4.3k $1.2M -26% Mar 2021
Branch Banking & Trust Company 4.3k $1.2M -5% Mar 2021
Capital Advisors 4.1k $1.2M 0% Mar 2021
Csenge Advisory Group 3.9k $1.2M -5% Mar 2021
XML Financial 3.6k $1.0M 0% Mar 2021
Kestra Advisory Services 3.4k $981k -18% Mar 2021
Essex Financial Services 3.3k $943k -7% Mar 2021
Roman Butler Fullerton & Co 3.1k $976k 100% Mar 2021
Private Advisor 3.1k $890k 70% Mar 2021
Platt Investment Counsel 3.1k $887k 0% Mar 2021
Courage Miller Partners 2.9k $832k -3% Mar 2021
FMR 2.9k $828k -14% Mar 2021
Gail Mannix 2.9k $827k -9% Mar 2021
EP Wealth Advisors 2.8k $823k 0% Dec 2020
Hubbell Strickland Wealth Management 2.8k $810k -20% Mar 2021
Howard Wealth Management 2.5k $716k 0% Mar 2021
Private Wealth Strategies 2.4k $701k 0% Mar 2021
Windsor Group 2.2k $636k 0% Mar 2021
Arcus Capital Partners 2.2k $628k -33% Mar 2021
Summit Asset Management 2.2k $625k 0% Mar 2021
Sigma Planning 2.1k $617k -12% Mar 2021
Voya Financial Advisors 2.1k $597k 3% Mar 2021
Vestmark Advisory Solutions 2.0k $588k 20% Mar 2021
Nachman Norwood & Parrott 2.0k $569k 5% Mar 2021
Mainstay Capital Management 1.9k $540k 78% Mar 2021
Frank. Day 1.8k $527k 100% Mar 2021
Homrich Berg 1.8k $527k 100% Dec 2020
Goss Wealth Management 1.8k $512k 0% Mar 2021
Park Avenue Securities 1.7k $500k -7% Mar 2021
Kelman-Lazarov 1.7k $490k 0% Mar 2021
Buckingham Asset Management 1.7k $489k 0% Mar 2021
HHM Wealth Advisors 1.7k $488k 11% Mar 2021
NEXT Financial 1.7k $482k 40% Mar 2021
Us Bancorp 1.6k $473k -17% Mar 2021
Wharton Business Group 1.6k $461k 0% Mar 2021
Kingsview Wealth Management 1.5k $452k 99% Mar 2021
Tower Research Capital 1.5k $443k 57% Mar 2021
Total Clarity Wealth Management 1.5k $435k -12% Mar 2021
Money Concepts Capital Corp 1.5k $437k 100% Dec 2020
Advisory Services Network 1.4k $417k 4% Mar 2021
Country Club Trust Company 1.4k $401k 0% Mar 2021
Global Retirement Partners 1.4k $402k -51% Mar 2021
Camden Capital 1.4k $390k -2% Mar 2021
Vision Capital Management 1.3k $389k -1% Mar 2021
Dynamic Advisors Solutions 1.3k $375k -6% Mar 2021
Rede Wealth 1.3k $370k -5% Mar 2021
Sunbelt Securities 1.3k $368k 48% Mar 2021
Cedar Brook Financial Partners 1.3k $362k 26% Mar 2021
Sequoia Financial Advisors 1.2k $340k 4% Mar 2021
Kestra Private Wealth Services 1.2k $332k -3% Mar 2021
Eagle Global Advisors 1.1k $329k 0% Mar 2021
Pnc Financial Services 1.1k $324k -25% Mar 2021
AE Wealth Management 1.1k $321k -98% Mar 2021
Paragon Capital Management 1.1k $321k -6% Mar 2021
Baystate Wealth Management 1.1k $315k 0% Mar 2021
Wall Street Access Asset Management 1.0k $300k 0% Mar 2021
Mutual Advisors 1.0k $296k -63% Mar 2021
Eastern Bank 1.0k $288k 0% Mar 2021
M^T Bank Corporation 997.00 $288k 0% Mar 2021
Allegiant Private Advisors 985.00 $284k -3% Mar 2021
Flagship Harbor Advisors 942.00 $272k -11% Mar 2021
Laurel Wealth Advisors 903.00 $260k 100% Mar 2021
First Heartland Consultants 884.00 $256k 0% Dec 2020
Roof Eidam & Maycock 850.00 $245k 0% Mar 2021
Annex Advisory Services, LLC, d/b/a Annex Wealth Management 825.00 $238k 0% Mar 2021
Mid Atlantic Financial Management 757.00 $218k 7% Mar 2021
Advisors Preferred 739.00 $217k -76% Mar 2021
Claudia M.p. Batlle, Crp 712.00 $201k -89% Mar 2021
SeaCrest Wealth Management 709.00 $205k 100% Mar 2021
SOA Wealth Advisors 702.00 $202k 0% Mar 2021
Parkside Financial Bank & Trust 664.00 $192k 0% Mar 2021
Centaurus Financial 530.00 $153k 0% Mar 2021
Laurel Wealth Advisors 520.00 $150k 0% Mar 2021
Fifth Third Bancorp 505.00 $146k 0% Mar 2021
Spire Wealth Management 462.00 $133k 100% Mar 2021
McClarren Financial Advisors 415.00 $120k 100% Mar 2021
Proequities 402.00 $116k 0% Mar 2021
Creative Financial Designs 373.00 $108k 0% Mar 2021
Cedar Mountain Advisors 362.00 $104k 0% Mar 2021
Perigon Wealth Management 360.00 $104k 100% Dec 2020

Who sold out of iShares Morningstar Large Growth?

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 271k $79M
Sawtooth Asset Management Dec 2020 54k $16M
Flow Traders US Sep 2020 14k $3.8M
Goldman Sachs Group Dec 2020 5.8k $1.7M
LifePro Asset Management Dec 2020 1.4k $415k
Legacy Financial Strategies Dec 2020 1.0k $296k
Beacon Financial Advisory Dec 2020 875.00 $253k
Spotlight Asset Group Dec 2020 826.00 $239k
Insight Advisors, LLC/ PA Dec 2020 786.00 $228k
High Falls Advisors Dec 2020 700.00 $203k
Gunderson Capital Management Dec 2020 691.00 $200k
Birchcreek Wealth Management Dec 2020 510.00 $147k