ILCG

iShares Morningstar Growth ETF
$99.48-1.64 (-1.62%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

2.3247751381151108e+271B

Total Value

$2.4100014300011403e+222T

% of Float

Price History

$72.37$81.52$90.66$99.81$108.95Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Equitable Holdings, Inc.2,324,775$241.0M1.65%Share
2LPL Financial LLC1,381,151$143.0M0.04%Share
3MORGAN STANLEY1,104,227$114.0M0.01%Share
4NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO802,192$75.0M0.05%Share
5FAS Wealth Partners, Inc.586,634$61.0M3.94%Share
6Cetera Investment Advisers528,445$54.0M0.06%Share
7Clearstead Trust, LLC495,827$51.0M8.03%Share
8B&D White Capital Company, LLC481,278$50.1M5.80%Share
9ENVESTNET ASSET MANAGEMENT INC455,566$47.0M0.01%Share
10WELLS FARGO & COMPANY/MN439,555$45.0M0.01%Share
11McKinley Carter Wealth Services, Inc.368,249$38.3M2.14%Share
12UBS Group AG354,071$36.8M0.01%Share
13COMMONWEALTH EQUITY SERVICES, LLC349,598$36.0M0.05%Share
14BANK OF AMERICA CORP /DE/354,850$36.0M0.00%Share
15GM Advisory Group, LLC333,245$34.0M1.33%Share
16AMERIPRISE FINANCIAL INC317,589$33.0M0.01%Share
17MML INVESTORS SERVICES, LLC284,868$29.0M0.07%Share
18WELLS FARGO & COMPANY/MN278,487$28.0M0.01%Share
19JPMORGAN CHASE & CO242,462$25.0M0.00%Share
20Rockefeller Capital Management L.P.168,913$17.0M0.03%Share
21LongView Wealth Management147,068$15.6M3.76%Share
22OSAIC HOLDINGS, INC.144,461$15.0M0.02%Share
23RAYMOND JAMES FINANCIAL INC146,175$15.0M0.00%Share
24JPMORGAN CHASE & CO148,307$15.0M0.00%Share
25KILEY JUERGENS WEALTH MANAGEMENT, LLC143,882$15.0M3.23%Share
26Prime Capital Investment Advisors, LLC116,897$12.2M0.15%Share
27Cornerstone Wealth Management, LLC110,325$11.5M0.60%Share
28WEALTH ENHANCEMENT ADVISORY SERVICES, LLC102,335$10.8M0.01%Share
29ROYAL BANK OF CANADA98,545$10.0M0.00%Share
30OSAIC HOLDINGS, INC.94,732$9.0M0.01%Share
31Investors Research Corp81,507$8.5M1.55%Share
32Farther Finance Advisors, LLC79,438$8.3M0.09%Share
33Cambridge Investment Research Advisors, Inc.81,696$8.0M0.02%Share
34BANK OF AMERICA CORP /DE/81,995$8.0M0.00%Share
35CAPTRUST FINANCIAL ADVISORS85,595$8.0M0.02%Share
36PARK AVENUE SECURITIES LLC76,561$8.0M0.07%Share
37Marietta Wealth Management, LLC69,895$7.3M0.84%Share
38White Pine Investment CO68,396$7.1M1.68%Share
39LEVEL FOUR ADVISORY SERVICES, LLC68,693$7.0M0.23%Share
40Mariner, LLC68,739$7.0M0.01%Share
41RAYMOND JAMES FINANCIAL INC75,263$7.0M0.00%Share
42CWM, LLC67,147$7.0M0.02%Share
43WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV61,553$6.4M1.01%Share
44TWO SIGMA INVESTMENTS, LP60,200$6.0M0.01%Share
45&PARTNERS57,998$6.0M0.03%Share
46Aptus Capital Advisors, LLC61,513$6.0M0.04%Share
47Sunburst Financial Group, LLC56,130$5.8M1.18%Share
48Merit Financial Group, LLC54,639$5.7M0.05%Share
49Ipsen Advisor Group LLC53,924$5.6M3.99%Share
50MONEY CONCEPTS CAPITAL CORP50,341$5.2M0.29%Share