iShares Morningstar Growth EILCGETF
13F holders, Q1 2024 (March 31)250holders
1famous investor
$74.08avg. 13F price*
At the end of Q1 2024, 250 institutions reported holding iShares Morningstar Growth E (ILCG) in their 13F filings. The largest holders were Equitable Holdings, Inc. ($213.2M), Morgan Stanley ($105.2M) and LPL Financial LLC ($95.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Morningstar Growth E
- CUSIP
- 464287119
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $62.5M |
| Exits | 8 | $4.4M |
Ownership 250 holders
| Equitable Holdings, Inc. | 2.40% | Reduce -11.4% | 2,824,427 | $213.2M |
| Morgan Stanley | 0.01% | Add +0.3% | 1,393,620 | $105.2M |
| LPL Financial LLC | 0.05% | Add +19.5% | 1,263,029 | $95.3M |
| Wells Fargo & Company | 0.01% | Reduce -2.3% | 716,591 | $54.1M |
| FAS Wealth Partners, Inc. | 4.41% | Add +2.9% | 659,049 | $49.7M |
| Thrive Capital Management, LLC | 25.04% | New | 911,743 | $47.0M |
| Bank of America Corp. | 0.00% | Reduce -3.8% | 573,536 | $43.3M |
| Clearstead Trust, LLC | 9.99% | Reduce -0.6% | 506,175 | $38.2M |
| Commonwealth Equity Services, LLC | 0.06% | Add +1.6% | 441,821 | $33.3M |
| Ameriprise Financial Inc. | 0.01% | Add +0.0% | 391,562 | $29.5M |
| Avantax Advisory Services, Inc. | 0.24% | Reduce -3.3% | 362,035 | $27.3M |
| UBS Group AG | 0.01% | Reduce -9.2% | 317,315 | $24.0M |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 268,406 | $20.3M |
| MML Investors Services, LLC | 0.07% | Add +4.4% | 237,510 | $17.9M |
| Osaic Holdings, Inc. | 0.04% | Reduce -2.5% | 214,435 | $16.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +68.7% | 189,123 | $14.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.7% | 175,806 | $13.3M |
| Cetera Investment Advisers | 0.03% | Add +145.2% | 165,731 | $12.5M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -3.9% | 156,624 | $11.8M |
| Kiley Juergens Wealth Management, LLC | 3.62% | Reduce -1.0% | 154,973 | $11.7M |
| Sanctuary Wealth Management, L.L.C. | 8.65% | Add +13.0% | 140,852 | $10.6M |
| Corient Private Wealth LP | 0.02% | Reduce -0.2% | 119,663 | $9.0M |
| Royal Bank of Canada | 0.00% | Add +7.0% | 118,278 | $8.9M |
| Cornerstone Wealth Management, LLC | 0.71% | Add +2.4% | 116,897 | $8.8M |
| Sunburst Financial Group, LLC | 2.41% | Reduce -16.3% | 113,017 | $8.5M |
| LongView Wealth Management | 3.36% | Add +18.9% | 112,187 | $8.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +1382.2% | 111,904 | $8.4M |
| World Investment Advisors | 1.14% | New | 105,887 | $8.0M |
| Aspire Wealth Management Corp | 4.53% | Reduce -0.9% | 99,467 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +20.8% | 92,348 | $7.0M |
| Mariner, LLC | 0.01% | Add +10.9% | 90,675 | $6.8M |
| Prime Capital Investment Advisors, LLC | 0.09% | Add +21.9% | 89,636 | $6.8M |
| Legacy Advisory Services, LLC | 6.37% | Reduce -1.6% | 89,044 | $6.7M |
| Raymond James & Associates | 0.00% | Reduce -6.0% | 88,909 | $6.7M |
| Captrust Financial Advisors | 0.02% | Reduce -4.1% | 80,906 | $6.1M |
| Woodard & Co. Asset Management Group Inc. | 1.56% | Reduce -1.5% | 77,278 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -5.9% | 70,735 | $5.3M |
| Marietta Wealth Management, LLC | 0.82% | Reduce -0.4% | 65,836 | $5.0M |
| Level Four Advisory Services, LLC | 0.27% | No change | 72,395 | $4.9M |
| White Pine Investment CO | 1.44% | Add +0.7% | 64,610 | $4.9M |
| One Capital Management, LLC | 0.17% | Reduce -13.9% | 62,520 | $4.7M |
| IHT Wealth Management, LLC | 0.18% | Reduce -1.2% | 60,559 | $4.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -20.3% | 59,970 | $4.5M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -0.3% | 58,709 | $4.4M |
| Creative Planning | 0.00% | Reduce -0.1% | 57,527 | $4.3M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +9.7% | 57,346 | $4.3M |
| American Financial & Tax Strategies Inc. | 2.25% | Reduce -3.5% | 55,527 | $4.2M |
| Strategic Financial Concepts, LLC | 1.00% | Add +27.2% | 54,964 | $4.1M |
| Stifel Financial Corp. | 0.00% | Add +2.4% | 54,367 | $4.1M |
| CoreCap Advisors, LLC | 0.21% | Add +75.6% | 53,530 | $4.0M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -0.1% | 51,706 | $3.9M |
| Retirement Planning Group, LLC | 0.29% | No change | 50,617 | $3.8M |
| Dentgroup LLC | 3.04% | Reduce -8.7% | 48,585 | $3.7M |
| Merit Financial Group, LLC | 0.09% | Add +0.1% | 49,225 | $3.7M |
| Cwm, LLC | 0.02% | Reduce -1.0% | 45,851 | $3.5M |
| Bank of New York Mellon Corp | 0.00% | Add +1.2% | 44,886 | $3.4M |
| Madison Wealth Partners, Inc | 1.22% | Add +0.5% | 44,628 | $3.4M |
| Citadel Advisors | 0.00% | Add +2.1% | 42,134 | $3.2M |
| RFG Advisory, LLC | 0.10% | Add +7.5% | 39,196 | $3.0M |
| Focus Financial Network, Inc. | 0.14% | — | 38,890 | $2.8M |
| Money Concepts Capital Corp. | 0.26% | Reduce -6.4% | 36,823 | $2.8M |
| Brand Asset Management Group, Inc. | 1.18% | No change | 36,495 | $2.8M |
| Twin Focus Capital Partners, LLC | 0.52% | No change | 35,950 | $2.7M |
| GenWealth Group, Inc. | 0.66% | Reduce -0.9% | 34,618 | $2.6M |
| Arkadios Wealth Advisors | 0.20% | Reduce -3.2% | 34,006 | $2.6M |
| Truist Financial Corp. | 0.00% | Reduce -0.6% | 32,805 | $2.5M |
| DAVENPORT & Co LLC | 0.02% | Reduce -2.1% | 32,687 | $2.5M |
| Citigroup Inc. | 0.00% | Reduce -4.8% | 32,366 | $2.4M |
| Adell Harriman & Carpenter Inc. | 0.19% | Reduce -3.1% | 31,270 | $2.4M |
| FMR LLC | 0.00% | Add +13.2% | 29,629 | $2.2M |
| North Star Investment Management Corp. | 0.15% | Add +0.5% | 27,961 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +4.0% | 27,642 | $2.1M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -6.0% | 26,186 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.1% | 25,321 | $1.9M |
| Sweet Financial Partners, LLC | 0.42% | Reduce -0.3% | 23,997 | $1.8M |
| Pinnacle Financial Group, LLC / IL | 0.77% | Reduce -0.9% | 23,115 | $1.7M |
| Cape Investment Advisory, Inc. | 0.82% | Add +0.0% | 23,112 | $1.7M |
| Shira Ridge Wealth Management | 1.00% | Reduce -0.5% | 23,109 | $1.7M |
| Rodgers & Associates, LTD | 0.21% | Reduce -5.8% | 22,088 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +12.2% | 21,844 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -42.3% | 21,318 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +6.9% | 20,797 | $1.6M |
| Towerpoint Wealth, LLC | 0.78% | Reduce -2.1% | 20,476 | $1.5M |
| Freedom Investment Management, Inc. | 0.12% | Add +16.7% | 19,476 | $1.5M |
| Horst & Graben Wealth Management LLC | 0.30% | Reduce -0.6% | 19,366 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +0.6% | 23,467 | $1.4M |
| XML Financial, LLC | 0.14% | Reduce -2.8% | 18,015 | $1.4M |
| Capital Advisors, Ltd. LLC | 0.17% | No change | 17,355 | $1.3M |
| Comerica Bank | 0.01% | Reduce -1.9% | 17,002 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -1.2% | 16,875 | $1.3M |
| Full Sail Capital, LLC | 0.09% | Reduce -14.9% | 16,474 | $1.2M |
| Investors Research Corp | 0.28% | Add +81.0% | 15,873 | $1.2M |
| Andina Capital Management, LLC | 0.92% | Reduce -13.3% | 15,664 | $1.2M |
| Savant Capital, LLC | 0.01% | No change | 15,544 | $1.2M |
| Csenge Advisory Group | 0.06% | Add +0.5% | 14,989 | $1.1M |
| MAI Capital Management | 0.01% | Add +0.1% | 13,960 | $1.1M |
| Wealthstream Advisors, Inc. | 0.39% | No change | 13,565 | $1.0M |
| Geneos Wealth Management Inc. | 0.05% | Add +29.9% | 13,316 | $1.0M |
| Hoese & Co LLP | 0.90% | Add +24.4% | 13,322 | $989K |
| Private Wealth Strategies, L.L.C. | 0.20% | Add +0.1% | 12,343 | $932K |
"% of holder's portfolio" is ILCG's weight in each manager's 13F, not the share of iShares Morningstar Growth E the manager owns.