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 |
| Essex Financial Services, Inc. | 0.11% | Add +0.0% | 16,694 | $1.6M |
| Towerpoint Wealth, LLC | 0.70% | Reduce -6.1% | 16,373 | $1.6M |
| One Capital Management, LLC | 0.05% | Reduce -71.6% | 15,895 | $1.5M |
| Creative Financial Designs Inc. | 0.11% | Add +0.9% | 15,177 | $1.5M |
| Silver Oak Securities, Incorporated | 0.12% | Add +820.3% | 14,614 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +2.5% | 14,327 | $1.4M |
| Geneos Wealth Management Inc. | 0.03% | Add +26.8% | 14,200 | $1.4M |
| Full Sail Capital, LLC | 0.08% | Reduce -5.3% | 13,716 | $1.3M |
| Anb Bank | 0.59% | Reduce -0.4% | 13,648 | $1.3M |
| MAI Capital Management | 0.01% | Add +0.1% | 13,637 | $1.3M |
| Wealthstream Advisors, Inc. | 0.22% | No change | 13,565 | $1.3M |
| Pinnacle Bancorp, Inc. | 0.40% | No change | 13,505 | $1.3M |
| Global Retirement Partners, LLC | 0.03% | — | 13,358 | $1.3M |
| Wharton Business Group, LLC | 0.05% | Add +490.2% | 43,675 | $1.3M |
| Csenge Advisory Group | 0.06% | No change | 13,379 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +3.8% | 12,545 | $1.2M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -8.2% | 12,417 | $1.2M |
| Roman Butler Fullerton & Co. | 0.35% | Reduce -2.7% | 11,867 | $1.2M |
| Comerica Bank | 0.00% | Reduce -2.4% | 12,196 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +39.6% | 12,009 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +23.5% | 11,537 | $1.1M |
| Strategic Financial Concepts, LLC | 0.16% | Reduce -78.7% | 11,488 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.6% | 11,350 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.0% | 11,193 | $1.1M |
| GWN Securities Inc. | 0.20% | Add +43.2% | 10,863 | $1.1M |
| Triad Wealth Partners, LLC | 0.21% | New | 10,835 | $1.0M |
| Lido Advisors, LLC | 0.01% | Add +0.1% | 10,780 | $1.0M |
| Principal Securities, Inc. | 0.02% | Add +42.8% | 10,468 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Add +22.8% | 10,414 | $1.0M |
| Optivise Advisory Services LLC | 0.50% | Add +1.2% | 10,169 | $985K |
| Paragon Private Wealth Management, LLC | 0.39% | Add +18.6% | 10,094 | $978K |
| Assetmark, Inc. | 0.00% | Reduce -38.0% | 9,960 | $965K |
| Wealthquest Corp | 0.08% | Reduce -2.8% | 9,871 | $957K |
| Proactive Wealth Strategies LLC | 0.44% | Reduce -0.4% | 9,660 | $936K |
| Cooper Financial Group | 0.11% | No change | 9,645 | $935K |
| Goldstein Advisors, LLC | 0.12% | Reduce -0.1% | 9,470 | $918K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.8% | 9,215 | $893K |
| Fairview Capital Investment Management, LLC | 0.05% | No change | 9,093 | $881K |
| Milestones Private Investment Advisors LLC | 0.64% | — | 8,955 | $868K |
| Jones Financial Companies LLLP | 0.00% | Add +86.7% | 8,848 | $852K |
| Blue Barn Wealth, LLC | 0.40% | Add +0.2% | 8,718 | $845K |
| Private Trust Co. NA | 0.08% | No change | 8,688 | $842K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.3% | 8,641 | $837K |
| Cedar Point Capital Partners, LLC | 0.58% | Reduce -3.3% | 8,539 | $827K |
| Brio Consultants, LLC | 0.12% | New | 8,465 | $820K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | Reduce -1.1% | 8,365 | $811K |
| Summit Asset Management, LLC | 0.13% | Reduce -8.8% | 8,285 | $803K |
| Ethos Financial Group, LLC | 0.07% | New | 8,203 | $795K |
| HB Wealth Management, LLC | 0.01% | No change | 8,200 | $795K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.10% | No change | 8,000 | $775K |
| Focus Partners Wealth | 0.00% | Add +3.1% | 7,899 | $765K |
| Catalyst Financial Partners LLC | 0.08% | No change | 7,850 | $761K |
| GW Henssler & Associates Ltd. | 0.04% | Add +58.0% | 7,709 | $747K |
| Marshall Wace, LLP | 0.00% | New | 7,632 | $740K |
| HHM Wealth Advisors, LLC | 0.09% | No change | 7,625 | $739K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +174.8% | 7,392 | $716K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.1% | 7,240 | $702K |
| LRI Investments, LLC | 0.06% | No change | 7,230 | $701K |
| Wealthcare Advisory Partners LLC | 0.02% | New | 7,074 | $685K |
| Fortune 45 LLC | 0.39% | Reduce -0.1% | 6,916 | $670K |
| Twin Peaks Wealth Advisors, LLC | 0.22% | New | 6,546 | $666K |
| Key Financial Inc | 0.13% | Add +45.7% | 6,840 | $663K |
| Mainstay Capital Management LLC | 0.03% | Add +100.0% | 6,770 | $656K |
| Vision Capital Management, Inc. | 0.09% | No change | 6,740 | $653K |
| Bowman & Co S.C. | 0.29% | Reduce -11.0% | 6,715 | $651K |
| Independent Financial Group, LLC | 0.02% | Add +11.5% | 6,427 | $623K |
| Tyler-Stone Wealth Management | 0.10% | No change | 6,315 | $612K |
| Sunbelt Securities, Inc. | 0.05% | Add +0.7% | 6,661 | $597K |
| Blair William & Co. | 0.00% | Add +0.2% | 6,151 | $596K |
| Red Tortoise LLC | 0.29% | No change | 6,074 | $589K |
| Outlook Wealth Advisors, LLC | 0.15% | No change | 5,980 | $579K |
| B.O.S.S. Retirement Advisors, LLC | 0.14% | New | 5,846 | $566K |
| Mather Group, Llc. | 0.01% | No change | 5,837 | $566K |
| MKT Advisors LLC | 0.22% | No change | 5,805 | $556K |
| Courage Miller Partners, LLC | 0.18% | Reduce -2.9% | 5,732 | $555K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 5,709 | $553K |
| IFP Advisors, Inc | 0.02% | Reduce -33.7% | 5,469 | $530K |
| Avantra Family Wealth, Inc. | 0.43% | No change | 5,400 | $523K |
| New Insight Wealth Advisors | 0.21% | Reduce -2.6% | 5,339 | $517K |
| Accel Wealth Management | 0.17% | Reduce -2.3% | 5,197 | $504K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 5,060 | $490K |
| Cornerstone Financial Group, LLC | 0.41% | Add +0.1% | 5,018 | $486K |
| Flagstar Securities, Inc. | 0.13% | Add +0.1% | 4,938 | $478K |
| SK Wealth Management, LLC | 0.21% | Add +0.1% | 4,847 | $473K |
| Cornerstone Wealth Group, LLC | 0.04% | No change | 4,860 | $471K |
| Aspect Partners, LLC | 0.23% | No change | 4,755 | $461K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -31.3% | 4,728 | $458K |
| Wealthspire Advisors, LLC | 0.00% | Add +68.8% | 4,626 | $448K |
| Mutual Advisors, LLC | 0.01% | Add +0.7% | 4,452 | $445K |
| Valpey Financial Services, LLC | 0.31% | — | 4,583 | $444K |
| SCS Capital Management LLC | 0.00% | No change | 4,575 | $443K |
| Paladin Advisory Group, LLC | 0.33% | No change | 4,490 | $435K |
| Old Mission Capital LLC | 0.01% | New | 4,428 | $429K |
| LJI Wealth Management, LLC | 0.07% | Add +0.1% | 4,360 | $422K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.0% | 4,312 | $418K |
| Roof Eidam Maycock Peralta, LLC | 0.10% | No change | 4,250 | $412K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 4,168 | $404K |
| IFG Advisory, LLC | 0.02% | No change | 4,153 | $402K |
| Personal Cfo Solutions, LLC | 0.07% | New | 4,135 | $401K |
| Annex Advisory Services, LLC | 0.01% | No change | 4,125 | $400K |
| Commerce Bank | 0.00% | No change | 4,116 | $399K |
| Paragon Capital Management Ltd | 0.07% | Reduce -2.5% | 4,011 | $389K |
| FLP Wealth Management, LLC | 1.08% | New | 3,966 | $384K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 3,740 | $362K |
| Kovack Advisors, Inc. | 0.03% | Reduce -2.7% | 3,548 | $344K |
| JGP Wealth Management, LLC | 0.04% | Add +18.6% | 3,497 | $339K |
| Gilman Hill Asset Management, LLC | 0.05% | No change | 3,460 | $335K |
| Eagle Global Advisors LLC | 0.01% | No change | 3,385 | $328K |
| EP Wealth Advisors, LLC | 0.00% | Add +17.8% | 3,258 | $316K |
| CoreCap Advisors, LLC | 0.01% | Reduce -2.6% | 3,195 | $310K |
| Atria Investments, Inc | 0.00% | New | 3,162 | $306K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.6% | 3,150 | $305K |
| Evanson Asset Management, LLC | 0.02% | No change | 3,100 | $300K |
| StoneX Group Inc. | 0.01% | Add +9.4% | 3,068 | $297K |
| Brown Advisory Inc. | 0.00% | New | 3,058 | $296K |
| Platt Investment Counsel, LLC | 0.28% | Reduce -8.4% | 3,000 | $291K |
| Summit X, LLC | 0.05% | No change | 2,982 | $289K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 2,963 | $287K |
| World Investment Advisors | 0.01% | No change | 2,956 | $286K |
| First Heartland Consultants, Inc. | 0.03% | Add +0.1% | 2,939 | $285K |
| Edge Financial Advisors LLC | 0.15% | New | 2,968 | $284K |
| US Bancorp \de | 0.00% | Add +187.6% | 2,928 | $284K |
| Opinicus Capital, Inc. | 0.21% | Reduce -0.7% | 2,896 | $281K |
| AlphaCore Capital LLC | 0.01% | No change | 2,850 | $276K |
| GTS Securities LLC | 0.01% | New | 2,751 | $267K |
| Kaydan Wealth Management, Inc. | 0.09% | Reduce -0.0% | 2,750 | $266K |
| SOA Wealth Advisors, LLC. | 0.05% | No change | 2,710 | $263K |
| Fiduciary Alliance LLC | 0.02% | No change | 2,692 | $261K |
| Good Life Advisors, LLC | 0.02% | Reduce -0.3% | 2,610 | $253K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 2,600 | $252K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.0% | 2,566 | $249K |
| Blue Sky Capital Consultants Group, Inc. | 0.13% | No change | 2,545 | $247K |
| McHugh Group, LLC | 0.17% | No change | 2,530 | $245K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +0.1% | 2,515 | $244K |
| Cornerstone Advisory, LLC | 0.03% | Add +0.1% | 2,513 | $244K |
| First Interstate Bank | 0.01% | No change | 2,500 | $242K |
| Mathes Company, Inc. | 0.09% | No change | 2,500 | $242K |
| Eastern Bank | 0.00% | No change | 2,490 | $241K |
| Cerity Partners LLC | 0.00% | New | 2,469 | $239K |
| BridgePort Financial Solutions, LLC | 0.08% | New | 2,468 | $239K |
| Destination Wealth Management | 0.01% | Reduce -17.9% | 2,407 | $233K |
| Nilsine Partners, LLC | 0.02% | New | 2,400 | $233K |
| Family Investment Center, Inc. | 0.05% | New | 2,398 | $232K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.2% | 2,349 | $228K |
| Fulcrum Equity Management | 0.23% | New | 2,339 | $227K |
| Harbor Investment Advisory, LLC | 0.02% | Add +1.1% | 2,325 | $225K |
| Spectrum Wealth Advisory Group, LLC | 0.10% | New | 2,280 | $221K |
| Oppenheimer & Co. Inc. | 0.00% | New | 2,269 | $220K |
| McCarthy & Cox | 0.06% | New | 2,250 | $218K |
| PGIM Custom Harvest LLC | 0.00% | New | 2,250 | $218K |
| Synovus Financial Corp. | 0.00% | Reduce -12.7% | 2,209 | $214K |
| Sowell Financial Services LLC | 0.01% | Reduce -30.2% | 2,204 | $214K |
| Diversify Advisory Services, LLC | 0.01% | New | 2,068 | $210K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 2,021 | $196K |
| Fifth Third Bancorp | 0.00% | No change | 1,850 | $179K |
| Crewe Advisors LLC | 0.02% | No change | 1,740 | $169K |
| Allworth Financial LP | 0.00% | No change | 1,642 | $159K |
| Costello Asset Management, INC | 0.05% | Add +0.3% | 1,364 | $132K |
| Cedar Mountain Advisors, LLC | 0.03% | No change | 1,320 | $128K |
| Tsfg, LLC | 0.02% | No change | 1,300 | $126K |
| Hazlett, Burt & Watson, Inc. | 0.05% | No change | 1,200 | $117K |
| Exchange Traded Concepts, LLC | 0.00% | New | 1,074 | $104K |
| Creative Capital Management Investments LLC | 0.03% | No change | 1,007 | $98K |
| MGB Wealth Management, LLC | 0.03% | No change | 1,000 | $97K |
| UMB Bank, n.a. | 0.00% | No change | 898 | $87K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -48.1% | 880 | $85K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 750 | $73K |
| Signaturefd, LLC | 0.00% | New | 680 | $66K |
| Realta Investment Advisors | 0.02% | No change | 580 | $56K |
| Brooklyn Investment Group | 0.01% | Add +104.0% | 565 | $55K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -5.0% | 557 | $54K |
| Lanark Financial, Inc. | 0.00% | No change | 550 | $53K |
| Larson Financial Group LLC | 0.00% | No change | 500 | $48K |
| Bank of Montreal | 0.00% | No change | 493 | $48K |
| Cheviot Value Management, LLC | 0.01% | No change | 458 | $46K |
| Atticus Wealth Management, LLC | 0.01% | No change | 442 | $43K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.2% | 436 | $42K |
| Hantz Financial Services, Inc. | 0.00% | New | 410 | $40K |
| Rossby Financial, LCC | 0.01% | No change | 372 | $36K |
| Transce3nd, LLC | 0.01% | New | 331 | $32K |
| NBT Bank, N.A. | 0.00% | No change | 286 | $28K |
| Quest 10 Wealth Builders, Inc. | 0.03% | New | 281 | $27K |
| JNBA Financial Advisors | 0.00% | No change | 256 | $25K |
| Asset Dedication, LLC | 0.00% | Add +78.6% | 200 | $19K |
| Nova Wealth Management, Inc. | 0.01% | No change | 175 | $17K |
| Archer Investment Corp | 0.00% | No change | 160 | $16K |
| Dunhill Financial, LLC | 0.00% | Reduce -0.8% | 129 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 107 | $10K |
| Sage Mountain Advisors LLC | 0.00% | No change | 100 | $10K |
| Clearstead Advisors, LLC | 0.00% | New | 85 | $8K |
| Capital Analysts, LLC | 0.00% | No change | 87 | $8K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -31.9% | 62 | $6K |
| Pineridge Advisors LLC | 0.00% | New | 59 | $6K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 44 | $4K |
| WFA Asset Management Corp | 0.00% | No change | 52 | $4K |
| Holos Integrated Wealth LLC | 0.00% | No change | 36 | $4K |
| Atwood & Palmer Inc. | 0.00% | New | 29 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -62.2% | 28 | $3K |
| Addison Advisors LLC | 0.00% | No change | 16 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -40.0% | 3 | $288 |
| Kozak & Associates, Inc. | 0.00% | No change | 1 | $70 |
"% of holder's portfolio" is ILCG's weight in each manager's 13F, not the share of iShares Morningstar Growth E the manager owns.