iShares Morningstar Growth EILCGETF
13F holders, Q4 2025 (December 31)342holders +17
23new positions
21sold out
$104.06avg. 13F price*
At the end of Q4 2025, 342 institutions reported holding iShares Morningstar Growth E (ILCG) in their 13F filings, up 17 from Q3 2025. 23 opened new positions and 21 sold out. The largest holders were Equitable Holdings, Inc. ($242.2M), LPL Financial LLC ($143.7M) and Morgan Stanley ($115.7M).
- Company
- iShares Morningstar Growth E
- CUSIP
- 464287119
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $6.1M |
| Exits | 21 | $60.7M |
All 13F filers, Q3 2025 → Q4 2025: 714,390 shares bought and 1,568,618 shares sold, net −854,228 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 342 holders
| Equitable Holdings, Inc. | 1.66% | Reduce -0.4% | 2,328,126 | $242.2M |
| LPL Financial LLC | 0.04% | Add +6.7% | 1,381,151 | $143.7M |
| Morgan Stanley | 0.01% | Reduce -19.0% | 1,112,299 | $115.7M |
| Wells Fargo & Company | 0.01% | Add +6.1% | 718,042 | $74.7M |
| FAS Wealth Partners, Inc. | 3.94% | Reduce -2.2% | 586,634 | $61.0M |
| Cetera Investment Advisers | 0.06% | Add +6.9% | 528,445 | $55.0M |
| Bank of America Corp. | 0.00% | Reduce -2.4% | 501,801 | $52.2M |
| Clearstead Trust, LLC | 8.12% | Add +1.8% | 495,827 | $51.6M |
| B&D White Capital Company, LLC | 5.80% | Reduce -1.0% | 481,278 | $50.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +27.6% | 455,566 | $47.4M |
| JPMorgan Chase & Co. | 0.00% | Add +6.1% | 399,429 | $41.6M |
| McKinley Carter Wealth Services, Inc. | 2.14% | Reduce -17.1% | 368,249 | $38.3M |
| UBS Group AG | 0.01% | Reduce -3.1% | 355,130 | $36.9M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -3.6% | 349,598 | $36.4M |
| GM Advisory Group, LLC | 1.36% | Add +16.5% | 333,245 | $34.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.6% | 331,032 | $34.4M |
| MML Investors Services, LLC | 0.07% | Add +3.3% | 284,868 | $29.6M |
| Osaic Holdings, Inc. | 0.04% | Reduce -10.4% | 252,346 | $26.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -19.8% | 221,438 | $23.0M |
| Rockefeller Capital Management L.P. | 0.03% | Add +11.4% | 168,913 | $17.6M |
| LongView Wealth Management | 3.76% | Reduce -4.7% | 147,068 | $15.6M |
| Kiley Juergens Wealth Management, LLC | 3.25% | Reduce -2.1% | 143,882 | $15.0M |
| Mariner, LLC | 0.02% | Add +10.6% | 138,358 | $14.4M |
| Corient Private Wealth LP | 0.02% | Add +2.5% | 125,495 | $13.1M |
| Prime Capital Investment Advisors, LLC | 0.15% | Add +0.4% | 116,897 | $12.2M |
| Cornerstone Wealth Management, LLC | 0.60% | Reduce -0.8% | 110,325 | $11.5M |
| Royal Bank of Canada | 0.00% | Add +21.7% | 106,590 | $11.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.3% | 102,335 | $10.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.5% | 93,693 | $9.7M |
| Captrust Financial Advisors | 0.02% | No change | 85,595 | $8.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -19.6% | 81,696 | $8.5M |
| Investors Research Corp | 1.55% | Add +8.4% | 81,507 | $8.5M |
| Farther Finance Advisors, LLC | 0.09% | Add +949.7% | 79,438 | $8.3M |
| Park Avenue Securities LLC | 0.07% | Add +24.4% | 76,561 | $8.0M |
| Marietta Wealth Management, LLC | 0.84% | Reduce -2.4% | 69,895 | $7.3M |
| Level Four Advisory Services, LLC | 0.23% | Reduce -1.1% | 68,693 | $7.1M |
| White Pine Investment CO | 1.68% | Add +0.8% | 68,396 | $7.1M |
| Cwm, LLC | 0.02% | Reduce -0.6% | 67,147 | $7.0M |
| Woodard & Co. Asset Management Group Inc. | 1.01% | Reduce -9.4% | 61,553 | $6.4M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -0.5% | 61,513 | $6.4M |
| Two Sigma Investments, LP | 0.01% | Add +2.6% | 60,200 | $6.3M |
| &partners | 0.03% | Add +3.6% | 57,998 | $6.0M |
| IHT Wealth Management, LLC | 0.15% | Reduce -1.1% | 57,600 | $6.0M |
| Sunburst Financial Group, LLC | 1.18% | Reduce -0.5% | 56,130 | $5.8M |
| Merit Financial Group, LLC | 0.05% | Reduce -0.1% | 54,639 | $5.7M |
| Ipsen Advisor Group LLC | 3.99% | Reduce -20.4% | 53,924 | $5.6M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -0.0% | 53,554 | $5.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -2.4% | 53,152 | $5.5M |
| Money Concepts Capital Corp. | 0.29% | Add +2.6% | 50,341 | $5.2M |
| American Financial & Tax Strategies Inc. | 2.59% | Reduce -0.4% | 49,926 | $5.2M |
| Dentgroup LLC | 3.53% | Reduce -1.1% | 49,380 | $5.1M |
| Arcadia Wealth Management, LLC | 1.85% | Add +0.5% | 47,779 | $5.0M |
| Corsicana & Co. | 2.55% | Add +0.8% | 43,712 | $4.5M |
| Strategic Financial Concepts, LLC | 4.02% | Add +271.5% | 42,306 | $4.4M |
| Retirement Planning Group, LLC | 0.14% | Reduce -0.2% | 41,838 | $4.4M |
| Madison Wealth Partners, Inc | 0.76% | Reduce -1.2% | 40,143 | $4.2M |
| Creative Planning | 0.00% | Reduce -4.7% | 39,763 | $4.1M |
| Bank of New York Mellon Corp | 0.00% | Add +28.1% | 39,329 | $4.1M |
| Northwest Wealth Advisors, LLC | 3.00% | — | 37,051 | $3.9M |
| Twin Focus Capital Partners, LLC | 0.43% | Add +1.2% | 35,571 | $3.7M |
| Gladstone Institutional Advisory LLC | 0.14% | Add +117.5% | 35,065 | $3.6M |
| VestGen Advisors, LLC | 0.15% | Reduce -0.8% | 34,407 | $3.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +1.1% | 33,894 | $3.5M |
| Brand Asset Management Group, Inc. | 0.97% | Reduce -4.3% | 33,376 | $3.5M |
| Citigroup Inc. | 0.00% | Reduce -17.4% | 33,317 | $3.5M |
| Jim Saulnier & Associates, LLC | 1.79% | Reduce -1.6% | 33,257 | $3.5M |
| Bawa N Mallick Trust | 1.27% | No change | 32,857 | $3.4M |
| GenWealth Group, Inc. | 0.56% | Reduce -0.1% | 31,383 | $3.3M |
| FMR LLC | 0.00% | Add +4.8% | 31,601 | $3.3M |
| Steinberganna Wealth Management | 1.54% | Reduce -2.0% | 31,538 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -72.9% | 30,840 | $3.2M |
| Advisory Services Network, LLC | 0.04% | Add +6.4% | 28,380 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -39.2% | 27,578 | $2.9M |
| Savant Capital, LLC | 0.02% | Add +0.4% | 26,769 | $2.8M |
| Focus Financial Network, Inc. | 0.10% | Reduce -24.0% | 26,329 | $2.7M |
| One Capital Management, LLC | 0.08% | Reduce -0.3% | 26,299 | $2.7M |
| Rwa Wealth Partners, LLC | 0.03% | No change | 26,186 | $2.7M |
| Asempa Wealth Advisors | 2.17% | — | 24,216 | $2.5M |
| North Star Investment Management Corp. | 0.16% | Reduce -2.5% | 24,064 | $2.5M |
| Arkadios Wealth Advisors | 0.05% | Add +0.1% | 23,628 | $2.5M |
| Flagship Harbor Advisors, LLC | 0.12% | Reduce -5.3% | 23,571 | $2.5M |
| Assetmark, Inc. | 0.00% | Add +43.5% | 22,995 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +8.5% | 22,850 | $2.4M |
| Shira Ridge Wealth Management | 0.93% | Reduce -2.1% | 22,245 | $2.3M |
| Pinnacle Financial Group, LLC / IL | 0.66% | Reduce -4.4% | 21,833 | $2.3M |
| Capital Advisors, Ltd. LLC | 0.25% | Add +17.9% | 21,078 | $2.2M |
| Cape Investment Advisory, Inc. | 0.67% | Add +523775.0% | 20,955 | $2.2M |
| Greykasell Wealth Strategies, Inc. | 0.84% | Add +0.0% | 20,503 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +51.1% | 20,398 | $2.1M |
| Daymark Wealth Partners, LLC | 0.07% | Reduce -1.0% | 20,000 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.2% | 19,716 | $2.1M |
| Beacon Financial Advisory LLC | 0.46% | Reduce -0.8% | 19,279 | $2.0M |
| Horst & Graben Wealth Management LLC | 0.29% | Reduce -1.8% | 18,747 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.2% | 18,385 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +28.6% | 18,368 | $1.9M |
| XML Financial, LLC | 0.15% | No change | 17,902 | $1.9M |
| Kane Investment Management, Inc. | 0.90% | Reduce -2.3% | 17,735 | $1.8M |
| Global Retirement Partners, LLC | 0.03% | Add +16.6% | 17,533 | $1.8M |
| Prosperity Consulting Group, LLC | 0.08% | Add +15.1% | 17,309 | $1.8M |
| Towerpoint Wealth, LLC | 0.69% | Add +5.7% | 16,802 | $1.7M |
"% of holder's portfolio" is ILCG's weight in each manager's 13F, not the share of iShares Morningstar Growth E the manager owns.