iShares Morningstar Growth EILCGETF
13F holders, Q3 2024 (September 30)252holders −2
14new positions
17sold out
1famous investor
$84.06avg. 13F price*
At the end of Q3 2024, 252 institutions reported holding iShares Morningstar Growth E (ILCG) in their 13F filings, down 2 from Q2 2024. 14 opened new positions and 17 sold out. The largest holders were Equitable Holdings, Inc. ($250.4M), Morgan Stanley ($120.9M) and LPL Financial LLC ($105.6M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $20.6M |
| Exits | 17 | $56.2M |
All 13F filers, Q2 2024 → Q3 2024: 489,452 shares bought and 2,382,470 shares sold, net −1,893,018 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 252 holders
| Equitable Holdings, Inc. | 2.43% | Reduce -2.5% | 2,980,048 | $250.4M |
| Morgan Stanley | 0.01% | Add +0.2% | 1,438,111 | $120.9M |
| LPL Financial LLC | 0.05% | Reduce -7.7% | 1,256,339 | $105.6M |
| Wells Fargo & Company | 0.02% | Reduce -1.8% | 771,455 | $64.8M |
| FAS Wealth Partners, Inc. | 4.32% | Reduce -2.0% | 646,053 | $54.3M |
| Bank of America Corp. | 0.00% | Reduce -9.9% | 616,527 | $51.8M |
| Clearstead Trust, LLC | 9.72% | Reduce -0.7% | 483,165 | $40.6M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -2.5% | 460,653 | $38.7M |
| Avantax Advisory Services, Inc. | 0.21% | Add +0.5% | 377,619 | $31.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.7% | 341,009 | $28.7M |
| UBS Group AG | 0.01% | Reduce -0.1% | 317,420 | $26.7M |
| JPMorgan Chase & Co. | 0.00% | Add +5.4% | 301,665 | $25.4M |
| MML Investors Services, LLC | 0.08% | Add +6.7% | 270,194 | $22.7M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -19.6% | 237,507 | $20.0M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -0.3% | 154,146 | $13.0M |
| Kiley Juergens Wealth Management, LLC | 3.25% | Reduce -1.8% | 149,015 | $12.5M |
| Osaic Holdings, Inc. | 0.03% | Reduce -27.1% | 137,808 | $11.6M |
| LongView Wealth Management | 3.69% | Add +11.0% | 137,410 | $11.5M |
| Cornerstone Wealth Management, LLC | 0.71% | Add +4.1% | 120,100 | $10.1M |
| Corient Private Wealth LP | 0.01% | Reduce -13.2% | 102,718 | $8.6M |
| Prime Capital Investment Advisors, LLC | 0.12% | Add +6.7% | 99,858 | $8.4M |
| Aspire Wealth Management Corp | 4.47% | Add +0.1% | 98,778 | $8.3M |
| Raymond James & Associates | 0.01% | Reduce -1.5% | 98,449 | $8.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.9% | 94,755 | $8.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -0.6% | 90,729 | $7.6M |
| Mariner, LLC | 0.01% | Reduce -1.6% | 87,916 | $7.4M |
| Ethos Financial Group, LLC | 1.21% | New | 86,635 | $7.3M |
| Legacy Advisory Services, LLC | 6.21% | Reduce -0.3% | 85,952 | $7.2M |
| Royal Bank of Canada | 0.00% | Reduce -32.4% | 85,170 | $7.2M |
| Aptus Capital Advisors, LLC | 0.11% | New | 85,050 | $7.1M |
| Sunburst Financial Group, LLC | 1.81% | Reduce -13.4% | 85,000 | $7.1M |
| Captrust Financial Advisors | 0.02% | Reduce -0.2% | 81,179 | $6.8M |
| Money Concepts Capital Corp. | 0.50% | Add +112.5% | 78,352 | $6.6M |
| Cetera Investment Advisers | 0.01% | Reduce -7.8% | 75,779 | $6.4M |
| Woodard & Co. Asset Management Group Inc. | 1.41% | Reduce -2.3% | 74,443 | $6.3M |
| Level Four Advisory Services, LLC | 0.25% | No change | 72,017 | $6.0M |
| White Pine Investment CO | 1.54% | Add +2.9% | 66,983 | $5.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -20.4% | 66,786 | $5.6M |
| Marietta Wealth Management, LLC | 0.80% | Add +1.2% | 65,207 | $5.5M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -0.1% | 60,686 | $5.1M |
| IHT Wealth Management, LLC | 0.14% | Reduce -0.7% | 59,144 | $5.0M |
| Sanctuary Advisors, LLC | 0.03% | Add +38.7% | 55,183 | $4.9M |
| Creative Planning | 0.00% | Reduce -1.3% | 57,863 | $4.9M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -1.8% | 57,658 | $4.8M |
| One Capital Management, LLC | 0.15% | Reduce -2.0% | 57,446 | $4.8M |
| American Financial & Tax Strategies Inc. | 2.30% | Reduce -2.3% | 53,833 | $4.5M |
| Stifel Financial Corp. | 0.00% | Reduce -7.6% | 53,445 | $4.5M |
| Merit Financial Group, LLC | 0.09% | Add +0.2% | 49,356 | $4.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.1% | 48,477 | $4.1M |
| Madison Wealth Partners, Inc | 1.11% | Add +0.4% | 44,683 | $3.8M |
| Dentgroup LLC | 2.72% | Reduce -0.5% | 43,372 | $3.6M |
| Two Sigma Investments, LP | 0.01% | Add +174.4% | 42,800 | $3.6M |
| Cwm, LLC | 0.02% | Reduce -7.1% | 41,629 | $3.5M |
| Focus Financial Network, Inc. | 0.14% | Add +6.0% | 41,292 | $3.5M |
| Savant Capital, LLC | 0.03% | Add +157.4% | 40,018 | $3.4M |
| RFG Advisory, LLC | 0.10% | Reduce -3.6% | 39,723 | $3.3M |
| Retirement Planning Group, LLC | 0.17% | No change | 37,410 | $3.1M |
| Citigroup Inc. | 0.00% | Add +9.9% | 36,797 | $3.1M |
| Twin Focus Capital Partners, LLC | 0.48% | No change | 35,950 | $3.0M |
| Brand Asset Management Group, Inc. | 1.18% | Reduce -1.1% | 35,907 | $3.0M |
| Investors Research Corp | 0.63% | Add +43.0% | 34,567 | $2.9M |
| GenWealth Group, Inc. | 0.64% | Reduce -2.8% | 33,161 | $2.8M |
| DAVENPORT & Co LLC | 0.02% | Reduce -1.6% | 32,106 | $2.7M |
| Truist Financial Corp. | 0.00% | Reduce -0.1% | 31,980 | $2.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -77.3% | 31,019 | $2.6M |
| Arkadios Wealth Advisors | 0.15% | Reduce -1.8% | 30,888 | $2.6M |
| Adell Harriman & Carpenter Inc. | 0.19% | No change | 30,770 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +0.1% | 30,740 | $2.6M |
| Jim Saulnier & Associates, LLC | 2.51% | — | 30,569 | $2.6M |
| FMR LLC | 0.00% | Add +4.2% | 30,259 | $2.5M |
| North Star Investment Management Corp. | 0.16% | Add +0.2% | 28,017 | $2.4M |
| Rwa Wealth Partners, LLC | 0.03% | No change | 26,186 | $2.2M |
| Ashton Thomas Securities, LLC | 0.43% | Add +0.0% | 26,078 | $2.2M |
| Sweet Financial Partners, LLC | 0.44% | No change | 24,022 | $2.0M |
| Pinnacle Financial Group, LLC / IL | 0.76% | Add +0.0% | 23,119 | $1.9M |
| Shira Ridge Wealth Management | 0.99% | No change | 23,077 | $1.9M |
| Cape Investment Advisory, Inc. | 0.79% | Reduce -0.2% | 23,064 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.4% | 22,442 | $1.9M |
| Citadel Advisors | 0.00% | Add +40.2% | 22,414 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -4.2% | 19,599 | $1.6M |
| Beacon Financial Advisory LLC | 0.56% | Add +17.7% | 19,549 | $1.6M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -16.0% | 19,443 | $1.6M |
| Rodgers & Associates, LTD | 0.19% | Reduce -7.8% | 19,313 | $1.6M |
| Horst & Graben Wealth Management LLC | 0.29% | Reduce -0.5% | 19,164 | $1.6M |
| Towerpoint Wealth, LLC | 0.76% | Reduce -5.3% | 19,041 | $1.6M |
| Swmg, LLC | 0.65% | New | 17,365 | $1.6M |
| GTS Securities LLC | 0.03% | Reduce -30.7% | 18,487 | $1.6M |
| XML Financial, LLC | 0.14% | No change | 18,015 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -78.0% | 17,977 | $1.5M |
| Capital Advisors, Ltd. LLC | 0.18% | No change | 17,355 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -44.8% | 17,143 | $1.4M |
| Essex Financial Services, Inc. | 0.10% | No change | 16,602 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -46.9% | 16,693 | $1.4M |
| Full Sail Capital, LLC | 0.09% | No change | 16,126 | $1.4M |
| Comerica Bank | 0.00% | Reduce -2.4% | 14,551 | $1.2M |
| Creative Financial Designs Inc. | 0.10% | Add +953.0% | 13,931 | $1.2M |
| Csenge Advisory Group | 0.06% | Reduce -9.9% | 13,425 | $1.1M |
| MAI Capital Management | 0.01% | Add +0.1% | 13,586 | $1.1M |
| Wealthstream Advisors, Inc. | 0.21% | No change | 13,565 | $1.1M |
| Pinnacle Bancorp, Inc. | 0.30% | Add +1111.2% | 13,505 | $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.