iShares Morningstar Growth EILCGETF
13F holders, Q2 2026 (June 30)351holders +24
38new positions
13sold out
2famous investors
$115.47avg. 13F price*
At the end of Q2 2026, 351 institutions reported holding iShares Morningstar Growth E (ILCG) in their 13F filings, up 24 from Q1 2026. 38 opened new positions and 13 sold out. The largest holders were LPL Financial LLC ($147.2M), Morgan Stanley ($129.9M) and Envestnet Asset Management Inc. ($119.6M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $34.3M |
| Exits | 13 | $20.9M |
All 13F filers, Q1 2026 → Q2 2026: 2,562,175 shares bought and 1,619,229 shares sold, net +942,946 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 351 holders
| LPL Financial LLC | 0.03% | Reduce -2.7% | 1,257,846 | $147.2M |
| Morgan Stanley | 0.01% | Add +1.8% | 1,109,788 | $129.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +71.0% | 1,021,655 | $119.6M |
| Clearstead Trust, LLC | 11.23% | Add +31.6% | 734,041 | $85.9M |
| Wells Fargo & Company | 0.01% | Add +4.7% | 724,901 | $84.8M |
| Cetera Investment Advisers | 0.07% | Add +16.6% | 695,126 | $81.3M |
| Ameriprise Financial Inc. | 0.02% | Add +97.0% | 674,386 | $78.9M |
| FAS Wealth Partners, Inc. | 3.80% | Add +5.2% | 623,515 | $73.0M |
| B&D White Capital Company, LLC | 5.49% | Add +35.7% | 471,430 | $55.2M |
| JPMorgan Chase & Co. | 0.00% | Add +7.0% | 454,141 | $52.3M |
| Bank of America Corp. | 0.00% | Reduce -8.0% | 415,107 | $48.6M |
| Wealthspire Advisors, LLC | 0.25% | Add +8432.1% | 395,293 | $46.3M |
| Raymond James Financial Inc. | 0.01% | Add +5.2% | 372,366 | $43.6M |
| Commonwealth Equity Services, LLC | 0.05% | Add +0.5% | 312,674 | $36.6M |
| Osaic Holdings, Inc. | 0.04% | Add +16.9% | 292,205 | $34.2M |
| MML Investors Services, LLC | 0.07% | Add +19.1% | 288,309 | $33.7M |
| McKinley Carter Wealth Services, Inc. | 1.69% | Add +3.1% | 279,192 | $32.7M |
| UBS Group AG | 0.00% | Reduce -3.5% | 208,372 | $24.4M |
| Goodman Advisory Group, LLC | 4.62% | Add +27648.3% | 171,762 | $20.1M |
| Park Avenue Securities LLC | 0.12% | Add +61.3% | 170,932 | $20.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +5.5% | 164,399 | $19.2M |
| Kiley Juergens Wealth Management, LLC | 2.60% | Reduce -0.7% | 141,722 | $16.6M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -2.0% | 133,591 | $15.6M |
| LongView Wealth Management | 3.86% | Reduce -5.5% | 128,562 | $15.0M |
| Prime Capital Investment Advisors, LLC | 0.14% | Add +3.0% | 125,749 | $14.7M |
| Royal Bank of Canada | 0.00% | Add +14.2% | 110,087 | $12.9M |
| Cornerstone Wealth Management, LLC | 0.54% | Reduce -1.7% | 107,876 | $12.6M |
| Bank of New York Mellon Corp | 0.00% | Add +40.3% | 99,920 | $11.7M |
| Win Advisors, Inc. | 4.02% | New | 96,476 | $11.3M |
| Corient Private Wealth LP | 0.02% | Reduce -24.5% | 96,437 | $11.3M |
| Investors Research Corp | 1.91% | Add +0.5% | 91,309 | $10.7M |
| Private Advisor Group, LLC | 0.05% | Add +194.8% | 87,636 | $10.3M |
| Captrust Financial Advisors | 0.02% | Add +0.1% | 85,075 | $10.0M |
| Mariner, LLC | 0.01% | Reduce -45.5% | 77,535 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +5.1% | 76,747 | $9.0M |
| White Pine Investment CO | 1.85% | Add +1.8% | 74,336 | $8.7M |
| Marietta Wealth Management, LLC | 0.84% | Reduce -0.5% | 70,015 | $8.2M |
| &partners | 0.03% | Add +5.9% | 68,243 | $8.0M |
| Woodard & Co. Asset Management Group Inc. | 1.09% | Add +0.6% | 64,730 | $7.6M |
| Arcadia Wealth Management, LLC | 2.25% | Add +17.3% | 61,199 | $7.2M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -1.3% | 60,344 | $7.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -34.8% | 59,976 | $7.0M |
| Sunburst Financial Group, LLC | 1.15% | Reduce -1.4% | 58,544 | $6.9M |
| IHT Wealth Management, LLC | 0.14% | Reduce -0.7% | 57,532 | $6.7M |
| Merit Financial Group, LLC | 0.04% | Add +4.5% | 56,663 | $6.6M |
| Johnson Investment Counsel Inc. | 0.05% | Reduce -1.0% | 52,897 | $6.2M |
| Ipsen Advisor Group LLC | 3.98% | Add +0.1% | 52,862 | $6.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -1.7% | 52,499 | $6.1M |
| Creative Planning | 0.00% | Add +15.7% | 47,904 | $5.6M |
| Corsicana & Co. | 2.57% | Add +10.1% | 45,287 | $5.3M |
| Sanctuary Advisors, LLC | 0.02% | Add +10.0% | 44,894 | $5.3M |
| Northwest Wealth Advisors, LLC | 2.93% | Add +7.8% | 43,587 | $5.1M |
| Elevation Capital Advisory, LLC | 1.95% | Add +3.8% | 43,105 | $5.0M |
| FMR LLC | 0.00% | Add +10.5% | 42,400 | $5.0M |
| American Financial & Tax Strategies Inc. | 2.22% | Reduce -15.2% | 42,022 | $4.9M |
| Retirement Planning Group, LLC | 0.12% | Reduce -0.2% | 41,748 | $4.9M |
| Madison Wealth Partners, Inc | 0.61% | Reduce -0.3% | 40,983 | $4.8M |
| Twin Focus Capital Partners, LLC | 0.42% | No change | 35,571 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +18.2% | 35,559 | $4.2M |
| Advisory Services Network, LLC | 0.05% | Add +18.7% | 34,173 | $4.0M |
| Assetmark, Inc. | 0.01% | Add +36.0% | 33,913 | $4.0M |
| Bawa N Mallick Trust | 1.24% | No change | 32,857 | $3.8M |
| Citigroup Inc. | 0.00% | Reduce -1.6% | 32,210 | $3.8M |
| Brand Asset Management Group, Inc. | 0.83% | Reduce -1.4% | 32,117 | $3.8M |
| VestGen Advisors, LLC | 0.11% | Reduce -0.1% | 31,280 | $3.7M |
| Money Concepts Capital Corp. | 0.17% | Reduce -30.2% | 31,091 | $3.6M |
| Stifel Financial Corp. | 0.00% | Add +12.2% | 30,918 | $3.6M |
| GenWealth Group, Inc. | 0.56% | Reduce -2.4% | 30,489 | $3.6M |
| Savant Capital, LLC | 0.01% | Add +9.6% | 29,350 | $3.4M |
| Steinberganna Wealth Management | 1.39% | Reduce -0.1% | 29,154 | $3.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +24.2% | 28,120 | $3.3M |
| Hershey Financial Advisers, LLC | 2.27% | Add +148.0% | 27,023 | $3.2M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -13.9% | 26,845 | $3.1M |
| Asempa Wealth Advisors | 2.37% | Add +9.5% | 26,560 | $3.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -7.2% | 25,326 | $3.0M |
| Jones Financial Companies LLLP | 0.00% | Add +4.3% | 26,369 | $3.0M |
| Flagship Harbor Advisors, LLC | 0.11% | Reduce -4.5% | 25,084 | $2.9M |
| Capital Advisors, Ltd. LLC | 0.29% | Add +1.4% | 24,560 | $2.9M |
| North Star Investment Management Corp. | 0.15% | No change | 24,064 | $2.8M |
| Basso Capital Management, L.P. | 0.68% | New | 23,568 | $2.8M |
| Arkadios Wealth Advisors | 0.04% | Reduce -2.9% | 23,046 | $2.7M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -4.4% | 22,743 | $2.7M |
| Shira Ridge Wealth Management | 0.90% | Reduce -0.6% | 22,117 | $2.6M |
| Pinnacle Financial Group, LLC / IL | 0.62% | Add +0.0% | 21,837 | $2.6M |
| Geneos Wealth Management Inc. | 0.05% | Add +44.8% | 21,811 | $2.6M |
| Roman Butler Fullerton & Co. | 0.57% | Add +41.5% | 20,872 | $2.4M |
| Cape Investment Advisory, Inc. | 0.64% | Reduce -0.4% | 20,371 | $2.4M |
| Greykasell Wealth Strategies, Inc. | 0.86% | Reduce -0.6% | 20,235 | $2.4M |
| Beacon Financial Advisory LLC | 0.45% | Add +0.3% | 19,438 | $2.3M |
| Global Retirement Partners, LLC | 0.03% | — | 18,349 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.5% | 18,345 | $2.1M |
| Horst & Graben Wealth Management LLC | 0.28% | Reduce -0.0% | 18,219 | $2.1M |
| XML Financial, LLC | 0.15% | No change | 17,902 | $2.1M |
| Waterloo Capital, L.P. | 0.12% | New | 17,839 | $2.1M |
| Prosperity Consulting Group, LLC | 0.08% | Reduce -1.2% | 17,027 | $2.0M |
| Key Financial Inc | 0.32% | Add +11.0% | 16,690 | $2.0M |
| Essex Financial Services, Inc. | 0.10% | Add +0.0% | 16,571 | $1.9M |
| Proactive Wealth Strategies LLC | 0.31% | Reduce -10.6% | 16,508 | $1.9M |
| HRT Financial LP | 0.00% | New | 16,447 | $1.9M |
| Jim Saulnier & Associates, LLC | 0.77% | Reduce -50.4% | 16,371 | $1.9M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +0.7% | 15,935 | $1.9M |
| Towerpoint Wealth, LLC | 0.64% | Reduce -0.7% | 15,792 | $1.8M |
| Daymark Wealth Partners, LLC | 0.04% | Reduce -18.2% | 15,744 | $1.8M |
| Kane Investment Management, Inc. | 0.78% | Reduce -6.6% | 15,696 | $1.8M |
| Focus Financial Network, Inc. | 0.06% | Reduce -26.6% | 15,594 | $1.8M |
| Absolute Capital Management, LLC | 0.45% | Add +0.2% | 15,570 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | No change | 15,557 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.8% | 15,506 | $1.8M |
| Creative Financial Designs Inc. | 0.09% | Add +0.8% | 15,461 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -19.3% | 15,186 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -0.4% | 14,945 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.1% | 14,803 | $1.7M |
| Gotham Asset Management | 0.00% | New | 14,560 | $1.7M |
| Sigma Planning Corp | 0.04% | Add +0.1% | 14,534 | $1.7M |
| Fifth Third Bancorp | 0.00% | Reduce -7.0% | 14,147 | $1.7M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -6.0% | 13,952 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +69.0% | 13,614 | $1.6M |
| Greenspring Advisors, LLC | 0.09% | No change | 13,565 | $1.6M |
| Pinnacle Bancorp, Inc. | 0.41% | Reduce -0.0% | 13,502 | $1.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +112.8% | 13,177 | $1.5M |
| IFG Advisory, LLC | 0.05% | New | 13,162 | $1.5M |
| Twin Peaks Wealth Advisors, LLC | 0.35% | Add +20.2% | 13,138 | $1.5M |
| GWN Securities Inc. | 0.26% | Reduce -4.3% | 13,050 | $1.5M |
| MAI Capital Management | 0.01% | Add +0.1% | 12,515 | $1.5M |
| Csenge Advisory Group | 0.06% | Reduce -2.9% | 12,334 | $1.4M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +14.1% | 11,577 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -0.6% | 11,543 | $1.4M |
| Paragon Private Wealth Management, LLC | 0.35% | Reduce -17.3% | 11,469 | $1.3M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.7% | 11,417 | $1.3M |
| Anb Bank | 0.47% | Add +15.3% | 10,813 | $1.3M |
| Principal Securities, Inc. | 0.01% | Reduce -5.6% | 10,338 | $1.2M |
| Natixis Advisors, LLC | 0.00% | New | 10,269 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -13.5% | 10,252 | $1.2M |
| PKS Advisory Services, LLC | 0.19% | New | 10,139 | $1.2M |
| Cooper Financial Group | 0.09% | Add +0.3% | 9,671 | $1.1M |
| Goldstein Advisors, LLC | 0.10% | Add +3.8% | 9,572 | $1.1M |
| Brio Consultants, LLC | 0.13% | Reduce -5.1% | 9,252 | $1.1M |
| Indivisible Partners | 0.06% | Reduce -9.4% | 9,203 | $1.1M |
| International Assets Investment Management, LLC | 0.06% | New | 9,229 | $1.1M |
| Focus Partners Wealth | 0.00% | Reduce -2.5% | 9,104 | $1.1M |
| JGP Wealth Management, LLC | 0.10% | Reduce -4.4% | 9,103 | $1.1M |
| Fairview Capital Investment Management, LLC | 0.06% | No change | 9,093 | $1.1M |
| Wealthquest Corp | 0.07% | Reduce -0.8% | 9,090 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | Add +0.0% | 8,648 | $1.0M |
| Perennial Investment Advisors, LLC | 0.07% | New | 8,642 | $1.0M |
| Livet Wealth, LLC | 0.58% | No change | 8,582 | $1.0M |
| Summit Financial, LLC | 0.01% | Reduce -0.9% | 8,535 | $999K |
| HB Wealth Management, LLC | 0.01% | Add +4.7% | 8,468 | $991K |
| Nvest Financial, LLC | 0.31% | No change | 8,415 | $985K |
| Rodgers & Associates, LTD | 0.09% | Reduce -37.7% | 8,373 | $980K |
| Janney Montgomery Scott LLC | 0.00% | Add +7.9% | 8,227 | $963K |
| Private Trust Co. NA | 0.08% | No change | 8,086 | $946K |
| Cedar Point Capital Partners, LLC | 0.54% | Add +2.3% | 8,002 | $936K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.34% | No change | 8,000 | $936K |
| Adell Harriman & Carpenter Inc. | 0.05% | Reduce -11.6% | 7,895 | $924K |
| Catalyst Financial Partners LLC | 0.09% | No change | 7,850 | $919K |
| Summit Asset Management, LLC | 0.12% | Reduce -5.3% | 7,845 | $918K |
| GW Henssler & Associates Ltd. | 0.04% | No change | 7,677 | $898K |
| Strategic Financial Concepts, LLC | 0.27% | Reduce -85.3% | 7,673 | $898K |
| HHM Wealth Advisors, LLC | 0.09% | No change | 7,625 | $892K |
| LRI Investments, LLC | 0.07% | No change | 7,230 | $846K |
| BlackRock, Inc. | 0.00% | Add +5.0% | 7,075 | $828K |
| Drake & Associates, LLC | 0.14% | Reduce -2.7% | 7,034 | $823K |
| Fortune 45 LLC | 0.35% | No change | 6,942 | $813K |
| Independent Financial Group, LLC | 0.02% | No change | 6,892 | $807K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -64.1% | 6,871 | $804K |
| Invested Advisors | 0.71% | Add +26.4% | 6,836 | $800K |
| Vision Capital Management, Inc. | 0.09% | No change | 6,740 | $789K |
| AQR Capital Management | 0.00% | No change | 6,395 | $748K |
| Toews Corp. | 0.11% | New | 6,355 | $744K |
| Patten & Patten Inc. | 0.04% | No change | 6,222 | $728K |
| Optivise Advisory Services LLC | 0.37% | Add +1.7% | 6,180 | $723K |
| Blair William & Co. | 0.00% | Add +0.0% | 6,161 | $721K |
| J. M. Brown & Associates Inc. | 0.41% | — | 6,119 | $716K |
| Kintra Wealth, LLC | 0.04% | Add +170.4% | 5,994 | $711K |
| BIP Wealth, LLC | 0.02% | New | 6,040 | $707K |
| Outlook Wealth Advisors, LLC | 0.15% | No change | 6,031 | $706K |
| Kera Capital Partners, Inc. | 0.07% | New | 5,882 | $688K |
| Archer Investment Corp | 0.13% | Add +3.1% | 5,858 | $686K |
| Mather Group, Llc. | 0.01% | No change | 5,837 | $683K |
| Plotkin Financial Advisors, LLC | 0.28% | Add +1.1% | 5,775 | $676K |
| Merited Wealth, LLC | 0.48% | Add +12.4% | 5,764 | $675K |
| Simplicity Wealth,LLC | 0.02% | New | 5,737 | $671K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 5,709 | $668K |
| MKT Advisors LLC | 0.21% | Add +0.0% | 5,810 | $663K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +2.2% | 5,607 | $656K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,524 | $646K |
| Midwest Financial Partners Investments, Inc. | 0.27% | No change | 5,505 | $644K |
| Avantra Family Wealth, Inc. | 0.40% | No change | 5,400 | $632K |
| Courage Miller Partners, LLC | 0.16% | No change | 5,180 | $606K |
| Mutual Advisors, LLC | 0.01% | Reduce -3.0% | 5,166 | $605K |
| US Bancorp \de | 0.00% | Reduce -31.8% | 5,138 | $601K |
| Bouchey Financial Group, Ltd. | 0.04% | No change | 5,060 | $592K |
| Cornerstone Financial Group, LLC | 0.36% | Add +0.1% | 5,041 | $590K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.3% | 4,987 | $584K |
| Cerity Partners LLC | 0.00% | Add +28.2% | 4,941 | $578K |
| SK Wealth Management, LLC | 0.13% | Add +0.1% | 4,869 | $570K |
| Cornerstone Wealth Group, LLC | 0.03% | No change | 4,860 | $569K |
| Milestone Investment Advisors LLC | 0.12% | No change | 4,825 | $565K |
| Flagstar Securities, Inc. | 0.17% | Add +3.5% | 4,773 | $559K |
| Aspect Partners, LLC | 0.21% | No change | 4,755 | $556K |
| Strategic Blueprint, LLC | 0.03% | Add +6.3% | 4,609 | $539K |
| SCS Capital Management LLC | 0.01% | No change | 4,575 | $535K |
| Valpey Financial Services, LLC | 0.32% | Reduce -0.8% | 4,529 | $530K |
| Paladin Advisory Group, LLC | 0.35% | No change | 4,490 | $525K |
| LJI Wealth Management, LLC | 0.07% | No change | 4,427 | $518K |
| Equitable Holdings, Inc. | 0.00% | Reduce -99.5% | 4,421 | $517K |
| EP Wealth Advisors, LLC | 0.00% | Add +34.8% | 4,328 | $506K |
| Roof Eidam Maycock Peralta, LLC | 0.10% | No change | 4,250 | $497K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 4,244 | $497K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +51.7% | 4,220 | $494K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -84.9% | 4,198 | $491K |
| Annex Advisory Services, LLC | 0.01% | No change | 4,178 | $489K |
| Accel Wealth Management | 0.11% | Add +0.1% | 4,073 | $477K |
| Arax Advisory Partners | 0.00% | New | 4,060 | $475K |
| Ieq Capital, LLC | 0.00% | New | 3,939 | $461K |
| Joel Adams & Associates, Inc. | 0.29% | Add +31.7% | 3,880 | $454K |
| Diversify Advisory Services, LLC | 0.01% | New | 4,037 | $448K |
| Diversify Wealth Management, LLC | 0.01% | Add +70.7% | 4,037 | $448K |
| Elevation Wealth Management LLC | 0.33% | Add +37.1% | 3,787 | $443K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 3,740 | $438K |
| Commerce Bank | 0.00% | No change | 3,703 | $433K |
| Paragon Capital Management Ltd | 0.08% | No change | 3,634 | $425K |
| Gilman Hill Asset Management, LLC | 0.06% | No change | 3,460 | $405K |
| Brown Advisory Inc. | 0.00% | No change | 3,297 | $386K |
| Kovack Advisors, Inc. | 0.02% | Add +0.1% | 3,258 | $377K |
| GTS Securities LLC | 0.01% | Reduce -61.7% | 3,192 | $374K |
| Evanson Financial, LLC | 0.02% | — | 3,100 | $363K |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.1% | 3,078 | $360K |
| Eagle Global Advisors LLC | 0.01% | No change | 3,015 | $353K |
| Good Harbor Advisors, Inc. | 0.34% | No change | 3,000 | $351K |
| M&T Bank Corp | 0.00% | No change | 3,000 | $351K |
| Kelman-Lazarov, Inc. | 0.05% | No change | 2,966 | $347K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.1% | 2,952 | $345K |
| AlphaCore Capital LLC | 0.01% | No change | 2,850 | $334K |
| World Investment Advisors | 0.01% | No change | 3,460 | $330K |
| StoneX Group Inc. | 0.01% | No change | 2,805 | $328K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.1% | 2,802 | $328K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -8.7% | 2,761 | $323K |
| KPP Advisory Services LLC | 0.04% | No change | 2,758 | $323K |
| Harbour Investments, Inc. | 0.00% | No change | 2,754 | $322K |
| Kaydan Wealth Management, Inc. | 0.10% | No change | 2,750 | $322K |
| SOA Wealth Advisors, LLC. | 0.05% | No change | 2,712 | $317K |
| Fiduciary Alliance LLC | 0.02% | No change | 2,692 | $315K |
| Sherman Wealth Management LLC | 0.23% | No change | 2,643 | $309K |
| Platt Investment Counsel, LLC | 0.21% | No change | 2,638 | $309K |
| Mgo One Seven LLC | 0.01% | New | 2,614 | $306K |
| Laurel Wealth Advisors LLC | 0.03% | No change | 2,600 | $304K |
| RFG Advisory, LLC | 0.00% | Reduce -8.9% | 2,539 | $297K |
| McHugh Group, LLC | 0.15% | No change | 2,530 | $296K |
| Cornerstone Advisory, LLC | 0.02% | Add +0.1% | 2,525 | $295K |
| Mathes Company, Inc. | 0.09% | No change | 2,500 | $293K |
| First Interstate Bank | 0.02% | No change | 2,500 | $293K |
| Mission Wealth Management, LP | 0.00% | New | 2,500 | $293K |
| Eastern Bank | 0.00% | No change | 2,490 | $291K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Add +0.0% | 2,471 | $289K |
| BridgePort Financial Solutions, LLC | 0.07% | No change | 2,468 | $289K |
| Opinicus Capital, Inc. | 0.15% | Add +0.1% | 2,443 | $286K |
| Destination Wealth Management | 0.01% | No change | 2,407 | $282K |
| Nilsine Partners, LLC | 0.02% | No change | 2,400 | $281K |
| Family Investment Center, Inc. | 0.05% | No change | 2,398 | $281K |
| Blue Sky Capital Consultants Group, Inc. | 0.12% | No change | 2,380 | $279K |
| Nwam LLC | 0.01% | New | 2,333 | $273K |
| Mainstay Capital Management LLC | 0.02% | No change | 2,325 | $272K |
| Arlington Financial Advisors, LLC | 0.03% | Add +3.0% | 2,319 | $271K |
| Kestra Investment Management, LLC | 0.01% | New | 2,293 | $268K |
| PGIM Custom Harvest LLC | 0.00% | No change | 2,250 | $263K |
| Regal Investment Advisors LLC | 0.01% | New | 2,248 | $263K |
| Lido Advisors, LLC | 0.00% | Reduce -82.0% | 2,243 | $263K |
| Allworth Financial LP | 0.00% | Reduce -1.1% | 2,224 | $260K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,223 | $260K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +0.3% | 2,203 | $258K |
| New Insight Wealth Advisors | 0.08% | Reduce -43.9% | 2,191 | $256K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 2,155 | $252K |
| Sowell Financial Services LLC | 0.01% | No change | 2,152 | $252K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 2,145 | $251K |
| Red Reef Advisors LLC | 0.23% | No change | 2,137 | $250K |
| 5T Wealth, LLC | 0.09% | New | 2,091 | $245K |
| Redstone Wealth Management, LLC | 0.16% | Reduce -51.2% | 2,090 | $245K |
| CoreCap Advisors, LLC | 0.01% | Reduce -4.8% | 2,082 | $244K |
| Cadent Capital Advisors, LLC | 0.05% | New | 2,030 | $237K |
| AE Wealth Management LLC | 0.00% | Add +2.8% | 2,027 | $237K |
| Floyd Financial Group LLC | 0.15% | No change | 2,000 | $232K |
| WealthPlan Investment Management, LLC | 0.01% | New | 1,962 | $230K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -3.4% | 1,952 | $228K |
| WBH Advisory Inc. | 0.02% | Reduce -24.4% | 1,939 | $227K |
| Family Legacy, Inc. | 0.06% | New | 1,886 | $221K |
| Spectrum Wealth Advisory Group, LLC | 0.06% | New | 1,761 | $206K |
| Pathway Financial Advisors LLC | 0.02% | New | 1,805 | $206K |
| Crewe Advisors LLC | 0.01% | No change | 1,740 | $204K |
| Tred Avon Family Wealth, LLC | 0.06% | New | 1,730 | $202K |
| Hantz Financial Services, Inc. | 0.00% | No change | 1,647 | $193K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -11.2% | 1,595 | $187K |
| Godfrey Financial Associates, Inc. | 0.14% | No change | 1,545 | $181K |
| Tsfg, LLC | 0.02% | No change | 1,300 | $152K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 1,200 | $141K |
| Atwood & Palmer Inc. | 0.01% | Add +0.1% | 1,130 | $132K |
| Regatta Research & Money Management | 0.12% | — | 1,116 | $131K |
| Cedar Mountain Advisors, LLC | 0.02% | No change | 1,020 | $119K |
| Creative Capital Management Investments LLC | 0.03% | No change | 1,007 | $118K |
| UMB Bank, n.a. | 0.00% | No change | 898 | $105K |
| Parallel Advisors, LLC | 0.00% | Reduce -8.5% | 859 | $101K |
| Signature Equity Partners, LLC | 0.05% | Add +25.4% | 858 | $100K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 750 | $88K |
| Lanark Financial, Inc. | 0.01% | No change | 720 | $84K |
| Cornerstone Planning Group LLC | 0.01% | Add +206.7% | 730 | $83K |
| Signaturefd, LLC | 0.00% | No change | 680 | $80K |
| Belvedere Trading LLC | 0.01% | New | 662 | $77K |
| Bank of Montreal | 0.00% | No change | 610 | $71K |
| Realta Investment Advisors | 0.02% | No change | 580 | $68K |
| Costello Asset Management, INC | 0.02% | Reduce -58.3% | 574 | $67K |
| Spire Wealth Management | 0.00% | Add +11.4% | 507 | $59K |
| Larson Financial Group LLC | 0.00% | No change | 500 | $59K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.9% | 500 | $58K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 464 | $54K |
| Bullock Wealth Management Group | 0.02% | Reduce -68.5% | 467 | $54K |
| CX Institutional | 0.00% | No change | 465 | $54K |
| Cheviot Value Management, LLC | 0.01% | No change | 458 | $54K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 378 | $44K |
| Rossby Financial, LCC | 0.01% | No change | 372 | $44K |
| Synergy Investment Management, LLC | 0.01% | No change | 355 | $42K |
| LifeSteps Financial, Inc. | 0.02% | New | 344 | $40K |
| Caitlin John, LLC | 0.02% | No change | 336 | $39K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 301 | $35K |
| JNBA Financial Advisors | 0.00% | No change | 256 | $30K |
| NBT Bank, N.A. | 0.00% | Reduce -24.5% | 216 | $25K |
| MH & Associates Securities Management Corp. | 0.02% | No change | 200 | $23K |
| Barnes Dennig Private Wealth Management LLC | 0.02% | No change | 197 | $23K |
| Financial Consulate, Inc. | 0.00% | No change | 185 | $22K |
| IFP Advisors, Inc | 0.00% | Add +15.2% | 182 | $21K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 180 | $21K |
| Nova Wealth Management, Inc. | 0.01% | No change | 175 | $20K |
| Russell Investments Group, Ltd. | 0.00% | Add +118.3% | 131 | $15K |
| Dunhill Financial, LLC | 0.00% | No change | 129 | $15K |
| Phoenix Financial Ltd. | 0.00% | No change | 200,000 | $14K |
| MCF Advisors LLC | 0.00% | No change | 114 | $13K |
| Vanguard Advisers Inc. | 0.00% | No change | 112 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 107 | $13K |
| Sage Mountain Advisors LLC | 0.00% | No change | 100 | $12K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 98 | $11K |
| Capital Analysts, LLC | 0.00% | No change | 88 | $10K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 83 | $10K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 66 | $8K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 46 | $5K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 44 | $5K |
| Holos Integrated Wealth LLC | 0.00% | No change | 36 | $4K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 26 | $3K |
| Fiduciary Financial Advisors | 0.00% | New | 24 | $3K |
| Cornerstone Financial Management LLC | 0.00% | Reduce -60.0% | 10 | $1K |
| Fortis Group Advisors, LLC | 0.00% | No change | 6 | $702 |
| Smartleaf Asset Management LLC | 0.00% | No change | 3 | $345 |
"% of holder's portfolio" is ILCG's weight in each manager's 13F, not the share of iShares Morningstar Growth E the manager owns.