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Public ownership evidence

iShares Morningstar Growth ETF (ILCG) Ownership Disclosures

Read ILCG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2910$1,170None
Cornerstone Financial Management LLC2026-03-312026-08-2925$2,387None
Cornerstone Financial Management LLC2025-12-312026-08-2925$2,601None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2916,694$1,352,075None
Corient Private Wealth LP2026-06-302026-08-2896,437$11,285,133None
Bullock Wealth Management Group2026-06-302026-08-20467$54,013None
Kingsview Wealth Management, LLC2026-06-302026-08-2013,952$1,632,650None
Archer Investment Corp2026-06-302026-08-205,858$685,503None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2015,506$1,814,512None
Caitlin John, LLC2026-06-302026-08-18336$39,319None
Corient Private Wealth LP2026-06-302026-08-18128,107$14,991,085None
Transamerica Financial Advisors, LLC2026-06-302026-08-1846$5,407None
Equitable Holdings, Inc.2026-06-302026-08-184,421$517,319None
Synergy Investment Management, LLC2026-06-302026-08-15355$41,542None
Bawa N Mallick Trust2026-06-302026-08-1532,857$3,844,927None
Mutual Advisors, LLC2026-06-302026-08-155,166$604,568None
Kera Capital Partners, Inc.2026-06-302026-08-155,882$688,312None
Milestone Investment Advisors LLC2026-06-302026-08-154,825$564,622None
Perennial Investment Advisors, LLC2026-06-302026-08-158,642$1,011,270None
KANE INVESTMENT MANAGEMENT, INC.2026-06-302026-08-1515,696$1,836,746None
KINTRA WEALTH, LLC2026-06-302026-08-155,994$711,095None
Plotkin Financial Advisors, LLC2026-06-302026-08-155,775$675,790None
IFG Advisory, LLC2026-06-302026-08-1513,162$1,540,179None
OSAIC HOLDINGS, INC.2026-06-302026-08-1576$8,894None
OSAIC HOLDINGS, INC.2026-06-302026-08-1513,078$1,530,358None
OSAIC HOLDINGS, INC.2026-06-302026-08-1594,581$11,067,918None
OSAIC HOLDINGS, INC.2026-06-302026-08-15184,470$21,589,983None
Orion Porfolio Solutions, LLC2026-06-302026-08-1535,559$4,161,137None
Regal Investment Advisors LLC2026-06-302026-08-152,248$263,061None
HRT FINANCIAL LP2026-06-302026-08-1516,447$1,924,000None
GTS SECURITIES LLC2026-06-302026-08-153,192$373,528None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1511,543$1,350,762None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-155$592None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1519$2,223None
Gotham Asset Management, LLC2026-06-302026-08-1514,560$1,703,811None
BROWN ADVISORY INC2026-06-302026-08-153,297$385,815None
Destination Wealth Management2026-06-302026-08-152,407$281,667None
Merited Wealth, LLC2026-06-302026-08-155,764$674,503None
&PARTNERS2026-06-302026-08-1568,243$8,015,354None
Financial Engines Advisors L.L.C.2026-06-302026-08-1525,326$2,963,705None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1526,369$2,962,809None
AMERIPRISE FINANCIAL INC2026-06-302026-08-155,024$587,908None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15425$49,734None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15668,937$78,278,993None
MAI Capital Management2026-06-302026-08-1512,515$1,464,487None
Pinnacle Financial Partners, Inc.2026-06-302026-08-152,145$251,008None
Cerity Partners LLC2026-06-302026-08-152,469$288,922None
Cerity Partners LLC2026-06-302026-08-151,236$144,654None
Cerity Partners LLC2026-06-302026-08-151,236$144,654None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-156,395$748,343None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Bullock Wealth Management Group ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Caitlin John, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.