Who owns iShares Morningstar Large Growth?
- Ticker: ILCG
- CUSIP Number: 464287119
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Morningstar Large Growth with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of iShares Morningstar Large Growth stock
Who bought or sold iShares Morningstar Large Growth this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 1.4M | $105M | 4% | Mar 2024 |
|
| LPL Financial | 1.3M | $95M | 11% | Mar 2024 |
|
| Thrive Capital Management | 912k | $47M | 100% | Mar 2024 |
|
| Wells Fargo & Company | 717k | $54M | -2% | Mar 2024 |
|
| Financial Advisory Service | 659k | $50M | 3% | Mar 2024 |
|
| Bank of America Corporation | 574k | $43M | -4% | Mar 2024 |
|
| Atlantic Trust | 506k | $38M | -1% | Mar 2024 |
|
| Commonwealth Equity Services | 442k | $33M | 2% | Mar 2024 |
|
| Ameriprise Financial | 392k | $30M | 6% | Mar 2024 |
|
| H D Vest Advisory Services | 362k | $27M | -3% | Mar 2024 |
|
| UBS Group | 317k | $24M | -9% | Mar 2024 |
|
| Jpmorgan Chase & Co | 268k | $20M | 0% | Mar 2024 |
|
| Advisor Group Holdings | 214k | $16M | -2% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 189k | $14M | 69% | Mar 2024 |
|
| Envestnet Asset Management | 176k | $13M | 106% | Mar 2024 |
|
| Rockefeller Capital Management | 163k | $11M | -1% | Dec 2023 |
|
| Kiley Juergens Wealth Management | 155k | $12M | -1% | Mar 2024 |
|
| Sanctuary Wealth Management | 141k | $11M | 13% | Mar 2024 |
|
| CI Private Wealth | 120k | $9.0M | 0% | Mar 2024 |
|
| Royal Bank of Canada | 118k | $8.9M | 7% | Mar 2024 |
|
| Cornerstone Wealth Management | 117k | $8.8M | 2% | Mar 2024 |
|
| Sunburst Financial Group | 113k | $8.5M | -16% | Mar 2024 |
|
| LongView Wealth Management | 112k | $8.5M | 19% | Mar 2024 |
|
| Goldman Sachs Group | 112k | $8.4M | 1382% | Mar 2024 |
|
| Pensionmark Financial Group | 106k | $8.0M | 100% | Mar 2024 |
|
| DB Wealth Management Group | 102k | $6.9M | 23% | Dec 2023 |
|
| Aspire Wealth Management Corp | 100k | $7.5M | -1% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 92k | $7.0M | 21% | Mar 2024 |
|
| Mariner Wealth Advisors | 91k | $6.8M | 11% | Mar 2024 |
|
| Raymond James & Associates | 89k | $6.7M | -6% | Mar 2024 |
|
| Captrust Financial Advisors | 81k | $6.1M | -4% | Mar 2024 |
|
| Woodard & Co Asset Management Group | 77k | $5.8M | -2% | Mar 2024 |
|
| Prime Capital Investment Advisors | 74k | $5.0M | 0% | Dec 2023 |
|
| Level Four Advisory Services | 72k | $4.9M | 0% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 71k | $5.3M | -6% | Mar 2024 |
|
| Marietta Wealth Management | 66k | $5.0M | 0% | Mar 2024 |
|
| David J.Sculati | 65k | $4.9M | 1% | Mar 2024 |
|
| One Capital Management | 63k | $4.7M | -14% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 60k | $4.5M | -14% | Mar 2024 |
|
| Johnson Investment Counsel | 59k | $4.4M | 0% | Mar 2024 |
|
| Creative Planning | 58k | $4.3M | 0% | Mar 2024 |
|
| Steward Partners Investment Advisory | 57k | $4.3M | 10% | Mar 2024 |
|
| Strategic Financial Concepts | 55k | $4.1M | 27% | Mar 2024 |
|
| Stifel Financial | 54k | $4.1M | 2% | Mar 2024 |
|
| Atria Wealth Solutions | 52k | $3.9M | 0% | Mar 2024 |
|
| Retirement Planning Group | 51k | $3.8M | 0% | Mar 2024 |
|
| Merit Financial Group | 49k | $3.7M | 0% | Mar 2024 |
|
| Dentgroup | 49k | $3.7M | -9% | Mar 2024 |
|
| CWM | 46k | $3.5M | -1% | Mar 2024 |
|
| Bank of New York Mellon | 45k | $3.4M | 1% | Mar 2024 |
|
| Madison Wealth Partners | 45k | $3.4M | 0% | Mar 2024 |
|
| Citadel Advisors | 42k | $3.2M | 2% | Mar 2024 |
|
| Focus Financial Network | 40k | $2.7M | 100% | Dec 2023 |
|
| RFG Advisory | 39k | $3.0M | 7% | Mar 2024 |
|
| Focus Financial Network | 39k | $2.8M | 100% | Mar 2024 |
|
| Money Concepts Capital Corp | 37k | $2.8M | -6% | Mar 2024 |
|
| Brand Asset Management Group | 37k | $2.8M | 0% | Mar 2024 |
|
| Twin Focus Capital Partners | 36k | $2.7M | 0% | Mar 2024 |
|
| GenWealth Group | 35k | $2.6M | -1% | Mar 2024 |
|
| Arkadios Wealth Advisors | 34k | $2.6M | -3% | Mar 2024 |
|
| Branch Banking & Trust Company | 33k | $2.5M | -1% | Mar 2024 |
|
| Davenport & Co | 33k | $2.5M | -2% | Mar 2024 |
|
| Citigroup | 32k | $2.4M | -5% | Mar 2024 |
|
| Adell, Harriman, & Carpenter | 31k | $2.4M | -3% | Mar 2024 |
|
| CoreCap Advisors | 31k | $2.1M | 100% | Dec 2023 |
|
| FMR | 30k | $2.2M | 47% | Mar 2024 |
|
| North Star Investment Management | 28k | $2.1M | 0% | Mar 2024 |
|
| Private Advisor | 28k | $2.1M | 4% | Mar 2024 |
|
| Adviser Investments | 26k | $2.0M | -6% | Mar 2024 |
|
| HighTower Advisors | 25k | $1.9M | -2% | Mar 2024 |
|
| Sweet Financial Partners | 24k | $1.8M | 0% | Mar 2024 |
|
| National Asset Management | 23k | $1.6M | -1% | Dec 2023 |
|
| Pinnacle Financial Group, LLC / IL | 23k | $1.7M | -4% | Mar 2024 |
|
| Cape Investment Advisory | 23k | $1.6M | -1% | Dec 2023 |
|
| Shira Ridge Wealth Management | 23k | $1.7M | -1% | Mar 2024 |
|
| Rodgers & Associates | 22k | $1.7M | -6% | Mar 2024 |
|
| Susquehanna International | 21k | $1.6M | -49% | Mar 2024 |
|
| Envestnet Portfolio Solutions | 21k | $1.6M | 7% | Mar 2024 |
|
| Towerpoint Wealth | 21k | $1.5M | -2% | Mar 2024 |
|
| Eqis Capital Management | 20k | $1.5M | 100% | Mar 2024 |
|
| Atria Investments | 20k | $1.3M | 100% | Dec 2023 |
|
| Horst & Graben Wealth Management | 19k | $1.5M | -1% | Mar 2024 |
|
| XML Financial | 18k | $1.4M | -3% | Mar 2024 |
|
| Capital Advisors | 17k | $1.3M | 0% | Mar 2024 |
|
| Gladstone Institutional Advisory | 17k | $1.2M | 1% | Dec 2023 |
|
| Brian McDonald | 17k | $1.3M | -2% | Mar 2024 |
|
| Full Sail Capital | 17k | $1.2M | -15% | Mar 2024 |
|
| Investors Research Corp | 16k | $1.2M | 81% | Mar 2024 |
|
| Andina Capital Management | 16k | $1.2M | -13% | Mar 2024 |
|
| Savant Capital Management | 16k | $1.2M | 0% | Mar 2024 |
|
| Csenge Advisory Group | 15k | $1.1M | 6% | Mar 2024 |
|
| MAI Wealth Advisors | 14k | $1.1M | 0% | Mar 2024 |
|
| Global Assets Advisory | 14k | $183k | 100% | Mar 2024 |
|
| Wealthstream Advisors | 14k | $1.0M | 0% | Mar 2024 |
|
| Hoese & Co | 13k | $989k | 24% | Mar 2024 |
|
| Geneos Wealth Management | 13k | $1.0M | 30% | Mar 2024 |
|
| Private Wealth Strategies | 12k | $932k | 0% | Mar 2024 |
|
| Roman Butler Fullerton & Co | 12k | $866k | 0% | Mar 2024 |
|
| Wealthquest | 12k | $907k | -58% | Mar 2024 |
|
| EP Wealth Advisors | 12k | $805k | 0% | Dec 2023 |
|
| Essex Financial Services | 12k | $887k | 0% | Mar 2024 |
|
| Two Sigma Investments | 12k | $868k | -58% | Mar 2024 |
|
| Patriot Financial Group Insurance Agency | 11k | $852k | 0% | Mar 2024 |
|
| Kingsview Wealth Management | 11k | $832k | -13% | Mar 2024 |
|
| Flow Traders US | 10k | $779k | 100% | Mar 2024 |
|
| VisionPoint Advisory Group | 9.8k | $740k | 14% | Mar 2024 |
|
| Marshall Wace | 9.8k | $739k | 100% | Mar 2024 |
|
| Goldstein Advisors | 9.8k | $738k | -4% | Mar 2024 |
|
| Cooper Financial Group | 9.6k | $728k | -19% | Mar 2024 |
|
| Cedar Point Capital Partners | 9.6k | $654k | 100% | Dec 2023 |
|
| Private Trust Co Na | 9.5k | $718k | -3% | Mar 2024 |
|
| Kestra Private Wealth Services | 9.5k | $718k | 0% | Mar 2024 |
|
| Sigma Planning | 9.5k | $714k | 119% | Mar 2024 |
|
| Summit Asset Management | 9.1k | $686k | 0% | Mar 2024 |
|
| Advisory Services Network | 9.0k | $681k | -2% | Mar 2024 |
|
| Goss Wealth Management | 9.0k | $681k | -1% | Mar 2024 |
|
| Gail Mannix | 8.9k | $672k | 0% | Mar 2024 |
|
| Blue Barn Wealth | 8.7k | $659k | 2% | Mar 2024 |
|
| Integrated Wealth Concepts | 8.7k | $656k | -16% | Mar 2024 |
|
| Nomura Asset Management | 8.2k | $617k | 0% | Mar 2024 |
|
| Betterment | 8.1k | $613k | 100% | Mar 2024 |
|
| HB Wealth Management | 8.1k | $610k | 0% | Mar 2024 |
|
| Wharton Business Group | 8.0k | $603k | 0% | Mar 2024 |
|
| HPM Partners | 8.0k | $602k | 100% | Mar 2024 |
|
| HHM Wealth Advisors | 7.6k | $576k | 0% | Mar 2024 |
|
| Strategic Blueprint | 7.4k | $557k | 22% | Mar 2024 |
|
| Bowman & Co S.C. | 7.3k | $551k | -4% | Mar 2024 |
|
| J.w. Cole Advisors | 7.3k | $548k | 4% | Mar 2024 |
|
| Cedar Brook Financial Partners | 7.2k | $545k | 0% | Mar 2024 |
|
| Courage Miller Partners | 7.0k | $528k | 0% | Mar 2024 |
|
| Fortune 45 | 6.9k | $520k | 0% | Mar 2024 |
|
| TNF | 6.9k | $499k | 0% | Mar 2024 |
|
| Tower Research Capital | 6.8k | $516k | -19% | Mar 2024 |
|
| Baystate Wealth Management | 6.8k | $460k | 17% | Dec 2023 |
|
| Vision Capital Management | 6.7k | $509k | 0% | Mar 2024 |
|
| Buckingham Asset Management | 6.7k | $507k | 0% | Mar 2024 |
|
| Ashton Thomas Private Wealth | 6.6k | $500k | 11% | Mar 2024 |
|
| Fulcrum Equity Management | 6.6k | $495k | -2% | Mar 2024 |
|
| Kovack Advisors | 6.5k | $492k | -2% | Mar 2024 |
|
| Principal Securities | 6.4k | $483k | 13% | Mar 2024 |
|
| Sunbelt Securities | 6.3k | $476k | 0% | Mar 2024 |
|
| William Blair $ Company | 6.1k | $462k | 8% | Mar 2024 |
|
| Global Retirement Partners | 6.1k | $460k | -10% | Mar 2024 |
|
| Red Tortoise | 6.1k | $459k | 0% | Mar 2024 |
|
| Outlook Wealth Advisors | 6.0k | $451k | -7% | Mar 2024 |
|
| Beacon Financial Advisory | 6.0k | $451k | 0% | Mar 2024 |
|
| Capital Analysts | 6.0k | $451k | 0% | Mar 2024 |
|
| Kestra Advisory Services | 5.9k | $403k | 33% | Dec 2023 |
|
| Bank Of Montreal | 5.7k | $434k | 498% | Mar 2024 |
|
| Accel Wealth Management | 5.7k | $432k | -8% | Mar 2024 |
|
| International Assets Investment Management | 5.6k | $423k | -25% | Mar 2024 |
|
| Signature Securities Group Corporation | 5.4k | $405k | -7% | Mar 2024 |
|
| Mather Group | 5.0k | $339k | -22% | Mar 2024 |
|
| Mainstay Capital Management | 3.4k | $256k | -64% | Mar 2024 |
|
| Assetmark | 1.1k | $84k | -95% | Mar 2024 |
|
Who sold out of iShares Morningstar Large Growth?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Hartland & Co | Sep 2023 | 614k | $37M |
| Win Advisors | Dec 2023 | 31k | $2.1M |
| Clear Creek Financial Management | Dec 2023 | 9.1k | $620k |
| RMB Capital Management | Sep 2023 | 8.9k | $529k |