ILCG institutional holders

ISHARES MORNINGSTAR GROWTH ETF · 13F, 2026Q2

Managers holding350
Shares held16,027,189
Reported value$1.9bn
Quarter flows43 new, 106 added, 90 trimmed, 18 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC1,257,846$147.2m0.0%
MORGAN STANLEY1,109,788$129.9m0.0%
ENVESTNET ASSET MANAGEMENT INC1,021,655$119.6m0.0%
Clearstead Trust, LLC734,041$85.9m11.2%
WELLS FARGO & COMPANY/MN724,901$84.8m0.0%
Cetera Investment Advisers695,126$81.3m0.1%
AMERIPRISE FINANCIAL INC674,386$78.9m0.0%
FAS Wealth Partners, Inc.623,515$73.0m3.8%
B&D White Capital Company, LLC471,430$55.2m5.5%
JPMORGAN CHASE & CO454,141$52.3m0.0%
BANK OF AMERICA CORP /DE/415,107$48.6m0.0%
Wealthspire Advisors, LLC395,293$46.3m0.3%
RAYMOND JAMES FINANCIAL INC372,366$43.6m0.0%
COMMONWEALTH EQUITY SERVICES, LLC312,674$36.6m0.0%
OSAIC HOLDINGS, INC.292,205$34.2m0.0%
MML INVESTORS SERVICES, LLC288,309$33.7m0.1%
McKinley Carter Wealth Services, Inc.279,192$32.7m1.7%
UBS Group AG208,372$24.4m0.0%
Phoenix Financial Ltd.200,000$23.4m0.2%
Goodman Advisory Group, LLC171,762$20.1m4.6%
PARK AVENUE SECURITIES LLC170,932$20.0m0.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC164,399$19.2m0.0%
Cambridge Investment Research Advisors, Inc.153,494$18.0m0.0%
KILEY JUERGENS WEALTH MANAGEMENT, LLC141,722$16.6m2.6%
Rockefeller Capital Management L.P.133,591$15.6m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("ILCG"). ILCG price history · All 13F data

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