Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / MORNINGSTAR GRWT
-
Number of holders
-
250
-
Total 13F shares, excl. options
-
15,344,804
-
Shares change
-
-1,043,401
-
Total reported value, excl. options
-
$1,289,909,373
-
Value change
-
-$86,026,998
-
Number of buys
-
72
-
Number of sells
-
-108
-
Price
-
$84.04
Significant Holders of ISHARES TR - MORNINGSTAR GRWT (ILCG) as of Q3 2024
266 filings reported holding ILCG - ISHARES TR - MORNINGSTAR GRWT as of Q3 2024.
ISHARES TR - MORNINGSTAR GRWT (ILCG) has 250 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15,344,804 shares
.
Largest 10 shareholders include Equitable Holdings, Inc. (2,980,048 shares), MORGAN STANLEY (1,438,111 shares), LPL Financial LLC (1,256,339 shares), WELLS FARGO & COMPANY/MN (771,455 shares), FAS Wealth Partners, Inc. (646,053 shares), BANK OF AMERICA CORP /DE/ (616,527 shares), Clearstead Trust, LLC (483,165 shares), COMMONWEALTH EQUITY SERVICES, LLC (460,653 shares), AVANTAX ADVISORY SERVICES, INC. (377,619 shares), and AMERIPRISE FINANCIAL INC (341,009 shares).
This table shows the top 250 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.