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 |
| Full Sail Capital, LLC | 0.08% | Reduce -10.2% | 14,476 | $1.3M |
| XML Financial, LLC | 0.12% | Reduce -20.6% | 14,295 | $1.3M |
| Silver Oak Securities, Incorporated | 0.12% | New | 14,097 | $1.3M |
| Anb Bank | 0.56% | — | 14,210 | $1.3M |
| MAI Capital Management | 0.01% | Add +0.1% | 13,606 | $1.2M |
| Wealthstream Advisors, Inc. | 0.22% | No change | 13,565 | $1.2M |
| Pinnacle Bancorp, Inc. | 0.39% | No change | 13,505 | $1.2M |
| Csenge Advisory Group | 0.07% | Add +0.1% | 13,444 | $1.2M |
| Sigma Planning Corp | 0.04% | Add +3.6% | 13,238 | $1.2M |
| Geneos Wealth Management Inc. | 0.04% | Add +0.3% | 12,855 | $1.2M |
| Comerica Bank | 0.00% | Reduce -13.4% | 12,602 | $1.1M |
| Roman Butler Fullerton & Co. | 0.35% | Add +2.9% | 11,996 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +7.1% | 11,933 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +26.2% | 11,600 | $1.0M |
| Balefire, LLC | 0.35% | New | 11,525 | $1.0M |
| Lido Advisors, LLC | 0.01% | New | 10,758 | $964K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -0.2% | 10,538 | $944K |
| Wealthquest Corp | 0.08% | Reduce -0.2% | 10,387 | $931K |
| Optivise Advisory Services LLC | 0.49% | Add +5.1% | 10,071 | $902K |
| Patriot Financial Group Insurance Agency, LLC | 0.12% | Reduce -1.2% | 10,026 | $898K |
| Proactive Wealth Strategies LLC | 0.46% | Add +0.1% | 9,952 | $892K |
| Goldstein Advisors, LLC | 0.13% | Reduce -1.3% | 9,651 | $865K |
| Cooper Financial Group | 0.10% | No change | 9,645 | $864K |
| Fulcrum Equity Management | 0.84% | New | 9,472 | $849K |
| Integrated Wealth Concepts LLC | 0.01% | Add +12.4% | 9,375 | $840K |
| Fairview Capital Investment Management, LLC | 0.04% | No change | 9,093 | $815K |
| Summit Asset Management, LLC | 0.14% | No change | 9,085 | $814K |
| GTS Securities LLC | 0.04% | Reduce -51.0% | 9,051 | $811K |
| Strategic Blueprint, LLC | 0.05% | New | 8,779 | $787K |
| Cedar Point Capital Partners, LLC | 0.53% | Reduce -11.7% | 8,750 | $784K |
| Blue Barn Wealth, LLC | 0.41% | No change | 8,724 | $782K |
| Private Trust Co. NA | 0.08% | Reduce -7.3% | 8,688 | $778K |
| IFP Advisors, Inc | 0.02% | Add +82.0% | 8,201 | $735K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 8,174 | $732K |
| Assetmark, Inc. | 0.00% | Add +129.9% | 8,165 | $732K |
| HB Wealth Management, LLC | 0.01% | No change | 8,085 | $724K |
| Independent Advisor Alliance | 0.01% | New | 8,028 | $719K |
| Focus Partners Wealth | 0.00% | Add +12.1% | 7,899 | $708K |
| Catalyst Financial Partners LLC | 0.13% | No change | 7,850 | $703K |
| HHM Wealth Advisors, LLC | 0.09% | No change | 7,625 | $683K |
| World Investment Advisors | 0.02% | New | 7,575 | $679K |
| Wharton Business Group, LLC | 0.03% | Reduce -7.3% | 7,400 | $663K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -18.4% | 7,263 | $651K |
| LRI Investments, LLC | 0.06% | No change | 7,230 | $648K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -0.2% | 7,223 | $647K |
| Fortune 45 LLC | 0.40% | Add +0.1% | 6,914 | $620K |
| Principal Securities, Inc. | 0.01% | Reduce -1.1% | 6,824 | $611K |
| Vision Capital Management, Inc. | 0.09% | No change | 6,740 | $604K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -2.2% | 6,661 | $603K |
| Tyler-Stone Wealth Management | 0.10% | Reduce -5.8% | 6,565 | $588K |
| Bowman & Co S.C. | 0.30% | Reduce -2.9% | 6,540 | $586K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.8% | 6,488 | $581K |
| Heritage Oak Wealth Advisors LLC | 0.28% | New | 6,459 | $579K |
| Independent Financial Group, LLC | 0.02% | No change | 6,313 | $566K |
| Goldman Sachs Group Inc. | 0.00% | New | 6,170 | $553K |
| Blair William & Co. | 0.00% | Add +0.1% | 6,135 | $550K |
| Red Tortoise LLC | 0.29% | No change | 6,074 | $544K |
| Global Retirement Partners, LLC | 0.02% | Reduce -11.0% | 6,025 | $540K |
| Outlook Wealth Advisors, LLC | 0.15% | No change | 5,980 | $536K |
| Courage Miller Partners, LLC | 0.18% | Reduce -0.8% | 5,905 | $529K |
| Mather Group, Llc. | 0.01% | Reduce -2.4% | 5,837 | $523K |
| Hutchens & Kramer Investment Management Group, LLC | 0.27% | Add +9.2% | 5,638 | $505K |
| Accel Wealth Management | 0.19% | Reduce -1.2% | 5,605 | $502K |
| Avantra Family Wealth, Inc. | 0.45% | — | 5,400 | $484K |
| Flagstar Securities, Inc. | 0.12% | Reduce -3.8% | 5,220 | $468K |
| New Insight Wealth Advisors | 0.23% | New | 5,085 | $456K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 5,060 | $453K |
| Kovack Advisors, Inc. | 0.04% | Add +3.1% | 5,059 | $453K |
| MKT Advisors LLC | 0.20% | Add +0.1% | 4,911 | $449K |
| Cornerstone Financial Group, LLC | 0.44% | — | 5,007 | $449K |
| Cornerstone Wealth Group, LLC | 0.04% | No change | 4,860 | $435K |
| SK Wealth Management, LLC | 0.22% | No change | 4,835 | $433K |
| Aspect Partners, LLC | 0.25% | New | 4,755 | $426K |
| Noesis Capital Mangement Corp. | 0.08% | No change | 4,674 | $419K |
| Old Mission Capital LLC | 0.01% | Add +38.7% | 4,641 | $416K |
| Paladin Advisory Group, LLC | 0.31% | No change | 4,490 | $402K |
| GW Henssler & Associates Ltd. | 0.02% | No change | 4,783 | $402K |
| Capital Analysts, LLC | 0.02% | Reduce -4.6% | 4,474 | $401K |
| Paragon Capital Management Ltd | 0.08% | Reduce -3.6% | 4,374 | $392K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 4,353 | $390K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.1% | 4,246 | $384K |
| Roof Eidam Maycock Peralta, LLC | 0.10% | No change | 4,250 | $381K |
| LJI Wealth Management, LLC | 0.07% | No change | 4,240 | $380K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 4,168 | $373K |
| Smartleaf Asset Management LLC | 0.04% | New | 4,116 | $372K |
| Annex Advisory Services, LLC | 0.01% | No change | 4,125 | $370K |
| Commerce Bank | 0.00% | No change | 4,116 | $369K |
| IFG Advisory, LLC | 0.02% | New | 3,886 | $348K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.3% | 3,764 | $337K |
| GWN Securities Inc. | 0.09% | — | 3,700 | $332K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +3.5% | 3,646 | $327K |
| Platt Investment Counsel, LLC | 0.31% | Reduce -1.6% | 3,640 | $326K |
| Key Financial Inc | 0.07% | Add +7.4% | 3,514 | $315K |
| Flow Traders U.S. LLC | 0.01% | New | 3,484 | $312K |
| Family Investment Center, Inc. | 0.08% | No change | 3,475 | $311K |
| Gilman Hill Asset Management, LLC | 0.05% | No change | 3,460 | $310K |
| Eagle Global Advisors LLC | 0.01% | Add +10.7% | 3,410 | $306K |
| Mainstay Capital Management LLC | 0.05% | No change | 3,385 | $303K |
| International Assets Investment Management, LLC | 0.02% | New | 3,316 | $297K |
| Opinicus Capital, Inc. | 0.25% | Reduce -15.5% | 3,259 | $292K |
| Baird Financial Group, Inc. | 0.00% | No change | 3,250 | $291K |
| GeoWealth Management, LLC | 0.01% | Reduce -62.8% | 3,241 | $290K |
| Evanson Asset Management, LLC | 0.02% | No change | 3,100 | $278K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 2,962 | $265K |
| First Heartland Consultants, Inc. | 0.03% | Add +0.1% | 2,932 | $263K |
| Destination Wealth Management | 0.01% | No change | 2,931 | $263K |
| Summit X, LLC | 0.06% | Add +5.6% | 2,902 | $260K |
| StoneX Group Inc. | 0.01% | Add +0.2% | 2,810 | $252K |
| Thrivent Financial for Lutherans | 0.00% | New | 2,789 | $251K |
| EP Wealth Advisors, LLC | 0.00% | No change | 2,765 | $248K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.1% | 2,755 | $247K |
| Kaydan Wealth Management, Inc. | 0.08% | Add +0.0% | 2,751 | $246K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +0.0% | 2,710 | $243K |
| Fiduciary Alliance LLC | 0.02% | Add +1.7% | 2,692 | $241K |
| Park Avenue Securities LLC | 0.00% | New | 2,686 | $241K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -46.6% | 2,630 | $236K |
| Cornerstone Advisory, LLC | 0.03% | Add +0.2% | 2,508 | $234K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 2,600 | $233K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.0% | 2,563 | $230K |
| Blue Sky Capital Consultants Group, Inc. | 0.14% | — | 2,545 | $228K |
| McHugh Group, LLC | 0.17% | — | 2,530 | $227K |
| Synovus Financial Corp. | 0.00% | No change | 2,529 | $227K |
| Everstar Asset Management, LLC | 0.16% | No change | 2,525 | $226K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +0.2% | 2,509 | $225K |
| JGP Wealth Management, LLC | 0.03% | New | 2,507 | $225K |
| Mathes Company, Inc. | 0.08% | No change | 2,500 | $224K |
| First Interstate Bank | 0.01% | No change | 2,500 | $224K |
| Jones Financial Companies LLLP | 0.00% | Add +28.5% | 2,499 | $224K |
| Eastern Bank | 0.00% | No change | 2,490 | $223K |
| Cerity Partners LLC | 0.00% | No change | 2,469 | $221K |
| Townsquare Capital LLC | 0.00% | New | 2,402 | $215K |
| Good Life Advisors, LLC | 0.02% | New | 2,400 | $215K |
| BridgePort Financial Solutions, LLC | 0.10% | — | 2,468 | $214K |
| Elevation Capital Advisory, LLC | 0.09% | New | 2,318 | $208K |
| Spectrum Wealth Advisory Group, LLC | 0.10% | Reduce -8.8% | 2,280 | $204K |
| McCarthy & Cox | 0.07% | New | 2,250 | $202K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,250 | $202K |
| PGIM Custom Harvest LLC | 0.00% | New | 2,250 | $202K |
| Fifth Third Bancorp | 0.00% | No change | 1,975 | $177K |
| Allworth Financial LP | 0.00% | No change | 1,751 | $164K |
| Crewe Advisors LLC | 0.02% | Reduce -7.2% | 1,740 | $156K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,695 | $154K |
| Cedar Mountain Advisors, LLC | 0.03% | No change | 1,659 | $149K |
| Synergy Investment Management, LLC | 0.06% | — | 1,565 | $140K |
| Tsfg, LLC | 0.02% | No change | 1,300 | $116K |
| Hazlett, Burt & Watson, Inc. | 0.05% | No change | 1,200 | $108K |
| US Bancorp \de | 0.00% | Reduce -8.3% | 1,039 | $93K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 970 | $91K |
| MGB Wealth Management, LLC | 0.03% | No change | 1,000 | $90K |
| Avior Wealth Management, LLC | 0.00% | No change | 995 | $89K |
| UMB Bank, n.a. | 0.00% | Reduce -8.1% | 898 | $80K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 750 | $67K |
| Sandy Spring Bank | 0.00% | No change | 737 | $66K |
| Ameriflex Group, Inc. | 0.03% | — | 610 | $56K |
| Realta Investment Advisors | 0.02% | No change | 580 | $53K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -4.9% | 586 | $53K |
| Bank of Montreal | 0.00% | Reduce -41.3% | 548 | $49K |
| Element Wealth, LLC | 0.03% | No change | 538 | $48K |
| MidAtlantic Capital Management, Inc. | 0.04% | No change | 534 | $48K |
| Qube Research & Technologies Ltd | 0.00% | Add +43.9% | 508 | $46K |
| Larson Financial Group LLC | 0.00% | No change | 500 | $45K |
| Atticus Wealth Management, LLC | 0.01% | No change | 441 | $40K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 440 | $39K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 435 | $39K |
| Kozak & Associates, Inc. | 0.01% | Reduce -37.0% | 404 | $37K |
| Caitlin John, LLC | 0.02% | Reduce -14.3% | 336 | $30K |
| NBT Bank, N.A. | 0.00% | No change | 286 | $26K |
| Castleview Partners, LLC | 0.01% | New | 283 | $25K |
| JNBA Financial Advisors | 0.00% | No change | 279 | $25K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 273 | $24K |
| PSI Advisors, LLC | 0.01% | Add +0.4% | 245 | $22K |
| Nova Wealth Management, Inc. | 0.01% | — | 175 | $16K |
| Simplex Trading, LLC | 0.00% | New | 171 | $15K |
| Archer Investment Corp | 0.00% | No change | 160 | $14K |
| Dunhill Financial, LLC | 0.01% | No change | 130 | $12K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 107 | $10K |
| Sage Mountain Advisors LLC | 0.00% | New | 100 | $9K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.2% | 91 | $8K |
| Transce3nd, LLC | 0.00% | — | 88 | $8K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | New | 85 | $8K |
| WFA Asset Management Corp | 0.00% | No change | 52 | $5K |
| Holos Integrated Wealth LLC | 0.00% | — | 36 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 30 | $3K |
| Addison Advisors LLC | 0.00% | Add +100.0% | 16 | $1K |
"% of holder's portfolio" is ILCG's weight in each manager's 13F, not the share of iShares Morningstar Growth E the manager owns.