ILCG Institutional Ownership & Shareholders
ISHARES MORNINGSTAR GROWTH E (ILCG) is currently held by 350 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.81B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of ILCG tracked by InsiderSet, reporting ownership valued at approximately $147.19M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $137.03M, representing an estimated loss of -6.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed ILCG value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in ISHARES MORNINGSTAR GROWTH E (ILCG).
This page ranks the largest institutional ILCG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
350
Total Reported Value
$1.81B
Largest Holder
Lpl Financial Llc
Largest Position
$147.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.03% | 1,257,846 | $147,193,171 | $137,029,743 | -$10,163,428 | -6.90% | |
| Morgan Stanley | 0.01% | 1,109,788 | $129,867,465 | $120,900,305 | -$8,967,160 | -6.90% | |
| Envestnet Asset Management Inc | 0.03% | 1,021,655 | $119,558,013 | $111,299,096 | -$8,258,917 | -6.91% | |
| Clearstead Trust, Llc | 11.23% | 734,041 | $85,897,466 | $79,966,427 | -$5,931,039 | -6.90% | |
| Wells Fargo & Company/Mn | 0.01% | 724,901 | $84,827,893 | $78,970,715 | -$5,857,178 | -6.90% | |
| Cetera Investment Advisers | 0.07% | 695,126 | $81,343,650 | $75,727,026 | -$5,616,624 | -6.90% | |
| Ameriprise Financial Inc | 0.02% | 674,386 | $78,916,635 | $73,467,611 | -$5,449,024 | -6.90% | |
| Fas Wealth Partners, Inc. | 3.80% | 623,515 | $72,963,742 | $67,925,724 | -$5,038,018 | -6.90% | |
| Jpmorgan Chase & Co | 0.00% | 454,141 | $52,285,330 | $49,474,121 | -$2,811,209 | -5.38% | |
| B&D White Capital Company, Llc | 4.83% | 425,161 | $49,731,082 | $46,317,039 | -$3,414,043 | -6.87% | |
| Bank Of America Corp | 0.00% | 415,107 | $48,575,866 | $45,221,757 | -$3,354,109 | -6.90% | |
| Wealthspire Advisors, Llc | 0.25% | 395,293 | $46,257,172 | $43,063,219 | -$3,193,953 | -6.90% | |
| Raymond James Financial Inc | 0.01% | 372,366 | $43,574,316 | $40,565,552 | -$3,008,764 | -6.90% | |
| Osaic Holdings, Inc. | 0.04% | 292,205 | $34,197,153 | $31,832,813 | -$2,364,340 | -6.91% | |
| Gm Advisory Group, Llc | 1.31% | 356,056 | $33,996,251 | $38,788,741 | +$4,792,490 | +14.10% | |
| Mml Investors Services, Llc | 0.07% | 288,309 | $33,737,895 | $31,408,382 | -$2,329,513 | -6.90% | |
| Mckinley Carter Wealth Services, Inc. | 1.65% | 276,452 | $32,336,610 | $30,116,681 | -$2,219,929 | -6.87% | |
| Commonwealth Equity Services, Llc | 0.04% | 251,350 | $29,400,425 | $27,382,069 | -$2,018,356 | -6.87% | |
| Ubs Group Ag | 0.00% | 208,372 | $24,383,692 | $22,700,046 | -$1,683,646 | -6.90% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 162,220 | $19,216,634 | $17,672,247 | -$1,544,387 | -8.04% | |
| Arcadia Wealth Management, Llc | 5.22% | 146,427 | $17,127,513 | $15,951,757 | -$1,175,756 | -6.86% | |
| Kiley Juergens Wealth Management, Llc | 2.60% | 141,722 | $16,584,297 | $15,439,195 | -$1,145,102 | -6.90% | |
| Rockefeller Capital Management L.P. | 0.02% | 133,591 | $15,632,932 | $14,553,404 | -$1,079,528 | -6.91% | |
| Longview Wealth Management | 3.61% | 128,090 | $14,982,633 | $13,954,125 | -$1,028,508 | -6.86% | |
| Prime Capital Investment Advisors, Llc | 0.14% | 125,358 | $14,663,183 | $13,656,501 | -$1,006,682 | -6.87% | |
| Royal Bank Of Canada | 0.00% | 110,087 | $12,882,000 | $11,992,878 | -$889,122 | -6.90% | |
| Cornerstone Wealth Management, Llc | 0.54% | 107,876 | $12,623,662 | $11,752,011 | -$871,651 | -6.90% | |
| Bank Of New York Mellon Corp | 0.00% | 99,920 | $11,692,644 | $10,885,285 | -$807,359 | -6.90% | |
| Win Advisors, Inc | 4.02% | 96,476 | $11,289,650 | $10,510,095 | -$779,555 | -6.91% | |
| Corient Private Wealth Llc | 0.02% | 96,437 | $11,285,133 | $10,505,847 | -$779,286 | -6.91% | |
| Investors Research Corp | 1.88% | 91,256 | $10,674,214 | $9,941,429 | -$732,785 | -6.87% | |
| Private Advisor Group, Llc | 0.05% | 87,636 | $10,255,115 | $9,547,066 | -$708,049 | -6.90% | |
| Captrust Financial Advisors | 0.02% | 85,075 | $9,955,476 | $9,268,071 | -$687,406 | -6.90% | |
| Mariner, Llc | 0.01% | 77,535 | $9,069,102 | $8,446,663 | -$622,439 | -6.86% | |
| &Partners | 0.03% | 68,243 | $8,015,354 | $7,434,392 | -$580,962 | -7.25% | |
| Marietta Wealth Management, Llc | 0.82% | 67,059 | $7,749,951 | $7,305,407 | -$444,544 | -5.74% | |
| Woodard & Co Asset Management Group Inc | 1.13% | 64,705 | $7,568,575 | $7,048,963 | -$519,612 | -6.87% | |
| Aptus Capital Advisors, Llc | 0.05% | 60,344 | $7,061,455 | $6,573,875 | -$487,580 | -6.90% | |
| Sunburst Financial Group, Llc | 1.11% | 58,175 | $6,804,788 | $6,337,585 | -$467,204 | -6.87% | |
| Iht Wealth Management, Llc | 0.14% | 57,532 | $6,732,354 | $6,267,536 | -$464,818 | -6.90% | |
| Merit Financial Group, Llc | 0.04% | 56,663 | $6,630,720 | $6,172,867 | -$457,853 | -6.91% | |
| Cwm, Llc | 0.02% | 66,679 | $6,366,504 | $7,264,010 | +$897,506 | +14.10% | |
| Johnson Investment Counsel Inc | 0.05% | 52,897 | $6,190,007 | $5,762,599 | -$427,408 | -6.90% | |
| Assetmark, Inc | 0.01% | 52,875 | $6,184,789 | $5,760,203 | -$424,587 | -6.87% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 52,499 | $6,143,433 | $5,719,241 | -$424,192 | -6.90% | |
| Ipsen Advisor Group Llc | 4.16% | 52,398 | $6,129,029 | $5,708,238 | -$420,791 | -6.87% | |
| Northwest Wealth Advisors, Llc | 2.82% | 48,783 | $5,706,094 | $5,314,420 | -$391,674 | -6.86% | |
| Creative Planning | 0.00% | 47,372 | $5,541,065 | $5,160,706 | -$380,359 | -6.86% | |
| Corsicana & Co. | 2.57% | 45,287 | $5,299,485 | $4,933,566 | -$365,919 | -6.90% | |
| Sanctuary Advisors, Llc | 0.02% | 44,894 | $5,253,502 | $4,890,752 | -$362,750 | -6.90% |
Frequently asked questions about ILCG
Who are the largest institutional holders of ILCG?
The largest institutional holders of ILCG reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Envestnet Asset Management Inc, Clearstead Trust, Llc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported ILCG position.
What is ILCG institutional ownership?
This page tracks ILCG positions reported by institutional investment managers through SEC Form 13F. ISHARES MORNINGSTAR GROWTH E (ILCG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ILCG?
InsiderSet currently tracks 350 institutional managers reporting ILCG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ILCG shareholders.
How much ILCG stock do institutions own?
Institutional investment managers disclosed approximately $1.81B in ILCG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ILCG institutional ownership last updated?
The latest ILCG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ILCG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ILCG position after the reporting date.
Are institutions buying or selling ILCG?
Institutional buying and selling can be analyzed by comparing ILCG positions across consecutive 13F reporting periods. InsiderSet's ILCG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ILCG ownership changes.
How has ILCG institutional ownership changed over time?
InsiderSet tracks ILCG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.