Who owns iShares Morningstar Growth ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ILCG from SEC Form 13F filings across 351 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.
As of the 2026-06-30 reporting period, 351 institutions disclosed 15.9M shares of iShares Morningstar Growth ETF worth $1.84B — about 56.7% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
351
13F holders
$1.84B
value, 2026 filers
56.7%
of shares outstanding (15.9M sh)
46
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 | FAS Wealth Partners, Inc.NEW | 623,515 | $73.0M | 3.8% | 2.2% | new |
| 9 | B&D White Capital Company, LLC | 471,430 | $55.2M | 5.5% | 1.7% | +35.7% |
| 10 | JPMORGAN CHASE & CO | 454,141 | $52.3M | 0.0% | 1.6% | +7.0% |
| 11 | BANK OF AMERICA CORP /DE/ | 415,107 | $48.6M | 0.0% | 1.5% | -8.0% |
| 12 | Wealthspire Advisors, LLC | 395,293 | $46.3M | 0.3% | 1.4% | +8432.1% |
| 13 | RAYMOND JAMES FINANCIAL INC | 372,366 | $43.6M | 0.0% | 1.3% | +5.2% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 312,674 | $36.6M | 0.0% | 1.1% | +0.5% |
| 15 | OSAIC HOLDINGS, INC. | 292,205 | $34.2M | 0.0% | 1% | +16.9% |
| 16 | MML INVESTORS SERVICES, LLC | 288,309 | $33.7M | 0.1% | 1% | +19.1% |
| 17 | McKinley Carter Wealth Services, Inc. | 279,192 | $32.7M | 1.7% | 1% | +3.1% |
| 18 | UBS Group AG | 208,372 | $24.4M | 0.0% | 0.7% | -3.5% |
| 19 | Phoenix Financial Ltd. | 200,000 | $13,682 | 0.0% | 0.7% | 0.0% |
| 20 | Goodman Advisory Group, LLC | 171,762 | $20.1M | 4.6% | 0.6% | +27648.3% |
| 21 | PARK AVENUE SECURITIES LLC | 170,932 | $20.0M | 0.1% | 0.6% | +61.3% |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 164,399 | $19.2M | 0.0% | 0.6% | +5.5% |
| 23 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | 141,722 | $16.6M | 2.6% | 0.5% | -0.7% |
| 24 | Rockefeller Capital Management L.P. | 133,591 | $15.6M | 0.0% | 0.5% | -2.0% |
| 25 | LongView Wealth Management | 128,562 | $15.0M | 3.9% | 0.5% | -5.5% |
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.