Vault-13

ISHARES TR ILCG

MORNINGSTAR GRWT · ETP · CUSIP 464287119

326 institutional holders -16 vs Q4 2025
15,418,95215.4m shares reported held*
$1.5bnreported value*
17 new 112 added 96 reduced 25 sold out net sold ≈ $127.8m (-1.2m 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 ($7.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $94.85.

Trends to Q1 2026

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: 342Q1 26: 326326Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026326

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 24: 102 bought or addedQ2 24: 108 cut or sold outQ3 24: 72 bought or addedQ3 24: 113 cut or sold outQ3 24Q4 24: 107 bought or addedQ4 24: 102 cut or sold outQ1 25: 107 bought or addedQ1 25: 132 cut or sold outQ1 25Q2 25: 123 bought or addedQ2 25: 105 cut or sold outQ3 25: 138 bought or addedQ3 25: 116 cut or sold outQ3 25Q4 25: 123 bought or addedQ4 25: 131 cut or sold outQ1 26: 129 bought or addedQ1 26: 121 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024102108
Q3 202472113
Q4 2024107102
Q1 2025107132
Q2 2025123105
Q3 2025138116
Q4 2025123131
Q1 2026129121

Biggest buyers

Phoenix Financial Ltd. New +200,000+200.0k
ENVESTNET ASSET MANAGEMENT INC Added +141,990+142.0k
RAYMOND JAMES FINANCIAL INC Added +132,420+132.4k
Cetera Investment Advisers Added +67,654+67.7k
Clearstead Trust, LLC Added +62,044+62.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +53,540+53.5k
TWO SIGMA INVESTMENTS, LP Added +46,500+46.5k
Elevation Capital Advisory, LLC New +41,524+41.5k
Bank of New York Mellon Corp Added +31,910+31.9k
PARK AVENUE SECURITIES LLC Added +29,384+29.4k

Biggest sellers

Equitable Holdings, Inc. Reduced -1,336,234-1.3m
UBS Group AG Reduced -139,247-139.2k
B&D White Capital Company, LLC Reduced -133,844-133.8k
Corient Private Wealth LP Reduced -123,317-123.3k
McKinley Carter Wealth Services, Inc. Reduced -97,443-97.4k
LPL Financial LLC Reduced -88,760-88.8k
BANK OF AMERICA CORP /DE/ Reduced -50,682-50.7k
LEVEL FOUR ADVISORY SERVICES, LLC Reduced -49,544-49.5k
Farther Finance Advisors, LLC Reduced -48,259-48.3k
MML INVESTORS SERVICES, LLC Reduced -42,765-42.8k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,292,3911.3m $123.4m $123.4m 0.03% Reduced -88.8k -88,760
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,090,2221.1m $104.1m $104.1m 0.01% Reduced -22.1k -22,077
3 Equitable Holdings, Inc. 0.66% of their portfolio NEW YORK, NY 991,892991.9k $103.2m $103.2m 0.66% Reduced -1.3m -1,336,234
4 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 692,430692.4k $66.1m $66.1m 0.01% Reduced -25.6k -25,612
5 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 597,556597.6k $57.1m $57.1m 0.02% Added +142.0k +141,990
6 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 596,099596.1k $56.9m $56.9m 0.06% Added +67.7k +67,654
7 FAS Wealth Partners, Inc. 3.53% of their portfolio LEAWOOD, KS 592,851592.9k $56.6m $56.6m 3.53% Added +6.2k +6,217
8 Clearstead Trust, LLC 8.68% of their portfolio PORTLAND, ME 557,871557.9k $53.3m $53.3m 8.68% Added +62.0k +62,044
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 451,119451.1k $43.1m $43.1m 0.00% Reduced -50.7k -50,682
10 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 424,568424.6k $38.9m $38.9m 0.00% Added +25.1k +25,139
11 GM Advisory Group, LLC 1.31% of their portfolio MELVILLE, NY 356,056356.1k $34.0m $34.0m 1.31% Added +22.8k +22,811
12 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 353,858353.9k $33.8m $33.8m 0.01% Added +132.4k +132,420
13 B&D White Capital Company, LLC 4.10% of their portfolio Lakeway, TX 347,434347.4k $33.2m $33.2m 4.10% Reduced -133.8k -133,844
14 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 342,334342.3k $32.7m $32.7m 0.01% Added +11.3k +11,302
15 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 311,166311.2k $29.7m $29.7m 0.04% Reduced -38.4k -38,432
16 McKinley Carter Wealth Services, Inc. 1.49% of their portfolio WHEELING, WV 270,806270.8k $25.9m $25.9m 1.49% Reduced -97.4k -97,443
17 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 250,038250.0k $23.9m $23.9m 0.03% Reduced -2.3k -2,308
18 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 242,103242.1k $23.1m $23.1m 0.06% Reduced -42.8k -42,765
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 215,883215.9k $20.6m $20.6m 0.00% Reduced -139.2k -139,247
20 Phoenix Financial Ltd. 0.00% of their portfolio Givatayim, L3 200,000200.0k $11.4k $11.4k 0.00% New
21 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 155,875155.9k $15.1m $15.1m 0.03% Added +53.5k +53,540
22 KILEY JUERGENS WEALTH MANAGEMENT, LLC 2.41% of their portfolio OLYMPIA, WA 142,759142.8k $13.6m $13.6m 2.41% Reduced -1.1k -1,123
23 Mariner, LLC 0.02% of their portfolio Overland Park, KS 142,348142.3k $13.6m $13.6m 0.02% Added +4.0k +3,990
24 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 136,367136.4k $13.0m $13.0m 0.02% Reduced -32.5k -32,546
25 LongView Wealth Management 3.60% of their portfolio ATLANTA, GA 136,102136.1k $14.3m $14.3m 3.60% Reduced -11.0k -10,966
26 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 127,673127.7k $12.2m $12.2m 0.02% Reduced -123.3k -123,317
27 Prime Capital Investment Advisors, LLC 0.13% of their portfolio OVERLAND PARK, KS 122,151122.2k $11.7m $11.7m 0.13% Added +5.3k +5,254
28 Cornerstone Wealth Management, LLC 0.52% of their portfolio ST. PETERS, MO 109,694109.7k $10.5m $10.5m 0.52% Reduced -631 -631
29 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 106,700106.7k $10.2m $10.2m 0.01% Added +46.5k +46,500
30 PARK AVENUE SECURITIES LLC 0.08% of their portfolio NEW YORK, NY 105,945105.9k $10.1m $10.1m 0.08% Added +29.4k +29,384
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 96,41696.4k $9.2m $9.2m 0.00% Reduced -10.2k -10,174
32 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 91,99992.0k $8.8m $8.8m 0.01% Reduced -1.7k -1,694
33 Investors Research Corp 1.66% of their portfolio ATLANTA, GA 90,84790.8k $8.7m $8.7m 1.66% Added +9.3k +9,340
34 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 84,98585.0k $8.1m $8.1m 0.01% Reduced -610 -610
35 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 73,03973.0k $7.0m $7.0m 0.02% Reduced -8.7k -8,657
36 White Pine Investment CO 1.62% of their portfolio LIVONIA, MI 73,02473.0k $7.0m $7.0m 1.62% Added +4.6k +4,628
37 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 71,23971.2k $6.8m $6.8m 0.00% Added +31.9k +31,910
38 Marietta Wealth Management, LLC 0.80% of their portfolio MARIETTA, GA 70,37070.4k $6.7m $6.7m 0.80% Added +475 +475
39 CWM, LLC 0.02% of their portfolio OMAHA, NE 66,67966.7k $6.4m $6.4m 0.02% Reduced -468 -468
40 &PARTNERS 0.03% of their portfolio NASHVILLE, TN 64,46764.5k $6.2m $6.2m 0.03% Added +6.5k +6,469
41 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 0.98% of their portfolio BERMUDA RUN, NC 64,37964.4k $6.1m $6.1m 0.98% Added +2.8k +2,826
42 Aptus Capital Advisors, LLC 0.05% of their portfolio FAIRHOPE, AL 61,15861.2k $5.8m $5.8m 0.05% Reduced -355 -355
43 Sunburst Financial Group, LLC 1.09% of their portfolio VESTAVIA HILLS, AL 59,35959.4k $5.7m $5.7m 1.09% Added +3.2k +3,229
44 IHT Wealth Management, LLC 0.13% of their portfolio Chicago, IL 57,93157.9k $5.5m $5.5m 0.13% Added +331 +331
45 Merit Financial Group, LLC 0.04% of their portfolio ALPHARETTA, GA 54,21954.2k $5.2m $5.2m 0.04% Reduced -420 -420
46 JOHNSON INVESTMENT COUNSEL INC 0.04% of their portfolio Cincinnati, OH 53,42453.4k $5.1m $5.1m 0.04% Reduced -130 -130
47 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 53,39053.4k $5.1m $5.1m 0.03% Added +238 +238
48 Ipsen Advisor Group LLC 3.53% of their portfolio LITTLE ROCK, AR 52,82852.8k $5.0m $5.0m 3.53% Reduced -1.1k -1,096
49 Arcadia Wealth Management, LLC 1.80% of their portfolio Manchester, NH 52,16252.2k $5.0m $5.0m 1.80% Added +4.4k +4,383
50 Strategic Financial Concepts, LLC 1.23% of their portfolio SAN ANTONIO, TX 52,03852.0k $5.0m $5.0m 1.23% Added +9.7k +9,732
51 AMERICAN FINANCIAL & TAX STRATEGIES INC 2.30% of their portfolio NEW YORK, NY 49,56149.6k $4.7m $4.7m 2.30% Reduced -365 -365
52 MONEY CONCEPTS CAPITAL CORP 0.24% of their portfolio PALM BEACH GARDENS, FL 44,54244.5k $4.3m $4.3m 0.24% Reduced -5.8k -5,799
53 Retirement Planning Group, LLC 0.12% of their portfolio LEAWOOD, KS 41,83841.8k $4.0m $4.0m 0.12% Unchanged
54 Elevation Capital Advisory, LLC 1.69% of their portfolio BEND, OR 41,52441.5k $4.0m $4.0m 1.69% New
55 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 41,41141.4k $4.0m $4.0m 0.00% Added +1.6k +1,648
56 Corsicana & Co. 2.11% of their portfolio CORSICANA, TX 41,13541.1k $3.3m $3.3m 2.11% Reduced -2.6k -2,577
57 Madison Wealth Partners, Inc 0.63% of their portfolio MADISON, WI 41,08541.1k $3.9m $3.9m 0.63% Added +942 +942
58 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 40,80440.8k $3.9m $3.9m 0.02% Added +6.9k +6,910
59 Northwest Wealth Advisors, LLC 2.76% of their portfolio BELLINGHAM, WA 40,42040.4k $3.9m $3.9m 2.76% Added +3.4k +3,369
60 FMR LLC 0.00% of their portfolio BOSTON, MA 38,38338.4k $3.7m $3.7m 0.00% Added +6.8k +6,782
61 TWIN FOCUS CAPITAL PARTNERS, LLC 0.39% of their portfolio Boston, MA 35,57135.6k $3.4m $3.4m 0.39% Unchanged
62 JIM SAULNIER & ASSOCIATES, LLC 1.53% of their portfolio FORT COLLINS, CO 32,97333.0k $3.1m $3.1m 1.53% Reduced -284 -284
63 Bawa N Mallick Trust 1.28% of their portfolio FOREST HILLS, NY 32,85732.9k $3.1m $3.1m 1.28% Unchanged
64 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 32,72232.7k $3.1m $3.1m 0.00% Reduced -595 -595
65 Brand Asset Management Group, Inc. 0.81% of their portfolio CHESTERFIELD, MO 32,55732.6k $3.1m $3.1m 0.81% Reduced -819 -819
66 VestGen Advisors, LLC 0.10% of their portfolio CHICAGO, IL 31,29731.3k $3.6m $3.6m 0.10% Reduced -3.1k -3,110
67 GenWealth Group, Inc. 0.51% of their portfolio Maplewood, NJ 31,22431.2k $3.0m $3.0m 0.51% Reduced -159 -159
68 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 31,17931.2k $3.0m $3.0m 0.03% Reduced -48.3k -48,259
69 Orion Porfolio Solutions, LLC 0.02% of their portfolio OMAHA, NE 30,07330.1k $2.9m $2.9m 0.02% Added +7.2k +7,223
70 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 29,72529.7k $2.8m $2.8m 0.01% Reduced -1.1k -1,115
71 STEINBERGANNA WEALTH MANAGEMENT 1.34% of their portfolio HUNTINGTON, NY 29,17129.2k $2.8m $2.8m 1.34% Reduced -2.4k -2,367
72 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 28,78328.8k $2.7m $2.7m 0.04% Added +403 +403
73 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 27,80827.8k $2.7m $2.7m 0.00% New
74 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 27,56127.6k $2.6m $2.6m 0.00% Reduced -17 -17
75 Financial Engines Advisors L.L.C. 0.01% of their portfolio SANTA CLARA, CA 27,29027.3k $2.6m $2.6m 0.01% Added +10.8k +10,789
76 ASHTON THOMAS SECURITIES, LLC 0.32% of their portfolio ROCHESTER, NY 26,86626.9k $2.6m $2.6m 0.32% New
77 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 26,76926.8k $2.6m $2.6m 0.01% Unchanged
78 Independent Advisor Alliance 0.03% of their portfolio CHARLOTTE, NC 26,33626.3k $2.5m $2.5m 0.03% New
79 FLAGSHIP HARBOR ADVISORS, LLC 0.11% of their portfolio BOSTON, MA 26,26026.3k $2.5m $2.5m 0.11% Added +2.7k +2,689
80 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 25,29225.3k $2.3m $2.3m 0.00% Added +4.9k +4,894
81 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 24,93624.9k $2.4m $2.4m 0.00% Added +1.9k +1,941
82 Asempa Wealth Advisors 2.04% of their portfolio BATON ROUGE, LA 24,25624.3k $2.3m $2.3m 2.04% Added +40 +40
83 Capital Advisors, Ltd. LLC 0.26% of their portfolio SHAKER HEIGHTS, OH 24,21924.2k $2.3m $2.3m 0.26% Added +3.1k +3,141
84 North Star Investment Management Corp. 0.14% of their portfolio CHICAGO, IL 24,06424.1k $2.3m $2.3m 0.14% Unchanged
85 RWA WEALTH PARTNERS, LLC 0.02% of their portfolio BOSTON, MA 23,79823.8k $2.3m $2.3m 0.02% Reduced -2.4k -2,388
86 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 23,72223.7k $2.3m $2.3m 0.04% Added +94 +94
87 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 22,64322.6k $2.2m $2.2m 0.01% Added +6.4k +6,353
88 Shira Ridge Wealth Management 0.84% of their portfolio LARKSPUR, CA 22,24522.2k $2.1m $2.1m 0.84% Unchanged
89 Pinnacle Financial Group, LLC / IL 0.57% of their portfolio WESTERN SPRINGS, IL 21,83521.8k $2.1m $2.1m 0.57% Added +2 +2
90 Focus Financial Network, Inc. 0.07% of their portfolio MINNEAPOLIS, MN 21,25921.3k $2.0m $2.0m 0.07% Reduced -5.1k -5,070
91 Cape Investment Advisory, Inc. 0.65% of their portfolio MCDONOUGH, GA 20,45520.5k $2.0m $2.0m 0.65% Reduced -500 -500
92 Greykasell Wealth Strategies, Inc. 0.78% of their portfolio DANVILLE, CA 20,36620.4k $1.9m $1.9m 0.78% Reduced -137 -137
93 Beacon Financial Advisory LLC 0.42% of their portfolio CLEVELAND, OH 19,38619.4k $1.9m $1.9m 0.42% Added +107 +107
94 DAYMARK WEALTH PARTNERS, LLC 0.06% of their portfolio CINCINNATI, OH 19,25519.3k $1.8m $1.8m 0.06% Reduced -745 -745
95 LEVEL FOUR ADVISORY SERVICES, LLC 0.06% of their portfolio DALLAS, TX 19,14919.1k $1.8m $1.8m 0.06% Reduced -49.5k -49,544
96 Wealthquest Corp 0.07% of their portfolio CINCINNATI, OH 19,01119.0k $1.9m $1.9m 0.07% Added +9.2k +9,160
97 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 18,80918.8k $1.8m $1.8m 0.01% Added +441 +441
98 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 18,62618.6k $1.8m $1.8m 0.00% Reduced -1.1k -1,090
99 Proactive Wealth Strategies LLC 0.33% of their portfolio MARIETTA, GA 18,46818.5k $1.8m $1.8m 0.33% Added +9.1k +9,125
100 Horst & Graben Wealth Management LLC 0.28% of their portfolio PORTLAND, OR 18,22218.2k $2.0m $2.0m 0.28% Reduced -525 -525