iShares Morningstar Growth EILCGETF
13F holders, Q2 2025 (June 30)301holders +28
38new positions
13sold out
$96.72avg. 13F price*
At the end of Q2 2025, 301 institutions reported holding iShares Morningstar Growth E (ILCG) in their 13F filings, up 28 from Q1 2025. 38 opened new positions and 13 sold out. The largest holders were Equitable Holdings, Inc. ($235.7M), Morgan Stanley ($140.6M) and LPL Financial LLC ($130.3M).
- Company
- iShares Morningstar Growth E
- CUSIP
- 464287119
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $75.0M |
| Exits | 13 | $11.7M |
All 13F filers, Q1 2025 → Q2 2025: 1,596,075 shares bought and 1,004,621 shares sold, net +591,454 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 301 holders
| Equitable Holdings, Inc. | 1.94% | Reduce -6.6% | 2,432,116 | $235.7M |
| Morgan Stanley | 0.01% | Reduce -0.0% | 1,451,313 | $140.6M |
| LPL Financial LLC | 0.04% | Reduce -5.4% | 1,344,424 | $130.3M |
| Wells Fargo & Company | 0.01% | Reduce -2.0% | 642,659 | $62.3M |
| FAS Wealth Partners, Inc. | 4.29% | Add +2.3% | 598,563 | $58.0M |
| Clearstead Trust, LLC | 9.05% | Reduce -2.6% | 493,585 | $47.8M |
| Bank of America Corp. | 0.00% | Reduce -12.7% | 472,917 | $45.8M |
| McKinley Carter Wealth Services, Inc. | 2.48% | Add +0.4% | 461,073 | $44.7M |
| Avantax Advisory Services, Inc. | 0.20% | Add +2.3% | 383,000 | $37.1M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -12.8% | 371,067 | $36.0M |
| B&D White Capital Company, LLC | 5.15% | New | 348,695 | $33.8M |
| Ameriprise Financial Inc. | 0.01% | Add +1.3% | 347,741 | $33.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.5% | 307,252 | $29.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +191.4% | 304,261 | $29.5M |
| UBS Group AG | 0.01% | Reduce -0.0% | 302,585 | $29.3M |
| MML Investors Services, LLC | 0.08% | Add +1.0% | 278,609 | $27.0M |
| GM Advisory Group, LLC | 1.18% | Add +182.2% | 246,525 | $23.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -21.3% | 242,583 | $23.5M |
| Goodman Advisory Group, LLC | 6.09% | New | 184,981 | $17.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +11.9% | 167,692 | $16.2M |
| LongView Wealth Management | 4.41% | Add +2.0% | 150,177 | $14.6M |
| Kiley Juergens Wealth Management, LLC | 3.31% | Reduce -0.5% | 148,090 | $14.3M |
| Corient Private Wealth LP | 0.02% | Reduce -52.5% | 118,938 | $11.5M |
| Prime Capital Investment Advisors, LLC | 0.15% | Reduce -29.0% | 114,106 | $11.1M |
| Cornerstone Wealth Management, LLC | 0.66% | Reduce -7.0% | 111,758 | $10.8M |
| Cetera Investment Advisers | 0.02% | Add +71.9% | 110,908 | $10.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -13.3% | 107,243 | $10.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +3.0% | 100,967 | $9.8M |
| Mariner, LLC | 0.01% | Add +11.5% | 100,646 | $9.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +11.9% | 91,382 | $8.9M |
| Two Sigma Investments, LP | 0.02% | Add +1079.0% | 89,600 | $8.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +26.3% | 87,274 | $8.5M |
| Captrust Financial Advisors | 0.02% | No change | 85,641 | $8.3M |
| Royal Bank of Canada | 0.00% | Reduce -0.7% | 84,372 | $8.2M |
| Money Concepts Capital Corp. | 0.48% | Reduce -10.6% | 74,387 | $7.2M |
| Marietta Wealth Management, LLC | 0.91% | Add +0.8% | 71,718 | $6.9M |
| Level Four Advisory Services, LLC | 0.25% | Reduce -0.3% | 70,796 | $6.9M |
| Woodard & Co. Asset Management Group Inc. | 1.24% | Reduce -0.6% | 69,828 | $6.8M |
| Ipsen Advisor Group LLC | 5.05% | Add +3.1% | 68,347 | $6.6M |
| White Pine Investment CO | 1.65% | Reduce -0.3% | 68,190 | $6.6M |
| Investors Research Corp | 1.29% | Add +23.3% | 68,045 | $6.6M |
| Cwm, LLC | 0.02% | Reduce -1.4% | 67,532 | $6.5M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -0.2% | 63,303 | $6.1M |
| Sunburst Financial Group, LLC | 1.34% | Reduce -0.3% | 61,538 | $6.0M |
| AE Wealth Management LLC | 0.04% | Add +2904.7% | 61,416 | $6.0M |
| IHT Wealth Management, LLC | 0.16% | Reduce -0.9% | 58,694 | $5.7M |
| Merit Financial Group, LLC | 0.06% | Reduce -1.5% | 55,144 | $5.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -1.2% | 54,121 | $5.2M |
| &partners | 0.04% | Add +1.2% | 54,080 | $5.2M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -1.3% | 53,594 | $5.2M |
| Park Avenue Securities LLC | 0.05% | New | 52,551 | $5.1M |
| American Financial & Tax Strategies Inc. | 2.55% | Reduce -3.4% | 50,916 | $4.9M |
| Stifel Financial Corp. | 0.00% | Reduce -0.3% | 48,266 | $4.7M |
| Win Advisors, Inc. | 2.05% | New | 43,902 | $4.3M |
| Focus Financial Network, Inc. | 0.16% | Reduce -5.8% | 43,060 | $4.2M |
| Creative Planning | 0.00% | Reduce -7.5% | 42,664 | $4.1M |
| Retirement Planning Group, LLC | 0.17% | Add +11.3% | 41,653 | $4.0M |
| Madison Wealth Partners, Inc | 0.86% | Reduce -2.4% | 40,838 | $4.0M |
| RFG Advisory, LLC | 0.09% | Reduce -2.7% | 38,839 | $3.8M |
| Dentgroup LLC | 2.57% | Reduce -11.6% | 38,243 | $3.7M |
| Hershey Financial Advisers, LLC | 3.21% | — | 36,986 | $3.6M |
| Jim Saulnier & Associates, LLC | 2.44% | Reduce -5.8% | 36,888 | $3.6M |
| Brand Asset Management Group, Inc. | 1.31% | Reduce -3.7% | 36,164 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +12.0% | 35,658 | $3.5M |
| Absolute Capital Management, LLC | 1.73% | Reduce -27.5% | 35,504 | $3.4M |
| VestGen Advisors, LLC | 0.14% | Reduce -1.5% | 35,401 | $3.4M |
| Twin Focus Capital Partners, LLC | 0.48% | Add +0.8% | 35,142 | $3.4M |
| Citigroup Inc. | 0.00% | Add +0.9% | 33,727 | $3.3M |
| Bawa N Mallick Trust | 1.32% | No change | 32,857 | $3.2M |
| GenWealth Group, Inc. | 0.63% | No change | 32,147 | $3.1M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -0.7% | 30,594 | $3.0M |
| Greykasell Wealth Strategies, Inc. | 1.36% | Add +0.7% | 29,382 | $2.8M |
| FMR LLC | 0.00% | Reduce -16.6% | 29,237 | $2.8M |
| Flagship Harbor Advisors, LLC | 0.13% | Add +480.4% | 27,511 | $2.7M |
| Savant Capital, LLC | 0.02% | Add +2.1% | 27,335 | $2.6M |
| Adell Harriman & Carpenter Inc. | 0.18% | No change | 27,270 | $2.6M |
| Advisory Services Network, LLC | 0.04% | Add +28.2% | 25,437 | $2.6M |
| Rwa Wealth Partners, LLC | 0.03% | No change | 26,186 | $2.5M |
| North Star Investment Management Corp. | 0.17% | Reduce -0.7% | 25,144 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Add +44.0% | 24,033 | $2.3M |
| Arkadios Wealth Advisors | 0.07% | Reduce -1.8% | 23,948 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.6% | 23,893 | $2.3M |
| Pinnacle Financial Group, LLC / IL | 0.74% | Add +0.0% | 22,827 | $2.2M |
| Shira Ridge Wealth Management | 1.01% | No change | 22,723 | $2.2M |
| Cape Investment Advisory, Inc. | 0.79% | Reduce -0.7% | 22,318 | $2.2M |
| Daymark Wealth Partners, LLC | 0.08% | Add +119.3% | 20,473 | $2.0M |
| Lloyd Advisory Services, LLC. | 0.92% | New | 19,659 | $1.9M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +608.6% | 19,429 | $1.9M |
| Beacon Financial Advisory LLC | 0.49% | Add +0.0% | 19,425 | $1.9M |
| Horst & Graben Wealth Management LLC | 0.31% | Reduce -0.0% | 19,083 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -10.2% | 18,973 | $1.8M |
| Elevation Capital Advisory, LLC | 0.73% | New | 18,728 | $1.8M |
| Kane Investment Management, Inc. | 0.92% | Add +1.7% | 18,135 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Add +0.0% | 18,055 | $1.7M |
| XML Financial, LLC | 0.15% | Reduce -0.4% | 17,902 | $1.7M |
| Capital Advisors, Ltd. LLC | 0.21% | Add +1.3% | 17,579 | $1.7M |
| Rodgers & Associates, LTD | 0.18% | Reduce -4.6% | 17,138 | $1.7M |
| Truist Financial Corp. | 0.00% | Reduce -40.8% | 16,916 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -12.2% | 16,875 | $1.6M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +1.1% | 16,873 | $1.6M |
"% of holder's portfolio" is ILCG's weight in each manager's 13F, not the share of iShares Morningstar Growth E the manager owns.