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 Actions
Equitable Holdings 3.2M $190M -2% Sep 2023
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Morgan Stanley 1.3M $80M 13% Sep 2023
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LPL Financial 1.1M $68M 1% Sep 2023
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Wells Fargo & Company 750k $45M -3% Sep 2023
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Financial Advisory Service 709k $42M 0% Sep 2023
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Hartland & Co 614k $37M 100% Sep 2023
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Atlantic Trust 614k $37M -21% Sep 2023
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Bank of America Corporation 606k $36M -6% Sep 2023
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Commonwealth Equity Services 378k $23M 7% Sep 2023
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Ameriprise Financial 371k $22M -20% Sep 2023
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H D Vest Advisory Services 358k $21M 1% Sep 2023
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UBS Group 346k $21M -2% Sep 2023
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Advisor Group Holdings 283k $17M 5% Sep 2023
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Mml Investors Services 204k $12M 4% Sep 2023
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Jpmorgan Chase & Co 202k $12M -1% Sep 2023
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Raymond James Financial Services Advisors 185k $11M 70% Sep 2023
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Royal Bank of Canada 167k $10M 73% Sep 2023
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Rockefeller Capital Management 165k $9.9M -14% Sep 2023
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Kiley Juergens Wealth Management 157k $9.4M 0% Sep 2023
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Sunburst Financial Group 141k $8.4M -3% Sep 2023
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Cornerstone Wealth Management 120k $7.2M 0% Sep 2023
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CI Private Wealth 110k $6.6M -2% Sep 2023
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Aspire Wealth Management Corp 100k $6.0M 0% Sep 2023
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Envestnet Asset Management 86k $5.1M -41% Sep 2023
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DB Wealth Management Group 83k $4.9M 173% Sep 2023
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Wealth Enhancement Advisory Services 77k $4.6M 100% Sep 2023
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Cambridge Investment Research Advisors 74k $4.4M 0% Sep 2023
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Captrust Financial Advisors 74k $4.4M 0% Sep 2023
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Prime Capital Investment Advisors 74k $4.4M 0% Sep 2023
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Mariner Wealth Advisors 73k $4.3M 7% Sep 2023
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Level Four Advisory Services 72k $4.3M 0% Sep 2023
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Raymond James & Associates 72k $4.3M 1% Sep 2023
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Northwestern Mutual Wealth Management Company 70k $4.1M 3% Sep 2023
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One Capital Management 66k $3.9M 0% Sep 2023
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Marietta Wealth Management 66k $3.9M 0% Sep 2023
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Dentgroup 64k $3.8M -1% Sep 2023
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Arkadios Wealth Advisors 63k $3.8M -5% Sep 2023
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Financial Network Investment Corporation 62k $3.7M -16% Sep 2023
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David J.Sculati 62k $3.7M 12% Sep 2023
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IHT Wealth Management 61k $3.7M 2% Sep 2023
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Johnson Investment Counsel 59k $3.5M 0% Sep 2023
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First Republic Investment Management 58k $3.5M 18% Sep 2023
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Creative Planning 58k $3.4M 2% Sep 2023
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Strategic Financial Concepts 56k $3.3M 0% Sep 2023
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Stifel Financial 54k $3.2M 13% Sep 2023
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Retirement Planning Group 54k $3.2M 0% Sep 2023
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Merit Financial Group 49k $2.9M 0% Sep 2023
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CWM 48k $2.9M -2% Sep 2023
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Madison Wealth Partners 44k $2.6M 1% Sep 2023
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Flow Traders US 43k $2.6M 100% Sep 2023
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Susquehanna International 42k $2.5M -14% Sep 2023
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Money Concepts Capital Corp 41k $2.5M 100% Sep 2023
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Bank of New York Mellon 41k $2.4M -6% Sep 2023
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Nations Financial Group 41k $2.4M 3% Sep 2023
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GenWealth Group 40k $2.4M -1% Sep 2023
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Steward Partners Investment Advisory 38k $2.3M 287% Sep 2023
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Brand Asset Management Group 38k $2.2M 0% Sep 2023
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Twin Focus Capital Partners 36k $2.1M 0% Sep 2023
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Citigroup 34k $2.0M -18% Sep 2023
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Branch Banking & Trust Company 34k $2.0M 2% Sep 2023
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Davenport & Co 33k $2.0M 1% Sep 2023
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Adell, Harriman, & Carpenter 33k $2.0M 0% Sep 2023
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EA Series Trust 31k $1.9M 100% Jun 2023
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Wealthquest 30k $1.8M -1% Sep 2023
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North Star Investment Management 30k $1.8M 0% Sep 2023
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Adviser Investments 28k $1.7M 0% Sep 2023
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HighTower Advisors 27k $1.6M -3% Sep 2023
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Private Advisor 27k $1.6M -1% Sep 2023
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Atria Wealth Solutions 27k $1.6M -35% Sep 2023
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Woodard & Co Asset Management Group 25k $1.5M 35438% Sep 2023
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Pinnacle Financial Group, LLC / IL 24k $1.4M 0% Sep 2023
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Sweet Financial Partners 24k $1.4M 0% Sep 2023
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RFG Advisory 24k $1.4M 100% Sep 2023
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National Asset Management 24k $1.4M -18% Sep 2023
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Rodgers & Associates 24k $1.4M -5% Sep 2023
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Cape Investment Advisory 23k $1.4M 0% Sep 2023
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Shira Ridge Wealth Management 23k $1.4M -1% Sep 2023
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Towerpoint Wealth 23k $1.3M -5% Sep 2023
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Citadel Advisors 23k $1.3M 83% Sep 2023
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Two Sigma Investments 21k $1.2M 100% Sep 2023
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Horst & Graben Wealth Management 21k $1.2M -1% Sep 2023
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FMR 20k $1.2M -2% Sep 2023
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Multi-Financial Securities 20k $1.2M -17% Sep 2023
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Full Sail Capital 19k $1.2M 0% Sep 2023
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XML Financial 19k $1.1M 0% Sep 2023
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Capital Advisors 17k $1.0M 0% Sep 2023
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Brian McDonald 17k $1.0M 100% Sep 2023
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Gladstone Institutional Advisory 17k $1.0M 0% Sep 2023
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Savant Capital Management 16k $927k 0% Sep 2023
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MAI Wealth Advisors 15k $920k 100% Sep 2023
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Csenge Advisory Group 14k $842k 0% Sep 2023
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Private Wealth Strategies 12k $733k 0% Sep 2023
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Roman Butler Fullerton & Co 12k $733k 100% Sep 2023
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EP Wealth Advisors 12k $708k 125% Sep 2023
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Cooper Financial Group 12k $708k 0% Sep 2023
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Essex Financial Services 12k $701k 0% Sep 2023
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Patriot Financial Group Insurance Agency 11k $674k 0% Sep 2023
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AlphaStar Capital Management 11k $686k 104% Sep 2023
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Windsor Group 11k $650k 0% Sep 2023
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Geneos Wealth Management 11k $638k 0% Sep 2023
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Marshall Wace 11k $637k 123% Sep 2023
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Jane Street 11k $636k 100% Sep 2023
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Integrated Wealth Concepts 10k $616k 19% Sep 2023
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Goldstein Advisors 10k $608k 0% Sep 2023
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Private Trust Co Na 10k $599k 205% Sep 2023
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Hoese & Co 9.8k $584k 0% Sep 2023
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Clear Creek Financial Management 9.6k $575k -3% Sep 2023
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Kestra Private Wealth Services 9.5k $567k 0% Sep 2023
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Sigma Planning 9.5k $566k 0% Sep 2023
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Cetera Investment Advisers 9.5k $566k -84% Sep 2023
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Mainstay Capital Management 9.3k $555k 0% Sep 2023
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Advisory Services Network 9.2k $551k 7% Sep 2023
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Goss Wealth Management 9.1k $546k 10% Sep 2023
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Summit Asset Management 9.1k $542k 0% Sep 2023
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Gail Mannix 8.9k $531k 0% Sep 2023
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RMB Capital Management 8.9k $529k 0% Sep 2023
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Blue Barn Wealth 8.6k $512k -4% Sep 2023
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Tower Research Capital 8.4k $503k 100% Sep 2023
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Nomura Asset Management 8.2k $488k 0% Sep 2023
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HB Wealth Management 8.1k $482k 0% Sep 2023
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Wharton Business Group 8.0k $476k 0% Sep 2023
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Bowman & Co S.C. 7.6k $455k 0% Sep 2023
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HHM Wealth Advisors 7.6k $455k 0% Sep 2023
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Courage Miller Partners 7.4k $439k 0% Sep 2023
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Frank. Day 7.2k $451k -7% Jun 2023
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Cedar Brook Financial Partners 7.2k $427k 0% Sep 2023
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Signature Securities Group Corporation 7.1k $424k -42% Sep 2023
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TNF 6.9k $412k 0% Sep 2023
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Fortune 45 6.9k $409k 0% Sep 2023
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Outlook Wealth Advisors 6.7k $402k -2% Sep 2023
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J.w. Cole Advisors 6.7k $402k -5% Sep 2023
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Buckingham Asset Management 6.7k $400k 0% Sep 2023
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Kovack Advisors 6.6k $395k -9% Sep 2023
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Mather Group 6.5k $389k -2% Sep 2023
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Beacon Financial Advisory 6.3k $376k -1% Sep 2023
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Accel Wealth Management 6.3k $375k -2% Sep 2023
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Red Tortoise 6.1k $362k 0% Sep 2023
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Global Retirement Partners 6.0k $357k 9% Sep 2023
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Capital Analysts 5.9k $354k -45% Sep 2023
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Baystate Wealth Management 5.8k $346k 2% Sep 2023
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Dfpg Investments 5.7k $353k -24% Sep 2023
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Platt Investment Counsel 5.5k $327k -7% Sep 2023
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Sunbelt Securities 5.3k $330k 136% Jun 2023
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Noesis Capital Management Corp. 5.2k $309k 0% Sep 2023
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Pnc Financial Services 5.2k $308k 1% Sep 2023
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William Blair $ Company 5.1k $304k 343% Sep 2023
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Paragon Capital Management 5.1k $303k 0% Sep 2023
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Bouchey Financial 5.1k $302k 100% Sep 2023
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Treynor Bancshares 5.0k $298k 0% Sep 2023
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Hutchens & Kramer Investment Management Group 4.9k $294k 5% Sep 2023
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IFP Advisors 4.1k $246k -20% Sep 2023
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AE Wealth Management 3.8k $225k -97% Sep 2023
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LifePro Asset Management 3.4k $205k -34% Sep 2023
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TD Waterhouse Canada 2.5k $152k -66% Sep 2023
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Assetmark 85.00 $5.1k -100% Sep 2023
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Sanctuary Wealth Management 17.00 $1.0k -100% Sep 2023
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Who sold out of iShares Morningstar Large Growth?

Fund or Company Name Date Sold Shares Held Valued At
Sowell Financial Services Jun 2023 43k $2.7M
Empowered Funds Jun 2023 31k $1.9M
Eqis Capital Management Jun 2023 12k $734k
Win Advisors Jun 2023 10k $492k
Vestmark Advisory Solutions Jun 2023 9.9k $615k
Fulcrum Equity Management Jun 2023 7.9k $493k
Townsquare Capital Mar 2023 7.1k $395k
Scotia Capital Jun 2023 7.1k $440k
Bank of Nova Scotia Jun 2023 7.0k $439k
Vision Capital Management Jun 2023 6.7k $420k
VisionPoint Advisory Group Jun 2023 5.7k $354k
Strategic Blueprint Jun 2023 5.4k $340k