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 |
| Wealthquest Corp | 0.10% | Reduce -58.2% | 12,020 | $907K |
| EP Wealth Advisors, LLC | 0.01% | No change | 11,875 | $896K |
| Essex Financial Services, Inc. | 0.08% | No change | 11,750 | $887K |
| Two Sigma Investments, LP | 0.00% | Reduce -57.9% | 11,500 | $868K |
| Roman Butler Fullerton & Co. | 0.33% | Add +0.1% | 12,130 | $866K |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | No change | 11,293 | $852K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -13.3% | 11,019 | $832K |
| Flow Traders U.S. LLC | 0.04% | New | 10,319 | $779K |
| Cedar Point Capital Partners, LLC | 0.58% | Add +4.3% | 10,049 | $759K |
| Balefire, LLC | 0.27% | Add +14.3% | 9,802 | $740K |
| Marshall Wace, LLP | 0.00% | New | 9,790 | $739K |
| Goldstein Advisors, LLC | 0.13% | Reduce -4.0% | 9,782 | $738K |
| Cooper Financial Group | 0.12% | Reduce -18.7% | 9,645 | $728K |
| Private Trust Co. NA | 0.08% | Reduce -2.8% | 9,509 | $718K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.0% | 9,507 | $718K |
| Sigma Planning Corp | 0.02% | Add +118.8% | 9,462 | $714K |
| Summit Asset Management, LLC | 0.08% | No change | 9,085 | $686K |
| Advisory Services Network, LLC | 0.02% | Reduce -2.3% | 9,024 | $681K |
| NewEdge Advisors, LLC | 0.01% | Add +0.1% | 9,015 | $680K |
| Pinnacle Associates Ltd. | 0.01% | No change | 8,900 | $672K |
| Blue Barn Wealth, LLC | 0.37% | Add +1.7% | 8,736 | $659K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -12.7% | 8,689 | $656K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 8,174 | $617K |
| Betterment LLC | 0.00% | New | 8,117 | $613K |
| HB Wealth Management, LLC | 0.01% | No change | 8,085 | $610K |
| Wharton Business Group, LLC | 0.03% | No change | 7,985 | $603K |
| Cerity Partners LLC | 0.00% | New | 7,978 | $602K |
| HHM Wealth Advisors, LLC | 0.09% | No change | 7,625 | $576K |
| LRI Investments, LLC | 0.14% | — | 7,480 | $565K |
| Strategic Blueprint, LLC | 0.04% | Add +22.2% | 7,384 | $557K |
| Bowman & Co S.C. | 0.33% | Reduce -4.3% | 7,295 | $551K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +4.3% | 7,263 | $548K |
| Cedar Brook Financial Partners, LLC | 0.11% | Reduce -0.4% | 7,218 | $545K |
| Courage Miller Partners, LLC | 0.18% | No change | 6,999 | $528K |
| Fortune 45 LLC | 0.43% | Add +0.1% | 6,887 | $520K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +50.4% | 6,832 | $516K |
| Vision Capital Management, Inc. | 0.08% | No change | 6,740 | $509K |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +0.2% | 6,714 | $507K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +10.7% | 6,628 | $500K |
| TNF LLC | 0.20% | No change | 6,875 | $499K |
| Fulcrum Equity Management | 0.58% | Reduce -2.4% | 6,563 | $495K |
| Kovack Advisors, Inc. | 0.06% | Reduce -2.0% | 6,518 | $492K |
| Principal Securities, Inc. | 0.01% | Add +12.6% | 6,392 | $482K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -0.5% | 6,301 | $476K |
| Blair William & Co. | 0.00% | Add +7.8% | 6,126 | $462K |
| Global Retirement Partners, LLC | 0.02% | Reduce -9.7% | 6,091 | $460K |
| Red Tortoise LLC | 0.26% | Reduce -0.2% | 6,074 | $458K |
| Outlook Wealth Advisors, LLC | 0.14% | Reduce -7.3% | 5,980 | $451K |
| Beacon Financial Advisory LLC | 0.22% | No change | 5,979 | $451K |
| Capital Analysts, LLC | 0.02% | Add +0.1% | 5,974 | $451K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.5% | 5,965 | $450K |
| Bank of Montreal | 0.00% | Add +498.4% | 5,733 | $433K |
| Accel Wealth Management | 0.18% | Reduce -8.4% | 5,721 | $432K |
| Independent Financial Group, LLC | 0.02% | New | 5,618 | $424K |
| International Assets Investment Management, LLC | 0.04% | Reduce -24.9% | 5,598 | $423K |
| Platt Investment Counsel, LLC | 0.39% | No change | 5,475 | $413K |
| Flagstar Securities, Inc. | 0.11% | Reduce -7.3% | 5,362 | $405K |
| Swmg, LLC | 0.18% | Add +26.1% | 5,336 | $403K |
| Noesis Capital Mangement Corp. | 0.09% | No change | 5,174 | $391K |
| Coulter & Justus Financial Services, LLC | 0.09% | New | 5,174 | $391K |
| Gsa Capital Partners LLP | 0.03% | New | 5,100 | $385K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 5,060 | $382K |
| GeoWealth Management, LLC | 0.01% | Reduce -88.5% | 5,052 | $381K |
| Treynor Bancshares, Inc. | 0.22% | No change | 5,000 | $377K |
| Paragon Capital Management Ltd | 0.07% | Reduce -1.1% | 4,999 | $377K |
| Cornerstone Wealth Group, LLC | 0.03% | New | 4,860 | $367K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.1% | 4,836 | $365K |
| KPP Advisory Services LLC | 0.10% | New | 4,804 | $363K |
| Paladin Advisory Group, LLC | 0.27% | Reduce -2.2% | 4,490 | $339K |
| Mather Group, Llc. | 0.01% | Reduce -22.0% | 4,992 | $339K |
| Hutchens & Kramer Investment Management Group, LLC | 0.20% | Add +0.1% | 4,411 | $333K |
| IFP Advisors, Inc | 0.01% | Add +5.8% | 4,317 | $326K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 4,251 | $321K |
| Roof Eidam Maycock Peralta, LLC | 0.09% | No change | 4,250 | $321K |
| LJI Wealth Management, LLC | 0.08% | No change | 4,240 | $320K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.6% | 4,172 | $315K |
| Annex Advisory Services, LLC | 0.01% | No change | 4,125 | $311K |
| Commerce Bank | 0.00% | No change | 4,116 | $311K |
| Two Sigma Securities, LLC | 0.01% | New | 3,633 | $274K |
| Family Investment Center, Inc. | 0.09% | No change | 3,602 | $272K |
| World Equity Group, Inc. | 0.06% | Add +4.2% | 3,598 | $272K |
| Tyler-Stone Wealth Management | 0.12% | Reduce -5.6% | 3,523 | $266K |
| Eagle Global Advisors LLC | 0.01% | Reduce -5.4% | 3,475 | $262K |
| Gilman Hill Asset Management, LLC | 0.05% | New | 3,460 | $261K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.3% | 3,445 | $260K |
| Mainstay Capital Management LLC | 0.05% | Reduce -63.6% | 3,385 | $256K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 3,275 | $247K |
| Strategic Advocates LLC | 0.09% | No change | 3,265 | $246K |
| Encompass More Asset Management | 0.20% | New | 3,253 | $246K |
| Baird Financial Group, Inc. | 0.00% | Add +3.2% | 3,251 | $245K |
| Evanson Asset Management, LLC | 0.02% | No change | 3,100 | $234K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 3,061 | $231K |
| Destination Wealth Management | 0.01% | New | 2,931 | $221K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -35.1% | 2,920 | $220K |
| Visionary Wealth Advisors | 0.01% | New | 2,912 | $220K |
| Leeward Financial Partners, LLC | 0.09% | New | 2,850 | $215K |
| StoneX Group Inc. | 0.02% | New | 2,805 | $212K |
| Truepoint, Inc. | 0.01% | New | 2,805 | $212K |
| CPR Investments Inc. | 0.16% | New | 2,761 | $208K |
| Kaydan Wealth Management, Inc. | 0.07% | New | 2,750 | $208K |
| Summit X, LLC | 0.05% | New | 2,745 | $207K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +0.0% | 2,708 | $204K |
| Eastern Bank | 0.01% | Reduce -20.8% | 2,658 | $201K |
| Laurel Wealth Advisors LLC | 0.03% | No change | 2,600 | $196K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -11.8% | 2,250 | $170K |
| McClarren Financial Advisors, Inc. | 0.12% | Add +1.8% | 2,147 | $163K |
| Key Financial Inc | 0.04% | No change | 2,020 | $152K |
| Fifth Third Bancorp | 0.00% | No change | 1,975 | $149K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -18.9% | 1,925 | $145K |
| Crewe Advisors LLC | 0.02% | No change | 1,875 | $142K |
| Cedar Mountain Advisors, LLC | 0.03% | No change | 1,749 | $132K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,695 | $128K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -2.6% | 1,428 | $108K |
| Creative Financial Designs Inc. | 0.01% | Reduce -19.1% | 1,322 | $100K |
| Tsfg, LLC | 0.02% | No change | 1,300 | $98K |
| US Bancorp \de | 0.00% | Reduce -43.5% | 1,286 | $97K |
| Hazlett, Burt & Watson, Inc. | 0.05% | No change | 1,200 | $91K |
| Smartleaf Asset Management LLC | 0.02% | New | 1,144 | $87K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +0.1% | 1,115 | $84K |
| Assetmark, Inc. | 0.00% | Reduce -95.0% | 1,115 | $84K |
| MGB Wealth Management, LLC | 0.03% | No change | 1,000 | $75K |
| Norwood Financial Corp | 0.11% | No change | 1,000 | $75K |
| Avior Wealth Management, LLC | 0.00% | No change | 995 | $75K |
| UMB Bank, n.a. | 0.00% | No change | 977 | $74K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 925 | $70K |
| Impact Partnership Wealth, LLC | 0.03% | No change | 916 | $69K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 750 | $57K |
| Sandy Spring Bank | 0.00% | New | 737 | $56K |
| Realta Investment Advisors | 0.01% | New | 718 | $54K |
| Kozak & Associates, Inc. | 0.01% | Add +0.2% | 639 | $49K |
| Element Wealth, LLC | 0.02% | No change | 538 | $41K |
| MidAtlantic Capital Management, Inc. | 0.04% | No change | 534 | $40K |
| Caitlin John, LLC | 0.03% | No change | 457 | $34K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.2% | 434 | $33K |
| Spire Wealth Management | 0.00% | Reduce -9.7% | 400 | $30K |
| Sittner & Nelson, LLC | 0.01% | No change | 392 | $30K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 355 | $27K |
| NBT Bank, N.A. | 0.00% | New | 286 | $22K |
| JNBA Financial Advisors | 0.00% | No change | 279 | $21K |
| PSI Advisors, LLC | 0.01% | No change | 243 | $18K |
| Creative Capital Management Investments LLC | 0.01% | New | 220 | $17K |
| Global Assets Advisory, LLC | 0.01% | New | 183 | $14K |
| Archer Investment Corp | 0.00% | No change | 160 | $12K |
| Dunhill Financial, LLC | 0.01% | No change | 130 | $10K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -66.0% | 95 | $7K |
| Vima LLC | 0.01% | No change | 115 | $6K |
| WFA Asset Management Corp | 0.00% | No change | 52 | $4K |
| Castleview Partners, LLC | 0.00% | Add +272.7% | 41 | $3K |
| ICA Group Wealth Management, LLC | 0.00% | Add +62.5% | 13 | $981 |
| Addison Advisors LLC | 0.00% | Add +100.0% | 8 | $604 |
"% of holder's portfolio" is ILCG's weight in each manager's 13F, not the share of iShares Morningstar Growth E the manager owns.