iShares Morningstar Growth EILCGETF
13F holders, Q1 2026 (March 31)327holders −15
18new positions
25sold out
1famous investor
$94.84avg. 13F price*
At the end of Q1 2026, 327 institutions reported holding iShares Morningstar Growth E (ILCG) in their 13F filings, down 15 from Q4 2025. 18 opened new positions and 25 sold out. The largest holders were LPL Financial LLC ($123.4M), Morgan Stanley ($104.1M) and Equitable Holdings, Inc. ($103.2M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Morningstar Growth E
- CUSIP
- 464287119
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $14.9M |
| Exits | 25 | $9.5M |
All 13F filers, Q4 2025 → Q1 2026: 1,195,321 shares bought and 2,325,468 shares sold, net −1,130,147 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 327 holders
| LPL Financial LLC | 0.03% | Reduce -6.4% | 1,292,391 | $123.4M |
| Morgan Stanley | 0.01% | Reduce -2.0% | 1,090,222 | $104.1M |
| Equitable Holdings, Inc. | 0.66% | Reduce -57.4% | 991,892 | $103.2M |
| Wells Fargo & Company | 0.01% | Reduce -3.6% | 692,430 | $66.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +31.2% | 597,556 | $57.1M |
| Cetera Investment Advisers | 0.06% | Add +12.8% | 596,099 | $56.9M |
| FAS Wealth Partners, Inc. | 3.53% | Add +1.1% | 592,851 | $56.6M |
| Clearstead Trust, LLC | 8.68% | Add +12.5% | 557,871 | $53.3M |
| Bank of America Corp. | 0.00% | Reduce -10.1% | 451,119 | $43.1M |
| JPMorgan Chase & Co. | 0.00% | Add +6.3% | 424,568 | $38.9M |
| GM Advisory Group, LLC | 1.31% | Add +6.8% | 356,056 | $34.0M |
| Raymond James Financial Inc. | 0.01% | Add +59.8% | 353,858 | $33.8M |
| B&D White Capital Company, LLC | 4.10% | Reduce -27.8% | 347,434 | $33.2M |
| Ameriprise Financial Inc. | 0.01% | Add +3.4% | 342,334 | $32.7M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -11.0% | 311,166 | $29.7M |
| McKinley Carter Wealth Services, Inc. | 1.49% | Reduce -26.5% | 270,806 | $25.9M |
| Osaic Holdings, Inc. | 0.04% | Reduce -0.9% | 250,038 | $23.9M |
| MML Investors Services, LLC | 0.06% | Reduce -15.0% | 242,103 | $23.1M |
| UBS Group AG | 0.00% | Reduce -39.2% | 215,883 | $20.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +52.3% | 155,875 | $15.1M |
| LongView Wealth Management | 3.60% | Reduce -7.5% | 136,102 | $14.3M |
| Kiley Juergens Wealth Management, LLC | 2.41% | Reduce -0.8% | 142,759 | $13.6M |
| Mariner, LLC | 0.02% | Add +2.9% | 142,348 | $13.6M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -19.3% | 136,367 | $13.0M |
| Corient Private Wealth LP | 0.02% | Add +1.7% | 127,673 | $12.2M |
| Prime Capital Investment Advisors, LLC | 0.13% | Add +4.5% | 122,151 | $11.7M |
| Cornerstone Wealth Management, LLC | 0.52% | Reduce -0.6% | 109,694 | $10.5M |
| Two Sigma Investments, LP | 0.01% | Add +77.2% | 106,700 | $10.2M |
| Park Avenue Securities LLC | 0.08% | Add +38.4% | 105,945 | $10.1M |
| Royal Bank of Canada | 0.00% | Reduce -9.5% | 96,416 | $9.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.8% | 91,999 | $8.8M |
| Investors Research Corp | 1.66% | Add +11.5% | 90,847 | $8.7M |
| Captrust Financial Advisors | 0.01% | Reduce -0.7% | 84,985 | $8.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -10.6% | 73,039 | $7.0M |
| White Pine Investment CO | 1.62% | Add +6.8% | 73,024 | $7.0M |
| Bank of New York Mellon Corp | 0.00% | Add +81.1% | 71,239 | $6.8M |
| Marietta Wealth Management, LLC | 0.80% | Add +0.7% | 70,370 | $6.7M |
| Cwm, LLC | 0.02% | Reduce -0.7% | 66,679 | $6.4M |
| &partners | 0.03% | Add +11.2% | 64,467 | $6.2M |
| Woodard & Co. Asset Management Group Inc. | 0.98% | Add +4.6% | 64,379 | $6.1M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -0.6% | 61,158 | $5.8M |
| Sunburst Financial Group, LLC | 1.09% | Add +5.8% | 59,359 | $5.7M |
| IHT Wealth Management, LLC | 0.13% | Add +0.6% | 57,931 | $5.5M |
| Merit Financial Group, LLC | 0.04% | Reduce -0.8% | 54,219 | $5.2M |
| Johnson Investment Counsel Inc. | 0.04% | Reduce -0.2% | 53,424 | $5.1M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.5% | 53,390 | $5.1M |
| Ipsen Advisor Group LLC | 3.53% | Reduce -2.0% | 52,828 | $5.0M |
| Arcadia Wealth Management, LLC | 1.80% | Add +9.2% | 52,162 | $5.0M |
| Strategic Financial Concepts, LLC | 1.23% | Add +23.0% | 52,038 | $5.0M |
| American Financial & Tax Strategies Inc. | 2.30% | Reduce -0.7% | 49,561 | $4.7M |
| Money Concepts Capital Corp. | 0.24% | Reduce -11.5% | 44,542 | $4.3M |
| Retirement Planning Group, LLC | 0.12% | No change | 41,838 | $4.0M |
| Elevation Capital Advisory, LLC | 1.69% | New | 41,524 | $4.0M |
| Creative Planning | 0.00% | Add +4.1% | 41,411 | $4.0M |
| Madison Wealth Partners, Inc | 0.63% | Add +2.4% | 41,085 | $3.9M |
| Sanctuary Advisors, LLC | 0.02% | Add +20.4% | 40,804 | $3.9M |
| Northwest Wealth Advisors, LLC | 2.76% | Add +9.1% | 40,420 | $3.9M |
| FMR LLC | 0.00% | Add +21.5% | 38,383 | $3.7M |
| VestGen Advisors, LLC | 0.10% | Reduce -9.0% | 31,297 | $3.6M |
| Twin Focus Capital Partners, LLC | 0.39% | No change | 35,571 | $3.4M |
| Corsicana & Co. | 2.11% | Reduce -5.9% | 41,135 | $3.3M |
| Jim Saulnier & Associates, LLC | 1.53% | Reduce -0.8% | 32,973 | $3.1M |
| Bawa N Mallick Trust | 1.28% | No change | 32,857 | $3.1M |
| Citigroup Inc. | 0.00% | Reduce -1.8% | 32,722 | $3.1M |
| Brand Asset Management Group, Inc. | 0.81% | Reduce -2.5% | 32,557 | $3.1M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -60.8% | 31,179 | $3.0M |
| GenWealth Group, Inc. | 0.51% | Reduce -0.5% | 31,224 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +31.6% | 30,073 | $2.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.6% | 29,725 | $2.8M |
| Steinberganna Wealth Management | 1.34% | Reduce -7.5% | 29,171 | $2.8M |
| Advisory Services Network, LLC | 0.04% | Add +1.4% | 28,783 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 27,808 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -0.1% | 27,561 | $2.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +65.4% | 27,290 | $2.6M |
| Ashton Thomas Securities, LLC | 0.32% | New | 26,866 | $2.6M |
| Savant Capital, LLC | 0.01% | No change | 26,769 | $2.6M |
| Independent Advisor Alliance | 0.03% | New | 26,336 | $2.5M |
| Flagship Harbor Advisors, LLC | 0.11% | Add +11.4% | 26,260 | $2.5M |
| Assetmark, Inc. | 0.00% | Add +8.4% | 24,936 | $2.4M |
| Asempa Wealth Advisors | 2.04% | Add +0.2% | 24,256 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +24.0% | 25,292 | $2.3M |
| Capital Advisors, Ltd. LLC | 0.26% | Add +14.9% | 24,219 | $2.3M |
| North Star Investment Management Corp. | 0.14% | No change | 24,064 | $2.3M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -9.1% | 23,798 | $2.3M |
| Arkadios Wealth Advisors | 0.04% | Add +0.4% | 23,722 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +39.0% | 22,643 | $2.2M |
| Shira Ridge Wealth Management | 0.84% | No change | 22,245 | $2.1M |
| Pinnacle Financial Group, LLC / IL | 0.57% | Add +0.0% | 21,835 | $2.1M |
| Focus Financial Network, Inc. | 0.07% | Reduce -19.3% | 21,259 | $2.0M |
| Horst & Graben Wealth Management LLC | 0.28% | Reduce -2.8% | 18,222 | $2.0M |
| Cape Investment Advisory, Inc. | 0.65% | Reduce -2.4% | 20,455 | $2.0M |
| Greykasell Wealth Strategies, Inc. | 0.78% | Reduce -0.7% | 20,366 | $1.9M |
| Beacon Financial Advisory LLC | 0.42% | Add +0.6% | 19,386 | $1.9M |
| Daymark Wealth Partners, LLC | 0.06% | Reduce -3.7% | 19,255 | $1.8M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -72.1% | 19,149 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +2.4% | 18,809 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.5% | 18,626 | $1.8M |
| Proactive Wealth Strategies LLC | 0.33% | Add +97.7% | 18,468 | $1.8M |
| XML Financial, LLC | 0.14% | No change | 17,902 | $1.7M |
| Prosperity Consulting Group, LLC | 0.07% | Reduce -0.4% | 17,233 | $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.