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 |
| Capital Advisors, Ltd. LLC | 0.21% | Add +1.7% | 17,884 | $1.9M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -10.9% | 17,309 | $1.8M |
| Essex Financial Services, Inc. | 0.10% | Add +0.0% | 16,697 | $1.7M |
| Rodgers & Associates, LTD | 0.18% | Reduce -3.1% | 16,598 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | Reduce -9.0% | 16,436 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -4.4% | 16,125 | $1.7M |
| Assetmark, Inc. | 0.00% | Add +60.9% | 16,028 | $1.7M |
| Towerpoint Wealth, LLC | 0.68% | Reduce -2.9% | 15,900 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | New | 15,557 | $1.6M |
| Absolute Capital Management, LLC | 0.69% | Reduce -56.3% | 15,504 | $1.6M |
| Prosperity Consulting Group, LLC | 0.08% | New | 15,038 | $1.6M |
| Global Retirement Partners, LLC | 0.04% | Add +12.5% | 15,030 | $1.6M |
| Sigma Planning Corp | 0.04% | Add +4.3% | 14,939 | $1.6M |
| Creative Financial Designs Inc. | 0.10% | Reduce -2.3% | 14,834 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +41.5% | 14,740 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +23.9% | 14,288 | $1.5M |
| Geneos Wealth Management Inc. | 0.04% | Add +0.3% | 14,236 | $1.5M |
| MAI Capital Management | 0.01% | Add +0.1% | 13,655 | $1.4M |
| Wealthstream Advisors, Inc. | 0.21% | No change | 13,565 | $1.4M |
| Pinnacle Bancorp, Inc. | 0.42% | No change | 13,505 | $1.4M |
| Csenge Advisory Group | 0.07% | Add +0.2% | 13,411 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +52.6% | 13,502 | $1.4M |
| Roman Butler Fullerton & Co. | 0.37% | Add +7.4% | 12,742 | $1.4M |
| Full Sail Capital, LLC | 0.08% | Reduce -4.1% | 13,157 | $1.4M |
| GWN Securities Inc. | 0.32% | Add +20.8% | 13,120 | $1.4M |
| Citadel Advisors | 0.00% | New | 13,076 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -1.9% | 12,305 | $1.3M |
| Comerica Bank | 0.00% | Reduce -2.9% | 11,842 | $1.2M |
| Strategic Financial Concepts, LLC | 0.17% | Reduce -0.9% | 11,387 | $1.2M |
| Paragon Private Wealth Management, LLC | 0.38% | Add +10.4% | 11,146 | $1.2M |
| Lido Advisors, LLC | 0.00% | Add +3.3% | 11,131 | $1.2M |
| Hershey Financial Advisers, LLC | 0.99% | Reduce -70.2% | 11,035 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.8% | 10,996 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Add +246.9% | 10,929 | $1.1M |
| Triad Wealth Partners, LLC | 0.15% | No change | 10,835 | $1.1M |
| Principal Securities, Inc. | 0.02% | Reduce -2.0% | 10,256 | $1.1M |
| Wealthquest Corp | 0.08% | No change | 9,871 | $1.0M |
| Cooper Financial Group | 0.11% | No change | 9,645 | $1.0M |
| Proactive Wealth Strategies LLC | 0.43% | Reduce -0.3% | 9,628 | $1.0M |
| Goldstein Advisors, LLC | 0.12% | No change | 9,470 | $988K |
| JGP Wealth Management, LLC | 0.11% | Add +167.2% | 9,343 | $980K |
| Anb Bank | 0.40% | Reduce -31.2% | 9,390 | $979K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.4% | 9,343 | $974K |
| Summit Financial, LLC | 0.01% | New | 9,166 | $956K |
| Fairview Capital Investment Management, LLC | 0.05% | No change | 9,093 | $948K |
| Milestones Private Investment Advisors LLC | 0.64% | No change | 8,955 | $934K |
| Edge Financial Advisors LLC | 0.42% | Add +200.6% | 8,921 | $930K |
| Blue Barn Wealth, LLC | 0.40% | Add +0.0% | 8,719 | $909K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.0% | 8,643 | $902K |
| Brio Consultants, LLC | 0.12% | Add +2.1% | 8,640 | $901K |
| Cedar Point Capital Partners, LLC | 0.59% | Add +0.3% | 8,568 | $894K |
| Summit Asset Management, LLC | 0.13% | No change | 8,285 | $864K |
| Private Trust Co. NA | 0.08% | Reduce -5.7% | 8,194 | $855K |
| Nvest Financial, LLC | 0.49% | New | 8,115 | $846K |
| HB Wealth Management, LLC | 0.01% | Reduce -1.4% | 8,085 | $843K |
| Focus Partners Wealth | 0.00% | No change | 7,899 | $824K |
| Catalyst Financial Partners LLC | 0.10% | No change | 7,850 | $819K |
| GW Henssler & Associates Ltd. | 0.04% | No change | 7,709 | $804K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -36.2% | 7,667 | $800K |
| HHM Wealth Advisors, LLC | 0.09% | No change | 7,625 | $795K |
| Janney Montgomery Scott LLC | 0.00% | New | 7,625 | $795K |
| Farther Finance Advisors, LLC | 0.01% | New | 7,568 | $789K |
| Key Financial Inc | 0.14% | Add +7.9% | 7,380 | $772K |
| Wharton Business Group, LLC | 0.03% | Reduce -83.1% | 7,400 | $772K |
| LRI Investments, LLC | 0.06% | No change | 7,230 | $754K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -0.1% | 7,064 | $737K |
| Fortune 45 LLC | 0.36% | Add +0.1% | 6,925 | $719K |
| Vision Capital Management, Inc. | 0.09% | No change | 6,740 | $703K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -0.6% | 6,620 | $690K |
| Bowman & Co S.C. | 0.29% | Reduce -1.5% | 6,616 | $690K |
| Twin Peaks Wealth Advisors, LLC | 0.23% | Add +0.3% | 6,568 | $685K |
| Independent Financial Group, LLC | 0.02% | Add +1.5% | 6,522 | $680K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -12.7% | 6,322 | $659K |
| Drake & Associates, LLC | 0.14% | New | 6,152 | $651K |
| Patten & Patten Inc. | 0.04% | New | 6,222 | $649K |
| Blair William & Co. | 0.00% | Add +0.0% | 6,153 | $642K |
| Red Tortoise LLC | 0.28% | No change | 6,074 | $634K |
| Outlook Wealth Advisors, LLC | 0.16% | Add +0.8% | 6,031 | $629K |
| Mather Group, Llc. | 0.01% | No change | 5,837 | $609K |
| MKT Advisors LLC | 0.23% | Add +0.0% | 5,807 | $608K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 5,709 | $595K |
| B.O.S.S. Retirement Advisors, LLC | 0.14% | Reduce -4.0% | 5,610 | $585K |
| Avantra Family Wealth, Inc. | 0.42% | No change | 5,400 | $563K |
| Courage Miller Partners, LLC | 0.16% | Reduce -9.2% | 5,203 | $543K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | New | 5,139 | $536K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -31.5% | 5,064 | $528K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 5,060 | $528K |
| Cornerstone Financial Group, LLC | 0.41% | Add +0.1% | 5,025 | $524K |
| Flagstar Securities, Inc. | 0.16% | Add +1.1% | 4,994 | $521K |
| Plotkin Financial Advisors, LLC | 0.25% | New | 4,940 | $515K |
| SK Wealth Management, LLC | 0.19% | Add +0.1% | 4,853 | $514K |
| Cornerstone Wealth Group, LLC | 0.03% | No change | 4,860 | $507K |
| New Insight Wealth Advisors | 0.19% | Reduce -9.8% | 4,813 | $502K |
| Atria Investments, Inc | 0.01% | Add +51.6% | 4,795 | $500K |
| Aspect Partners, LLC | 0.23% | No change | 4,755 | $496K |
| Optivise Advisory Services LLC | 0.29% | Reduce -53.9% | 4,691 | $489K |
| Wealthspire Advisors, LLC | 0.00% | Add +0.1% | 4,632 | $483K |
| SCS Capital Management LLC | 0.01% | No change | 4,575 | $477K |
| Valpey Financial Services, LLC | 0.31% | Reduce -0.3% | 4,571 | $477K |
| Mutual Advisors, LLC | 0.01% | Add +1.7% | 4,528 | $476K |
| Paladin Advisory Group, LLC | 0.37% | No change | 4,490 | $468K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.5% | 4,464 | $466K |
| LJI Wealth Management, LLC | 0.08% | No change | 4,360 | $455K |
| Accel Wealth Management | 0.13% | Reduce -16.3% | 4,352 | $454K |
| Roof Eidam Maycock Peralta, LLC | 0.11% | No change | 4,250 | $443K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 4,168 | $435K |
| IFG Advisory, LLC | 0.02% | No change | 4,153 | $433K |
| Annex Advisory Services, LLC | 0.01% | No change | 4,125 | $430K |
| Commerce Bank | 0.00% | No change | 4,116 | $429K |
| Strategic Blueprint, LLC | 0.02% | New | 3,962 | $413K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.6% | 3,898 | $407K |
| Paragon Capital Management Ltd | 0.08% | Reduce -4.4% | 3,834 | $400K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 3,740 | $390K |
| Aspiriant, LLC | 0.01% | New | 3,700 | $386K |
| World Investment Advisors | 0.01% | Add +21.3% | 3,585 | $374K |
| Kovack Advisors, Inc. | 0.03% | Add +0.1% | 3,553 | $371K |
| Chilton Capital Management LLC | 0.01% | New | 3,512 | $366K |
| Tred Avon Family Wealth, LLC | 0.12% | — | 3,460 | $361K |
| Gilman Hill Asset Management, LLC | 0.06% | No change | 3,460 | $361K |
| Eagle Global Advisors LLC | 0.01% | Reduce -1.5% | 3,335 | $348K |
| Evanson Asset Management, LLC | 0.02% | No change | 3,100 | $323K |
| Brown Advisory Inc. | 0.00% | No change | 3,058 | $319K |
| Joel Adams & Associates, Inc. | 0.25% | New | 3,021 | $315K |
| Platt Investment Counsel, LLC | 0.25% | No change | 3,000 | $313K |
| Kelman-Lazarov, Inc. | 0.05% | Add +0.0% | 2,964 | $309K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.1% | 2,942 | $307K |
| US Bancorp \de | 0.00% | Reduce -0.7% | 2,908 | $303K |
| AlphaCore Capital LLC | 0.01% | No change | 2,850 | $297K |
| Opinicus Capital, Inc. | 0.21% | Reduce -1.7% | 2,848 | $297K |
| StoneX Group Inc. | 0.01% | Reduce -8.6% | 2,805 | $293K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +11.1% | 2,793 | $291K |
| Kaydan Wealth Management, Inc. | 0.08% | No change | 2,750 | $287K |
| SOA Wealth Advisors, LLC. | 0.05% | Add +0.0% | 2,711 | $283K |
| Fiduciary Alliance LLC | 0.02% | No change | 2,692 | $281K |
| HRT Financial LP | 0.00% | New | 2,638 | $275K |
| Fulcrum Equity Management | 0.27% | Add +10.4% | 2,582 | $269K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.0% | 2,567 | $268K |
| Blue Sky Capital Consultants Group, Inc. | 0.12% | No change | 2,545 | $265K |
| McHugh Group, LLC | 0.16% | No change | 2,530 | $264K |
| Cornerstone Advisory, LLC | 0.03% | Add +0.2% | 2,517 | $262K |
| Mathes Company, Inc. | 0.09% | No change | 2,500 | $261K |
| First Interstate Bank | 0.01% | No change | 2,500 | $261K |
| Eastern Bank | 0.00% | No change | 2,490 | $260K |
| CoreCap Advisors, LLC | 0.01% | Reduce -22.2% | 2,487 | $259K |
| Cerity Partners LLC | 0.00% | No change | 2,469 | $258K |
| BridgePort Financial Solutions, LLC | 0.07% | No change | 2,468 | $257K |
| Destination Wealth Management | 0.01% | No change | 2,407 | $251K |
| Nilsine Partners, LLC | 0.02% | No change | 2,400 | $250K |
| Family Investment Center, Inc. | 0.05% | No change | 2,398 | $250K |
| Oppenheimer & Co. Inc. | 0.00% | Add +3.4% | 2,346 | $245K |
| Mainstay Capital Management LLC | 0.02% | Reduce -65.7% | 2,325 | $242K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -0.2% | 2,320 | $242K |
| GTS Securities LLC | 0.01% | Reduce -16.4% | 2,300 | $240K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -84.5% | 2,258 | $236K |
| PGIM Custom Harvest LLC | 0.00% | No change | 2,250 | $235K |
| McCarthy & Cox | 0.05% | Reduce -1.5% | 2,217 | $231K |
| FLP Wealth Management, LLC | 0.65% | Reduce -44.1% | 2,215 | $231K |
| Sowell Financial Services LLC | 0.01% | Reduce -0.1% | 2,203 | $230K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 2,188 | $228K |
| Synovus Financial Corp. | 0.00% | Reduce -2.9% | 2,145 | $224K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -0.6% | 2,055 | $221K |
| ORG Partners LLC | 0.04% | New | 2,005 | $216K |
| 5T Wealth, LLC | 0.09% | New | 2,059 | $215K |
| KPP Advisory Services LLC | 0.03% | New | 2,058 | $215K |
| Spectrum Wealth Advisory Group, LLC | 0.09% | Reduce -10.5% | 2,040 | $213K |
| Cadent Capital Advisors, LLC | 0.06% | New | 2,023 | $211K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 2,021 | $211K |
| Floyd Financial Group LLC | 0.15% | New | 2,000 | $209K |
| Fifth Third Bancorp | 0.00% | No change | 1,850 | $193K |
| UMB Bank, n.a. | 0.00% | Add +105.8% | 1,848 | $193K |
| Crewe Advisors LLC | 0.02% | No change | 1,740 | $181K |
| Allworth Financial LP | 0.00% | No change | 1,642 | $171K |
| Costello Asset Management, INC | 0.05% | Add +0.1% | 1,365 | $142K |
| Painted Porch Advisors LLC | 0.05% | New | 1,313 | $137K |
| Tsfg, LLC | 0.02% | No change | 1,300 | $136K |
| Cedar Mountain Advisors, LLC | 0.02% | Reduce -9.1% | 1,200 | $125K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 1,200 | $125K |
| Atwood & Palmer Inc. | 0.01% | Add +3786.2% | 1,127 | $118K |
| Wealth Watch Advisors, INC | 0.04% | New | 1,026 | $107K |
| Creative Capital Management Investments LLC | 0.03% | No change | 1,007 | $105K |
| MGB Wealth Management, LLC | 0.03% | Add +0.1% | 1,001 | $104K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 880 | $92K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 750 | $78K |
| Lanark Financial, Inc. | 0.01% | Add +30.9% | 720 | $75K |
| Signaturefd, LLC | 0.00% | No change | 680 | $71K |
| Cornerstone Planning Group LLC | 0.01% | New | 603 | $64K |
| Bank of Montreal | 0.00% | Add +23.7% | 610 | $64K |
| Realta Investment Advisors | 0.02% | No change | 580 | $60K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -4.8% | 530 | $55K |
| Larson Financial Group LLC | 0.00% | Add +3.4% | 517 | $54K |
| Spire Wealth Management | 0.00% | New | 509 | $53K |
| Operose Advisors LLC | 0.01% | New | 485 | $51K |
| Cheviot Value Management, LLC | 0.01% | No change | 458 | $50K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.2% | 437 | $46K |
| Hantz Financial Services, Inc. | 0.00% | No change | 410 | $43K |
| Rossby Financial, LCC | 0.01% | No change | 372 | $39K |
| Parallel Advisors, LLC | 0.00% | New | 355 | $37K |
| Caitlin John, LLC | 0.02% | New | 336 | $35K |
| NBT Bank, N.A. | 0.00% | Reduce -63.6% | 104 | $30K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Reduce -7.5% | 260 | $27K |
| JNBA Financial Advisors | 0.00% | No change | 256 | $27K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | New | 197 | $21K |
| Financial Consulate, Inc. | 0.00% | New | 185 | $19K |
| Nova Wealth Management, Inc. | 0.01% | No change | 175 | $18K |
| Optiver Holding B.V. | 0.00% | New | 173 | $18K |
| Archer Investment Corp | 0.00% | No change | 160 | $17K |
| Dunhill Financial, LLC | 0.00% | Add +0.8% | 130 | $14K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 107 | $11K |
| Sage Mountain Advisors LLC | 0.00% | No change | 100 | $10K |
| Capital Analysts, LLC | 0.00% | No change | 87 | $9K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -92.8% | 77 | $8K |
| IFP Advisors, Inc | 0.00% | Reduce -98.7% | 71 | $7K |
| Russell Investments Group, Ltd. | 0.00% | No change | 62 | $6K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -99.5% | 61 | $6K |
| Pineridge Advisors LLC | 0.00% | No change | 59 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 47 | $5K |
| Financial Freedom, LLC | 0.00% | New | 44 | $5K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 44 | $5K |
| WFA Asset Management Corp | 0.00% | No change | 52 | $4K |
| Holos Integrated Wealth LLC | 0.00% | No change | 36 | $4K |
| Qube Research & Technologies Ltd | 0.00% | New | 29 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 28 | $3K |
| Addison Advisors LLC | 0.00% | No change | 16 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -100.0% | 4 | $417 |
| Smartleaf Asset Management LLC | 0.00% | No change | 3 | $311 |
"% of holder's portfolio" is ILCG's weight in each manager's 13F, not the share of iShares Morningstar Growth E the manager owns.