Vault-13

ISHARES TR ILCG

MORNINGSTAR GRWT · ETP · CUSIP 464287119

342 institutional holders +17 vs Q3 2025
16,766,27116.8m shares reported held*
$1.7bnreported value*
23 new 100 added 110 reduced 21 sold out net sold ≈ $127.3m (-1.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($7.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $103.49.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 185Q4 22: 197Q1 23: 204Q2 23: 218Q3 23: 215Q4 23: 235Q1 24: 251Q2 24: 256Q3 24: 254Q4 24: 285Q1 25: 275Q2 25: 302Q3 25: 325Q4 25: 342342Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022185
Q4 2022197
Q1 2023204
Q2 2023218
Q3 2023215
Q4 2023235
Q1 2024251
Q2 2024256
Q3 2024254
Q4 2024285
Q1 2025275
Q2 2025302
Q3 2025325
Q4 2025342

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q1 24: 102 bought or addedQ1 24: 97 cut or sold outQ2 24: 102 bought or addedQ2 24: 108 cut or sold outQ2 24Q3 24: 72 bought or addedQ3 24: 113 cut or sold outQ4 24: 107 bought or addedQ4 24: 102 cut or sold outQ4 24Q1 25: 107 bought or addedQ1 25: 132 cut or sold outQ2 25: 123 bought or addedQ2 25: 105 cut or sold outQ2 25Q3 25: 138 bought or addedQ3 25: 116 cut or sold outQ4 25: 123 bought or addedQ4 25: 131 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202410297
Q2 2024102108
Q3 202472113
Q4 2024107102
Q1 2025107132
Q2 2025123105
Q3 2025138116
Q4 2025123131

Biggest buyers

Corient Private Wealth LP Added +128,541+128.5k
ENVESTNET ASSET MANAGEMENT INC Added +98,621+98.6k
LPL Financial LLC Added +86,680+86.7k
Farther Finance Advisors, LLC Added +71,870+71.9k
GM Advisory Group, LLC Added +47,164+47.2k
WELLS FARGO & COMPANY/MN Added +41,028+41.0k
Cetera Investment Advisers Added +33,948+33.9k
Strategic Financial Concepts, LLC Added +30,919+30.9k
Cape Investment Advisory, Inc. Added +20,951+21.0k
ROYAL BANK OF CANADA Added +19,013+19.0k

Biggest sellers

AdvisorShares Investments LLC Sold out -401,848-401.8k
JPMORGAN CHASE & CO Reduced -353,633-353.6k
MORGAN STANLEY Reduced -260,657-260.7k
Goodman Advisory Group, LLC Reduced -182,924-182.9k
Private Advisor Group, LLC Reduced -83,008-83.0k
McKinley Carter Wealth Services, Inc. Reduced -76,196-76.2k
Trinity Wealth Management, LLC Sold out -63,666-63.7k
RAYMOND JAMES FINANCIAL INC Reduced -54,824-54.8k
RFG Advisory, LLC Reduced -35,882-35.9k
Sanctuary Advisors, LLC Reduced -31,489-31.5k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Equitable Holdings, Inc. 1.66% of their portfolio NEW YORK, NY 2,328,1262.3m $242.2m $242.2m 1.66% Reduced -9.2k -9,191
2 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 1,381,1511.4m $143.7m $143.7m 0.04% Added +86.7k +86,680
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,112,2991.1m $115.7m $115.7m 0.01% Reduced -260.7k -260,657
4 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 718,042718.0k $74.7m $74.7m 0.01% Added +41.0k +41,028
5 FAS Wealth Partners, Inc. 3.95% of their portfolio LEAWOOD, KS 586,634586.6k $61.0m $61.0m 3.95% Reduced -13.2k -13,191
6 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 528,445528.4k $55.0m $55.0m 0.06% Added +33.9k +33,948
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 501,801501.8k $52.2m $52.2m 0.00% Reduced -12.4k -12,396
8 Clearstead Trust, LLC 8.12% of their portfolio PORTLAND, ME 495,827495.8k $51.6m $51.6m 8.12% Added +8.7k +8,667
9 B&D White Capital Company, LLC 5.80% of their portfolio Lakeway, TX 481,278481.3k $50.1m $50.1m 5.80% Reduced -4.7k -4,719
10 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 455,566455.6k $47.4m $47.4m 0.01% Added +98.6k +98,621
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 399,429399.4k $41.6m $41.6m 0.00% Reduced -353.6k -353,633
12 McKinley Carter Wealth Services, Inc. 2.14% of their portfolio WHEELING, WV 368,249368.2k $38.3m $38.3m 2.14% Reduced -76.2k -76,196
13 UBS Group AG 0.01% of their portfolio ZURICH, V8 355,130355.1k $36.9m $36.9m 0.01% Reduced -11.6k -11,560
14 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 349,598349.6k $36.4m $36.4m 0.05% Reduced -12.9k -12,892
15 GM Advisory Group, LLC 1.36% of their portfolio MELVILLE, NY 333,245333.2k $34.7m $34.7m 1.36% Added +47.2k +47,164
16 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 331,032331.0k $34.4m $34.4m 0.01% Reduced -1.9k -1,889
17 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 284,868284.9k $29.6m $29.6m 0.07% Added +9.2k +9,198
18 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 252,346252.3k $26.3m $26.3m 0.04% Reduced -29.4k -29,412
19 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 250,990251.0k $16.4m $16.4m 0.01% Added +128.5k +128,541
20 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 221,438221.4k $23.0m $23.0m 0.01% Reduced -54.8k -54,824
21 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 168,913168.9k $17.6m $17.6m 0.03% Added +17.3k +17,277
22 LongView Wealth Management 3.76% of their portfolio ATLANTA, GA 147,068147.1k $15.6m $15.6m 3.76% Reduced -7.2k -7,207
23 KILEY JUERGENS WEALTH MANAGEMENT, LLC 3.23% of their portfolio OLYMPIA, WA 143,882143.9k $15.0m $15.0m 3.23% Reduced -3.1k -3,124
24 Mariner, LLC 0.02% of their portfolio Overland Park, KS 138,358138.4k $14.4m $14.4m 0.02% Added +13.3k +13,264
25 Prime Capital Investment Advisors, LLC 0.15% of their portfolio OVERLAND PARK, KS 116,897116.9k $12.2m $12.2m 0.15% Added +512 +512
26 Cornerstone Wealth Management, LLC 0.60% of their portfolio ST. PETERS, MO 110,325110.3k $11.5m $11.5m 0.60% Reduced -921 -921
27 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 106,590106.6k $11.1m $11.1m 0.00% Added +19.0k +19,013
28 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 102,335102.3k $10.8m $10.8m 0.01% Reduced -340 -340
29 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 93,69393.7k $9.7m $9.7m 0.01% Added +4.0k +4,006
30 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 85,59585.6k $8.9m $8.9m 0.02% Unchanged
31 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 81,69681.7k $8.5m $8.5m 0.02% Reduced -19.9k -19,924
32 Investors Research Corp 1.55% of their portfolio ATLANTA, GA 81,50781.5k $8.5m $8.5m 1.55% Added +6.3k +6,302
33 Farther Finance Advisors, LLC 0.09% of their portfolio SAN FRANCISCO, CA 79,43879.4k $8.3m $8.3m 0.09% Added +71.9k +71,870
34 PARK AVENUE SECURITIES LLC 0.07% of their portfolio NEW YORK, NY 76,56176.6k $8.0m $8.0m 0.07% Added +15.0k +15,002
35 Marietta Wealth Management, LLC 0.84% of their portfolio MARIETTA, GA 69,89569.9k $7.3m $7.3m 0.84% Reduced -1.7k -1,730
36 LEVEL FOUR ADVISORY SERVICES, LLC 0.23% of their portfolio DALLAS, TX 68,69368.7k $7.1m $7.1m 0.23% Reduced -760 -760
37 White Pine Investment CO 1.68% of their portfolio LIVONIA, MI 68,39668.4k $7.1m $7.1m 1.68% Added +523 +523
38 CWM, LLC 0.02% of their portfolio OMAHA, NE 67,14767.1k $7.0m $7.0m 0.02% Reduced -385 -385
39 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 1.01% of their portfolio BERMUDA RUN, NC 61,55361.6k $6.4m $6.4m 1.01% Reduced -6.4k -6,356
40 Aptus Capital Advisors, LLC 0.05% of their portfolio FAIRHOPE, AL 61,51361.5k $6.4m $6.4m 0.05% Reduced -279 -279
41 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 60,20060.2k $6.3m $6.3m 0.01% Added +1.5k +1,500
42 &PARTNERS 0.03% of their portfolio NASHVILLE, TN 57,99858.0k $6.0m $6.0m 0.03% Added +2.0k +2,045
43 IHT Wealth Management, LLC 0.15% of their portfolio Chicago, IL 57,60057.6k $6.0m $6.0m 0.15% Reduced -613 -613
44 Sunburst Financial Group, LLC 1.18% of their portfolio VESTAVIA HILLS, AL 56,13056.1k $5.8m $5.8m 1.18% Reduced -279 -279
45 Merit Financial Group, LLC 0.05% of their portfolio ALPHARETTA, GA 54,63954.6k $5.7m $5.7m 0.05% Reduced -44 -44
46 Ipsen Advisor Group LLC 3.99% of their portfolio LITTLE ROCK, AR 53,92453.9k $5.6m $5.6m 3.99% Reduced -13.9k -13,864
47 JOHNSON INVESTMENT COUNSEL INC 0.05% of their portfolio Cincinnati, OH 53,55453.6k $5.6m $5.6m 0.05% Reduced -20 -20
48 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 53,15253.2k $5.5m $5.5m 0.03% Reduced -1.3k -1,300
49 MONEY CONCEPTS CAPITAL CORP 0.29% of their portfolio PALM BEACH GARDENS, FL 50,34150.3k $5.2m $5.2m 0.29% Added +1.3k +1,267
50 AMERICAN FINANCIAL & TAX STRATEGIES INC 2.59% of their portfolio NEW YORK, NY 49,92649.9k $5.2m $5.2m 2.59% Reduced -180 -180
51 Dentgroup LLC 3.53% of their portfolio BATON ROUGE, LA 49,38049.4k $5.1m $5.1m 3.53% Reduced -564 -564
52 Arcadia Wealth Management, LLC 1.85% of their portfolio Manchester, NH 47,77947.8k $5.0m $5.0m 1.85% Added +258 +258
53 Corsicana & Co. 2.55% of their portfolio CORSICANA, TX 43,71243.7k $4.5m $4.5m 2.55% Added +330 +330
54 Strategic Financial Concepts, LLC 4.02% of their portfolio SAN ANTONIO, TX 42,30642.3k $4.4m $4.4m 4.02% Added +30.9k +30,919
55 Retirement Planning Group, LLC 0.14% of their portfolio LEAWOOD, KS 41,83841.8k $4.4m $4.4m 0.14% Reduced -97 -97
56 Madison Wealth Partners, Inc 0.76% of their portfolio MADISON, WI 40,14340.1k $4.2m $4.2m 0.76% Reduced -497 -497
57 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 39,76339.8k $4.1m $4.1m 0.00% Reduced -2.0k -1,961
58 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 39,32939.3k $4.1m $4.1m 0.00% Added +8.6k +8,633
59 Northwest Wealth Advisors, LLC 3.00% of their portfolio BELLINGHAM, WA 37,05137.1k $3.9m $3.9m 3.00% First filing
60 TWIN FOCUS CAPITAL PARTNERS, LLC 0.43% of their portfolio Boston, MA 35,57135.6k $3.7m $3.7m 0.43% Added +429 +429
61 Gladstone Institutional Advisory LLC 0.14% of their portfolio Bedminster, NJ 35,06535.1k $3.6m $3.6m 0.14% Added +18.9k +18,940
62 VestGen Advisors, LLC 0.15% of their portfolio CHICAGO, IL 34,40734.4k $3.6m $3.6m 0.15% Reduced -267 -267
63 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 33,89433.9k $3.5m $3.5m 0.02% Reduced -31.5k -31,489
64 Brand Asset Management Group, Inc. 0.97% of their portfolio CHESTERFIELD, MO 33,37633.4k $3.5m $3.5m 0.97% Reduced -1.5k -1,512
65 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 33,31733.3k $3.5m $3.5m 0.00% Reduced -7.0k -7,027
66 JIM SAULNIER & ASSOCIATES, LLC 1.79% of their portfolio FORT COLLINS, CO 33,25733.3k $3.5m $3.5m 1.79% Reduced -549 -549
67 Bawa N Mallick Trust 1.27% of their portfolio FOREST HILLS, NY 32,85732.9k $3.4m $3.4m 1.27% Unchanged
68 FMR LLC 0.00% of their portfolio BOSTON, MA 31,60131.6k $3.3m $3.3m 0.00% Added +1.5k +1,456
69 STEINBERGANNA WEALTH MANAGEMENT 1.54% of their portfolio HUNTINGTON, NY 31,53831.5k $3.3m $3.3m 1.54% Reduced -655 -655
70 GenWealth Group, Inc. 0.56% of their portfolio Maplewood, NJ 31,38331.4k $3.3m $3.3m 0.56% Reduced -28 -28
71 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 30,84030.8k $3.2m $3.2m 0.02% Reduced -83.0k -83,008
72 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 28,38028.4k $3.0m $3.0m 0.04% Added +1.7k +1,702
73 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 27,57827.6k $2.9m $2.9m 0.00% Reduced -17.8k -17,783
74 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 26,76926.8k $2.8m $2.8m 0.02% Added +107 +107
75 Focus Financial Network, Inc. 0.10% of their portfolio MINNEAPOLIS, MN 26,32926.3k $2.7m $2.7m 0.10% Reduced -8.3k -8,331
76 One Capital Management, LLC 0.08% of their portfolio WESTLAKE VILLAGE, CA 26,29926.3k $2.7m $2.7m 0.08% Reduced -72 -72
77 RWA WEALTH PARTNERS, LLC 0.03% of their portfolio BOSTON, MA 26,18626.2k $2.7m $2.7m 0.03% Unchanged
78 Asempa Wealth Advisors 2.17% of their portfolio BATON ROUGE, LA 24,21624.2k $2.5m $2.5m 2.17% First filing
79 North Star Investment Management Corp. 0.16% of their portfolio CHICAGO, IL 24,06424.1k $2.5m $2.5m 0.16% Reduced -630 -630
80 Arkadios Wealth Advisors 0.05% of their portfolio ATLANTA, GA 23,62823.6k $2.5m $2.5m 0.05% Added +18 +18
81 FLAGSHIP HARBOR ADVISORS, LLC 0.12% of their portfolio BOSTON, MA 23,57123.6k $2.5m $2.5m 0.12% Reduced -1.3k -1,326
82 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 22,99523.0k $2.4m $2.4m 0.00% Added +7.0k +6,967
83 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 22,85022.9k $2.4m $2.4m 0.02% Added +1.8k +1,783
84 Shira Ridge Wealth Management 0.93% of their portfolio LARKSPUR, CA 22,24522.2k $2.3m $2.3m 0.93% Reduced -478 -478
85 Pinnacle Financial Group, LLC / IL 0.66% of their portfolio WESTERN SPRINGS, IL 21,83321.8k $2.3m $2.3m 0.66% Reduced -997 -997
86 Capital Advisors, Ltd. LLC 0.25% of their portfolio SHAKER HEIGHTS, OH 21,07821.1k $2.2m $2.2m 0.25% Added +3.2k +3,194
87 Cape Investment Advisory, Inc. 0.67% of their portfolio MCDONOUGH, GA 20,95521.0k $2.2m $2.2m 0.67% Added +21.0k +20,951
88 Greykasell Wealth Strategies, Inc. 0.84% of their portfolio DANVILLE, CA 20,50320.5k $2.1m $2.1m 0.84% Added +6 +6
89 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 20,39820.4k $2.1m $2.1m 0.00% Added +6.9k +6,896
90 DAYMARK WEALTH PARTNERS, LLC 0.07% of their portfolio CINCINNATI, OH 20,00020.0k $2.1m $2.1m 0.07% Reduced -209 -209
91 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 19,71619.7k $2.1m $2.1m 0.00% Reduced -42 -42
92 Beacon Financial Advisory LLC 0.46% of their portfolio CLEVELAND, OH 19,27919.3k $2.0m $2.0m 0.46% Reduced -149 -149
93 Horst & Graben Wealth Management LLC 0.29% of their portfolio PORTLAND, OR 18,74718.7k $2.0m $2.0m 0.29% Reduced -337 -337
94 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,38518.4k $1.9m $1.9m 0.00% Reduced -2.3k -2,310
95 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 18,36818.4k $1.9m $1.9m 0.01% Added +4.1k +4,080
96 XML Financial, LLC 0.15% of their portfolio BETHESDA, MD 17,90217.9k $1.9m $1.9m 0.15% Unchanged
97 KANE INVESTMENT MANAGEMENT, INC. 0.90% of their portfolio LOS GATOS, CA 17,73517.7k $1.8m $1.8m 0.90% Reduced -411 -411
98 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 17,53317.5k $1.8m $1.8m 0.03% Added +2.5k +2,503
99 Prosperity Consulting Group, LLC 0.08% of their portfolio OWINGS MILLS, MD 17,30917.3k $1.8m $1.8m 0.08% Added +2.3k +2,271
100 Towerpoint Wealth, LLC 0.69% of their portfolio SACRAMENTO, CA 16,80216.8k $1.7m $1.7m 0.69% Added +902 +902