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 |
| MAI Capital Management | 0.01% | Add +0.1% | 13,623 | $1.1M |
| Wealthstream Advisors, Inc. | 0.21% | No change | 13,565 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | New | 13,526 | $1.1M |
| Pinnacle Bancorp, Inc. | 0.36% | No change | 13,505 | $1.1M |
| Csenge Advisory Group | 0.06% | Reduce -0.5% | 13,379 | $1.0M |
| Comerica Bank | 0.00% | Reduce -0.8% | 12,501 | $1.0M |
| Kingsview Wealth Management, LLC | 0.02% | Add +1.3% | 12,082 | $979K |
| Roman Butler Fullerton & Co. | 0.38% | Add +1.7% | 12,200 | $967K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -12.8% | 11,203 | $907K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +6.2% | 11,191 | $906K |
| Lido Advisors, LLC | 0.01% | Add +0.1% | 10,769 | $872K |
| Wealthquest Corp | 0.07% | Reduce -2.3% | 10,151 | $822K |
| Optivise Advisory Services LLC | 0.46% | Reduce -0.2% | 10,052 | $814K |
| Proactive Wealth Strategies LLC | 0.42% | Reduce -2.5% | 9,700 | $786K |
| Cooper Financial Group | 0.10% | No change | 9,645 | $781K |
| Goldstein Advisors, LLC | 0.11% | Reduce -1.7% | 9,484 | $768K |
| NewEdge Advisors, LLC | 0.00% | Reduce -19.4% | 9,345 | $757K |
| Daymark Wealth Partners, LLC | 0.03% | New | 9,336 | $756K |
| Fairview Capital Investment Management, LLC | 0.04% | No change | 9,093 | $736K |
| Summit Asset Management, LLC | 0.13% | No change | 9,085 | $736K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -3.5% | 9,052 | $733K |
| Cedar Point Capital Partners, LLC | 0.48% | Add +1.0% | 8,834 | $715K |
| Pinnacle Associates Ltd. | 0.01% | Add +20.6% | 8,758 | $709K |
| Blue Barn Wealth, LLC | 0.37% | Reduce -0.3% | 8,698 | $704K |
| Private Trust Co. NA | 0.07% | No change | 8,688 | $704K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +136.0% | 8,604 | $697K |
| Paragon Private Wealth Management, LLC | 0.32% | New | 8,508 | $689K |
| Kestra Advisory Services, LLC | 0.00% | Add +30.7% | 8,481 | $687K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -15.7% | 8,456 | $685K |
| IFP Advisors, Inc | 0.02% | Add +0.6% | 8,250 | $668K |
| HB Wealth Management, LLC | 0.01% | Add +1.4% | 8,200 | $664K |
| Principal Securities, Inc. | 0.01% | Add +7.4% | 7,331 | $657K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.11% | New | 8,000 | $648K |
| Catalyst Financial Partners LLC | 0.12% | No change | 7,850 | $636K |
| Focus Partners Wealth | 0.00% | Reduce -3.0% | 7,663 | $621K |
| HHM Wealth Advisors, LLC | 0.08% | No change | 7,625 | $618K |
| Two Sigma Investments, LP | 0.00% | Reduce -61.2% | 7,600 | $616K |
| GWN Securities Inc. | 0.03% | Add +105.0% | 7,587 | $614K |
| Bowman & Co S.C. | 0.30% | Add +15.3% | 7,544 | $611K |
| Wharton Business Group, LLC | 0.03% | No change | 7,400 | $599K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.1% | 7,232 | $586K |
| LRI Investments, LLC | 0.06% | No change | 7,230 | $586K |
| Fortune 45 LLC | 0.37% | Add +0.1% | 6,922 | $561K |
| Goldman Sachs Group Inc. | 0.00% | Add +11.5% | 6,880 | $557K |
| Vision Capital Management, Inc. | 0.08% | No change | 6,740 | $546K |
| HRT Financial LP | 0.00% | New | 6,620 | $536K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -0.7% | 6,614 | $536K |
| Tyler-Stone Wealth Management | 0.09% | Reduce -3.8% | 6,315 | $511K |
| Blair William & Co. | 0.00% | Add +0.0% | 6,137 | $497K |
| Red Tortoise LLC | 0.26% | No change | 6,074 | $492K |
| Outlook Wealth Advisors, LLC | 0.13% | No change | 5,980 | $484K |
| Courage Miller Partners, LLC | 0.16% | No change | 5,905 | $478K |
| Mather Group, Llc. | 0.01% | No change | 5,837 | $473K |
| Independent Financial Group, LLC | 0.02% | Reduce -8.7% | 5,763 | $467K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -30.2% | 5,709 | $462K |
| Cornerstone Financial Group, LLC | 0.40% | Add +0.1% | 5,013 | $446K |
| New Insight Wealth Advisors | 0.20% | Add +7.8% | 5,479 | $444K |
| Avantra Family Wealth, Inc. | 0.42% | No change | 5,400 | $437K |
| Accel Wealth Management | 0.16% | Reduce -5.1% | 5,321 | $431K |
| MKT Advisors LLC | 0.20% | Add +18.2% | 5,805 | $426K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 5,060 | $410K |
| Flagstar Securities, Inc. | 0.10% | Reduce -5.5% | 4,933 | $400K |
| GW Henssler & Associates Ltd. | 0.02% | Add +2.0% | 4,878 | $395K |
| Cornerstone Wealth Group, LLC | 0.03% | No change | 4,860 | $394K |
| Aspect Partners, LLC | 0.22% | No change | 4,755 | $385K |
| Jones Financial Companies LLLP | 0.00% | Add +89.7% | 4,740 | $384K |
| Flagship Harbor Advisors, LLC | 0.02% | New | 4,740 | $384K |
| Key Financial Inc | 0.08% | Add +33.6% | 4,696 | $380K |
| SCS Capital Management LLC | 0.00% | New | 4,575 | $371K |
| Paladin Advisory Group, LLC | 0.29% | No change | 4,490 | $364K |
| Mutual Advisors, LLC | 0.01% | Add +4.2% | 4,422 | $364K |
| SK Wealth Management, LLC | 0.19% | Add +0.1% | 4,841 | $362K |
| LJI Wealth Management, LLC | 0.07% | Add +2.7% | 4,354 | $353K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.0% | 4,311 | $349K |
| Zhang Financial LLC | 0.02% | New | 4,266 | $346K |
| Roof Eidam Maycock Peralta, LLC | 0.09% | No change | 4,250 | $344K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 4,168 | $338K |
| IFG Advisory, LLC | 0.02% | Add +6.9% | 4,153 | $336K |
| Annex Advisory Services, LLC | 0.01% | No change | 4,125 | $334K |
| Paragon Capital Management Ltd | 0.07% | Reduce -5.9% | 4,116 | $333K |
| Commerce Bank | 0.00% | No change | 4,116 | $333K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.6% | 3,740 | $303K |
| Kovack Advisors, Inc. | 0.03% | Reduce -27.9% | 3,648 | $295K |
| Armstrong, Fleming & Moore, Inc | 0.35% | New | 3,567 | $289K |
| Gilman Hill Asset Management, LLC | 0.05% | No change | 3,460 | $280K |
| Mainstay Capital Management LLC | 0.04% | No change | 3,385 | $274K |
| Eagle Global Advisors LLC | 0.01% | Reduce -0.7% | 3,385 | $274K |
| CoreCap Advisors, LLC | 0.01% | Reduce -95.6% | 3,279 | $266K |
| Platt Investment Counsel, LLC | 0.26% | Reduce -10.0% | 3,276 | $265K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.5% | 3,200 | $259K |
| Sowell Financial Services LLC | 0.01% | New | 3,158 | $256K |
| Noesis Capital Mangement Corp. | 0.05% | Reduce -33.0% | 3,134 | $254K |
| Evanson Asset Management, LLC | 0.02% | No change | 3,100 | $251K |
| Thrivent Financial for Lutherans | 0.00% | No change | 2,789 | $251K |
| Summit X, LLC | 0.05% | Add +2.8% | 2,982 | $241K |
| Kelman-Lazarov, Inc. | 0.04% | Add +0.0% | 2,963 | $240K |
| World Investment Advisors | 0.01% | Reduce -61.0% | 2,956 | $239K |
| JGP Wealth Management, LLC | 0.03% | Add +17.6% | 2,949 | $239K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.1% | 2,936 | $238K |
| Destination Wealth Management | 0.01% | No change | 2,931 | $237K |
| Opinicus Capital, Inc. | 0.21% | Reduce -10.6% | 2,915 | $236K |
| AlphaCore Capital LLC | 0.02% | New | 2,850 | $231K |
| StoneX Group Inc. | 0.01% | Reduce -0.2% | 2,805 | $227K |
| EP Wealth Advisors, LLC | 0.00% | No change | 2,765 | $224K |
| Kaydan Wealth Management, Inc. | 0.07% | No change | 2,751 | $223K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,742 | $222K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,740 | $222K |
| SOA Wealth Advisors, LLC. | 0.05% | No change | 2,710 | $219K |
| Fiduciary Alliance LLC | 0.02% | No change | 2,692 | $218K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -92.9% | 2,690 | $218K |
| Good Life Advisors, LLC | 0.01% | Add +9.0% | 2,617 | $212K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.5% | 2,616 | $212K |
| Cornerstone Advisory, LLC | 0.02% | Add +0.1% | 2,511 | $211K |
| Laurel Wealth Advisors LLC | 0.03% | No change | 2,600 | $211K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.1% | 2,565 | $208K |
| Blue Sky Capital Consultants Group, Inc. | 0.13% | No change | 2,545 | $206K |
| McHugh Group, LLC | 0.16% | No change | 2,530 | $205K |
| Synovus Financial Corp. | 0.00% | No change | 2,529 | $205K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +0.1% | 2,512 | $203K |
| First Interstate Bank | 0.01% | No change | 2,500 | $202K |
| Mathes Company, Inc. | 0.08% | No change | 2,500 | $202K |
| Eastern Bank | 0.00% | No change | 2,490 | $202K |
| Harbor Investment Advisory, LLC | 0.02% | Add +2.2% | 2,300 | $186K |
| AE Wealth Management LLC | 0.00% | Reduce -87.5% | 2,044 | $166K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +359.3% | 2,021 | $164K |
| Fifth Third Bancorp | 0.00% | Reduce -6.3% | 1,850 | $150K |
| Crewe Advisors LLC | 0.02% | No change | 1,740 | $141K |
| Allworth Financial LP | 0.00% | Reduce -6.2% | 1,642 | $133K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -88.7% | 1,588 | $129K |
| Synergy Investment Management, LLC | 0.05% | No change | 1,565 | $127K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,695 | $123K |
| Avalon Trust Co | 0.01% | New | 1,444 | $117K |
| Costello Asset Management, INC | 0.04% | New | 1,360 | $110K |
| Cedar Mountain Advisors, LLC | 0.02% | Reduce -20.4% | 1,320 | $107K |
| Tsfg, LLC | 0.02% | No change | 1,300 | $105K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 1,200 | $97K |
| US Bancorp \de | 0.00% | Reduce -2.0% | 1,018 | $82K |
| Creative Capital Management Investments LLC | 0.03% | New | 1,007 | $82K |
| MGB Wealth Management, LLC | 0.03% | No change | 1,000 | $81K |
| UMB Bank, n.a. | 0.00% | No change | 898 | $73K |
| Qube Research & Technologies Ltd | 0.00% | Add +58.9% | 807 | $65K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 750 | $61K |
| Sandy Spring Bank | 0.00% | No change | 737 | $60K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 629 | $51K |
| Ameriflex Group, Inc. | 0.02% | No change | 610 | $49K |
| Salomon & Ludwin, LLC | 0.01% | No change | 586 | $47K |
| Realta Investment Advisors | 0.02% | No change | 580 | $47K |
| Lanark Financial, Inc. | 0.00% | — | 550 | $44K |
| Larson Financial Group LLC | 0.00% | No change | 500 | $40K |
| Bank of Montreal | 0.00% | Reduce -10.0% | 493 | $40K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 435 | $39K |
| Cheviot Value Management, LLC | 0.00% | New | 458 | $39K |
| Atticus Wealth Management, LLC | 0.01% | Add +0.2% | 442 | $36K |
| Rossby Financial, LCC | 0.01% | New | 372 | $31K |
| NBT Bank, N.A. | 0.00% | No change | 286 | $23K |
| Brooklyn Investment Group | 0.00% | New | 277 | $22K |
| JNBA Financial Advisors | 0.00% | Reduce -8.2% | 256 | $21K |
| Nova Wealth Management, Inc. | 0.01% | No change | 175 | $14K |
| Archer Investment Corp | 0.00% | No change | 160 | $13K |
| Dunhill Financial, LLC | 0.00% | No change | 130 | $11K |
| Asset Dedication, LLC | 0.00% | New | 112 | $9K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 107 | $9K |
| Sage Mountain Advisors LLC | 0.00% | No change | 100 | $8K |
| Russell Investments Group, Ltd. | 0.00% | No change | 91 | $7K |
| Capital Analysts, LLC | 0.00% | Reduce -98.1% | 87 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -72.9% | 74 | $6K |
| WFA Asset Management Corp | 0.00% | No change | 52 | $4K |
| Tanglewood Legacy Advisors, LLC | 0.00% | New | 44 | $4K |
| Holos Integrated Wealth LLC | 0.00% | No change | 36 | $3K |
| Farther Finance Advisors, LLC | 0.00% | New | 26 | $2K |
| Addison Advisors LLC | 0.00% | No change | 16 | $1K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -99.9% | 5 | $405 |
| Kozak & Associates, Inc. | 0.00% | Reduce -99.8% | 1 | $57 |
"% of holder's portfolio" is ILCG's weight in each manager's 13F, not the share of iShares Morningstar Growth E the manager owns.