iShares Morningstar Growth EILCGETF
13F holders, Q2 2026 (June 30)351holders +24
38new positions
13sold out
2famous investors
$115.47avg. 13F price*
At the end of Q2 2026, 351 institutions reported holding iShares Morningstar Growth E (ILCG) in their 13F filings, up 24 from Q1 2026. 38 opened new positions and 13 sold out. The largest holders were LPL Financial LLC ($147.2M), Morgan Stanley ($129.9M) and Envestnet Asset Management Inc. ($119.6M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Morningstar Growth E
- CUSIP
- 464287119
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $34.3M |
| Exits | 13 | $20.9M |
All 13F filers, Q1 2026 → Q2 2026: 2,562,175 shares bought and 1,619,229 shares sold, net +942,946 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 351 holders
| LPL Financial LLC | 0.03% | Reduce -2.7% | 1,257,846 | $147.2M |
| Morgan Stanley | 0.01% | Add +1.8% | 1,109,788 | $129.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +71.0% | 1,021,655 | $119.6M |
| Clearstead Trust, LLC | 11.23% | Add +31.6% | 734,041 | $85.9M |
| Wells Fargo & Company | 0.01% | Add +4.7% | 724,901 | $84.8M |
| Cetera Investment Advisers | 0.07% | Add +16.6% | 695,126 | $81.3M |
| Ameriprise Financial Inc. | 0.02% | Add +97.0% | 674,386 | $78.9M |
| FAS Wealth Partners, Inc. | 3.80% | Add +5.2% | 623,515 | $73.0M |
| B&D White Capital Company, LLC | 5.49% | Add +35.7% | 471,430 | $55.2M |
| JPMorgan Chase & Co. | 0.00% | Add +7.0% | 454,141 | $52.3M |
| Bank of America Corp. | 0.00% | Reduce -8.0% | 415,107 | $48.6M |
| Wealthspire Advisors, LLC | 0.25% | Add +8432.1% | 395,293 | $46.3M |
| Raymond James Financial Inc. | 0.01% | Add +5.2% | 372,366 | $43.6M |
| Commonwealth Equity Services, LLC | 0.05% | Add +0.5% | 312,674 | $36.6M |
| Osaic Holdings, Inc. | 0.04% | Add +16.9% | 292,205 | $34.2M |
| MML Investors Services, LLC | 0.07% | Add +19.1% | 288,309 | $33.7M |
| McKinley Carter Wealth Services, Inc. | 1.69% | Add +3.1% | 279,192 | $32.7M |
| UBS Group AG | 0.00% | Reduce -3.5% | 208,372 | $24.4M |
| Goodman Advisory Group, LLC | 4.62% | Add +27648.3% | 171,762 | $20.1M |
| Park Avenue Securities LLC | 0.12% | Add +61.3% | 170,932 | $20.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +5.5% | 164,399 | $19.2M |
| Kiley Juergens Wealth Management, LLC | 2.60% | Reduce -0.7% | 141,722 | $16.6M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -2.0% | 133,591 | $15.6M |
| LongView Wealth Management | 3.86% | Reduce -5.5% | 128,562 | $15.0M |
| Prime Capital Investment Advisors, LLC | 0.14% | Add +3.0% | 125,749 | $14.7M |
| Royal Bank of Canada | 0.00% | Add +14.2% | 110,087 | $12.9M |
| Cornerstone Wealth Management, LLC | 0.54% | Reduce -1.7% | 107,876 | $12.6M |
| Bank of New York Mellon Corp | 0.00% | Add +40.3% | 99,920 | $11.7M |
| Win Advisors, Inc. | 4.02% | New | 96,476 | $11.3M |
| Corient Private Wealth LP | 0.02% | Reduce -24.5% | 96,437 | $11.3M |
| Investors Research Corp | 1.91% | Add +0.5% | 91,309 | $10.7M |
| Private Advisor Group, LLC | 0.05% | Add +194.8% | 87,636 | $10.3M |
| Captrust Financial Advisors | 0.02% | Add +0.1% | 85,075 | $10.0M |
| Mariner, LLC | 0.01% | Reduce -45.5% | 77,535 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +5.1% | 76,747 | $9.0M |
| White Pine Investment CO | 1.85% | Add +1.8% | 74,336 | $8.7M |
| Marietta Wealth Management, LLC | 0.84% | Reduce -0.5% | 70,015 | $8.2M |
| &partners | 0.03% | Add +5.9% | 68,243 | $8.0M |
| Woodard & Co. Asset Management Group Inc. | 1.09% | Add +0.6% | 64,730 | $7.6M |
| Arcadia Wealth Management, LLC | 2.25% | Add +17.3% | 61,199 | $7.2M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -1.3% | 60,344 | $7.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -34.8% | 59,976 | $7.0M |
| Sunburst Financial Group, LLC | 1.15% | Reduce -1.4% | 58,544 | $6.9M |
| IHT Wealth Management, LLC | 0.14% | Reduce -0.7% | 57,532 | $6.7M |
| Merit Financial Group, LLC | 0.04% | Add +4.5% | 56,663 | $6.6M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -1.0% | 52,897 | $6.2M |
| Ipsen Advisor Group LLC | 3.98% | Add +0.1% | 52,862 | $6.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -1.7% | 52,499 | $6.1M |
| Creative Planning | 0.00% | Add +15.7% | 47,904 | $5.6M |
| Corsicana & Co. | 2.57% | Add +10.1% | 45,287 | $5.3M |
| Sanctuary Advisors, LLC | 0.02% | Add +10.0% | 44,894 | $5.3M |
| Northwest Wealth Advisors, LLC | 2.93% | Add +7.8% | 43,587 | $5.1M |
| Elevation Capital Advisory, LLC | 1.95% | Add +3.8% | 43,105 | $5.0M |
| FMR LLC | 0.00% | Add +10.5% | 42,400 | $5.0M |
| American Financial & Tax Strategies Inc. | 2.22% | Reduce -15.2% | 42,022 | $4.9M |
| Retirement Planning Group, LLC | 0.12% | Reduce -0.2% | 41,748 | $4.9M |
| Madison Wealth Partners, Inc | 0.61% | Reduce -0.3% | 40,983 | $4.8M |
| Twin Focus Capital Partners, LLC | 0.42% | No change | 35,571 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +18.2% | 35,559 | $4.2M |
| Advisory Services Network, LLC | 0.05% | Add +18.7% | 34,173 | $4.0M |
| Assetmark, Inc. | 0.01% | Add +36.0% | 33,913 | $4.0M |
| Bawa N Mallick Trust | 1.24% | No change | 32,857 | $3.8M |
| Citigroup Inc. | 0.00% | Reduce -1.6% | 32,210 | $3.8M |
| Brand Asset Management Group, Inc. | 0.83% | Reduce -1.4% | 32,117 | $3.8M |
| VestGen Advisors, LLC | 0.11% | Reduce -0.1% | 31,280 | $3.7M |
| Money Concepts Capital Corp. | 0.17% | Reduce -30.2% | 31,091 | $3.6M |
| Stifel Financial Corp. | 0.00% | Add +12.2% | 30,918 | $3.6M |
| GenWealth Group, Inc. | 0.56% | Reduce -2.4% | 30,489 | $3.6M |
| Savant Capital, LLC | 0.01% | Add +9.6% | 29,350 | $3.4M |
| Steinberganna Wealth Management | 1.39% | Reduce -0.1% | 29,154 | $3.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +24.2% | 28,120 | $3.3M |
| Hershey Financial Advisers, LLC | 2.27% | Add +148.0% | 27,023 | $3.2M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -13.9% | 26,845 | $3.1M |
| Asempa Wealth Advisors | 2.37% | Add +9.5% | 26,560 | $3.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -7.2% | 25,326 | $3.0M |
| Jones Financial Companies LLLP | 0.00% | Add +4.3% | 26,369 | $3.0M |
| Flagship Harbor Advisors, LLC | 0.11% | Reduce -4.5% | 25,084 | $2.9M |
| Capital Advisors, Ltd. LLC | 0.29% | Add +1.4% | 24,560 | $2.9M |
| North Star Investment Management Corp. | 0.15% | No change | 24,064 | $2.8M |
| Basso Capital Management, L.P. | 0.68% | New | 23,568 | $2.8M |
| Arkadios Wealth Advisors | 0.04% | Reduce -2.9% | 23,046 | $2.7M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -4.4% | 22,743 | $2.7M |
| Shira Ridge Wealth Management | 0.90% | Reduce -0.6% | 22,117 | $2.6M |
| Pinnacle Financial Group, LLC / IL | 0.62% | Add +0.0% | 21,837 | $2.6M |
| Geneos Wealth Management Inc. | 0.05% | Add +44.8% | 21,811 | $2.6M |
| Roman Butler Fullerton & Co. | 0.57% | Add +41.5% | 20,872 | $2.4M |
| Cape Investment Advisory, Inc. | 0.64% | Reduce -0.4% | 20,371 | $2.4M |
| Greykasell Wealth Strategies, Inc. | 0.86% | Reduce -0.6% | 20,235 | $2.4M |
| Beacon Financial Advisory LLC | 0.45% | Add +0.3% | 19,438 | $2.3M |
| Global Retirement Partners, LLC | 0.03% | — | 18,349 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.5% | 18,345 | $2.1M |
| Horst & Graben Wealth Management LLC | 0.28% | Reduce -0.0% | 18,219 | $2.1M |
| XML Financial, LLC | 0.15% | No change | 17,902 | $2.1M |
| Waterloo Capital, L.P. | 0.12% | New | 17,839 | $2.1M |
| Prosperity Consulting Group, LLC | 0.08% | Reduce -1.2% | 17,027 | $2.0M |
| Key Financial Inc | 0.32% | Add +11.0% | 16,690 | $2.0M |
| Essex Financial Services, Inc. | 0.10% | Add +0.0% | 16,571 | $1.9M |
| Proactive Wealth Strategies LLC | 0.31% | Reduce -10.6% | 16,508 | $1.9M |
| HRT Financial LP | 0.00% | New | 16,447 | $1.9M |
| Jim Saulnier & Associates, LLC | 0.77% | Reduce -50.4% | 16,371 | $1.9M |
"% of holder's portfolio" is ILCG's weight in each manager's 13F, not the share of iShares Morningstar Growth E the manager owns.