iShares Morningstar Growth EILCGETF
13F holders, Q3 2025 (September 30)325holders +24
42new positions
15sold out
1famous investor
$104.28avg. 13F price*
At the end of Q3 2025, 325 institutions reported holding iShares Morningstar Growth E (ILCG) in their 13F filings, up 24 from Q2 2025. 42 opened new positions and 15 sold out. The largest holders were Equitable Holdings, Inc. ($243.8M), Morgan Stanley ($143.2M) and LPL Financial LLC ($135.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $76.6M |
| Exits | 15 | $10.4M |
All 13F filers, Q2 2025 → Q3 2025: 2,057,597 shares bought and 715,532 shares sold, net +1,342,065 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 325 holders
| Equitable Holdings, Inc. | 1.79% | Reduce -3.9% | 2,337,317 | $243.8M |
| Morgan Stanley | 0.01% | Reduce -5.4% | 1,372,956 | $143.2M |
| LPL Financial LLC | 0.04% | Reduce -3.7% | 1,294,471 | $135.0M |
| Wells Fargo & Company | 0.01% | Add +5.3% | 677,014 | $70.6M |
| FAS Wealth Partners, Inc. | 4.24% | Add +0.2% | 599,825 | $62.6M |
| Bank of America Corp. | 0.00% | Add +8.7% | 514,197 | $53.6M |
| Cetera Investment Advisers | 0.06% | Add +345.9% | 494,497 | $51.6M |
| Clearstead Trust, LLC | 8.68% | Reduce -1.3% | 487,160 | $50.8M |
| B&D White Capital Company, LLC | 6.49% | Add +39.4% | 485,997 | $50.7M |
| McKinley Carter Wealth Services, Inc. | 2.43% | Reduce -3.6% | 444,445 | $46.4M |
| AdvisorShares Investments LLC | 6.85% | New | 401,848 | $41.9M |
| JPMorgan Chase & Co. | 0.00% | Add +22.6% | 376,531 | $39.3M |
| UBS Group AG | 0.01% | Add +21.2% | 366,690 | $38.2M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -2.3% | 362,490 | $37.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.3% | 356,945 | $37.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.3% | 332,921 | $34.7M |
| GM Advisory Group, LLC | 1.27% | Add +16.1% | 286,081 | $29.8M |
| Osaic Holdings, Inc. | 0.04% | Add +162.7% | 281,758 | $28.9M |
| Raymond James Financial Inc. | 0.01% | Add +13.9% | 276,262 | $28.8M |
| MML Investors Services, LLC | 0.08% | Reduce -1.1% | 275,670 | $28.8M |
| Goodman Advisory Group, LLC | 4.81% | Add +0.2% | 185,401 | $19.3M |
| LongView Wealth Management | 4.36% | Add +2.7% | 154,275 | $16.1M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -9.6% | 151,636 | $15.8M |
| Kiley Juergens Wealth Management, LLC | 3.39% | Reduce -0.7% | 147,006 | $15.3M |
| Mariner, LLC | 0.02% | Add +24.3% | 125,094 | $13.0M |
| Corient Private Wealth LP | 0.02% | Add +3.0% | 122,449 | $12.8M |
| Prime Capital Investment Advisors, LLC | 0.15% | Add +2.0% | 116,385 | $12.1M |
| Private Advisor Group, LLC | 0.06% | Add +376.5% | 113,848 | $11.9M |
| Cornerstone Wealth Management, LLC | 0.64% | Reduce -0.5% | 111,246 | $11.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1.7% | 102,675 | $10.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +16.4% | 101,620 | $10.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.9% | 89,687 | $9.4M |
| Royal Bank of Canada | 0.00% | Add +3.8% | 87,577 | $9.1M |
| Captrust Financial Advisors | 0.02% | Reduce -0.1% | 85,595 | $8.9M |
| Investors Research Corp | 1.45% | Add +10.5% | 75,205 | $7.8M |
| Marietta Wealth Management, LLC | 0.91% | Reduce -0.1% | 71,625 | $7.5M |
| Level Four Advisory Services, LLC | 0.25% | Reduce -1.9% | 69,453 | $7.2M |
| Woodard & Co. Asset Management Group Inc. | 1.15% | Reduce -2.8% | 67,909 | $7.1M |
| White Pine Investment CO | 1.68% | Reduce -0.5% | 67,873 | $7.1M |
| Ipsen Advisor Group LLC | 5.09% | Reduce -0.8% | 67,788 | $7.1M |
| Cwm, LLC | 0.02% | No change | 67,532 | $7.0M |
| Trinity Wealth Management, LLC | 2.49% | New | 63,666 | $6.6M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -2.4% | 61,792 | $6.4M |
| Park Avenue Securities LLC | 0.05% | Add +17.1% | 61,559 | $6.4M |
| Two Sigma Investments, LP | 0.01% | Reduce -34.5% | 58,700 | $6.1M |
| IHT Wealth Management, LLC | 0.15% | Reduce -0.8% | 58,213 | $6.1M |
| Sunburst Financial Group, LLC | 1.24% | Reduce -8.3% | 56,409 | $5.9M |
| &partners | 0.04% | Add +3.5% | 55,953 | $5.8M |
| Merit Financial Group, LLC | 0.05% | Reduce -0.8% | 54,683 | $5.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.6% | 54,452 | $5.7M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -0.0% | 53,574 | $5.6M |
| American Financial & Tax Strategies Inc. | 2.61% | Reduce -1.6% | 50,106 | $5.2M |
| Dentgroup LLC | 3.37% | Add +30.6% | 49,944 | $5.2M |
| Money Concepts Capital Corp. | 0.32% | Reduce -34.0% | 49,074 | $5.1M |
| Arcadia Wealth Management, LLC | 1.97% | New | 47,521 | $5.0M |
| Stifel Financial Corp. | 0.00% | Reduce -6.0% | 45,361 | $4.7M |
| Corsicana & Co. | 2.54% | — | 43,382 | $4.5M |
| Retirement Planning Group, LLC | 0.15% | Add +0.7% | 41,935 | $4.4M |
| Creative Planning | 0.00% | Reduce -2.2% | 41,724 | $4.4M |
| Madison Wealth Partners, Inc | 0.84% | Reduce -0.5% | 40,640 | $4.2M |
| Citigroup Inc. | 0.00% | Add +19.6% | 40,344 | $4.2M |
| RFG Advisory, LLC | 0.08% | Reduce -1.7% | 38,189 | $4.0M |
| Twin Focus Capital Partners, LLC | 0.47% | No change | 35,142 | $3.7M |
| Brand Asset Management Group, Inc. | 1.02% | Reduce -3.5% | 34,888 | $3.6M |
| VestGen Advisors, LLC | 0.12% | Reduce -2.0% | 34,674 | $3.6M |
| Focus Financial Network, Inc. | 0.13% | Reduce -19.5% | 34,660 | $3.6M |
| Jim Saulnier & Associates, LLC | 1.97% | Reduce -8.4% | 33,806 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -5.9% | 33,539 | $3.5M |
| Bawa N Mallick Trust | 1.30% | No change | 32,857 | $3.4M |
| Steinberganna Wealth Management | 1.58% | — | 32,193 | $3.4M |
| GenWealth Group, Inc. | 0.61% | Reduce -2.3% | 31,411 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Add +27.7% | 30,696 | $3.2M |
| FMR LLC | 0.00% | Add +3.1% | 30,145 | $3.1M |
| Adell Harriman & Carpenter Inc. | 0.17% | No change | 27,270 | $2.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +1038.1% | 26,734 | $2.8M |
| Advisory Services Network, LLC | 0.04% | Add +4.9% | 26,678 | $2.8M |
| Savant Capital, LLC | 0.02% | Reduce -2.5% | 26,662 | $2.8M |
| One Capital Management, LLC | 0.09% | Add +65.9% | 26,371 | $2.8M |
| Rwa Wealth Partners, LLC | 0.03% | No change | 26,186 | $2.7M |
| Ashton Thomas Securities, LLC | 0.38% | New | 26,030 | $2.7M |
| Flagship Harbor Advisors, LLC | 0.11% | Reduce -9.5% | 24,897 | $2.6M |
| North Star Investment Management Corp. | 0.17% | Reduce -1.8% | 24,694 | $2.6M |
| Arkadios Wealth Advisors | 0.06% | Reduce -1.4% | 23,610 | $2.5M |
| Pinnacle Financial Group, LLC / IL | 0.72% | Add +0.0% | 22,830 | $2.4M |
| Shira Ridge Wealth Management | 1.01% | No change | 22,723 | $2.4M |
| AE Wealth Management LLC | 0.01% | Reduce -63.2% | 22,585 | $2.4M |
| Prospera Financial Services Inc | 0.04% | New | 21,553 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Add +25.8% | 21,220 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | New | 21,067 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +82.3% | 20,695 | $2.2M |
| Greykasell Wealth Strategies, Inc. | 0.90% | Reduce -30.2% | 20,497 | $2.1M |
| Daymark Wealth Partners, LLC | 0.07% | Reduce -1.3% | 20,209 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +4.1% | 19,758 | $2.1M |
| Del-Sette Capital Management, LLC | 1.27% | New | 19,592 | $2.0M |
| Beacon Financial Advisory LLC | 0.47% | Add +0.0% | 19,428 | $2.0M |
| Horst & Graben Wealth Management LLC | 0.30% | Add +0.0% | 19,084 | $2.0M |
| Lloyd Advisory Services, LLC. | 0.91% | Reduce -6.2% | 18,446 | $1.9M |
| Truist Financial Corp. | 0.00% | Add +8.0% | 18,274 | $1.9M |
| Kane Investment Management, Inc. | 0.92% | Add +0.1% | 18,146 | $1.9M |
| XML Financial, LLC | 0.15% | No change | 17,902 | $1.9M |
"% of holder's portfolio" is ILCG's weight in each manager's 13F, not the share of iShares Morningstar Growth E the manager owns.