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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 733k | $50M | -2% | Dec 2023 |
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| Financial Advisory Service | 640k | $43M | -10% | Dec 2023 |
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| Bank of America Corporation | 596k | $40M | -2% | Dec 2023 |
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| Atlantic Trust | 509k | $35M | -17% | Dec 2023 |
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| Commonwealth Equity Services | 435k | $30M | 15% | Dec 2023 |
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| H D Vest Advisory Services | 374k | $25M | 5% | Dec 2023 |
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| UBS Group | 349k | $24M | 1% | Dec 2023 |
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| Jpmorgan Chase & Co | 268k | $18M | 33% | Dec 2023 |
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| Advisor Group Holdings | 220k | $15M | -22% | Dec 2023 |
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| Rockefeller Capital Management | 163k | $11M | -1% | Dec 2023 |
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| Kiley Juergens Wealth Management | 157k | $11M | 0% | Dec 2023 |
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| Sanctuary Wealth Management | 125k | $8.5M | 733365% | Dec 2023 |
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| CI Private Wealth | 120k | $8.1M | 9% | Dec 2023 |
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| Cornerstone Wealth Management | 114k | $7.7M | -5% | Dec 2023 |
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| Sunburst Financial Group | 113k | $8.5M | -16% | Mar 2024 |
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| LongView Wealth Management | 112k | $8.5M | 19% | Mar 2024 |
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| Raymond James Financial Services Advisors | 112k | $7.6M | -39% | Dec 2023 |
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| Royal Bank of Canada | 111k | $7.5M | -34% | Dec 2023 |
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| DB Wealth Management Group | 102k | $6.9M | 23% | Dec 2023 |
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| Aspire Wealth Management Corp | 100k | $6.8M | 0% | Dec 2023 |
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| Raymond James & Associates | 95k | $6.4M | 32% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 92k | $7.0M | 21% | Mar 2024 |
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| Captrust Financial Advisors | 84k | $5.7M | 14% | Dec 2023 |
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| Mariner Wealth Advisors | 82k | $5.5M | 13% | Dec 2023 |
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| Woodard & Co Asset Management Group | 79k | $5.3M | 220% | Dec 2023 |
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| Cambridge Investment Research Advisors | 75k | $5.1M | 1% | Dec 2023 |
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| Prime Capital Investment Advisors | 74k | $5.0M | 0% | Dec 2023 |
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| One Capital Management | 73k | $4.9M | 10% | Dec 2023 |
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| Level Four Advisory Services | 72k | $4.9M | 0% | Dec 2023 |
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| Marietta Wealth Management | 66k | $4.5M | 1% | Dec 2023 |
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| David J.Sculati | 64k | $4.4M | 3% | Dec 2023 |
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| Johnson Investment Counsel | 59k | $4.0M | 0% | Dec 2023 |
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| Creative Planning | 58k | $3.9M | 0% | Dec 2023 |
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| Stifel Financial | 53k | $3.6M | -2% | Dec 2023 |
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| Steward Partners Investment Advisory | 52k | $3.5M | 38% | Dec 2023 |
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| Atria Wealth Solutions | 52k | $3.5M | 94% | Dec 2023 |
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| Retirement Planning Group | 51k | $3.8M | 0% | Mar 2024 |
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| Merit Financial Group | 49k | $3.3M | 1% | Dec 2023 |
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| Dentgroup | 49k | $3.7M | -9% | Mar 2024 |
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| CWM | 46k | $3.5M | -1% | Mar 2024 |
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| Madison Wealth Partners | 44k | $3.0M | 1% | Dec 2023 |
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| Bank of New York Mellon | 44k | $3.0M | 8% | Dec 2023 |
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| Strategic Financial Concepts | 43k | $2.9M | -22% | Dec 2023 |
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| Citadel Advisors | 41k | $2.8M | 83% | Dec 2023 |
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| Focus Financial Network | 40k | $2.7M | 100% | Dec 2023 |
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| Money Concepts Capital Corp | 39k | $2.7M | -5% | Dec 2023 |
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| RFG Advisory | 39k | $3.0M | 7% | Mar 2024 |
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| Brand Asset Management Group | 37k | $2.5M | -3% | Dec 2023 |
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| Twin Focus Capital Partners | 36k | $2.4M | 0% | Dec 2023 |
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| Arkadios Wealth Advisors | 35k | $2.4M | -44% | Dec 2023 |
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| GenWealth Group | 35k | $2.6M | -1% | Mar 2024 |
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| Citigroup | 34k | $2.3M | -1% | Dec 2023 |
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| Davenport & Co | 33k | $2.3M | 1% | Dec 2023 |
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| Branch Banking & Trust Company | 33k | $2.2M | -3% | Dec 2023 |
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| Adell, Harriman, & Carpenter | 32k | $2.2M | -2% | Dec 2023 |
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| Win Advisors | 31k | $2.1M | 100% | Dec 2023 |
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| CoreCap Advisors | 31k | $2.1M | 100% | Dec 2023 |
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| Wealthquest | 29k | $1.9M | -4% | Dec 2023 |
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| Adviser Investments | 28k | $1.9M | 0% | Dec 2023 |
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| North Star Investment Management | 28k | $1.9M | -7% | Dec 2023 |
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| Two Sigma Investments | 27k | $1.9M | 31% | Dec 2023 |
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| Private Advisor | 27k | $1.8M | -1% | Dec 2023 |
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| HighTower Advisors | 26k | $1.8M | -3% | Dec 2023 |
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| Sweet Financial Partners | 24k | $1.6M | 0% | Dec 2023 |
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| Rodgers & Associates | 24k | $1.6M | 0% | Dec 2023 |
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| National Asset Management | 23k | $1.6M | -1% | Dec 2023 |
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| Cape Investment Advisory | 23k | $1.6M | -1% | Dec 2023 |
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| Shira Ridge Wealth Management | 23k | $1.7M | -1% | Mar 2024 |
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| Assetmark | 23k | $1.5M | 26362% | Dec 2023 |
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| Towerpoint Wealth | 21k | $1.5M | -2% | Mar 2024 |
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| Horst & Graben Wealth Management | 20k | $1.3M | -6% | Dec 2023 |
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| Atria Investments | 20k | $1.3M | 100% | Dec 2023 |
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| Envestnet Portfolio Solutions | 20k | $1.3M | 100% | Dec 2023 |
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| Capital Advisors | 17k | $1.3M | 0% | Mar 2024 |
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| Gladstone Institutional Advisory | 17k | $1.2M | 1% | Dec 2023 |
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| Andina Capital Management | 16k | $1.2M | -13% | Mar 2024 |
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| Savant Capital Management | 16k | $1.1M | 0% | Dec 2023 |
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| MAI Wealth Advisors | 14k | $946k | -10% | Dec 2023 |
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| Global Assets Advisory | 14k | $183k | 100% | Mar 2024 |
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| Wealthstream Advisors | 14k | $920k | 100% | Dec 2023 |
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| Hoese & Co | 13k | $989k | 24% | Mar 2024 |
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| Kingsview Wealth Management | 13k | $862k | 100% | Dec 2023 |
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| Private Wealth Strategies | 12k | $836k | 0% | Dec 2023 |
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| Roman Butler Fullerton & Co | 12k | $851k | 1% | Dec 2023 |
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| EP Wealth Advisors | 12k | $805k | 0% | Dec 2023 |
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| Essex Financial Services | 12k | $797k | 0% | Dec 2023 |
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| Patriot Financial Group Insurance Agency | 11k | $766k | 0% | Dec 2023 |
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| Geneos Wealth Management | 10k | $696k | -4% | Dec 2023 |
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| Goldstein Advisors | 10k | $691k | 0% | Dec 2023 |
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| Private Trust Co Na | 9.8k | $664k | -3% | Dec 2023 |
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| Cooper Financial Group | 9.6k | $728k | -19% | Mar 2024 |
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| Cedar Point Capital Partners | 9.6k | $654k | 100% | Dec 2023 |
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| Kestra Private Wealth Services | 9.5k | $645k | 0% | Dec 2023 |
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| Mainstay Capital Management | 9.3k | $631k | 0% | Dec 2023 |
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| Advisory Services Network | 9.2k | $627k | 0% | Dec 2023 |
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| Clear Creek Financial Management | 9.1k | $620k | -5% | Dec 2023 |
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| Summit Asset Management | 9.1k | $616k | 0% | Dec 2023 |
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| Gail Mannix | 8.9k | $604k | 0% | Dec 2023 |
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| Investors Research Corp | 8.8k | $595k | 292% | Dec 2023 |
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| Blue Barn Wealth | 8.6k | $582k | 0% | Dec 2023 |
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| VisionPoint Advisory Group | 8.6k | $582k | 100% | Dec 2023 |
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| Nomura Asset Management | 8.2k | $554k | 0% | Dec 2023 |
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| HB Wealth Management | 8.1k | $548k | 0% | Dec 2023 |
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| Wharton Business Group | 8.0k | $542k | 0% | Dec 2023 |
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| Goldman Sachs Group | 7.6k | $512k | 100% | Dec 2023 |
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| Bowman & Co S.C. | 7.3k | $551k | -4% | Mar 2024 |
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| Cedar Brook Financial Partners | 7.2k | $545k | 0% | Mar 2024 |
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| Courage Miller Partners | 7.0k | $528k | 0% | Mar 2024 |
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| J.w. Cole Advisors | 7.0k | $472k | 3% | Dec 2023 |
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| Fortune 45 | 6.9k | $520k | 0% | Mar 2024 |
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| TNF | 6.9k | $489k | 0% | Dec 2023 |
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| Baystate Wealth Management | 6.8k | $460k | 17% | Dec 2023 |
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| Global Retirement Partners | 6.7k | $459k | 13% | Dec 2023 |
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| Vision Capital Management | 6.7k | $457k | 100% | Dec 2023 |
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| Fulcrum Equity Management | 6.7k | $456k | 100% | Dec 2023 |
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| Buckingham Asset Management | 6.7k | $454k | 0% | Dec 2023 |
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| Kovack Advisors | 6.6k | $451k | 0% | Dec 2023 |
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| Outlook Wealth Advisors | 6.5k | $437k | -4% | Dec 2023 |
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| Sunbelt Securities | 6.3k | $476k | 0% | Mar 2024 |
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| Accel Wealth Management | 6.2k | $424k | -1% | Dec 2023 |
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| Red Tortoise | 6.1k | $413k | 0% | Dec 2023 |
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| Strategic Blueprint | 6.0k | $410k | 100% | Dec 2023 |
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| Beacon Financial Advisory | 6.0k | $406k | -5% | Dec 2023 |
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| Capital Analysts | 6.0k | $405k | 0% | Dec 2023 |
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| Kestra Advisory Services | 5.9k | $403k | 33% | Dec 2023 |
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| William Blair $ Company | 5.7k | $385k | 11% | Dec 2023 |
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| Principal Securities | 5.7k | $385k | 100% | Dec 2023 |
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| AlphaStar Capital Management | 5.6k | $381k | -50% | Dec 2023 |
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| International Assets Investment Management | 5.6k | $423k | -25% | Mar 2024 |
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| Platt Investment Counsel | 5.5k | $371k | 0% | Dec 2023 |
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| Signature Securities Group Corporation | 5.4k | $405k | -7% | Mar 2024 |
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| Noesis Capital Management Corp. | 5.2k | $351k | 0% | Dec 2023 |
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| Dfpg Investments | 5.1k | $339k | -10% | Dec 2023 |
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| Pnc Financial Services | 5.1k | $346k | -1% | Dec 2023 |
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| Bouchey Financial | 5.1k | $343k | 0% | Dec 2023 |
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| Treynor Bancshares | 5.0k | $339k | 0% | Dec 2023 |
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| Paragon Capital Management | 5.0k | $377k | -1% | Mar 2024 |
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| Mather Group | 5.0k | $339k | -22% | Mar 2024 |
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| Cornerstone Wealth Group | 4.9k | $367k | 100% | Mar 2024 |
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| AE Wealth Management | 4.6k | $324k | 22% | Dec 2023 |
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| Paladin Advisory Group | 4.6k | $311k | 0% | Dec 2023 |
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| First Heartland Consultants | 4.5k | $305k | 0% | Dec 2023 |
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| Hutchens & Kramer Investment Management Group | 4.4k | $299k | -10% | Dec 2023 |
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| Mutual Advisors | 4.4k | $297k | 0% | Dec 2023 |
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| Sigma Planning | 4.3k | $293k | -54% | Dec 2023 |
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| Syntegra Private Wealth Group | 4.3k | $288k | 0% | Dec 2023 |
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| Roof Eidam & Maycock | 4.3k | $288k | 0% | Dec 2023 |
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| SWMG | 4.2k | $287k | 100% | Dec 2023 |
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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 4.1k | $311k | 0% | Mar 2024 |
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| Commerce Bank N A | 4.1k | $279k | -11% | Dec 2023 |
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| IFP Advisors | 4.1k | $277k | -1% | Dec 2023 |
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Who sold out of iShares Morningstar Large Growth?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Hartland & Co | Sep 2023 | 614k | $37M |
| Flow Traders US | Sep 2023 | 43k | $2.6M |
| Nations Financial Group | Sep 2023 | 41k | $2.4M |
| Marshall Wace | Sep 2023 | 11k | $637k |
| Jane Street | Sep 2023 | 11k | $636k |
| RMB Capital Management | Sep 2023 | 8.9k | $529k |
| Cary Street Partner Investment Advisory | Sep 2023 | 4.4k | $264k |