Who owns iShares Morningstar Growth ETF?
Institutional ownership of ILCG from SEC Form 13F filings across 216 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
216
13F holders
$1.49B
value, 2026 filers
47.4%
of shares outstanding (13.3M sh)
31
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of ILCG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.3M | $147.2M | 0.0% | 4.5% | -2.7% |
| 2 | MORGAN STANLEY | 1.1M | $129.9M | 0.0% | 3.9% | +1.8% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 1.0M | $119.6M | 0.0% | 3.6% | +71.0% |
| 4 | Clearstead Trust, LLC | 734,041 | $85.9M | 11.2% | 2.6% | +31.6% |
| 5 | WELLS FARGO & COMPANY/MN | 724,901 | $84.8M | 0.0% | 2.6% | +4.7% |
| 6 | Cetera Investment Advisers | 695,126 | $81.3M | 0.1% | 2.5% | +16.6% |
| 7 | AMERIPRISE FINANCIAL INC | 674,386 | $78.9M | 0.0% | 2.4% | +97.0% |
| 8 | B&D White Capital Company, LLC | 471,430 | $55.2M | 5.5% | 1.7% | +35.7% |
| 9 | JPMORGAN CHASE & CO | 454,141 | $52.3M | 0.0% | 1.6% | +7.0% |
| 10 | BANK OF AMERICA CORP /DE/ | 415,107 | $48.6M | 0.0% | 1.5% | -8.0% |
| 11 | Wealthspire Advisors, LLC | 395,293 | $46.3M | 0.3% | 1.4% | +8432.1% |
| 12 | RAYMOND JAMES FINANCIAL INC | 372,366 | $43.6M | 0.0% | 1.3% | +5.2% |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 312,674 | $36.6M | 0.0% | 1.1% | +0.5% |
| 14 | OSAIC HOLDINGS, INC. | 292,205 | $34.2M | 0.0% | 1% | +16.9% |
| 15 | MML INVESTORS SERVICES, LLC | 288,309 | $33.7M | 0.1% | 1% | +19.1% |
| 16 | UBS Group AG | 208,372 | $24.4M | 0.0% | 0.7% | -3.5% |
| 17 | Phoenix Financial Ltd. | 200,000 | $13,682 | 0.0% | 0.7% | 0.0% |
| 18 | PARK AVENUE SECURITIES LLC | 170,932 | $20,002 | 0.1% | 0.6% | +61.3% |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 164,399 | $19.2M | 0.0% | 0.6% | +5.5% |
| 20 | Cambridge Investment Research Advisors, Inc. | 153,494 | $17,962 | 0.0% | 0.5% | +110.2% |
| 21 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | 141,722 | $16.6M | 2.6% | 0.5% | -0.7% |
| 22 | Rockefeller Capital Management L.P. | 133,591 | $15.6M | 0.0% | 0.5% | -2.0% |
| 23 | Corient Private Wealth LP | 128,107 | $15.0M | 0.0% | 0.5% | +0.3% |
| 24 | Prime Capital Investment Advisors, LLC | 125,749 | $14.7M | 0.1% | 0.4% | +2.9% |
| 25 | Merit Financial Group, LLC | 113,326 | $13.3M | 0.1% | 0.4% | +109.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.