ISHARES MORNINGSTAR GROWTH E (ILCG) Institutional Shareholders
ISHARES MORNINGSTAR GROWTH E (ILCG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.82B in ILCG holdings during the latest filing period.
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 $142.94M, representing an estimated loss of -2.89% 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
345
Total Reported Value
$1.82B
Largest Holder
Lpl Financial Llc
Largest Position
$147.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
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 | $142,935,330 | -$4,257,841 | -2.89% | |
| Morgan Stanley | 0.01% | 1,109,788 | $129,867,465 | $126,110,759 | -$3,756,706 | -2.89% | |
| Envestnet Asset Management Inc | 0.03% | 1,021,655 | $119,558,013 | $116,095,766 | -$3,462,247 | -2.90% | |
| Clearstead Trust, Llc | 11.23% | 734,041 | $85,897,466 | $83,412,749 | -$2,484,717 | -2.89% | |
| Wells Fargo & Company/Mn | 0.01% | 724,901 | $84,827,893 | $82,374,125 | -$2,453,768 | -2.89% | |
| Cetera Investment Advisers | 0.07% | 695,126 | $81,343,650 | $78,990,643 | -$2,353,007 | -2.89% | |
| Ameriprise Financial Inc | 0.02% | 674,386 | $78,916,635 | $76,633,853 | -$2,282,782 | -2.89% | |
| Fas Wealth Partners, Inc. | 3.80% | 623,515 | $72,963,742 | $70,853,127 | -$2,110,615 | -2.89% | |
| B&D White Capital Company, Llc | 5.49% | 471,430 | $55,166,739 | $53,570,948 | -$1,595,791 | -2.89% | |
| Jpmorgan Chase & Co | 0.00% | 454,141 | $52,285,330 | $51,606,313 | -$679,017 | -1.30% | |
| Bank Of America Corp | 0.00% | 415,107 | $48,575,866 | $47,170,684 | -$1,405,182 | -2.89% | |
| Wealthspire Advisors, Llc | 0.25% | 395,293 | $46,257,172 | $44,919,120 | -$1,338,052 | -2.89% | |
| Raymond James Financial Inc | 0.01% | 372,366 | $43,574,316 | $42,313,810 | -$1,260,506 | -2.89% | |
| Commonwealth Equity Services, Llc | 0.05% | 312,674 | $36,589,084 | $35,530,710 | -$1,058,374 | -2.89% | |
| Osaic Holdings, Inc. | 0.04% | 292,205 | $34,197,153 | $33,204,715 | -$992,438 | -2.90% | |
| Gm Advisory Group, Llc | 1.31% | 356,056 | $33,996,251 | $40,460,424 | +$6,464,173 | +19.01% | |
| Mml Investors Services, Llc | 0.07% | 288,309 | $33,737,895 | $32,761,993 | -$975,902 | -2.89% | |
| Mckinley Carter Wealth Services, Inc. | 1.69% | 279,192 | $32,671,102 | $31,725,983 | -$945,119 | -2.89% | |
| Ubs Group Ag | 0.00% | 208,372 | $24,383,692 | $23,678,352 | -$705,340 | -2.89% | |
| Goodman Advisory Group, Llc | 4.62% | 171,762 | $20,099,622 | $19,518,175 | -$581,447 | -2.89% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 164,399 | $19,155,826 | $18,681,480 | -$474,346 | -2.48% | |
| Kiley Juergens Wealth Management, Llc | 2.60% | 141,722 | $16,584,297 | $16,104,579 | -$479,718 | -2.89% | |
| Rockefeller Capital Management L.P. | 0.02% | 133,591 | $15,632,932 | $15,180,613 | -$452,319 | -2.89% | |
| Longview Wealth Management | 3.86% | 128,562 | $15,044,324 | $14,609,143 | -$435,181 | -2.89% | |
| Corient Private Wealth Llc | 0.02% | 128,107 | $14,991,085 | $14,557,439 | -$433,646 | -2.89% | |
| Prime Capital Investment Advisors, Llc | 0.14% | 125,749 | $14,715,176 | $14,289,488 | -$425,688 | -2.89% | |
| Royal Bank Of Canada | 0.00% | 110,087 | $12,882,000 | $12,509,736 | -$372,264 | -2.89% | |
| Cornerstone Wealth Management, Llc | 0.54% | 107,876 | $12,623,662 | $12,258,489 | -$365,173 | -2.89% | |
| Bank Of New York Mellon Corp | 0.00% | 99,920 | $11,692,644 | $11,354,409 | -$338,235 | -2.89% | |
| Win Advisors, Inc | 4.02% | 96,476 | $11,289,650 | $10,963,050 | -$326,600 | -2.89% | |
| Investors Research Corp | 1.91% | 91,309 | $10,684,979 | $10,375,898 | -$309,081 | -2.89% | |
| Private Advisor Group, Llc | 0.05% | 87,636 | $10,255,115 | $9,958,517 | -$296,598 | -2.89% | |
| Captrust Financial Advisors | 0.02% | 85,075 | $9,955,476 | $9,667,498 | -$287,978 | -2.89% | |
| Mariner, Llc | 0.01% | 77,535 | $9,069,102 | $8,810,690 | -$258,412 | -2.85% | |
| Marietta Wealth Management, Llc | 0.84% | 70,015 | $8,193,133 | $7,956,155 | -$236,978 | -2.89% | |
| &Partners | 0.03% | 68,243 | $8,015,354 | $7,754,793 | -$260,561 | -3.25% | |
| Woodard & Co Asset Management Group Inc | 1.09% | 64,730 | $7,574,696 | $7,355,594 | -$219,102 | -2.89% | |
| Arcadia Wealth Management, Llc | 2.25% | 61,199 | $7,161,474 | $6,954,348 | -$207,126 | -2.89% | |
| Aptus Capital Advisors, Llc | 0.05% | 60,344 | $7,061,455 | $6,857,190 | -$204,265 | -2.89% | |
| Sunburst Financial Group, Llc | 1.14% | 58,544 | $6,850,842 | $6,652,647 | -$198,195 | -2.89% | |
| Iht Wealth Management, Llc | 0.14% | 57,532 | $6,732,354 | $6,537,649 | -$194,705 | -2.89% | |
| Merit Financial Group, Llc | 0.04% | 56,663 | $6,630,720 | $6,438,900 | -$191,820 | -2.89% | |
| Cwm, Llc | 0.02% | 66,679 | $6,366,504 | $7,577,068 | +$1,210,564 | +19.01% | |
| Johnson Investment Counsel Inc | 0.05% | 52,897 | $6,190,007 | $6,010,951 | -$179,056 | -2.89% | |
| Ipsen Advisor Group Llc | 3.98% | 52,862 | $6,185,927 | $6,006,973 | -$178,954 | -2.89% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 52,499 | $6,143,433 | $5,965,724 | -$177,709 | -2.89% | |
| Corsicana & Co. | 2.57% | 45,287 | $5,299,485 | $5,146,188 | -$153,297 | -2.89% | |
| Sanctuary Advisors, Llc | 0.02% | 44,894 | $5,253,502 | $5,101,530 | -$151,972 | -2.89% | |
| Northwest Wealth Advisors, Llc | 2.93% | 43,587 | $5,100,495 | $4,953,009 | -$147,486 | -2.89% | |
| Elevation Capital Advisory, Llc | 1.95% | 43,105 | $5,044,145 | $4,898,237 | -$145,908 | -2.89% |
Frequently asked questions about ILCG
Who owns the most ILCG stock?
The largest holders of ILCG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MORNINGSTAR GROWTH E (ILCG).
Is ILCG widely held by superinvestors?
Many widely followed stocks like ILCG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ILCG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.