iShares Morningstar Growth EILCGETF
13F holders, Q4 2024 (December 31)284holders +32
34new positions
16sold out
$89.62avg. 13F price*
At the end of Q4 2024, 284 institutions reported holding iShares Morningstar Growth E (ILCG) in their 13F filings, up 32 from Q3 2024. 34 opened new positions and 16 sold out. The largest holders were Equitable Holdings, Inc. ($246.7M), Morgan Stanley ($129.0M) and LPL Financial LLC ($127.1M).
- Company
- iShares Morningstar Growth E
- CUSIP
- 464287119
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $29.8M |
| Exits | 16 | $18.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,079,240 shares bought and 877,486 shares sold, net +201,754 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 284 holders
| Equitable Holdings, Inc. | 2.35% | Reduce -7.6% | 2,753,845 | $246.7M |
| Morgan Stanley | 0.01% | Add +0.1% | 1,439,568 | $129.0M |
| LPL Financial LLC | 0.05% | Add +12.9% | 1,418,807 | $127.1M |
| Wells Fargo & Company | 0.01% | Reduce -12.2% | 677,733 | $60.7M |
| FAS Wealth Partners, Inc. | 4.46% | Reduce -8.3% | 592,467 | $53.1M |
| Bank of America Corp. | 0.00% | Reduce -9.5% | 557,958 | $50.0M |
| Clearstead Trust, LLC | 9.35% | Reduce -0.0% | 483,026 | $43.3M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -8.9% | 419,626 | $37.6M |
| Avantax Advisory Services, Inc. | 0.21% | Reduce -0.0% | 377,500 | $33.8M |
| Ameriprise Financial Inc. | 0.01% | Add +4.8% | 357,235 | $32.0M |
| UBS Group AG | 0.01% | Reduce -1.2% | 313,568 | $28.1M |
| JPMorgan Chase & Co. | 0.00% | Add +3.3% | 311,597 | $27.9M |
| Raymond James Financial Inc. | 0.01% | — | 305,784 | $27.4M |
| MML Investors Services, LLC | 0.09% | Add +2.5% | 277,029 | $24.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +151.8% | 238,602 | $21.4M |
| Cetera Investment Advisers | 0.03% | Add +117.0% | 164,420 | $14.7M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -1.8% | 151,307 | $13.6M |
| Kiley Juergens Wealth Management, LLC | 3.33% | Reduce -0.5% | 148,317 | $13.3M |
| LongView Wealth Management | 3.90% | Add +3.8% | 142,676 | $12.8M |
| Osaic Holdings, Inc. | 0.03% | Add +1.8% | 140,309 | $12.6M |
| Cornerstone Wealth Management, LLC | 0.73% | Add +0.4% | 120,602 | $10.8M |
| Corient Private Wealth LP | 0.02% | Add +16.5% | 119,672 | $10.7M |
| Prime Capital Investment Advisors, LLC | 0.14% | Add +7.5% | 107,379 | $9.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +6.9% | 97,017 | $8.7M |
| Mariner, LLC | 0.01% | Add +8.5% | 95,405 | $8.5M |
| Captrust Financial Advisors | 0.02% | Add +4.6% | 84,931 | $7.6M |
| Royal Bank of Canada | 0.00% | Reduce -2.0% | 83,484 | $7.5M |
| Legacy Advisory Services, LLC | 6.21% | Reduce -5.5% | 81,237 | $7.3M |
| Money Concepts Capital Corp. | 0.52% | Reduce -0.4% | 78,024 | $7.0M |
| CoreCap Advisors, LLC | 0.30% | Add +2695.5% | 74,527 | $6.7M |
| Level Four Advisory Services, LLC | 0.26% | No change | 72,017 | $6.5M |
| Woodard & Co. Asset Management Group Inc. | 1.37% | Reduce -4.9% | 70,768 | $6.3M |
| White Pine Investment CO | 1.67% | Add +3.0% | 68,991 | $6.2M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +123.3% | 68,648 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.4% | 66,493 | $6.0M |
| Ipsen Advisor Group LLC | 4.99% | — | 65,216 | $5.8M |
| Marietta Wealth Management, LLC | 0.83% | Reduce -0.5% | 64,853 | $5.8M |
| Cwm, LLC | 0.02% | Add +55.6% | 64,767 | $5.8M |
| One Capital Management, LLC | 0.19% | Add +12.2% | 64,456 | $5.8M |
| Aptus Capital Advisors, LLC | 0.07% | Reduce -24.8% | 63,990 | $5.7M |
| Sunburst Financial Group, LLC | 1.39% | Reduce -26.1% | 62,776 | $5.6M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +0.5% | 60,990 | $5.5M |
| IHT Wealth Management, LLC | 0.17% | Reduce -0.4% | 58,911 | $5.3M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -4.6% | 55,028 | $4.9M |
| American Financial & Tax Strategies Inc. | 2.50% | Reduce -0.1% | 53,797 | $4.8M |
| &partners | 0.06% | New | 50,649 | $4.6M |
| Stifel Financial Corp. | 0.00% | Reduce -4.3% | 51,118 | $4.6M |
| Merit Financial Group, LLC | 0.08% | Add +3.2% | 50,923 | $4.6M |
| Atria Investments, Inc | 0.06% | New | 50,808 | $4.6M |
| Freedom Investment Management, Inc. | 0.36% | New | 47,934 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.4% | 47,315 | $4.2M |
| Madison Wealth Partners, Inc | 1.13% | Add +1.3% | 45,255 | $4.1M |
| RFG Advisory, LLC | 0.11% | Add +12.8% | 44,802 | $4.0M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -22.2% | 42,911 | $4.0M |
| Investors Research Corp | 0.85% | Add +25.6% | 43,415 | $3.9M |
| Dentgroup LLC | 2.97% | Reduce -0.0% | 43,369 | $3.9M |
| Hershey Financial Advisers, LLC | 3.41% | — | 43,206 | $3.9M |
| Focus Financial Network, Inc. | 0.15% | Add +2.5% | 42,309 | $3.8M |
| Creative Planning | 0.00% | Reduce -27.8% | 41,768 | $3.7M |
| Strategic Financial Concepts, LLC | 0.68% | Add +292.9% | 39,527 | $3.5M |
| Jim Saulnier & Associates, LLC | 2.95% | Add +24.8% | 38,151 | $3.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | New | 37,844 | $3.4M |
| Retirement Planning Group, LLC | 0.17% | No change | 37,410 | $3.4M |
| Citigroup Inc. | 0.00% | Reduce -0.6% | 36,578 | $3.3M |
| Brand Asset Management Group, Inc. | 1.30% | Reduce -0.6% | 35,697 | $3.2M |
| Twin Focus Capital Partners, LLC | 0.46% | Reduce -3.0% | 34,875 | $3.1M |
| Bawa N Mallick Trust | 1.29% | — | 32,857 | $2.9M |
| GenWealth Group, Inc. | 0.66% | Reduce -2.9% | 32,212 | $2.9M |
| DAVENPORT & Co LLC | 0.02% | Reduce -2.6% | 31,267 | $2.8M |
| FMR LLC | 0.00% | Add +1.5% | 30,726 | $2.8M |
| Arkadios Wealth Advisors | 0.15% | Reduce -3.4% | 29,844 | $2.7M |
| Truist Financial Corp. | 0.00% | Reduce -7.6% | 29,540 | $2.6M |
| Greykasell Wealth Strategies, Inc. | 1.46% | — | 29,336 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -5.5% | 29,313 | $2.6M |
| Adell Harriman & Carpenter Inc. | 0.18% | Reduce -8.1% | 28,270 | $2.5M |
| Savant Capital, LLC | 0.02% | Reduce -31.1% | 27,558 | $2.5M |
| North Star Investment Management Corp. | 0.17% | Reduce -1.8% | 27,525 | $2.5M |
| Bank of New York Mellon Corp | 0.00% | Add +61.3% | 26,918 | $2.4M |
| Win Advisors, Inc. | 1.15% | Add +435.0% | 26,618 | $2.4M |
| Rwa Wealth Partners, LLC | 0.03% | No change | 26,186 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +9.7% | 24,613 | $2.2M |
| Pinnacle Financial Group, LLC / IL | 0.81% | Reduce -0.1% | 23,102 | $2.1M |
| Shira Ridge Wealth Management | 1.00% | Reduce -1.5% | 22,723 | $2.0M |
| Cape Investment Advisory, Inc. | 0.79% | Reduce -2.6% | 22,465 | $2.0M |
| Advisory Services Network, LLC | 0.03% | Add +96.1% | 20,455 | $1.8M |
| Beacon Financial Advisory LLC | 0.57% | Add +0.3% | 19,618 | $1.8M |
| Two Sigma Investments, LP | 0.00% | Reduce -54.2% | 19,600 | $1.8M |
| Rodgers & Associates, LTD | 0.20% | Reduce -0.8% | 19,161 | $1.7M |
| Horst & Graben Wealth Management LLC | 0.30% | Reduce -0.4% | 19,084 | $1.7M |
| Towerpoint Wealth, LLC | 0.84% | No change | 19,041 | $1.7M |
| GM Advisory Group, LLC | 0.09% | Add +64.0% | 18,133 | $1.6M |
| Kane Investment Management, Inc. | 0.90% | — | 18,002 | $1.6M |
| Capital Advisors, Ltd. LLC | 0.20% | No change | 17,355 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.07% | No change | 17,143 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -13.7% | 16,772 | $1.5M |
| Essex Financial Services, Inc. | 0.11% | Add +0.5% | 16,689 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -8.9% | 16,380 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 15,520 | $1.4M |
| Creative Financial Designs Inc. | 0.11% | Add +9.3% | 15,230 | $1.4M |
| Global View Capital Management LLC | 0.46% | — | 14,669 | $1.3M |
"% of holder's portfolio" is ILCG's weight in each manager's 13F, not the share of iShares Morningstar Growth E the manager owns.