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 | $147M | -3% | Jun 2026 |
|
| Morgan Stanley | 1.1M | $104M | -2% | Mar 2026 |
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| Envestnet Asset Management | 1.0M | $120M | 71% | Jun 2026 |
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| Atlantic Trust | 734k | $86M | 32% | Jun 2026 |
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| Wells Fargo & Company | 725k | $85M | 5% | Jun 2026 |
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| Cetera Investment Advisers | 695k | $81M | 17% | Jun 2026 |
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| Ameriprise Financial | 674k | $79M | 97% | Jun 2026 |
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| Financial Advisory Service | 624k | $73M | 5% | Jun 2026 |
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| B&D White Capital Company | 471k | $55M | 36% | Jun 2026 |
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| Jpmorgan Chase & Co | 454k | $52M | 100% | Jun 2026 |
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| Bank of America Corporation | 415k | $49M | -8% | Jun 2026 |
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| Sontag Advisory | 395k | $46M | 8432% | Jun 2026 |
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| Raymond James Financial | 372k | $44M | 5% | Jun 2026 |
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| GM Advisory | 356k | $34M | 7% | Mar 2026 |
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| Commonwealth Equity Services | 313k | $37M | 0% | Jun 2026 |
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| Advisor Group Holdings | 292k | $34M | 17% | Jun 2026 |
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| Mml Investors Services | 288k | $34M | 19% | Jun 2026 |
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| McKinley Carter Wealth Services | 279k | $33M | 3% | Jun 2026 |
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| UBS Group | 208k | $24M | -3% | Jun 2026 |
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| Phoenix Holdings | 200k | $14k | 0% | Jun 2026 |
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| Goodman Advisory Group | 172k | $20M | 27648% | Jun 2026 |
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| Park Avenue Securities | 171k | $20M | 61% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 164k | $19M | 100% | Jun 2026 |
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| Kiley Juergens Wealth Management | 142k | $17M | -1% | Jun 2026 |
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| Rockefeller Capital Management | 134k | $16M | -2% | Jun 2026 |
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| LongView Wealth Management | 129k | $15M | -6% | Jun 2026 |
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| Prime Capital Investment Advisors | 126k | $15M | 3% | Jun 2026 |
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| Royal Bank of Canada | 110k | $13M | 14% | Jun 2026 |
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| Cornerstone Wealth Management | 108k | $13M | -2% | Jun 2026 |
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| Bank of New York Mellon | 100k | $12M | 40% | Jun 2026 |
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| Win Advisors | 97k | $11M | 100% | Jun 2026 |
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| CI Private Wealth | 96k | $11M | -24% | Jun 2026 |
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| Investors Research Corp | 91k | $11M | 1% | Jun 2026 |
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| Private Advisor | 88k | $10M | 195% | Jun 2026 |
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| Captrust Financial Advisors | 85k | $10M | 0% | Jun 2026 |
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| Mariner Wealth Advisors | 78k | $9.1M | -46% | Jun 2026 |
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| Cambridge Investment Research Advisors | 77k | $9.0M | 5% | Jun 2026 |
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| David J.Sculati | 74k | $8.7M | 2% | Jun 2026 |
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| Marietta Wealth Management | 70k | $8.2M | -1% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 68k | $8.0M | 6% | Jun 2026 |
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| CWM | 67k | $6.4M | -1% | Mar 2026 |
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| Woodard & Co Asset Management Group | 65k | $7.6M | 1% | Jun 2026 |
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| Arcadia Wealth Management | 61k | $7.2M | 17% | Jun 2026 |
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| Aptus Capital Advisors | 60k | $7.1M | -1% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 60k | $7.0M | -35% | Jun 2026 |
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| Sunburst Financial Group | 59k | $6.9M | -1% | Jun 2026 |
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| IHT Wealth Management | 58k | $6.7M | -1% | Jun 2026 |
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| Merit Financial Group | 57k | $6.6M | 5% | Jun 2026 |
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| Johnson Investment Counsel | 53k | $6.2M | -1% | Jun 2026 |
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| Ipsen Advisor Group | 53k | $6.2M | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 53k | $6.1M | -2% | Jun 2026 |
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| Creative Planning | 48k | $5.6M | 16% | Jun 2026 |
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| Corsicana & Co. | 45k | $5.3M | 10% | Jun 2026 |
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| Sanctuary Advisors | 45k | $5.3M | 10% | Jun 2026 |
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| Northwest Wealth Advisors | 44k | $5.1M | 8% | Jun 2026 |
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| Elevation Capital Advisory | 43k | $5.0M | 4% | Jun 2026 |
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| FMR | 42k | $5.0M | 10% | Jun 2026 |
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| American Financial & Tax Strategies | 42k | $4.9M | -15% | Jun 2026 |
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| Retirement Planning Group | 42k | $4.9M | 0% | Jun 2026 |
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| Madison Wealth Partners | 41k | $4.8M | 0% | Jun 2026 |
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| Twin Focus Capital Partners | 36k | $4.2M | 0% | Jun 2026 |
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| CLS Investments | 36k | $4.2M | 18% | Jun 2026 |
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| Advisory Services Network | 34k | $4.0M | 19% | Jun 2026 |
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| Assetmark | 34k | $4.0M | 36% | Jun 2026 |
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| Bawa N Mallick Trust | 33k | $3.8M | 0% | Jun 2026 |
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| Citigroup | 33k | $3.1M | 100% | Mar 2026 |
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| Brand Asset Management Group | 32k | $3.8M | -1% | Jun 2026 |
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| VestGen Advisors | 31k | $3.7M | 0% | Jun 2026 |
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| Money Concepts Capital Corp | 31k | $3.6M | -30% | Jun 2026 |
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| Stifel Financial | 31k | $3.6M | 12% | Jun 2026 |
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| GenWealth Group | 31k | $3.6M | -2% | Jun 2026 |
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| Savant Capital Management | 29k | $3.4M | 10% | Jun 2026 |
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| Steinberganna Wealth Management | 29k | $3.4M | 0% | Jun 2026 |
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| Kestra Advisory Services | 28k | $3.3M | 24% | Jun 2026 |
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| Hershey Financial Advisers | 27k | $3.2M | 148% | Jun 2026 |
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| Farther Finance Advisors | 27k | $3.1M | -14% | Jun 2026 |
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| Asempa Wealth Advisors | 27k | $3.1M | 9% | Jun 2026 |
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| Jones Financial Companies, L.L | 26k | $3.0M | 4% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 25k | $3.0M | -7% | Jun 2026 |
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| Flagship Harbor Advisors | 25k | $2.9M | -4% | Jun 2026 |
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| Capital Advisors | 25k | $2.9M | 1% | Jun 2026 |
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| North Star Investment Management | 24k | $2.8M | 0% | Jun 2026 |
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| Basso Capital Management | 24k | $2.8M | 100% | Jun 2026 |
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| Arkadios Wealth Advisors | 23k | $2.7M | -3% | Jun 2026 |
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| Adviser Investments | 23k | $2.7M | -4% | Jun 2026 |
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| Shira Ridge Wealth Management | 22k | $2.6M | -1% | Jun 2026 |
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| Pinnacle Financial Group, LLC / IL | 22k | $2.6M | 0% | Jun 2026 |
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| Geneos Wealth Management | 22k | $2.6M | 45% | Jun 2026 |
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| Roman Butler Fullerton & Co | 21k | $2.4M | 42% | Jun 2026 |
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| Cape Investment Advisory | 20k | $2.4M | 0% | Jun 2026 |
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| Greykasell Wealth Strategies | 20k | $2.4M | -1% | Jun 2026 |
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| Beacon Financial Advisory | 19k | $2.3M | 0% | Jun 2026 |
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| Global Retirement Partners | 18k | $2.1M | 5% | Jun 2026 |
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| HighTower Advisors | 18k | $2.1M | -2% | Jun 2026 |
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| Horst & Graben Wealth Management | 18k | $2.1M | 0% | Jun 2026 |
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| XML Financial | 18k | $2.1M | 0% | Jun 2026 |
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| Waterloo Capital | 18k | $2.1M | 100% | Jun 2026 |
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| Prosperity Consulting Group | 17k | $2.0M | -1% | Jun 2026 |
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| Key FInancial | 17k | $2.0M | 11% | Jun 2026 |
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| Essex Financial Services | 17k | $1.9M | 0% | Jun 2026 |
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| Proactive Wealth Strategies | 17k | $1.9M | -11% | Jun 2026 |
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| Hrt Financial | 16k | $1.9M | 100% | Jun 2026 |
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| Jim Saulnier & Associates | 16k | $1.9M | -50% | Jun 2026 |
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| Gladstone Institutional Advisory | 16k | $1.9M | 1% | Jun 2026 |
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| Towerpoint Wealth | 16k | $1.8M | -1% | Jun 2026 |
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| Daymark Wealth Partners | 16k | $1.8M | -18% | Jun 2026 |
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| Kane Investment Management | 16k | $1.8M | -7% | Jun 2026 |
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| Focus Financial Network | 16k | $1.8M | -27% | Jun 2026 |
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| Absolute Capital Management | 16k | $1.8M | 0% | Jun 2026 |
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| Neuberger Berman Group | 16k | $1.8M | 0% | Jun 2026 |
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| Mercer Global Advisors | 16k | $1.8M | -3% | Jun 2026 |
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| Creative Financial Designs | 16k | $1.8M | 1% | Jun 2026 |
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| Goss Wealth Management | 15k | $1.8M | -19% | Jun 2026 |
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| Branch Banking & Trust Company | 15k | $1.7M | 0% | Jun 2026 |
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| Kingsview Wealth Management | 15k | $1.4M | 22% | Mar 2026 |
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| Davenport & Co | 15k | $1.7M | 0% | Jun 2026 |
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| Gotham Asset Management | 15k | $1.7M | 100% | Jun 2026 |
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| Sigma Planning | 15k | $1.7M | 0% | Jun 2026 |
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| Fifth Third Bancorp | 14k | $1.7M | -7% | Jun 2026 |
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| Atria Investments | 14k | $1.6M | 69% | Jun 2026 |
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| Greenspring Advisors | 14k | $1.6M | 0% | Jun 2026 |
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| Pinnacle Bank | 14k | $1.6M | 0% | Jun 2026 |
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| Rodgers & Associates | 13k | $1.3M | 0% | Mar 2026 |
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| Envestnet Portfolio Solutions | 13k | $1.5M | 113% | Jun 2026 |
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| IFG Advisory | 13k | $1.5M | 100% | Jun 2026 |
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| Twin Peaks Wealth Advisors | 13k | $1.5M | 20% | Jun 2026 |
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| Gwn Securities | 13k | $1.5M | -4% | Jun 2026 |
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| MAI Wealth Advisors | 13k | $1.5M | 0% | Jun 2026 |
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| Csenge Advisory Group | 12k | $1.4M | -3% | Jun 2026 |
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| Wealthcare Advisory Partners | 12k | $1.4M | 14% | Jun 2026 |
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| Susquehanna International | 12k | $1.4M | -1% | Jun 2026 |
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| Paragon Private Wealth Management | 12k | $1.3M | -17% | Jun 2026 |
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| Oppenheimer & Co | 11k | $1.3M | -3% | Jun 2026 |
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| Integrated Wealth Concepts | 11k | $1.3M | -8% | Jun 2026 |
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| Anb Bank | 11k | $1.3M | 15% | Jun 2026 |
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| Principal Securities | 10k | $1.2M | -6% | Jun 2026 |
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| Natixis Asset Management Advisors | 10k | $1.2M | 100% | Jun 2026 |
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| PKS Advisory Services | 10k | $1.2M | 100% | Jun 2026 |
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| Cooper Financial Group | 9.7k | $1.1M | 0% | Jun 2026 |
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| Goldstein Advisors | 9.6k | $1.1M | 4% | Jun 2026 |
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| Brio Consultants | 9.3k | $1.1M | -5% | Jun 2026 |
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| International Assets Investment Management | 9.2k | $1.1M | 100% | Jun 2026 |
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| Indivisible Partners | 9.2k | $1.1M | -9% | Jun 2026 |
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| Colony | 9.1k | $1.1M | -2% | Jun 2026 |
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| JGP Wealth Management | 9.1k | $1.1M | -4% | Jun 2026 |
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| Fairview Capital Investment Management | 9.1k | $1.1M | 0% | Jun 2026 |
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| Wealthquest | 9.1k | $1.1M | -1% | Jun 2026 |
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| Gail Mannix | 8.6k | $1.0M | 0% | Jun 2026 |
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| Perennial Investment Advisors | 8.6k | $1.0M | 100% | Jun 2026 |
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| Livet Wealth | 8.6k | $1.0M | 0% | Jun 2026 |
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| Summit Financial | 8.5k | $999k | -1% | Jun 2026 |
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| Adell, Harriman, & Carpenter | 7.9k | $924k | -12% | Jun 2026 |
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| Strategic Financial Concepts | 7.7k | $898k | -85% | Jun 2026 |
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| Level Four Advisory Services | 6.9k | $804k | -64% | Jun 2026 |
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| Equitable Holdings | 4.4k | $517k | -100% | Jun 2026 |
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| Goldman Sachs Group | 4.2k | $491k | -85% | Jun 2026 |
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| Lido Advisors | 2.2k | $263k | -82% | Jun 2026 |
|
Who sold out of iShares Morningstar Large Growth?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Two Sigma Investments | Mar 2026 | 107k | $10M |
| Ashton Thomas Securities | Mar 2026 | 27k | $2.6M |
| Independent Advisor Alliance | Mar 2026 | 26k | $2.5M |
| Silver Oak Securities | Mar 2026 | 17k | $1.6M |
| National Asset Management | Mar 2026 | 13k | $1.2M |
| Evolve Private Wealth | Mar 2026 | 11k | $1.1M |
| Kestra Private Wealth Services | Mar 2026 | 11k | $1.1M |