iShares Morningstar Growth EILCGETF
13F holders, Q1 2025 (March 31)273holders −11
28new positions
37sold out
1famous investor
$80.99avg. 13F price*
At the end of Q1 2025, 273 institutions reported holding iShares Morningstar Growth E (ILCG) in their 13F filings, down 11 from Q4 2024. 28 opened new positions and 37 sold out. The largest holders were Equitable Holdings, Inc. ($210.9M), Morgan Stanley ($117.6M) and LPL Financial LLC ($115.1M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $58.5M |
| Exits | 37 | $30.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,180,609 shares bought and 1,128,942 shares sold, net +51,667 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 273 holders
| Equitable Holdings, Inc. | 2.00% | Reduce -5.5% | 2,603,789 | $210.9M |
| Morgan Stanley | 0.01% | Add +0.8% | 1,451,649 | $117.6M |
| LPL Financial LLC | 0.04% | Add +0.2% | 1,421,695 | $115.1M |
| Wells Fargo & Company | 0.01% | Reduce -3.3% | 655,694 | $53.1M |
| FAS Wealth Partners, Inc. | 3.87% | Reduce -1.2% | 585,327 | $47.4M |
| Bank of America Corp. | 0.00% | Reduce -3.0% | 541,509 | $43.9M |
| Clearstead Trust, LLC | 9.13% | Add +4.9% | 506,592 | $41.0M |
| McKinley Carter Wealth Services, Inc. | 2.29% | New | 459,243 | $37.2M |
| Commonwealth Equity Services, LLC | 0.05% | Add +1.4% | 425,461 | $34.5M |
| Avantax Advisory Services, Inc. | 0.18% | Reduce -0.8% | 374,302 | $30.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.9% | 343,264 | $27.8M |
| JPMorgan Chase & Co. | 0.00% | Add +3.2% | 321,677 | $26.1M |
| Raymond James Financial Inc. | 0.01% | Add +0.8% | 308,228 | $25.0M |
| UBS Group AG | 0.01% | Reduce -3.5% | 302,714 | $24.5M |
| MML Investors Services, LLC | 0.07% | Reduce -0.4% | 275,894 | $22.3M |
| Corient Private Wealth LP | 0.03% | Add +109.2% | 250,294 | $20.3M |
| Prime Capital Investment Advisors, LLC | 0.15% | Add +49.6% | 160,628 | $13.0M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -1.0% | 149,807 | $12.1M |
| Kiley Juergens Wealth Management, LLC | 3.21% | Add +0.3% | 148,760 | $12.0M |
| LongView Wealth Management | 3.58% | Add +3.2% | 147,279 | $11.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -11.9% | 123,644 | $10.0M |
| Cornerstone Wealth Management, LLC | 0.66% | Reduce -0.3% | 120,236 | $9.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -56.2% | 104,426 | $8.5M |
| CW Advisors, LLC | 0.10% | New | 101,111 | $8.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1.0% | 97,998 | $7.9M |
| Mariner, LLC | 0.01% | Reduce -5.4% | 90,242 | $7.3M |
| GM Advisory Group, LLC | 0.38% | Add +381.8% | 87,366 | $7.1M |
| Captrust Financial Advisors | 0.02% | Add +0.8% | 85,641 | $6.9M |
| Royal Bank of Canada | 0.00% | Add +1.7% | 84,928 | $6.9M |
| Money Concepts Capital Corp. | 0.50% | Add +6.7% | 83,245 | $6.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +72.6% | 81,646 | $6.6M |
| Marietta Wealth Management, LLC | 0.85% | Add +9.7% | 71,144 | $5.8M |
| Level Four Advisory Services, LLC | 0.24% | Reduce -1.4% | 71,004 | $5.8M |
| Woodard & Co. Asset Management Group Inc. | 1.19% | Reduce -0.8% | 70,238 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.9% | 69,108 | $5.6M |
| Cwm, LLC | 0.02% | Add +5.8% | 68,520 | $5.5M |
| White Pine Investment CO | 1.49% | Reduce -0.8% | 68,424 | $5.5M |
| Ipsen Advisor Group LLC | 4.62% | Add +1.7% | 66,304 | $5.4M |
| Cetera Investment Advisers | 0.01% | Reduce -60.8% | 64,531 | $5.2M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -0.9% | 63,411 | $5.1M |
| Sunburst Financial Group, LLC | 1.23% | Reduce -1.7% | 61,702 | $5.0M |
| IHT Wealth Management, LLC | 0.15% | Add +0.6% | 59,248 | $4.8M |
| One Capital Management, LLC | 0.15% | Reduce -13.1% | 55,994 | $4.5M |
| Merit Financial Group, LLC | 0.07% | Add +9.9% | 55,973 | $4.5M |
| Investors Research Corp | 0.97% | Add +27.1% | 55,170 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -10.2% | 54,796 | $4.4M |
| Johnson Investment Counsel Inc. | 0.04% | Reduce -1.3% | 54,288 | $4.4M |
| Strategic Financial Concepts, LLC | 0.82% | Add +36.2% | 53,828 | $4.4M |
| &partners | 0.05% | Add +5.5% | 53,425 | $4.3M |
| American Financial & Tax Strategies Inc. | 2.29% | Reduce -2.0% | 52,695 | $4.3M |
| Absolute Capital Management, LLC | 2.29% | New | 49,000 | $4.0M |
| Stifel Financial Corp. | 0.00% | Reduce -5.3% | 48,426 | $3.9M |
| Creative Planning | 0.00% | Add +10.4% | 46,111 | $3.7M |
| Focus Financial Network, Inc. | 0.15% | Add +8.0% | 45,698 | $3.7M |
| Dentgroup LLC | 2.63% | Reduce -0.3% | 43,252 | $3.5M |
| Madison Wealth Partners, Inc | 0.84% | Reduce -7.5% | 41,858 | $3.4M |
| RFG Advisory, LLC | 0.09% | Reduce -10.9% | 39,915 | $3.2M |
| Jim Saulnier & Associates, LLC | 2.47% | Add +2.6% | 39,141 | $3.2M |
| Brand Asset Management Group, Inc. | 1.27% | Add +5.2% | 37,544 | $3.0M |
| Retirement Planning Group, LLC | 0.14% | No change | 37,410 | $3.0M |
| VestGen Advisors, LLC | 0.13% | — | 35,949 | $2.9M |
| FMR LLC | 0.00% | Add +14.1% | 35,050 | $2.8M |
| Twin Focus Capital Partners, LLC | 0.44% | No change | 34,875 | $2.8M |
| Citigroup Inc. | 0.00% | Reduce -8.6% | 33,440 | $2.7M |
| Bawa N Mallick Trust | 1.26% | No change | 32,857 | $2.7M |
| GenWealth Group, Inc. | 0.57% | Reduce -0.2% | 32,147 | $2.6M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -25.8% | 31,844 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -55.1% | 30,812 | $2.5M |
| Greykasell Wealth Strategies, Inc. | 1.26% | Reduce -0.5% | 29,181 | $2.4M |
| Truist Financial Corp. | 0.00% | Reduce -3.2% | 28,596 | $2.3M |
| Adell Harriman & Carpenter Inc. | 0.17% | Reduce -3.5% | 27,270 | $2.2M |
| Savant Capital, LLC | 0.02% | Reduce -2.9% | 26,763 | $2.2M |
| Rwa Wealth Partners, LLC | 0.03% | No change | 26,186 | $2.1M |
| North Star Investment Management Corp. | 0.15% | Reduce -8.0% | 25,325 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -15.5% | 24,776 | $2.0M |
| Arkadios Wealth Advisors | 0.07% | Reduce -18.3% | 24,377 | $2.0M |
| Pinnacle Financial Group, LLC / IL | 0.67% | Reduce -1.2% | 22,824 | $1.8M |
| Shira Ridge Wealth Management | 0.92% | No change | 22,723 | $1.8M |
| Cape Investment Advisory, Inc. | 0.72% | Add +0.0% | 22,467 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -14.1% | 21,138 | $1.7M |
| Advisory Services Network, LLC | 0.03% | Reduce -3.0% | 19,846 | $1.6M |
| Beacon Financial Advisory LLC | 0.48% | Reduce -1.0% | 19,422 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +12.1% | 19,223 | $1.6M |
| Horst & Graben Wealth Management LLC | 0.28% | No change | 19,084 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Reduce -42.3% | 18,054 | $1.5M |
| XML Financial, LLC | 0.14% | Add +25.7% | 17,966 | $1.5M |
| Rodgers & Associates, LTD | 0.18% | Reduce -6.3% | 17,956 | $1.5M |
| Kane Investment Management, Inc. | 0.70% | Reduce -1.0% | 17,827 | $1.4M |
| Towerpoint Wealth, LLC | 0.70% | Reduce -8.5% | 17,430 | $1.4M |
| Capital Advisors, Ltd. LLC | 0.19% | No change | 17,355 | $1.4M |
| Citadel Advisors | 0.00% | New | 16,952 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -0.5% | 16,694 | $1.4M |
| Essex Financial Services, Inc. | 0.10% | Add +0.0% | 16,692 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -38.0% | 16,691 | $1.4M |
| Assetmark, Inc. | 0.00% | Add +96.8% | 16,067 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 15,050 | $1.2M |
| Creative Financial Designs Inc. | 0.10% | Reduce -1.2% | 15,041 | $1.2M |
| Full Sail Capital, LLC | 0.08% | No change | 14,476 | $1.2M |
| Sigma Planning Corp | 0.04% | Add +5.5% | 13,973 | $1.1M |
| Anb Bank | 0.50% | Reduce -3.6% | 13,701 | $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.