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 |
|---|---|---|---|---|---|
| LPL Financial | 1.3M | $123M | -6% | Mar 2026 |
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| Morgan Stanley | 1.1M | $104M | -2% | Mar 2026 |
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| Equitable Holdings | 992k | $103M | -57% | Mar 2026 |
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| Wells Fargo & Company | 692k | $66M | -4% | Mar 2026 |
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| Envestnet Asset Management | 598k | $57M | 31% | Mar 2026 |
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| Cetera Investment Advisers | 596k | $57M | 13% | Mar 2026 |
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| Financial Advisory Service | 587k | $61M | -2% | Dec 2025 |
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| Atlantic Trust | 558k | $53M | 13% | Mar 2026 |
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| Bank of America Corporation | 451k | $43M | 100% | Mar 2026 |
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| GM Advisory | 356k | $34M | 7% | Mar 2026 |
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| B&D White Capital Company | 347k | $33M | -28% | Mar 2026 |
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| Ameriprise Financial | 342k | $33M | 3% | Mar 2026 |
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| Commonwealth Equity Services | 311k | $30M | -11% | Mar 2026 |
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| McKinley Carter Wealth Services | 271k | $26M | -26% | Mar 2026 |
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| Advisor Group Holdings | 252k | $26M | -10% | Dec 2025 |
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| Mml Investors Services | 242k | $23M | -15% | Mar 2026 |
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| Raymond James Financial | 221k | $23M | -20% | Dec 2025 |
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| UBS Group | 216k | $21M | -39% | Mar 2026 |
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| Phoenix Holdings | 200k | $11k | 100% | Mar 2026 |
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| Kiley Juergens Wealth Management | 143k | $14M | -1% | Mar 2026 |
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| Mariner Wealth Advisors | 142k | $14M | 3% | Mar 2026 |
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| Rockefeller Capital Management | 136k | $13M | -19% | Mar 2026 |
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| LongView Wealth Management | 136k | $14M | -7% | Mar 2026 |
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| CI Private Wealth | 128k | $12M | 2% | Mar 2026 |
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| Prime Capital Investment Advisors | 122k | $12M | 4% | Mar 2026 |
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| Cornerstone Wealth Management | 110k | $11M | -1% | Mar 2026 |
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| Two Sigma Investments | 107k | $10M | 77% | Mar 2026 |
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| Park Avenue Securities | 106k | $10M | 38% | Mar 2026 |
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| Royal Bank of Canada | 96k | $9.2M | 10% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 92k | $8.8M | -2% | Mar 2026 |
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| Investors Research Corp | 91k | $8.7M | 11% | Mar 2026 |
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| Captrust Financial Advisors | 86k | $8.9M | 0% | Dec 2025 |
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| Cambridge Investment Research Advisors | 73k | $7.0M | -11% | Mar 2026 |
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| David J.Sculati | 73k | $7.0M | 7% | Mar 2026 |
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| Bank of New York Mellon | 71k | $6.8M | 81% | Mar 2026 |
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| Marietta Wealth Management | 70k | $6.7M | 1% | Mar 2026 |
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| Level Four Advisory Services | 69k | $7.1M | -1% | Dec 2025 |
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| CWM | 67k | $7.0M | -1% | Dec 2025 |
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| Woodard & Co Asset Management Group | 64k | $6.1M | 5% | Mar 2026 |
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| Aptus Capital Advisors | 61k | $5.8M | -1% | Mar 2026 |
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| Sunburst Financial Group | 59k | $5.7M | 6% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 58k | $6.0M | 4% | Dec 2025 |
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| IHT Wealth Management | 58k | $6.0M | -1% | Dec 2025 |
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| Merit Financial Group | 54k | $5.2M | -1% | Mar 2026 |
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| Johnson Investment Counsel | 53k | $5.1M | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 53k | $5.1M | 0% | Mar 2026 |
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| Ipsen Advisor Group | 53k | $5.0M | -2% | Mar 2026 |
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| Arcadia Wealth Management | 52k | $5.0M | 9% | Mar 2026 |
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| Strategic Financial Concepts | 52k | $5.0M | 23% | Mar 2026 |
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| American Financial & Tax Strategies | 50k | $4.7M | -1% | Mar 2026 |
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| Dentgroup | 49k | $5.1M | -1% | Dec 2025 |
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| Money Concepts Capital Corp | 45k | $4.3M | -12% | Mar 2026 |
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| Retirement Planning Group | 42k | $4.0M | 0% | Mar 2026 |
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| Elevation Capital Advisory | 42k | $4.0M | 100% | Mar 2026 |
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| Creative Planning | 41k | $4.0M | 4% | Mar 2026 |
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| Corsicana & Co. | 41k | $3.3M | -6% | Mar 2026 |
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| Madison Wealth Partners | 41k | $3.9M | 2% | Mar 2026 |
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| Sanctuary Advisors | 41k | $3.9M | 20% | Mar 2026 |
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| Northwest Wealth Advisors | 40k | $3.9M | 9% | Mar 2026 |
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| Twin Focus Capital Partners | 36k | $3.7M | 1% | Dec 2025 |
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| Jim Saulnier & Associates | 33k | $3.1M | -1% | Mar 2026 |
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| Bawa N Mallick Trust | 33k | $3.1M | 0% | Mar 2026 |
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| Citigroup | 33k | $3.1M | 100% | Mar 2026 |
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| Brand Asset Management Group | 33k | $3.1M | -2% | Mar 2026 |
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| FMR | 32k | $3.3M | 5% | Dec 2025 |
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| VestGen Advisors | 31k | $3.6M | -9% | Mar 2026 |
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| GenWealth Group | 31k | $3.0M | -1% | Mar 2026 |
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| Farther Finance Advisors | 31k | $3.0M | -61% | Mar 2026 |
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| CLS Investments | 30k | $2.9M | 32% | Mar 2026 |
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| Private Advisor | 30k | $2.8M | -4% | Mar 2026 |
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| Steinberganna Wealth Management | 29k | $2.8M | -8% | Mar 2026 |
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| Advisory Services Network | 28k | $3.0M | 6% | Dec 2025 |
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| Goldman Sachs Group | 28k | $2.7M | 100% | Mar 2026 |
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| Stifel Financial | 28k | $2.6M | 0% | Mar 2026 |
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| Ashton Thomas Securities | 27k | $2.6M | 100% | Mar 2026 |
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| Savant Capital Management | 27k | $2.6M | 0% | Mar 2026 |
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| Independent Advisor Alliance | 26k | $2.5M | 100% | Mar 2026 |
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| Flagship Harbor Advisors | 26k | $2.5M | 11% | Mar 2026 |
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| Assetmark | 25k | $2.4M | 8% | Mar 2026 |
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| Asempa Wealth Advisors | 24k | $2.3M | 0% | Mar 2026 |
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| Capital Advisors | 24k | $2.3M | 15% | Mar 2026 |
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| North Star Investment Management | 24k | $2.3M | 0% | Mar 2026 |
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| Adviser Investments | 24k | $2.3M | -9% | Mar 2026 |
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| Arkadios Wealth Advisors | 24k | $2.3M | 0% | Mar 2026 |
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| Kestra Advisory Services | 23k | $2.2M | 39% | Mar 2026 |
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| Shira Ridge Wealth Management | 22k | $2.1M | 0% | Mar 2026 |
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| Pinnacle Financial Group, LLC / IL | 22k | $2.1M | 0% | Mar 2026 |
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| Focus Financial Network | 21k | $2.0M | -19% | Mar 2026 |
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| Cape Investment Advisory | 21k | $2.2M | 523775% | Dec 2025 |
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| Jones Financial Companies, L.L | 20k | $2.1M | 51% | Dec 2025 |
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| Greykasell Wealth Strategies | 20k | $1.9M | -1% | Mar 2026 |
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| Beacon Financial Advisory | 19k | $1.9M | 1% | Mar 2026 |
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| Daymark Wealth Partners | 19k | $1.8M | -4% | Mar 2026 |
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| Goss Wealth Management | 19k | $1.8M | 2% | Mar 2026 |
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| HighTower Advisors | 19k | $1.8M | -6% | Mar 2026 |
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| Proactive Wealth Strategies | 19k | $1.8M | 98% | Mar 2026 |
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| Susquehanna International | 18k | $1.9M | -11% | Dec 2025 |
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| Horst & Graben Wealth Management | 18k | $2.0M | -3% | Mar 2026 |
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| XML Financial | 18k | $1.7M | 0% | Mar 2026 |
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| Global Retirement Partners | 18k | $1.8M | 17% | Dec 2025 |
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| Prosperity Consulting Group | 17k | $1.6M | 0% | Mar 2026 |
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| Kane Investment Management | 17k | $1.6M | -5% | Mar 2026 |
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| Silver Oak Securities | 17k | $1.6M | 660% | Mar 2026 |
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| Essex Financial Services | 17k | $1.6M | 0% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 17k | $1.7M | -5% | Dec 2025 |
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| Mercer Global Advisors | 16k | $1.5M | 3% | Mar 2026 |
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| Towerpoint Wealth | 16k | $1.5M | -5% | Mar 2026 |
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| Gladstone Institutional Advisory | 16k | $1.5M | -55% | Mar 2026 |
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| Neuberger Berman Group | 16k | $1.6M | 0% | Dec 2025 |
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| Absolute Capital Management | 16k | $1.5M | 0% | Mar 2026 |
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| Creative Financial Designs | 15k | $1.5M | 1% | Mar 2026 |
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| Fifth Third Bancorp | 15k | $1.5M | 676% | Mar 2026 |
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| Geneos Wealth Management | 15k | $1.4M | -1% | Mar 2026 |
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| Key FInancial | 15k | $1.4M | 94% | Mar 2026 |
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| Branch Banking & Trust Company | 15k | $1.4M | 1% | Mar 2026 |
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| Kingsview Wealth Management | 15k | $1.4M | 22% | Mar 2026 |
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| Davenport & Co | 15k | $1.4M | -1% | Mar 2026 |
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| Roman Butler Fullerton & Co | 15k | $1.5M | 4% | Mar 2026 |
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| Sigma Planning | 15k | $1.4M | -2% | Mar 2026 |
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| Paragon Private Wealth Management | 14k | $1.3M | 26% | Mar 2026 |
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| Gwn Securities | 14k | $1.4M | 3% | Dec 2025 |
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| Greenspring Advisors | 14k | $1.3M | 0% | Mar 2026 |
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| Pinnacle Bank | 14k | $1.3M | 0% | Mar 2026 |
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| Rodgers & Associates | 13k | $1.3M | 0% | Mar 2026 |
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| Csenge Advisory Group | 13k | $1.2M | -3% | Mar 2026 |
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| National Asset Management | 13k | $1.2M | -17% | Mar 2026 |
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| MAI Wealth Advisors | 13k | $1.2M | 0% | Mar 2026 |
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| Lido Advisors | 13k | $1.2M | 0% | Mar 2026 |
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| Integrated Wealth Concepts | 12k | $1.1M | 37% | Mar 2026 |
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| Brian McDonald | 12k | $1.2M | 0% | Dec 2025 |
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| Oppenheimer & Co | 12k | $1.1M | 400% | Mar 2026 |
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| Colony | 12k | $1.2M | 47% | Dec 2025 |
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| Evolve Private Wealth | 11k | $1.1M | 100% | Mar 2026 |
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| Kestra Private Wealth Services | 11k | $1.1M | 1% | Mar 2026 |
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| Principal Securities | 11k | $1.0M | 9% | Mar 2026 |
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| Twin Peaks Wealth Advisors | 11k | $1.0M | 5% | Mar 2026 |
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| Hershey Financial Advisers | 11k | $1.0M | 19% | Mar 2026 |
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| Baird Financial | 11k | $1.1M | -1% | Dec 2025 |
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| Edge Financial Advisors | 10k | $1.1M | 16% | Dec 2025 |
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| Indivisible Partners | 10k | $970k | 100% | Mar 2026 |
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| Wealthcare Advisory Partners | 10k | $969k | 20% | Mar 2026 |
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| Wealthquest | 9.2k | $875k | -7% | Mar 2026 |
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| Brio Consultants | 9.7k | $1.1M | 10% | Mar 2026 |
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| Cooper Financial Group | 9.6k | $921k | 0% | Mar 2026 |
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| JGP Wealth Management | 9.5k | $909k | -31% | Mar 2026 |
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| Anb Bank | 9.4k | $895k | 100% | Mar 2026 |
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| Goldstein Advisors | 9.2k | $881k | -3% | Mar 2026 |
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| Fairview Capital Investment Management | 9.1k | $868k | 0% | Mar 2026 |
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| Adell, Harriman, & Carpenter | 8.9k | $853k | -15% | Mar 2026 |
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| Summit Financial | 8.6k | $823k | -6% | Mar 2026 |
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Who sold out of iShares Morningstar Large Growth?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 377k | $39M |
| Wealth Enhancement Advisory Services | Dec 2025 | 102k | $11M |
| One Capital Management | Dec 2025 | 26k | $2.7M |
| Triad Wealth Partners | Dec 2025 | 11k | $1.2M |
| Milestones Private Investment Advisors | Dec 2025 | 9.0k | $932k |