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 |
| Kane Investment Management, Inc. | 0.83% | Reduce -5.3% | 16,803 | $1.6M |
| Silver Oak Securities, Incorporated | 0.12% | Add +660.1% | 16,685 | $1.6M |
| Essex Financial Services, Inc. | 0.09% | Add +0.3% | 16,569 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +2.8% | 15,944 | $1.5M |
| Towerpoint Wealth, LLC | 0.61% | Reduce -5.3% | 15,906 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -54.9% | 15,825 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | No change | 15,557 | $1.5M |
| Roman Butler Fullerton & Co. | 0.41% | Add +4.2% | 14,746 | $1.5M |
| Absolute Capital Management, LLC | 0.49% | Add +0.2% | 15,535 | $1.5M |
| Creative Financial Designs Inc. | 0.09% | Add +1.2% | 15,345 | $1.5M |
| Fifth Third Bancorp | 0.00% | Add +675.9% | 15,208 | $1.5M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -0.6% | 15,064 | $1.4M |
| Key Financial Inc | 0.26% | Add +94.3% | 15,038 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +1.1% | 15,009 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Add +21.8% | 14,848 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.5% | 14,816 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -2.4% | 14,514 | $1.4M |
| Paragon Private Wealth Management, LLC | 0.41% | Add +26.4% | 13,868 | $1.3M |
| GWN Securities Inc. | 0.25% | Add +0.5% | 13,635 | $1.3M |
| Greenspring Advisors, LLC | 0.08% | No change | 13,565 | $1.3M |
| Pinnacle Bancorp, Inc. | 0.38% | Add +0.0% | 13,507 | $1.3M |
| Rodgers & Associates, LTD | 0.13% | Reduce -0.0% | 13,445 | $1.3M |
| Csenge Advisory Group | 0.06% | Reduce -2.5% | 12,704 | $1.2M |
| MAI Capital Management | 0.01% | Add +0.1% | 12,505 | $1.2M |
| Lido Advisors, LLC | 0.00% | Add +0.2% | 12,486 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -17.3% | 12,648 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +37.5% | 11,857 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +400.0% | 11,730 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -36.8% | 11,617 | $1.1M |
| Brio Consultants, LLC | 0.13% | Add +10.2% | 9,746 | $1.1M |
| Evolve Private Wealth, LLC | 0.06% | Add +16.8% | 11,225 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.9% | 11,096 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +9.3% | 10,948 | $1.0M |
| Twin Peaks Wealth Advisors, LLC | 0.26% | Add +4.8% | 10,931 | $1.0M |
| Hershey Financial Advisers, LLC | 0.90% | Add +19.4% | 10,895 | $1.0M |
| Indivisible Partners | 0.09% | Add +77.9% | 10,156 | $970K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +20.2% | 10,149 | $969K |
| Cooper Financial Group | 0.09% | No change | 9,646 | $921K |
| JGP Wealth Management, LLC | 0.09% | Reduce -30.5% | 9,524 | $909K |
| Anb Bank | 0.36% | Reduce -0.1% | 9,377 | $895K |
| Focus Partners Wealth | 0.00% | Reduce -19.5% | 9,335 | $891K |
| Goldstein Advisors, LLC | 0.10% | Reduce -2.6% | 9,225 | $881K |
| Wealthquest Corp | 0.06% | Reduce -7.0% | 9,160 | $875K |
| Fairview Capital Investment Management, LLC | 0.05% | No change | 9,093 | $868K |
| Adell Harriman & Carpenter Inc. | 0.05% | Reduce -14.9% | 8,929 | $853K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.0% | 8,647 | $826K |
| Summit Financial, LLC | 0.01% | Reduce -6.2% | 8,617 | $823K |
| Livet Wealth, LLC | 0.52% | Add +0.6% | 8,582 | $819K |
| Nvest Financial, LLC | 0.30% | Reduce -1.1% | 8,415 | $803K |
| GTS Securities LLC | 0.03% | Add +106.8% | 8,341 | $796K |
| Summit Asset Management, LLC | 0.11% | No change | 8,285 | $791K |
| Private Trust Co. NA | 0.07% | Reduce -1.3% | 8,086 | $772K |
| HB Wealth Management, LLC | 0.01% | No change | 8,085 | $772K |
| Atria Investments, Inc | 0.01% | Add +42.6% | 8,056 | $769K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.32% | No change | 8,000 | $764K |
| Catalyst Financial Partners LLC | 0.09% | No change | 7,850 | $750K |
| Cedar Point Capital Partners, LLC | 0.49% | Add +2.6% | 7,822 | $747K |
| GW Henssler & Associates Ltd. | 0.03% | No change | 7,677 | $733K |
| HHM Wealth Advisors, LLC | 0.08% | No change | 7,625 | $728K |
| Janney Montgomery Scott LLC | 0.00% | No change | 7,625 | $728K |
| US Bancorp \de | 0.00% | Add +10.9% | 7,538 | $720K |
| LRI Investments, LLC | 0.06% | No change | 7,230 | $690K |
| Drake & Associates, LLC | 0.13% | Reduce -15.9% | 7,229 | $690K |
| Fortune 45 LLC | 0.32% | Add +0.1% | 6,942 | $663K |
| Independent Financial Group, LLC | 0.01% | Reduce -4.2% | 6,892 | $658K |
| Vision Capital Management, Inc. | 0.08% | No change | 6,740 | $644K |
| BlackRock, Inc. | 0.00% | Add +60.0% | 6,736 | $643K |
| Sunbelt Securities, Inc. | 0.04% | Add +0.1% | 6,536 | $624K |
| AQR Capital Management | 0.00% | New | 6,395 | $611K |
| Patten & Patten Inc. | 0.04% | No change | 6,222 | $594K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -11.0% | 6,191 | $591K |
| Blair William & Co. | 0.00% | Add +0.0% | 6,159 | $588K |
| Optivise Advisory Services LLC | 0.35% | Add +7.4% | 6,077 | $580K |
| Red Tortoise LLC | 0.24% | Reduce -0.6% | 6,040 | $577K |
| Outlook Wealth Advisors, LLC | 0.14% | No change | 6,031 | $576K |
| MKT Advisors LLC | 0.19% | Add +0.0% | 5,809 | $567K |
| Mather Group, Llc. | 0.01% | No change | 5,837 | $557K |
| Cornerstone Financial Group, LLC | 0.36% | Add +0.1% | 5,037 | $557K |
| Plotkin Financial Advisors, LLC | 0.27% | No change | 5,715 | $546K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 5,709 | $545K |
| Archer Investment Corp | 0.12% | Add +3449.4% | 5,679 | $542K |
| Midwest Financial Partners Investments, Inc. | 0.28% | No change | 5,505 | $526K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -1.1% | 5,485 | $524K |
| Cornerstone Wealth Group, LLC | 0.03% | No change | 4,860 | $523K |
| Invested Advisors | 0.52% | Reduce -3.2% | 5,408 | $516K |
| Avantra Family Wealth, Inc. | 0.38% | No change | 5,400 | $516K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 5,060 | $512K |
| Mutual Advisors, LLC | 0.01% | Add +17.4% | 5,328 | $509K |
| Courage Miller Partners, LLC | 0.14% | No change | 5,180 | $495K |
| Merited Wealth, LLC | 0.41% | New | 5,129 | $490K |
| SK Wealth Management, LLC | 0.13% | Add +0.1% | 4,865 | $473K |
| Milestone Investment Advisors LLC | 0.11% | Reduce -8.5% | 4,825 | $461K |
| Aspect Partners, LLC | 0.19% | No change | 4,755 | $454K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.1% | 4,736 | $452K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.3% | 4,633 | $442K |
| Flagstar Securities, Inc. | 0.16% | Reduce -7.3% | 4,612 | $440K |
| SCS Capital Management LLC | 0.00% | No change | 4,575 | $437K |
| Valpey Financial Services, LLC | 0.28% | Add +0.1% | 4,568 | $436K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -12.1% | 4,515 | $431K |
| Paladin Advisory Group, LLC | 0.33% | No change | 4,490 | $429K |
| LJI Wealth Management, LLC | 0.07% | Add +1.5% | 4,427 | $423K |
| Strategic Blueprint, LLC | 0.02% | Add +10.6% | 4,334 | $414K |
| Redstone Wealth Management, LLC | 0.33% | No change | 4,281 | $409K |
| Roof Eidam Maycock Peralta, LLC | 0.09% | No change | 4,250 | $406K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 4,244 | $405K |
| Annex Advisory Services, LLC | 0.01% | No change | 4,178 | $399K |
| Accel Wealth Management | 0.10% | Reduce -6.5% | 4,071 | $389K |
| New Insight Wealth Advisors | 0.13% | Reduce -11.9% | 3,902 | $373K |
| Cerity Partners LLC | 0.00% | Add +56.1% | 3,854 | $368K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 3,740 | $357K |
| Commerce Bank | 0.00% | Reduce -10.0% | 3,703 | $354K |
| Paragon Capital Management Ltd | 0.07% | Reduce -5.2% | 3,634 | $347K |
| World Investment Advisors | 0.01% | Reduce -7.5% | 3,460 | $330K |
| Gilman Hill Asset Management, LLC | 0.05% | No change | 3,460 | $330K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 3,311 | $316K |
| Brown Advisory Inc. | 0.00% | Add +7.8% | 3,297 | $315K |
| Kovack Advisors, Inc. | 0.02% | Reduce -16.4% | 3,255 | $315K |
| EP Wealth Advisors, LLC | 0.00% | No change | 3,211 | $307K |
| Baird Financial Group, Inc. | 0.00% | Reduce -70.5% | 3,178 | $303K |
| Laurel Wealth Advisors LLC | 0.03% | No change | 2,600 | $299K |
| Evanson Asset Management, LLC | 0.02% | No change | 3,100 | $296K |
| Valeo Financial Advisors, LLC | 0.01% | New | 3,024 | $289K |
| Eagle Global Advisors LLC | 0.01% | Reduce -9.1% | 3,015 | $288K |
| Fiduciary Alliance LLC | 0.02% | No change | 2,692 | $287K |
| Good Harbor Advisors, Inc. | 0.31% | No change | 3,000 | $286K |
| M&T Bank Corp | 0.00% | New | 3,000 | $286K |
| Kelman-Lazarov, Inc. | 0.04% | Add +0.0% | 2,966 | $283K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.1% | 2,950 | $282K |
| Joel Adams & Associates, Inc. | 0.21% | Add +0.1% | 2,946 | $281K |
| AlphaCore Capital LLC | 0.01% | Reduce -25.0% | 2,850 | $272K |
| StoneX Group Inc. | 0.01% | No change | 2,805 | $268K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.1% | 2,800 | $267K |
| RFG Advisory, LLC | 0.00% | Add +20.8% | 2,787 | $266K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -8.3% | 2,782 | $266K |
| Nilsine Partners, LLC | 0.02% | No change | 2,400 | $265K |
| Elevation Wealth Management LLC | 0.24% | Reduce -5.0% | 2,762 | $264K |
| KPP Advisory Services LLC | 0.04% | No change | 2,758 | $263K |
| Harbour Investments, Inc. | 0.00% | New | 2,754 | $263K |
| Kaydan Wealth Management, Inc. | 0.09% | No change | 2,750 | $263K |
| SOA Wealth Advisors, LLC. | 0.05% | No change | 2,712 | $259K |
| Diversify Wealth Management, LLC | 0.00% | New | 2,365 | $258K |
| Sherman Wealth Management LLC | 0.22% | Add +0.1% | 2,643 | $252K |
| Platt Investment Counsel, LLC | 0.19% | Reduce -12.1% | 2,638 | $252K |
| WBH Advisory Inc. | 0.02% | New | 2,564 | $248K |
| McHugh Group, LLC | 0.14% | No change | 2,530 | $242K |
| Cornerstone Advisory, LLC | 0.02% | Add +0.1% | 2,523 | $241K |
| Mathes Company, Inc. | 0.09% | No change | 2,500 | $239K |
| First Interstate Bank | 0.01% | No change | 2,500 | $239K |
| Eastern Bank | 0.00% | No change | 2,490 | $238K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +0.0% | 2,470 | $236K |
| BridgePort Financial Solutions, LLC | 0.07% | No change | 2,468 | $236K |
| Opinicus Capital, Inc. | 0.16% | Reduce -13.8% | 2,441 | $233K |
| Destination Wealth Management | 0.01% | No change | 2,407 | $230K |
| Family Investment Center, Inc. | 0.04% | No change | 2,398 | $229K |
| Blue Sky Capital Consultants Group, Inc. | 0.11% | No change | 2,380 | $227K |
| Mainstay Capital Management LLC | 0.02% | No change | 2,325 | $222K |
| Arlington Financial Advisors, LLC | 0.03% | New | 2,252 | $215K |
| PGIM Custom Harvest LLC | 0.00% | No change | 2,250 | $215K |
| Allworth Financial LP | 0.00% | No change | 2,249 | $215K |
| Floyd Financial Group LLC | 0.14% | No change | 2,000 | $213K |
| Kintra Wealth, LLC | 0.01% | No change | 2,217 | $212K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +6.0% | 2,196 | $210K |
| CoreCap Advisors, LLC | 0.01% | Reduce -6.6% | 2,187 | $209K |
| Sowell Financial Services LLC | 0.01% | Add +0.1% | 2,152 | $205K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 2,145 | $205K |
| Red Reef Advisors LLC | 0.21% | No change | 2,137 | $204K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -12.9% | 2,020 | $193K |
| AE Wealth Management LLC | 0.00% | Reduce -23.3% | 1,972 | $188K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 1,796 | $171K |
| Crewe Advisors LLC | 0.01% | No change | 1,740 | $166K |
| Hantz Financial Services, Inc. | 0.00% | Add +268.5% | 1,647 | $157K |
| Godfrey Financial Associates, Inc. | 0.13% | Add +1.6% | 1,545 | $148K |
| Bullock Wealth Management Group | 0.07% | New | 1,483 | $143K |
| Costello Asset Management, INC | 0.05% | Add +0.7% | 1,377 | $131K |
| Tsfg, LLC | 0.02% | No change | 1,300 | $124K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 1,200 | $115K |
| Atwood & Palmer Inc. | 0.01% | Add +0.1% | 1,129 | $108K |
| Cedar Mountain Advisors, LLC | 0.02% | Reduce -12.8% | 1,020 | $97K |
| Creative Capital Management Investments LLC | 0.03% | No change | 1,007 | $96K |
| Parallel Advisors, LLC | 0.00% | Add +164.5% | 939 | $90K |
| UMB Bank, n.a. | 0.00% | No change | 898 | $86K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 750 | $72K |
| Lanark Financial, Inc. | 0.01% | No change | 720 | $69K |
| Signature Equity Partners, LLC | 0.04% | Add +18.5% | 684 | $65K |
| Signaturefd, LLC | 0.00% | No change | 680 | $65K |
| Goodman Advisory Group, LLC | 0.02% | Reduce -75.0% | 619 | $59K |
| Bank of Montreal | 0.00% | No change | 610 | $58K |
| Realta Investment Advisors | 0.02% | No change | 580 | $55K |
| Salomon & Ludwin, LLC | 0.00% | No change | 526 | $51K |
| Larson Financial Group LLC | 0.00% | No change | 500 | $48K |
| CX Institutional | 0.00% | No change | 465 | $44K |
| Cheviot Value Management, LLC | 0.00% | No change | 458 | $44K |
| Spire Wealth Management | 0.00% | Reduce -27.8% | 455 | $43K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.2% | 438 | $42K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 378 | $36K |
| Rossby Financial, LCC | 0.01% | No change | 372 | $36K |
| Synergy Investment Management, LLC | 0.01% | New | 355 | $34K |
| Caitlin John, LLC | 0.02% | No change | 336 | $32K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +0.3% | 301 | $29K |
| NBT Bank, N.A. | 0.00% | Add +175.0% | 286 | $27K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -51.8% | 238 | $26K |
| JNBA Financial Advisors | 0.00% | No change | 256 | $24K |
| MH & Associates Securities Management Corp. | 0.02% | No change | 200 | $19K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | No change | 197 | $19K |
| Financial Consulate, Inc. | 0.00% | No change | 185 | $18K |
| Signature Resources Capital Management, LLC | 0.01% | Add +2471.4% | 180 | $17K |
| Nova Wealth Management, Inc. | 0.01% | No change | 175 | $17K |
| IFP Advisors, Inc | 0.00% | Add +51.9% | 158 | $15K |
| Dunhill Financial, LLC | 0.00% | Reduce -0.8% | 129 | $12K |
| Phoenix Financial Ltd. | 0.00% | New | 200,000 | $11K |
| MCF Advisors LLC | 0.00% | New | 114 | $11K |
| Vanguard Advisers Inc. | 0.00% | — | 112 | $11K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 107 | $10K |
| Sage Mountain Advisors LLC | 0.00% | No change | 100 | $10K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 98 | $9K |
| Capital Analysts, LLC | 0.00% | No change | 88 | $8K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.2% | 60 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 46 | $4K |
| Financial Freedom, LLC | 0.00% | No change | 44 | $4K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 44 | $4K |
| Holos Integrated Wealth LLC | 0.00% | No change | 36 | $4K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 26 | $2K |
| Cornerstone Financial Management LLC | 0.00% | No change | 25 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 25 | $2K |
| Addison Advisors LLC | 0.00% | No change | 16 | $2K |
| Fortis Group Advisors, LLC | 0.00% | No change | 6 | $573 |
| Smartleaf Asset Management LLC | 0.00% | No change | 3 | $275 |
"% of holder's portfolio" is ILCG's weight in each manager's 13F, not the share of iShares Morningstar Growth E the manager owns.