iShares Morningstar Growth EILCGETF
13F holders, Q2 2024 (June 30)254holders +4
31new positions
29sold out
1famous investor
$77.54avg. 13F price*
At the end of Q2 2024, 254 institutions reported holding iShares Morningstar Growth E (ILCG) in their 13F filings, up 4 from Q1 2024. 31 opened new positions and 29 sold out. The largest holders were Equitable Holdings, Inc. ($248.8M), Morgan Stanley ($116.9M) and LPL Financial LLC ($110.9M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $62.7M |
| Exits | 29 | $73.3M |
All 13F filers, Q1 2024 → Q2 2024: 2,541,718 shares bought and 1,777,414 shares sold, net +764,304 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 254 holders
| Equitable Holdings, Inc. | 2.62% | Add +8.2% | 3,056,313 | $248.8M |
| Morgan Stanley | 0.01% | Add +3.0% | 1,435,470 | $116.9M |
| LPL Financial LLC | 0.06% | Add +7.8% | 1,361,772 | $110.9M |
| Wells Fargo & Company | 0.02% | Add +9.6% | 785,400 | $63.9M |
| Bank of America Corp. | 0.01% | Add +19.3% | 684,284 | $55.7M |
| FAS Wealth Partners, Inc. | 4.64% | Add +0.1% | 659,598 | $53.7M |
| AdvisorShares Investments LLC | 7.07% | New | 495,156 | $40.6M |
| Clearstead Trust, LLC | 9.85% | Reduce -3.9% | 486,603 | $39.6M |
| Commonwealth Equity Services, LLC | 0.06% | Add +6.9% | 472,360 | $38.5M |
| Avantax Advisory Services, Inc. | 0.22% | Add +3.8% | 375,704 | $30.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.6% | 361,705 | $29.5M |
| UBS Group AG | 0.01% | Add +0.2% | 317,822 | $25.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +56.1% | 295,269 | $24.0M |
| JPMorgan Chase & Co. | 0.00% | Add +6.6% | 286,138 | $23.3M |
| MML Investors Services, LLC | 0.08% | Add +6.7% | 253,357 | $20.6M |
| Osaic Holdings, Inc. | 0.04% | Reduce -11.8% | 189,106 | $15.4M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -1.3% | 154,637 | $12.6M |
| Kiley Juergens Wealth Management, LLC | 3.43% | Reduce -2.1% | 151,781 | $12.4M |
| Private Advisor Group, LLC | 0.07% | Add +394.9% | 136,803 | $11.1M |
| Royal Bank of Canada | 0.00% | Add +6.5% | 125,994 | $10.3M |
| LongView Wealth Management | 3.72% | Add +10.3% | 123,747 | $10.1M |
| Corient Private Wealth LP | 0.02% | Reduce -1.1% | 118,385 | $9.7M |
| Cornerstone Wealth Management, LLC | 0.72% | Reduce -1.3% | 115,375 | $9.4M |
| World Investment Advisors | 0.55% | Add +3.3% | 109,403 | $8.9M |
| Raymond James & Associates | 0.01% | Add +12.4% | 99,945 | $8.1M |
| Aspire Wealth Management Corp | 4.59% | Reduce -0.8% | 98,645 | $8.0M |
| Sunburst Financial Group, LLC | 2.17% | Reduce -13.1% | 98,199 | $8.0M |
| Prime Capital Investment Advisors, LLC | 0.11% | Add +4.5% | 93,635 | $7.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -1.1% | 91,301 | $7.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -48.1% | 91,203 | $7.4M |
| Mariner, LLC | 0.01% | Reduce -1.4% | 89,359 | $7.3M |
| Legacy Advisory Services, LLC | 6.42% | Reduce -3.2% | 86,165 | $7.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +18.5% | 83,851 | $6.8M |
| Cetera Investment Advisers | 0.02% | Reduce -50.4% | 82,184 | $6.7M |
| AE Wealth Management LLC | 0.07% | New | 81,564 | $6.6M |
| Captrust Financial Advisors | 0.02% | Add +0.5% | 81,316 | $6.6M |
| Woodard & Co. Asset Management Group Inc. | 1.55% | Reduce -1.4% | 76,164 | $6.2M |
| Level Four Advisory Services, LLC | 0.26% | Reduce -0.5% | 72,017 | $5.9M |
| White Pine Investment CO | 1.56% | Add +0.7% | 65,070 | $5.3M |
| Marietta Wealth Management, LLC | 0.82% | Reduce -2.1% | 64,421 | $5.2M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +6.0% | 60,766 | $4.9M |
| IHT Wealth Management, LLC | 0.18% | Reduce -1.6% | 59,587 | $4.9M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -0.0% | 58,699 | $4.8M |
| One Capital Management, LLC | 0.16% | Reduce -6.3% | 58,610 | $4.8M |
| Creative Planning | 0.01% | Add +1.9% | 58,599 | $4.8M |
| Stifel Financial Corp. | 0.01% | Add +6.4% | 57,839 | $4.7M |
| American Financial & Tax Strategies Inc. | 2.37% | Reduce -0.7% | 55,125 | $4.5M |
| Merit Financial Group, LLC | 0.09% | Add +0.1% | 49,275 | $4.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -18.2% | 49,041 | $4.0M |
| Cwm, LLC | 0.02% | Reduce -2.3% | 44,796 | $3.6M |
| Madison Wealth Partners, Inc | 1.24% | Reduce -0.3% | 44,512 | $3.6M |
| Dentgroup LLC | 2.86% | Reduce -10.3% | 43,568 | $3.5M |
| RFG Advisory, LLC | 0.11% | Add +5.2% | 41,223 | $3.4M |
| Focus Financial Network, Inc. | 0.14% | Add +0.2% | 38,971 | $3.2M |
| Retirement Planning Group, LLC | 0.19% | Reduce -26.1% | 37,410 | $3.0M |
| Money Concepts Capital Corp. | 0.25% | Add +0.1% | 36,872 | $3.0M |
| Brand Asset Management Group, Inc. | 1.25% | Reduce -0.5% | 36,309 | $3.0M |
| Twin Focus Capital Partners, LLC | 0.47% | No change | 35,950 | $2.9M |
| Sanctuary Advisors, LLC | 0.02% | — | 39,778 | $2.9M |
| Prospera Financial Services Inc | 0.08% | New | 34,995 | $2.8M |
| GenWealth Group, Inc. | 0.68% | Reduce -1.5% | 34,100 | $2.8M |
| Strategic Financial Concepts, LLC | 1.61% | Add +1453.5% | 853,847 | $2.8M |
| Citigroup Inc. | 0.00% | Add +3.4% | 33,472 | $2.7M |
| DAVENPORT & Co LLC | 0.02% | Reduce -0.2% | 32,612 | $2.7M |
| Truist Financial Corp. | 0.00% | Reduce -2.4% | 32,016 | $2.6M |
| Arkadios Wealth Advisors | 0.17% | Reduce -7.5% | 31,454 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -30.0% | 31,426 | $2.6M |
| Gladstone Institutional Advisory LLC | 0.13% | Add +84.0% | 31,056 | $2.5M |
| Adell Harriman & Carpenter Inc. | 0.19% | Reduce -1.6% | 30,770 | $2.5M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -40.6% | 30,714 | $2.5M |
| FMR LLC | 0.00% | Reduce -1.9% | 29,050 | $2.4M |
| North Star Investment Management Corp. | 0.17% | No change | 27,961 | $2.3M |
| Ashton Thomas Securities, LLC | 0.53% | — | 26,077 | $2.2M |
| GTS Securities LLC | 0.05% | New | 26,679 | $2.2M |
| Rwa Wealth Partners, LLC | 0.03% | No change | 26,186 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 25,329 | $2.1M |
| Investors Research Corp | 0.46% | Add +52.3% | 24,169 | $2.0M |
| Sweet Financial Partners, LLC | 0.45% | Add +0.1% | 24,022 | $2.0M |
| Lloyd Advisory Services, LLC. | 0.92% | New | 24,000 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -1.4% | 23,151 | $1.9M |
| Pinnacle Financial Group, LLC / IL | 0.80% | No change | 23,115 | $1.9M |
| Cape Investment Advisory, Inc. | 0.85% | Add +0.0% | 23,113 | $1.9M |
| Shira Ridge Wealth Management | 1.05% | Reduce -0.1% | 23,077 | $1.9M |
| Hershey Financial Advisers, LLC | 1.60% | — | 21,865 | $1.8M |
| Rodgers & Associates, LTD | 0.22% | Reduce -5.2% | 20,938 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -4.1% | 20,448 | $1.7M |
| Towerpoint Wealth, LLC | 0.82% | Reduce -1.8% | 20,101 | $1.6M |
| Horst & Graben Wealth Management LLC | 0.30% | Reduce -0.6% | 19,251 | $1.6M |
| XML Financial, LLC | 0.15% | No change | 18,015 | $1.5M |
| Capital Advisors, Ltd. LLC | 0.18% | No change | 17,355 | $1.4M |
| Beacon Financial Advisory LLC | 0.50% | Add +177.7% | 16,604 | $1.4M |
| Full Sail Capital, LLC | 0.09% | Reduce -2.1% | 16,126 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -62.0% | 15,990 | $1.3M |
| Essex Financial Services, Inc. | 0.09% | Add +41.3% | 16,602 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Add +35.6% | 15,600 | $1.3M |
| Savant Capital, LLC | 0.01% | No change | 15,544 | $1.3M |
| Csenge Advisory Group | 0.07% | Reduce -0.6% | 14,903 | $1.2M |
| Comerica Bank | 0.01% | Reduce -12.4% | 14,901 | $1.2M |
| Trinity Wealth Management, LLC | 0.60% | New | 14,889 | $1.2M |
| MAI Capital Management | 0.01% | Reduce -2.7% | 13,577 | $1.1M |
"% of holder's portfolio" is ILCG's weight in each manager's 13F, not the share of iShares Morningstar Growth E the manager owns.