ILCG Institutional Ownership
iShares Morningstar Growth ETF
1W: +0.7%
1M: +4.2%
3M: +2.7%
YTD: +13.9%
1Y: +13.6%
3Y: +103.4%
5Y: +77.5%
$118.75
+1.25 (+1.07%)
Weekly Expected Move ±2.0%
$114
$116
$119
$121
$124
Overview
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Institutional Ownership — ILCG
365
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
42
New Positions
106
Increased
104
Reduced
13
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (385 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,257,846 | $149M | -34,545 | -2.7% | 61Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,109,788 | $132M | +19,566 | +1.8% | 60Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 1,021,655 | $121M | +424,099 | +71.0% | 31Q | SEC ↗ |
| 4 | Clearstead Trust, LLC | 734,041 | $87M | +176,170 | +31.6% | 16Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 724,901 | $86M | +32,471 | +4.7% | 72Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 695,126 | $83M | +99,027 | +16.6% | 34Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC | 674,386 | $80M | +332,052 | +97.0% | 16Q | SEC ↗ |
| 8 | FAS Wealth Partners, Inc. | 623,515 | $74M | +30,664 | +5.2% | 26Q | SEC ↗ |
| 9 | B&D White Capital Company, LLC | 471,430 | $56M | +123,996 | +35.7% | 5Q | SEC ↗ |
| 10 | JPMORGAN CHASE & CO | 454,141 | $54M | +29,573 | +7.0% | 61Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 415,107 | $49M | -36,012 | -8.0% | 15Q | SEC ↗ |
| 12 | Wealthspire Advisors, LLC | 395,293 | $47M | +390,660 | +8432.1% | 6Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 372,366 | $44M | +18,508 | +5.2% | 7Q | SEC ↗ |
| 14 | GM Advisory Group, LLC | 356,056 | $42M | +22,811 | +6.8% | 7Q | SEC ↗ |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 312,674 | $37M | +1,508 | +0.5% | 35Q | SEC ↗ |
| 16 | OSAIC HOLDINGS, INC. | 292,205 | $35M | +42,167 | +16.9% | 26Q | SEC ↗ |
| 17 | MML INVESTORS SERVICES, LLC | 288,309 | $34M | +46,206 | +19.1% | 37Q | SEC ↗ |
| 18 | McKinley Carter Wealth Services, Inc. | 279,192 | $33M | +8,386 | +3.1% | 6Q | SEC ↗ |
| 19 | UBS Group AG | 208,372 | $25M | -7,511 | -3.5% | 21Q | SEC ↗ |
| 20 | Phoenix Financial Ltd. | 200,000 | $24M | — | +0.0% | 2Q | SEC ↗ |
| 21 | Goodman Advisory Group, LLC | 171,762 | $20M | +171,143 | +27648.3% | 5Q | SEC ↗ |
| 22 | PARK AVENUE SECURITIES LLC | 170,932 | $20M | +64,987 | +61.3% | 5Q | SEC ↗ |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 164,399 | $20M | +8,524 | +5.5% | 12Q | SEC ↗ |
| 24 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | 141,722 | $17M | -1,037 | -0.7% | 35Q | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 133,591 | $16M | -2,776 | -2.0% | 28Q | SEC ↗ |
| 26 | LongView Wealth Management | 128,562 | $15M | -7,540 | -5.5% | 11Q | SEC ↗ |
| 27 | Prime Capital Investment Advisors, LLC | 125,749 | $15M | +3,598 | +2.9% | 35Q | SEC ↗ |
| 28 | ROYAL BANK OF CANADA | 110,087 | $13M | +13,671 | +14.2% | 67Q | SEC ↗ |
| 29 | Cornerstone Wealth Management, LLC | 107,876 | $13M | -1,818 | -1.7% | 14Q | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 99,920 | $12M | +28,681 | +40.3% | 47Q | SEC ↗ |
| 31 | WIN ADVISORS, INC NEW | 96,476 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Corient Private Wealth LP | 96,437 | $11M | -31,236 | -24.5% | 15Q | SEC ↗ |
| 33 | Investors Research Corp | 91,309 | $11M | +462 | +0.5% | 12Q | SEC ↗ |
| 34 | Private Advisor Group, LLC | 87,636 | $10M | +57,911 | +194.8% | 43Q | SEC ↗ |
| 35 | CAPTRUST FINANCIAL ADVISORS | 85,075 | $10M | +90 | +0.1% | 33Q | SEC ↗ |
| 36 | Mariner, LLC | 77,535 | $9M | -64,813 | -45.5% | 21Q | SEC ↗ |
| 37 | Cambridge Investment Research Advisors | 76,747 | $9M | +3,708 | +5.1% | 76Q | SEC ↗ |
| 38 | White Pine Investment CO | 74,336 | $9M | +1,312 | +1.8% | 20Q | SEC ↗ |
| 39 | Marietta Wealth Management, LLC | 70,015 | $8M | -355 | -0.5% | 39Q | SEC ↗ |
| 40 | &PARTNERS | 68,243 | $8M | +3,776 | +5.9% | 7Q | SEC ↗ |
| 41 | CWM, LLC | 66,679 | $8M | -468 | -0.7% | 18Q | SEC ↗ |
| 42 | WOODARD & CO ASSET MANAGEMENT GROUP IN | 64,730 | $8M | +351 | +0.5% | 13Q | SEC ↗ |
| 43 | Arcadia Wealth Management, LLC | 61,199 | $7M | +9,037 | +17.3% | 4Q | SEC ↗ |
| 44 | Aptus Capital Advisors, LLC | 60,344 | $7M | -814 | -1.3% | 8Q | SEC ↗ |
| 45 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 59,976 | $7M | -32,023 | -34.8% | 43Q | SEC ↗ |
| 46 | Sunburst Financial Group, LLC | 58,544 | $7M | -815 | -1.4% | 19Q | SEC ↗ |
| 47 | IHT Wealth Management, LLC | 57,532 | $7M | -399 | -0.7% | 26Q | SEC ↗ |
| 48 | Merit Financial Group, LLC | 56,663 | $7M | +2,444 | +4.5% | 16Q | SEC ↗ |
| 49 | JOHNSON INVESTMENT COUNSEL INC | 52,897 | $6M | -527 | -1.0% | 15Q | SEC ↗ |
| 50 | Ipsen Advisor Group LLC | 52,862 | $6M | +34 | +0.1% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| WIN ADVISORS, INC | 96,476 | $11M |
| BASSO CAPITAL MANAGEMENT, L.P. | 23,568 | $3M |
| Global Retirement Partners, LLC | 18,349 | $2M |
| Waterloo Capital, L.P. | 17,839 | $2M |
| HRT FINANCIAL LP | 16,447 | $2M |
| Gotham Asset Management, LLC | 14,560 | $2M |
| IFG Advisory, LLC | 13,162 | $2M |
| NATIXIS ADVISORS, LLC | 10,269 | $1M |
| PKS Advisory Services, LLC | 10,139 | $1M |
| INTERNATIONAL ASSETS INVESTMENT MAN | 9,229 | $1M |
| Perennial Investment Advisors, LLC | 8,642 | $1M |
| TOEWS CORP /ADV | 6,355 | $755K |
| J. M. Brown & Associates Inc. | 6,119 | $727K |
| BIP Wealth, LLC | 6,040 | $717K |
| Kera Capital Partners, Inc. | 5,882 | $698K |
| Simplicity Wealth,LLC | 5,737 | $681K |
| J.W. COLE ADVISORS, INC. | 5,524 | $656K |
| Arax Advisory Partners | 4,060 | $482K |
| Diversify Advisory Services, LLC | 4,037 | $479K |
| IEQ CAPITAL, LLC | 3,939 | $468K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 106,700 | $13M |
| ASHTON THOMAS SECURITIES, LLC | 26,866 | $3M |
| Independent Advisor Alliance | 26,336 | $3M |
| One Capital Management, LLC | 26,299 | $3M |
| SILVER OAK SECURITIES, INCORPORATED | 16,685 | $2M |
| B. Riley Wealth Advisors, Inc. | 12,648 | $2M |
| Triad Wealth Partners, LLC | 11,355 | $1M |
| EVOLVE PRIVATE WEALTH, LLC | 11,225 | $1M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11,096 | $1M |
| Milestones Private Investment Advis | 8,955 | $1M |
| Wharton Business Group, LLC | 7,400 | $879K |
| Bay Colony Advisory Group, Inc d/b/ | 4,515 | $536K |
| ASPIRIANT, LLC | 3,614 | $429K |
| Beacon Pointe Advisors, LLC | 3,311 | $393K |
| Murphy, Middleton, Hinkle & Parker, | 2,730 | $324K |
| Fulcrum Equity Management | 2,530 | $300K |
| MLP3, LLC | 2,000 | $238K |
| Elyxium Wealth, LLC | 1,450 | $172K |
| Garton & Associates Financial Advis | 1,075 | $128K |
| Wealth Watch Advisors, INC | 1,026 | $122K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +424,099 | +71.0% | 1,021,655 |
| Wealthspire Advisors, LLC | +390,660 | +8432.1% | 395,293 |
| AMERIPRISE FINANCIAL INC | +332,052 | +97.0% | 674,386 |
| Clearstead Trust, LLC | +176,170 | +31.6% | 734,041 |
| Goodman Advisory Group, LLC | +171,143 | +27648.3% | 171,762 |
| B&D White Capital Company, LLC | +123,996 | +35.7% | 471,430 |
| Cetera Investment Advisers | +99,027 | +16.6% | 695,126 |
| PARK AVENUE SECURITIES LLC | +64,987 | +61.3% | 170,932 |
| Private Advisor Group, LLC | +57,911 | +194.8% | 87,636 |
| MML INVESTORS SERVICES, LLC | +46,206 | +19.1% | 288,309 |
| OSAIC HOLDINGS, INC. | +42,167 | +16.9% | 292,205 |
| WELLS FARGO & COMPANY/MN | +32,471 | +4.7% | 724,901 |
| FAS Wealth Partners, Inc. | +30,664 | +5.2% | 623,515 |
| JPMORGAN CHASE & CO | +29,573 | +7.0% | 454,141 |
| Bank of New York Mellon Corp | +28,681 | +40.3% | 99,920 |
| GM Advisory Group, LLC | +22,811 | +6.8% | 356,056 |
| MORGAN STANLEY | +19,566 | +1.8% | 1,109,788 |
| RAYMOND JAMES FINANCIAL INC | +18,508 | +5.2% | 372,366 |
| Hershey Financial Advisers, LLC | +16,128 | +148.0% | 27,023 |
| ROYAL BANK OF CANADA | +13,671 | +14.2% | 110,087 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Equitable Holdings, Inc. | -987,471 | -99.6% | 4,421 |
| Mariner, LLC | -64,813 | -45.5% | 77,535 |
| Strategic Financial Concepts, LLC | -44,365 | -85.3% | 7,673 |
| BANK OF AMERICA CORP /DE | -36,012 | -8.0% | 415,107 |
| LPL Financial LLC | -34,545 | -2.7% | 1,257,846 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -32,023 | -34.8% | 59,976 |
| Corient Private Wealth LP | -31,236 | -24.5% | 96,437 |
| GOLDMAN SACHS GROUP INC | -23,610 | -84.9% | 4,198 |
| JIM SAULNIER & ASSOCIATES, LLC | -16,602 | -50.4% | 16,371 |
| MONEY CONCEPTS CAPITAL CORP | -13,451 | -30.2% | 31,091 |
| LEVEL FOUR ADVISORY SERVICES, LLC | -12,278 | -64.1% | 6,871 |
| Lido Advisors, LLC | -10,243 | -82.0% | 2,243 |
| LongView Wealth Management | -7,540 | -5.5% | 128,562 |
| AMERICAN FINANCIAL & TAX STRATEGIES | -7,539 | -15.2% | 42,022 |
| UBS Group AG | -7,511 | -3.5% | 208,372 |
| Focus Financial Network, Inc. | -5,665 | -26.6% | 15,594 |
| GTS SECURITIES LLC | -5,149 | -61.7% | 3,192 |
| Rodgers & Associates, LTD | -5,072 | -37.7% | 8,373 |
| Farther Finance Advisors, LLC | -4,334 | -13.9% | 26,845 |
| NewEdge Advisors, LLC | -3,623 | -19.3% | 15,186 |