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 |
| Wealthstream Advisors, Inc. | 0.40% | No change | 13,565 | $1.1M |
| Geneos Wealth Management Inc. | 0.05% | Add +0.0% | 13,318 | $1.1M |
| Andina Capital Management, LLC | 0.79% | Reduce -17.8% | 12,882 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +39.9% | 12,611 | $1.0M |
| Private Wealth Strategies, L.L.C. | 0.20% | Add +0.1% | 12,353 | $1.0M |
| Sigma Planning Corp | 0.03% | Add +29.8% | 12,281 | $1000K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -89.1% | 12,230 | $996K |
| Roman Butler Fullerton & Co. | 0.32% | Reduce -4.1% | 11,628 | $989K |
| Hoese & Co LLP | 0.86% | Reduce -4.2% | 12,767 | $981K |
| Aspen Wealth Management LLC | 0.33% | New | 11,621 | $946K |
| Kingsview Wealth Management, LLC | 0.02% | Add +3.9% | 11,447 | $932K |
| Baird Financial Group, Inc. | 0.00% | Add +245.9% | 11,245 | $915K |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Reduce -3.2% | 10,934 | $890K |
| Wealthquest Corp | 0.09% | Reduce -10.1% | 10,810 | $880K |
| Advisory Services Network, LLC | 0.02% | Add +15.6% | 10,429 | $849K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +7.4% | 10,208 | $831K |
| Cedar Point Capital Partners, LLC | 0.62% | Add +0.6% | 10,108 | $823K |
| Optivise Advisory Services LLC | 0.43% | — | 9,864 | $803K |
| Goldstein Advisors, LLC | 0.13% | No change | 9,782 | $796K |
| Cooper Financial Group | 0.12% | No change | 9,645 | $785K |
| Private Trust Co. NA | 0.08% | No change | 9,509 | $774K |
| Summit Asset Management, LLC | 0.09% | No change | 9,085 | $740K |
| Pinnacle Associates Ltd. | 0.01% | No change | 8,900 | $725K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -25.5% | 8,850 | $720K |
| Blue Barn Wealth, LLC | 0.40% | Add +0.0% | 8,737 | $711K |
| Integrated Wealth Concepts LLC | 0.01% | No change | 8,689 | $707K |
| Marshall Wace, LLP | 0.00% | Reduce -15.2% | 8,300 | $676K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 8,174 | $665K |
| HB Wealth Management, LLC | 0.01% | No change | 8,085 | $658K |
| Wharton Business Group, LLC | 0.03% | No change | 7,985 | $650K |
| Cerity Partners LLC | 0.00% | No change | 7,978 | $649K |
| Catalyst Financial Partners LLC | 0.14% | New | 7,850 | $639K |
| HHM Wealth Advisors, LLC | 0.09% | No change | 7,625 | $621K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +4.4% | 7,582 | $617K |
| Bowman & Co S.C. | 0.35% | Reduce -0.0% | 7,292 | $594K |
| LRI Investments, LLC | 0.07% | Reduce -3.3% | 7,230 | $589K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 7,225 | $588K |
| Courage Miller Partners, LLC | 0.20% | No change | 6,999 | $570K |
| Fortune 45 LLC | 0.43% | Add +0.1% | 6,893 | $561K |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +1.5% | 6,813 | $555K |
| Sunbelt Securities, Inc. | 0.06% | Add +8.0% | 6,804 | $554K |
| Silver Oak Securities, Incorporated | 0.08% | New | 6,774 | $552K |
| Vision Capital Management, Inc. | 0.08% | No change | 6,740 | $549K |
| Principal Securities, Inc. | 0.02% | Add +5.2% | 6,724 | $547K |
| Kovack Advisors, Inc. | 0.06% | Add +2.5% | 6,680 | $544K |
| TNF LLC | 0.20% | No change | 6,875 | $543K |
| Global Retirement Partners, LLC | 0.02% | Add +4.7% | 6,379 | $519K |
| Independent Financial Group, LLC | 0.02% | Add +12.4% | 6,313 | $514K |
| Blair William & Co. | 0.00% | Add +0.0% | 6,128 | $499K |
| Mather Group, Llc. | 0.01% | Add +31.9% | 6,587 | $497K |
| Red Tortoise LLC | 0.27% | No change | 6,074 | $494K |
| Capital Analysts, LLC | 0.02% | Add +0.1% | 5,979 | $487K |
| Kestra Advisory Services, LLC | 0.00% | Add +14.6% | 6,834 | $486K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -15.9% | 5,745 | $468K |
| AlphaStar Capital Management, LLC | 0.04% | New | 5,702 | $464K |
| Accel Wealth Management | 0.18% | Reduce -1.0% | 5,665 | $461K |
| International Assets Investment Management, LLC | 0.04% | Reduce -3.2% | 5,420 | $441K |
| Flagstar Securities, Inc. | 0.12% | Reduce -0.5% | 5,338 | $435K |
| Jane Street Group, LLC | 0.00% | New | 5,239 | $427K |
| Win Advisors, Inc. | 0.19% | New | 5,203 | $424K |
| Noesis Capital Mangement Corp. | 0.09% | No change | 5,174 | $421K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 5,060 | $411K |
| Cornerstone Wealth Group, LLC | 0.04% | No change | 4,860 | $396K |
| Platt Investment Counsel, LLC | 0.38% | Reduce -12.5% | 4,792 | $390K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.8% | 4,751 | $387K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,744 | $386K |
| Paragon Capital Management Ltd | 0.07% | Reduce -6.0% | 4,699 | $383K |
| Paladin Advisory Group, LLC | 0.29% | No change | 4,490 | $368K |
| Outlook Wealth Advisors, LLC | 0.11% | No change | 5,980 | $348K |
| Roof Eidam Maycock Peralta, LLC | 0.09% | No change | 4,250 | $346K |
| LJI Wealth Management, LLC | 0.08% | No change | 4,240 | $345K |
| Syntegra Private Wealth Group, LLC | 0.04% | Reduce -1.9% | 4,168 | $339K |
| IFG Advisory, LLC | 0.02% | New | 4,162 | $339K |
| IFP Advisors, Inc | 0.01% | Reduce -3.8% | 4,155 | $338K |
| Mutual Advisors, LLC | 0.01% | Add +2.4% | 4,272 | $338K |
| Annex Advisory Services, LLC | 0.01% | No change | 4,125 | $336K |
| Commerce Bank | 0.00% | No change | 4,116 | $335K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +15.3% | 3,775 | $307K |
| Family Investment Center, Inc. | 0.09% | No change | 3,602 | $293K |
| Tyler-Stone Wealth Management | 0.12% | No change | 3,523 | $287K |
| Eagle Global Advisors LLC | 0.01% | No change | 3,475 | $283K |
| Gilman Hill Asset Management, LLC | 0.05% | No change | 3,460 | $282K |
| Mainstay Capital Management LLC | 0.05% | No change | 3,385 | $276K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.8% | 3,280 | $267K |
| Strategic Advocates LLC | 0.11% | No change | 3,265 | $266K |
| Evanson Asset Management, LLC | 0.02% | No change | 3,100 | $252K |
| Kelman-Lazarov, Inc. | 0.04% | Reduce -3.2% | 2,962 | $241K |
| Destination Wealth Management | 0.01% | No change | 2,931 | $239K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.1% | 2,923 | $238K |
| StoneX Group Inc. | 0.02% | Add +4.1% | 2,919 | $238K |
| Key Financial Inc | 0.06% | Add +44.5% | 2,918 | $238K |
| Visionary Wealth Advisors | 0.02% | No change | 2,912 | $237K |
| Assetmark, Inc. | 0.00% | Add +148.8% | 2,774 | $226K |
| Kaydan Wealth Management, Inc. | 0.08% | No change | 2,750 | $224K |
| Summit X, LLC | 0.05% | Add +0.1% | 2,748 | $224K |
| SOA Wealth Advisors, LLC. | 0.04% | No change | 2,708 | $220K |
| Fiduciary Alliance LLC | 0.04% | New | 2,647 | $219K |
| Family Legacy, Inc. | 0.08% | New | 2,606 | $212K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 2,600 | $212K |
| Eastern Bank | 0.01% | Reduce -3.3% | 2,571 | $209K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 2,560 | $208K |
| Personal Cfo Solutions, LLC | 0.03% | New | 2,540 | $207K |
| Synovus Financial Corp. | 0.00% | New | 2,529 | $206K |
| Truepoint, Inc. | 0.01% | Reduce -10.4% | 2,514 | $205K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 2,501 | $204K |
| Spectrum Wealth Advisory Group, LLC | 0.22% | New | 2,500 | $204K |
| Cornerstone Advisory, LLC | 0.03% | New | 2,500 | $204K |
| First Interstate Bank | 0.01% | New | 2,500 | $204K |
| United Advisor Group, LLC | 0.06% | New | 2,457 | $200K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,250 | $183K |
| Fifth Third Bancorp | 0.00% | No change | 1,975 | $161K |
| Crewe Advisors LLC | 0.02% | No change | 1,875 | $153K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,695 | $143K |
| Allworth Financial LP | 0.00% | New | 1,751 | $141K |
| Cedar Mountain Advisors, LLC | 0.03% | Reduce -4.8% | 1,666 | $136K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | New | 1,481 | $121K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 1,323 | $108K |
| Tsfg, LLC | 0.02% | No change | 1,300 | $106K |
| Hazlett, Burt & Watson, Inc. | 0.05% | No change | 1,200 | $98K |
| US Bancorp \de | 0.00% | Reduce -11.9% | 1,133 | $92K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 1,115 | $91K |
| MGB Wealth Management, LLC | 0.03% | No change | 1,000 | $84K |
| Avior Wealth Management, LLC | 0.00% | No change | 995 | $81K |
| UMB Bank, n.a. | 0.00% | No change | 977 | $80K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +4.9% | 970 | $79K |
| Jones Financial Companies LLLP | 0.00% | New | 969 | $79K |
| Bank of Montreal | 0.00% | Reduce -83.7% | 933 | $77K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 750 | $61K |
| Sandy Spring Bank | 0.00% | No change | 737 | $60K |
| Realta Investment Advisors | 0.01% | No change | 718 | $58K |
| Kozak & Associates, Inc. | 0.01% | Add +0.2% | 640 | $53K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -54.6% | 648 | $53K |
| Element Wealth, LLC | 0.02% | No change | 538 | $44K |
| MidAtlantic Capital Management, Inc. | 0.04% | No change | 534 | $43K |
| Larson Financial Group LLC | 0.00% | New | 500 | $41K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -74.9% | 484 | $39K |
| Caitlin John, LLC | 0.03% | No change | 457 | $37K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 434 | $35K |
| Sittner & Nelson, LLC | 0.02% | No change | 392 | $32K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 355 | $29K |
| Pineridge Advisors LLC | 0.01% | New | 304 | $25K |
| NBT Bank, N.A. | 0.00% | No change | 286 | $23K |
| JNBA Financial Advisors | 0.00% | No change | 279 | $23K |
| PSI Advisors, LLC | 0.01% | Add +0.4% | 244 | $20K |
| Archer Investment Corp | 0.00% | No change | 160 | $13K |
| Dunhill Financial, LLC | 0.01% | No change | 130 | $11K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 107 | $9K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.1% | 96 | $8K |
| WFA Asset Management Corp | 0.00% | No change | 52 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | — | 30 | $2K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -99.7% | 20 | $2K |
| Addison Advisors LLC | 0.00% | No change | 8 | $652 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -99.4% | 7 | $574 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -96.2% | 81 | $175 |
"% of holder's portfolio" is ILCG's weight in each manager's 13F, not the share of iShares Morningstar Growth E the manager owns.