Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / MORNINGSTAR GRWT
-
Total 13F shares
-
1,025,860
-
Share change
-
-41,582
-
Total reported value
-
$107,233,227
-
Price per share
-
$104.04
-
Number of holders
-
67
-
Value change
-
-$4,356,829
-
Number of buys
-
22
-
Number of sells
-
18
Institutional Holders of ISHARES TR - MORNINGSTAR GRWT (ILCG) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - MORNINGSTAR GRWT (ILCG) was held by
67 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,025,860 shares.
The largest 10 holders included
LongView Wealth Management, Prime Capital Investment Advisors, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Investors Research Corp, PARK AVENUE SECURITIES LLC, Sunburst Financial Group, LLC, Corsicana & Co., GenWealth Group, Inc., Focus Financial Network, Inc., and Asempa Wealth Advisors.
This page lists
67
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.