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 |
| Geneos Wealth Management Inc. | 0.04% | Reduce -3.8% | 12,815 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +4.0% | 12,773 | $1.1M |
| Hoese & Co LLP | 0.85% | Reduce -5.8% | 12,027 | $1.0M |
| Roman Butler Fullerton & Co. | 0.30% | Add +0.3% | 11,663 | $992K |
| Aspen Wealth Management LLC | 0.30% | Add +0.2% | 11,640 | $978K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -2.6% | 11,146 | $937K |
| GM Advisory Group, LLC | 0.06% | New | 11,055 | $929K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +3.5% | 10,561 | $888K |
| Wealthquest Corp | 0.08% | Reduce -3.7% | 10,409 | $863K |
| Patriot Financial Group Insurance Agency, LLC | 0.11% | Reduce -7.2% | 10,152 | $853K |
| Advisory Services Network, LLC | 0.02% | No change | 10,429 | $849K |
| Strategic Financial Concepts, LLC | 0.27% | Reduce -98.8% | 10,059 | $845K |
| Proactive Wealth Strategies LLC | 0.46% | — | 9,938 | $835K |
| Cedar Point Capital Partners, LLC | 0.57% | Reduce -2.0% | 9,905 | $832K |
| Goldstein Advisors, LLC | 0.13% | No change | 9,782 | $822K |
| Cooper Financial Group | 0.11% | No change | 9,645 | $811K |
| Optivise Advisory Services LLC | 0.42% | Reduce -2.9% | 9,583 | $805K |
| Private Trust Co. NA | 0.08% | Reduce -1.5% | 9,368 | $787K |
| NewEdge Advisors, LLC | 0.01% | Reduce -27.1% | 9,191 | $772K |
| Fairview Capital Investment Management, LLC | 0.04% | New | 9,093 | $764K |
| Summit Asset Management, LLC | 0.09% | No change | 9,085 | $764K |
| Blue Barn Wealth, LLC | 0.38% | Reduce -0.1% | 8,724 | $733K |
| GeoWealth Management, LLC | 0.03% | Add +0.0% | 8,718 | $733K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.0% | 8,342 | $701K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 8,174 | $687K |
| HB Wealth Management, LLC | 0.01% | No change | 8,085 | $679K |
| Wharton Business Group, LLC | 0.03% | No change | 7,985 | $671K |
| Catalyst Financial Partners LLC | 0.13% | No change | 7,850 | $660K |
| LRI Investments, LLC | 0.06% | No change | 7,230 | $647K |
| HHM Wealth Advisors, LLC | 0.09% | No change | 7,625 | $641K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 7,237 | $608K |
| Pinnacle Associates Ltd. | 0.01% | No change | 8,900 | $604K |
| Focus Partners Wealth | 0.00% | New | 7,049 | $592K |
| TNF LLC | 0.21% | No change | 6,875 | $590K |
| Tyler-Stone Wealth Management | 0.11% | Add +97.8% | 6,967 | $586K |
| Fortune 45 LLC | 0.41% | Add +0.2% | 6,905 | $580K |
| Principal Securities, Inc. | 0.01% | Add +2.6% | 6,901 | $580K |
| Sunbelt Securities, Inc. | 0.06% | Add +0.1% | 6,808 | $572K |
| Global Retirement Partners, LLC | 0.02% | Add +6.2% | 6,772 | $569K |
| Vision Capital Management, Inc. | 0.08% | No change | 6,740 | $566K |
| Bowman & Co S.C. | 0.30% | Reduce -7.7% | 6,733 | $566K |
| AlphaStar Capital Management, LLC | 0.04% | Add +11.7% | 6,366 | $535K |
| Independent Financial Group, LLC | 0.02% | No change | 6,313 | $531K |
| Blair William & Co. | 0.00% | Add +0.1% | 6,132 | $515K |
| Red Tortoise LLC | 0.26% | No change | 6,074 | $510K |
| Outlook Wealth Advisors, LLC | 0.14% | No change | 5,980 | $503K |
| Mather Group, Llc. | 0.01% | Reduce -9.2% | 5,980 | $503K |
| Courage Miller Partners, LLC | 0.17% | Reduce -14.9% | 5,954 | $500K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -13.6% | 5,906 | $496K |
| Accel Wealth Management | 0.18% | Add +0.1% | 5,671 | $477K |
| Flagstar Securities, Inc. | 0.12% | Add +1.6% | 5,426 | $456K |
| SK Wealth Management, LLC | 0.23% | — | 4,835 | $442K |
| Hutchens & Kramer Investment Management Group, LLC | 0.24% | New | 5,164 | $428K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 5,060 | $425K |
| Win Advisors, Inc. | 0.20% | Reduce -4.4% | 4,975 | $418K |
| Kovack Advisors, Inc. | 0.04% | Reduce -26.5% | 4,909 | $413K |
| Cornerstone Wealth Group, LLC | 0.03% | No change | 4,860 | $408K |
| Mercer Global Advisors Inc. | 0.00% | Add +3.8% | 4,924 | $408K |
| MKT Advisors LLC | 0.19% | New | 4,906 | $407K |
| GW Henssler & Associates Ltd. | 0.02% | New | 4,783 | $402K |
| Capital Analysts, LLC | 0.02% | Reduce -21.6% | 4,689 | $394K |
| Noesis Capital Mangement Corp. | 0.08% | Reduce -9.7% | 4,674 | $393K |
| Paragon Capital Management Ltd | 0.08% | Reduce -3.4% | 4,539 | $381K |
| IFP Advisors, Inc | 0.01% | Add +8.4% | 4,505 | $379K |
| Paladin Advisory Group, LLC | 0.28% | No change | 4,490 | $377K |
| Marshall Wace, LLP | 0.00% | Reduce -46.4% | 4,452 | $374K |
| Mutual Advisors, LLC | 0.01% | Add +0.5% | 4,295 | $368K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.4% | 4,351 | $366K |
| Roof Eidam Maycock Peralta, LLC | 0.09% | No change | 4,250 | $357K |
| LJI Wealth Management, LLC | 0.07% | No change | 4,240 | $356K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 4,168 | $350K |
| Annex Advisory Services, LLC | 0.01% | No change | 4,125 | $347K |
| Commerce Bank | 0.00% | No change | 4,116 | $346K |
| Opinicus Capital, Inc. | 0.26% | New | 3,856 | $324K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 3,775 | $317K |
| Platt Investment Counsel, LLC | 0.28% | Reduce -22.8% | 3,700 | $311K |
| Assetmark, Inc. | 0.00% | Add +28.1% | 3,552 | $299K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -53.6% | 3,521 | $296K |
| Andina Capital Management, LLC | 0.22% | Reduce -72.9% | 3,495 | $294K |
| Family Investment Center, Inc. | 0.07% | Reduce -3.5% | 3,475 | $292K |
| Gilman Hill Asset Management, LLC | 0.05% | No change | 3,460 | $291K |
| Mainstay Capital Management LLC | 0.05% | No change | 3,385 | $284K |
| Old Mission Capital LLC | 0.01% | New | 3,346 | $281K |
| Key Financial Inc | 0.06% | Add +12.2% | 3,273 | $275K |
| Strategic Advocates LLC | 0.10% | No change | 3,265 | $274K |
| Baird Financial Group, Inc. | 0.00% | Reduce -71.1% | 3,250 | $273K |
| Evanson Asset Management, LLC | 0.02% | No change | 3,100 | $261K |
| Eagle Global Advisors LLC | 0.01% | Reduce -11.4% | 3,080 | $259K |
| Prospera Financial Services Inc | 0.01% | Reduce -91.4% | 3,007 | $253K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.6% | 2,965 | $249K |
| Kelman-Lazarov, Inc. | 0.04% | No change | 2,962 | $249K |
| Destination Wealth Management | 0.01% | No change | 2,931 | $246K |
| First Heartland Consultants, Inc. | 0.03% | Add +0.2% | 2,928 | $246K |
| StoneX Group Inc. | 0.02% | Reduce -3.9% | 2,805 | $236K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -68.8% | 2,765 | $232K |
| Kaydan Wealth Management, Inc. | 0.07% | No change | 2,750 | $231K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +0.0% | 2,709 | $228K |
| CoreCap Advisors, LLC | 0.01% | New | 2,666 | $224K |
| Summit X, LLC | 0.05% | No change | 2,748 | $224K |
| Fiduciary Alliance LLC | 0.03% | No change | 2,647 | $222K |
| Family Legacy, Inc. | 0.07% | No change | 2,606 | $219K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 2,600 | $219K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.1% | 2,562 | $215K |
| Personal Cfo Solutions, LLC | 0.03% | No change | 2,540 | $213K |
| Synovus Financial Corp. | 0.00% | No change | 2,529 | $213K |
| Everstar Asset Management, LLC | 0.15% | — | 2,525 | $212K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +0.2% | 2,505 | $211K |
| Cornerstone Advisory, LLC | 0.03% | Add +0.2% | 2,504 | $210K |
| Spectrum Wealth Advisory Group, LLC | 0.12% | No change | 2,500 | $210K |
| First Interstate Bank | 0.01% | No change | 2,500 | $210K |
| Mathes Company, Inc. | 0.07% | New | 2,500 | $210K |
| Eastern Bank | 0.00% | Reduce -3.1% | 2,490 | $209K |
| Cerity Partners LLC | 0.00% | Reduce -69.0% | 2,469 | $207K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,250 | $189K |
| Fifth Third Bancorp | 0.00% | No change | 1,975 | $166K |
| Jones Financial Companies LLLP | 0.00% | Add +100.7% | 1,945 | $163K |
| Crewe Advisors LLC | 0.02% | No change | 1,875 | $158K |
| Allworth Financial LP | 0.00% | No change | 1,751 | $147K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,695 | $142K |
| Cedar Mountain Advisors, LLC | 0.03% | Reduce -0.4% | 1,659 | $139K |
| Tsfg, LLC | 0.02% | No change | 1,300 | $109K |
| Hazlett, Burt & Watson, Inc. | 0.05% | No change | 1,200 | $100K |
| US Bancorp \de | 0.00% | No change | 1,133 | $95K |
| MGB Wealth Management, LLC | 0.03% | No change | 1,000 | $84K |
| Avior Wealth Management, LLC | 0.00% | No change | 995 | $84K |
| UMB Bank, n.a. | 0.00% | No change | 977 | $82K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 970 | $82K |
| Bank of Montreal | 0.00% | No change | 933 | $78K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 750 | $63K |
| Sandy Spring Bank | 0.00% | No change | 737 | $62K |
| Kozak & Associates, Inc. | 0.01% | Add +0.2% | 641 | $55K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -4.9% | 616 | $52K |
| Realta Investment Advisors | 0.02% | Reduce -19.2% | 580 | $50K |
| Element Wealth, LLC | 0.02% | No change | 538 | $45K |
| MidAtlantic Capital Management, Inc. | 0.03% | No change | 534 | $45K |
| Larson Financial Group LLC | 0.00% | No change | 500 | $42K |
| Atticus Wealth Management, LLC | 0.01% | New | 441 | $37K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.2% | 435 | $37K |
| Caitlin John, LLC | 0.02% | Reduce -14.2% | 392 | $35K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 355 | $30K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -27.1% | 353 | $30K |
| NBT Bank, N.A. | 0.00% | No change | 286 | $24K |
| JNBA Financial Advisors | 0.00% | No change | 279 | $23K |
| PSI Advisors, LLC | 0.01% | No change | 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% | No change | 107 | $9K |
| Russell Investments Group, Ltd. | 0.00% | No change | 96 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.8% | 69 | $6K |
| WFA Asset Management Corp | 0.00% | No change | 52 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 30 | $3K |
| Addison Advisors LLC | 0.00% | No change | 8 | $673 |
"% of holder's portfolio" is ILCG's weight in each manager's 13F, not the share of iShares Morningstar Growth E the manager owns.