Who owns iShares Morningstar Large Growth?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 2.3M $244M -4% Sep 2025
 View chart
LPL Financial 1.4M $144M 7% Dec 2025
 View chart
Wells Fargo & Company 718k $75M 6% Dec 2025
 View chart
Financial Advisory Service 600k $63M 0% Sep 2025
 View chart
Cetera Investment Advisers 528k $55M 7% Dec 2025
 View chart
Atlantic Trust 487k $51M -1% Sep 2025
 View chart
B&D White Capital Company 486k $51M 39% Sep 2025
 View chart
AdvisorShares Investments 402k $42M 100% Sep 2025
 View chart
Jpmorgan Chase & Co 377k $39M 100% Sep 2025
 View chart
McKinley Carter Wealth Services 368k $38M -17% Dec 2025
 View chart
Commonwealth Equity Services 363k $38M -2% Sep 2025
 View chart
Envestnet Asset Management 357k $37M 17% Sep 2025
 View chart
UBS Group 355k $37M -3% Dec 2025
 View chart
Ameriprise Financial 333k $35M -4% Sep 2025
 View chart
GM Advisory 286k $30M 16% Sep 2025
 View chart
Advisor Group Holdings 282k $29M 163% Sep 2025
 View chart
Raymond James Financial 276k $29M 14% Sep 2025
 View chart
Mml Investors Services 276k $29M -1% Sep 2025
 View chart
Goodman Advisory Group 185k $19M 0% Sep 2025
 View chart
Rockefeller Capital Management 152k $16M 0% Sep 2025
 View chart
LongView Wealth Management 147k $16M -5% Dec 2025
 View chart
Kiley Juergens Wealth Management 144k $15M -2% Dec 2025
 View chart
Mariner Wealth Advisors 138k $14M 11% Dec 2025
 View chart
CI Private Wealth 122k $13M 3% Sep 2025
 View chart
Prime Capital Investment Advisors 117k $12M 0% Dec 2025
 View chart
Private Advisor 114k $12M 376% Sep 2025
 View chart
Cornerstone Wealth Management 111k $12M 0% Sep 2025
 View chart
Wealth Enhancement Advisory Services 102k $11M 0% Dec 2025
 View chart
Northwestern Mutual Wealth Management Company 90k $9.4M -2% Sep 2025
 View chart
Royal Bank of Canada 88k $9.1M 4% Sep 2025
 View chart
Captrust Financial Advisors 86k $8.9M 0% Sep 2025
 View chart
Cambridge Investment Research Advisors 82k $8.5M -20% Dec 2025
 View chart
Investors Research Corp 82k $8.5M 8% Dec 2025
 View chart
Farther Finance Advisors 79k $8.3M 950% Dec 2025
 View chart
Park Avenue Securities 77k $8.0M 24% Dec 2025
 View chart
Marietta Wealth Management 70k $7.3M -2% Dec 2025
 View chart
Level Four Advisory Services 70k $7.2M -2% Sep 2025
 View chart
David J.Sculati 68k $7.1M 1% Dec 2025
 View chart
Ipsen Advisor Group 68k $7.1M -1% Sep 2025
 View chart
CWM 67k $7.0M -1% Dec 2025
 View chart
Aptus Capital Advisors 62k $6.4M -2% Sep 2025
 View chart
Woodard & Co Asset Management Group 62k $6.4M -9% Dec 2025
 View chart
Two Sigma Investments 59k $6.1M -34% Sep 2025
 View chart
IHT Wealth Management 58k $6.1M -1% Sep 2025
 View chart
Sunburst Financial Group 56k $5.9M -8% Sep 2025
 View chart
Wiley Bros.-aintree Capital 56k $5.8M 3% Sep 2025
 View chart
Merit Financial Group 55k $5.7M 0% Dec 2025
 View chart
Steward Partners Investment Advisory 55k $5.7M 1% Sep 2025
 View chart
Johnson Investment Counsel 54k $5.6M 0% Dec 2025
 View chart
Money Concepts Capital Corp 50k $5.2M 3% Dec 2025
 View chart
American Financial & Tax Strategies 50k $5.2M 0% Dec 2025
 View chart
Dentgroup 49k $5.1M -1% Dec 2025
 View chart
Arcadia Wealth Management 48k $5.0M 1% Dec 2025
 View chart
Stifel Financial 45k $4.7M -6% Sep 2025
 View chart
Corsicana & Co. 44k $4.5M 1% Dec 2025
 View chart
Retirement Planning Group 42k $4.4M 0% Dec 2025
 View chart
Creative Planning 42k $4.4M -2% Sep 2025
 View chart
Madison Wealth Partners 41k $4.2M 0% Sep 2025
 View chart
Bank of New York Mellon 39k $4.1M 28% Dec 2025
 View chart
RFG Advisory 38k $4.0M -2% Sep 2025
 View chart
Northwest Wealth Advisors 37k $3.9M 100% Dec 2025
 View chart
Twin Focus Capital Partners 35k $3.7M 0% Sep 2025
 View chart
Brand Asset Management Group 35k $3.6M -4% Sep 2025
 View chart
VestGen Advisors 35k $3.6M -2% Sep 2025
 View chart
Sanctuary Advisors 34k $3.5M 6% Dec 2025
 View chart
Jim Saulnier & Associates 33k $3.5M -2% Dec 2025
 View chart
Steinberganna Wealth Management 32k $3.3M -2% Dec 2025
 View chart
GenWealth Group 31k $3.3M -2% Sep 2025
 View chart
FMR 30k $3.1M 3% Sep 2025
 View chart
Mercer Global Advisors 27k $2.8M 1038% Sep 2025
 View chart
Advisory Services Network 27k $2.8M 5% Sep 2025
 View chart
Savant Capital Management 27k $2.8M -2% Sep 2025
 View chart
Focus Financial Network 26k $2.7M -24% Dec 2025
 View chart
One Capital Management 26k $2.7M 0% Dec 2025
 View chart
Adviser Investments 26k $2.7M 0% Sep 2025
 View chart
Flagship Harbor Advisors 25k $2.6M -10% Sep 2025
 View chart
Asempa Wealth Advisors 24k $2.5M 100% Dec 2025
 View chart
North Star Investment Management 24k $2.5M -3% Dec 2025
 View chart
Arkadios Wealth Advisors 24k $2.5M 0% Dec 2025
 View chart
Assetmark 23k $2.4M 43% Dec 2025
 View chart
CLS Investments 23k $2.4M 8% Dec 2025
 View chart
Pinnacle Financial Group, LLC / IL 23k $2.4M 0% Sep 2025
 View chart
Shira Ridge Wealth Management 22k $2.3M -2% Dec 2025
 View chart
Prospera Financial Services 22k $2.2M 100% Sep 2025
 View chart
National Asset Management 21k $2.2M 26% Sep 2025
 View chart
Capital Advisors 21k $2.2M 18% Dec 2025
 View chart
Susquehanna International 21k $2.2M 82% Sep 2025
 View chart
Greykasell Wealth Strategies 21k $2.1M -30% Sep 2025
 View chart
Daymark Wealth Partners 20k $2.1M -1% Dec 2025
 View chart
HighTower Advisors 20k $2.1M 4% Sep 2025
 View chart
Beacon Financial Advisory 19k $2.0M 0% Sep 2025
 View chart
Horst & Graben Wealth Management 19k $2.0M -2% Dec 2025
 View chart
Kane Investment Management 18k $1.9M 0% Sep 2025
 View chart
XML Financial 18k $1.9M 0% Sep 2025
 View chart
Global Retirement Partners 18k $1.8M 17% Dec 2025
 View chart
Towerpoint Wealth 17k $1.7M 6% Dec 2025
 View chart
Essex Financial Services 17k $1.7M -1% Dec 2025
 View chart
Financial Engines Advisors L.L.C 17k $1.7M -5% Dec 2025
 View chart
Kestra Advisory Services 16k $1.7M 11% Dec 2025
 View chart
Gladstone Institutional Advisory 16k $1.7M -4% Sep 2025
 View chart
Neuberger Berman Group 16k $1.6M 0% Dec 2025
 View chart
Absolute Capital Management 16k $1.6M -56% Sep 2025
 View chart
Creative Financial Designs 15k $1.6M 2% Dec 2025
 View chart
Geneos Wealth Management 15k $1.6M 6% Dec 2025
 View chart
Prosperity Consulting Group 15k $1.6M 100% Sep 2025
 View chart
Davenport & Co 15k $1.6M -9% Dec 2025
 View chart
Sigma Planning 15k $1.5M 0% Dec 2025
 View chart
Branch Banking & Trust Company 15k $1.5M -19% Dec 2025
 View chart
Goss Wealth Management 14k $1.5M 24% Sep 2025
 View chart
Roman Butler Fullerton & Co 14k $1.5M 11% Dec 2025
 View chart
JGP Wealth Management 14k $1.4M 47% Dec 2025
 View chart
Greenspring Advisors 14k $1.4M 100% Dec 2025
 View chart
Wealthstream Advisors 14k $1.4M 0% Sep 2025
 View chart
Pinnacle Bank 14k $1.4M 0% Dec 2025
 View chart
Jones Financial Companies, L.L 14k $1.4M 53% Sep 2025
 View chart
Rodgers & Associates 14k $1.4M -19% Dec 2025
 View chart
Full Sail Capital 13k $1.4M -4% Sep 2025
 View chart
Gwn Securities 13k $1.4M 21% Sep 2025
 View chart
Citadel Advisors 13k $1.4M 100% Sep 2025
 View chart
Csenge Advisory Group 13k $1.4M -3% Dec 2025
 View chart
MAI Wealth Advisors 13k $1.3M -9% Dec 2025
 View chart
Lido Advisors 13k $1.3M 12% Dec 2025
 View chart
Kingsview Wealth Management 12k $1.3M -1% Dec 2025
 View chart
Brian McDonald 12k $1.2M 0% Dec 2025
 View chart
Strategic Financial Concepts 11k $1.2M -1% Sep 2025
 View chart
Triad Wealth Partners 11k $1.2M 5% Dec 2025
 View chart
Paragon Private Wealth Management 11k $1.2M 10% Sep 2025
 View chart
Hershey Financial Advisers 11k $1.2M -70% Sep 2025
 View chart
Kestra Private Wealth Services 11k $1.1M 0% Dec 2025
 View chart
Baird Financial 11k $1.1M 247% Sep 2025
 View chart
Adell, Harriman, & Carpenter 11k $1.1M -62% Dec 2025
 View chart
Twin Peaks Wealth Advisors 10k $1.1M 59% Dec 2025
 View chart
Edge Financial Advisors 10k $1.1M 16% Dec 2025
 View chart
Principal Securities 10k $1.1M -2% Sep 2025
 View chart
Wealthquest 9.9k $1.0M 0% Sep 2025
 View chart
Cooper Financial Group 9.6k $1.0M 0% Dec 2025
 View chart
Proactive Wealth Strategies 9.6k $1.0M 0% Sep 2025
 View chart
Goldstein Advisors 9.5k $985k 0% Dec 2025
 View chart
Summit Financial 9.2k $956k 100% Sep 2025
 View chart
Fairview Capital Investment Management 9.1k $948k 0% Sep 2025
 View chart
Milestones Private Investment Advisors 9.0k $932k 0% Dec 2025
 View chart
Brio Consultants 8.8k $920k 2% Dec 2025
 View chart
Gail Mannix 8.6k $900k 0% Dec 2025
 View chart
Integrated Wealth Concepts 8.6k $897k -8% Dec 2025
 View chart
Cedar Point Capital Partners 8.6k $894k 0% Sep 2025
 View chart
Nvest Financial 8.5k $885k 5% Dec 2025
 View chart
Wealthcare Advisory Partners 8.4k $879k 20% Dec 2025
 View chart
Summit Asset Management 8.3k $864k 0% Sep 2025
 View chart
Private Trust Co Na 8.2k $853k 0% Dec 2025
 View chart
HB Wealth Management 8.1k $841k 0% Dec 2025
 View chart
J.w. Cole Advisors 7.7k $800k -36% Sep 2025
 View chart
Wharton Business Group 7.4k $772k -83% Sep 2025
 View chart
AE Wealth Management 2.6k $268k -89% Dec 2025
 View chart
Lloyd Advisory Services 843.00 $88k -95% Dec 2025
 View chart
Cape Investment Advisory 4.00 $417.000000 -100% Sep 2025
 View chart

Who sold out of iShares Morningstar Large Growth?

Fund or Company Name Date Sold Shares Held Valued At
Trinity Wealth Management Sep 2025 64k $6.6M
Ashton Thomas Securities Sep 2025 26k $2.7M
Del-Sette Capital Management Sep 2025 20k $2.0M
Blue Barn Wealth Sep 2025 8.7k $909k