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 3.1M $204M -2% Mar 2022
Morgan Stanley 1.2M $79M 100% Mar 2022
Bank of America Corporation 1.2M $83M 100% Dec 2021
Hartland & Co 868k $56M 2% Mar 2022
Financial Advisory Service 822k $53M 5% Mar 2022
Wells Fargo & Company 754k $54M -3% Dec 2021
Advisor Group Holdings 530k $34M -4% Mar 2022
H D Vest Advisory Services 312k $20M 3% Mar 2022
Raymond James Financial Services Advisors 294k $19M 3% Mar 2022
Mml Investors Services 271k $18M 12% Mar 2022
Commonwealth Equity Services 256k $17M -3% Mar 2022

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Jpmorgan Chase & Co 238k $16M -5% Mar 2022
Northwestern Mutual Wealth Management Company 200k $13M 8% Mar 2022
GeoWealth Management 180k $12M -26% Mar 2022
Rockefeller Capital Management 171k $11M 6% Mar 2022
Kiley Juergens Wealth Management 163k $11M -17% Mar 2022
Arkadios Wealth Advisors 126k $8.2M 23% Mar 2022
Cambridge Investment Research Advisors 120k $8.6M 2% Dec 2021
Aspire Wealth Management Corp 105k $6.8M 3% Mar 2022
Cornerstone Wealth Management 94k $6.1M 7% Mar 2022
Dentgroup 90k $5.8M 1% Mar 2022
Captrust Financial Advisors 75k $4.9M -1% Mar 2022
IHT Wealth Management 75k $4.9M 0% Mar 2022
Level Four Advisory Services 72k $4.7M 0% Mar 2022
Prime Capital Investment Advisors 69k $5.0M 0% Mar 2022
One Capital Management 69k $4.5M 100% Mar 2022
DAL Investment Company 69k $4.9M 0% Dec 2021
CWM 66k $4.3M -17% Mar 2022
Thrivent Financial for Lutherans 65k $4.2M 19% Mar 2022
Johnson Investment Counsel 65k $4.2M -1% Mar 2022
Marietta Wealth Management 64k $4.2M 9% Mar 2022
Creative Planning 61k $4.3M -2% Dec 2021
Corsicana & Co. 58k $3.8M 2% Mar 2022
Rodgers & Associates 54k $3.5M 2% Mar 2022
Janney Montgomery Scott 50k $3.2M 22% Mar 2022
Envestnet Asset Management 49k $3.2M -1% Mar 2022
First Republic Investment Management 48k $3.4M -9% Dec 2021
GenWealth Group 46k $3.0M -2% Mar 2022
Stifel Financial 43k $2.8M -35% Mar 2022
Bank of New York Mellon 43k $2.8M -3% Mar 2022
Sunburst Financial Group 43k $2.8M 587% Mar 2022
Raymond James & Associates 43k $2.8M 5% Mar 2022
Brand Asset Management Group 41k $2.7M 0% Mar 2022
Twin Focus Capital Partners 41k $2.7M -5% Mar 2022
Kovack Advisors 41k $2.7M 2% Mar 2022
Davenport & Co 40k $2.6M -1% Mar 2022
DB Wealth Management Group 39k $2.8M -3% Dec 2021
Adell, Harriman, & Carpenter 38k $2.4M 0% Mar 2022
HighTower Advisors 36k $2.6M 4% Dec 2021
North Star Investment Management 33k $2.2M -6% Mar 2022
Citigroup 32k $2.3M 100% Dec 2021
Towerpoint Wealth 30k $2.2M 0% Dec 2021
Nations Financial Group 29k $1.9M -16% Mar 2022
Geneos Wealth Management 29k $1.9M -9% Mar 2022
Pinnacle Financial Group, LLC / IL 28k $2.0M 100% Dec 2021
Adviser Investments 28k $1.8M 0% Mar 2022
Kingsview Wealth Management 28k $2.0M -1% Dec 2021
National Asset Management 28k $1.8M 2% Mar 2022
Branch Banking & Trust Company 26k $1.7M -15% Mar 2022
Private Advisor 25k $1.8M 0% Mar 2022
TAP Consulting 24k $1.6M -52% Mar 2022
Horst & Graben Wealth Management 24k $1.5M 0% Mar 2022
Flow Traders US 24k $1.5M 100% Mar 2022
Fortune 45 23k $1.5M -22% Mar 2022
Savant Capital Management 21k $1.4M -1% Mar 2022
Kestra Advisory Services 20k $1.3M -4% Mar 2022
Mariner Wealth Advisors 19k $1.3M 8% Mar 2022
Capital Advisors 19k $1.2M -8% Mar 2022
XML Financial 19k $1.2M 6% Mar 2022
Patriot Financial Group Insurance Agency 19k $1.2M -18% Mar 2022
Gladstone Institutional Advisory 18k $1.2M 100% Mar 2022
FMR 18k $1.2M -37% Mar 2022
Vestmark Advisory Solutions 18k $1.1M 8% Mar 2022
Cetera Investment Advisers 17k $1.1M -25% Mar 2022
Roman Butler Fullerton & Co 16k $1.0M -6% Mar 2022
Capital Analysts 16k $1.1M 0% Dec 2021
Signature Securities Group Corporation 15k $990k -8% Mar 2022
Nomura Asset Management 15k $976k -30% Mar 2022
David J.Sculati 15k $963k 102% Mar 2022
Csenge Advisory Group 15k $941k -9% Mar 2022
EP Wealth Advisors 14k $1.0M 0% Dec 2021
Essex Financial Services 14k $975k 0% Mar 2022
Baird Financial 13k $872k -35% Mar 2022
Platt Investment Counsel 13k $951k 0% Dec 2021
Private Wealth Strategies 12k $792k 0% Mar 2022
Courage Miller Partners 12k $763k -1% Mar 2022
Sigma Planning 12k $762k -2% Mar 2022
IFP Advisors 12k $833k -2% Dec 2021
Retireful 11k $621k 100% Mar 2022
Windsor Group 11k $685k 0% Mar 2022
Summit Asset Management 11k $704k 0% Mar 2022
LifePro Asset Management 10k $674k 21% Mar 2022
Gail Mannix 10k $651k 0% Mar 2022
Blue Barn Wealth 9.9k $710k -21% Dec 2021
Mainstay Capital Management 9.3k $605k 0% Mar 2022
Accel Wealth Management 9.0k $588k -11% Mar 2022
HB Wealth Management 8.8k $635k 100% Dec 2021
Capital Advisors 8.8k $572k -13% Mar 2022
Kelman-Lazarov 8.5k $552k 0% Mar 2022
Arcus Capital Partners 8.5k $607k 0% Dec 2021
HHM Wealth Advisors 8.4k $548k 10% Mar 2022
Resources Investment Advisors 8.1k $529k 79% Mar 2022
Bowman & Co S.C. 8.0k $523k 6% Mar 2022
Wharton Business Group 8.0k $519k 0% Mar 2022
Outlook Wealth Advisors 7.8k $507k -14% Mar 2022
NEXT Financial 7.7k $556k -6% Dec 2021
Buckingham Asset Management 7.6k $493k 0% Mar 2022
Silver Oak Securities 7.3k $453k 100% Mar 2022
Cedar Brook Financial Partners 7.1k $459k -2% Mar 2022
Bank of Nova Scotia 7.1k $458k 0% Mar 2022
Scotia Capital 7.0k $458k 0% Mar 2022
TNF 6.9k $402k 0% Mar 2022
Kestra Private Wealth Services 6.9k $493k 11% Dec 2021
Vision Capital Management 6.7k $438k 0% Mar 2022
Us Bancorp 6.7k $438k -91% Mar 2022
Global Retirement Partners 6.6k $472k -12% Dec 2021
Redwood Financial Network Corp 6.5k $422k 100% Mar 2022
Park Avenue Securities 6.5k $420k 0% Mar 2022
Rede Wealth 6.2k $444k -1% Dec 2021
Red Tortoise 6.0k $393k 0% Mar 2022
Baystate Wealth Management 5.7k $408k 4% Dec 2021
Paragon Capital Management 5.5k $396k -1% Dec 2021
Sequoia Financial Advisors 5.4k $354k 0% Mar 2022
Eagle Global Advisors 5.3k $344k -3% Mar 2022
Wall Street Access Asset Management 5.2k $338k 0% Mar 2022
Noesis Capital Management Corp. 5.2k $336k 100% Mar 2022
AlphaStar Capital Management 5.1k $329k 17% Mar 2022
CoreCap Advisors 5.0k $328k 100% Mar 2022
Treynor Bancshares 5.0k $325k -16% Mar 2022
M^T Bank Corporation 5.0k $324k 0% Mar 2022
IFG Advisory 4.9k $317k 100% Mar 2022
Madison Wealth Partners 4.7k $304k 100% Mar 2022
Beacon Pointe Advisors 4.6k $300k 15% Mar 2022
First Heartland Consultants 4.4k $288k 0% Mar 2022
Paladin Advisory Group 4.4k $287k 1% Mar 2022
Mutual Advisors 4.4k $287k -10% Mar 2022
Roof Eidam & Maycock 4.3k $305k 0% Dec 2021
Surevest 4.2k $304k 100% Dec 2021
Annex Advisory Services, LLC, d/b/a Annex Wealth Management 4.1k $268k 0% Mar 2022
Tyler-Stone Wealth Management 4.0k $259k 0% Mar 2022
Laurel Wealth Advisors 3.7k $241k -18% Mar 2022
Flagship Harbor Advisors 3.6k $235k -20% Mar 2022
AE Wealth Management 3.4k $241k -97% Dec 2021
Eastern Bank 3.4k $218k -32% Mar 2022
Summit X 3.3k $215k 9% Mar 2022
Pnc Financial Services 3.0k $218k 15% Dec 2021
Oppenheimer & Co 3.0k $215k 100% Dec 2021
High Falls Advisors 3.0k $215k 100% Dec 2021
SOA Wealth Advisors 2.7k $175k 0% Mar 2022
Parkside Financial Bank & Trust 2.6k $169k -12% Mar 2022
Laurel Wealth Advisors 2.6k $169k 0% Mar 2022
Centaurus Financial 2.5k $165k -2% Mar 2022
Fifth Third Bancorp 2.5k $164k 0% Mar 2022
Cornerstone Advisory 2.5k $180k 100% Dec 2021
Spire Wealth Management 2.4k $169k -30% Dec 2021
McClarren Financial Advisors 2.1k $135k 0% Mar 2022
Koshinski Asset Management 2.1k $134k 44% Mar 2022
Key FInancial 2.0k $131k 0% Mar 2022
Kozak & Associates 1.9k $115k 0% Dec 2021

Who sold out of iShares Morningstar Large Growth?

Fund or Company Name Date Sold Shares Held Valued At
Sowell Financial Services Dec 2021 40k $2.9M
Citadel Advisors Dec 2021 18k $1.3M
Transparent Wealth Partners Dec 2021 15k $1.1M
Renaissance Technologies Dec 2021 10k $718k
Howard Wealth Management Dec 2021 9.6k $691k
Advisory Alpha Dec 2021 8.2k $587k
Goss Wealth Management Dec 2021 7.7k $556k
Sunbelt Securities Sep 2021 6.2k $404k
Total Clarity Wealth Management Dec 2021 6.1k $440k
Country Club Trust Company Sep 2021 4.6k $305k
Kore Private Wealth Dec 2021 3.4k $245k
Hubbell Strickland Wealth Management Dec 2021 3.3k $235k
Truepoint Dec 2021 3.0k $219k
J. L. Bainbridge & Co Dec 2021 3.0k $217k
Intl Fcstone Dec 2021 2.8k $201k
Harbour Investments Sep 2021 2.1k $137k