Who Owns iShares Morningstar Large-Cap Growth ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Morningstar Large-Cap Growth ETF.
Who crossed 5% of ILCG →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Investors Research CorpMORNINGSTAR GRWT91.3K shtrimmed | $10.7M |
| Sunburst Financial Group, LLCMORNINGSTAR GRWT58.2K shtrimmed | $6.8M |
| Asempa Wealth AdvisorsMORNINGSTAR GRWT31.3K shadded | $3.7M |
| Shira Ridge Wealth ManagementMORNINGSTAR GRWT22K shtrimmed | $2.6M |
| Farther Finance Advisors, LLCETF21.3K shtrimmed | $2.5M |
| ANB BANKCom11.6K shadded | $1.4M |
| Cooper Financial GroupMORNINGSTAR GRWT9.7K shadded | $1.1M |
| Midwest Financial Partners Investments, Inc.MORNINGSTAR GRWT5.5K shheld | $643.9K |
| First Heartland Consultants, Inc.MRNGSTR LG-CP GR3.2K shadded | $369.8K |
| Paragon Capital Management LtdMORNINGSTAR GRWT2.9K shtrimmed | $339.7K |
| Valeo Financial Advisors, LLCETF2.8K shadded | $323.3K |
| Kaydan Wealth Management, Inc.MORNINGSTAR GRWT2.8K shheld | $321.7K |
| EASTERN BANKMORNINGSTAR GRWT2.7K shadded | $316.6K |
| SigFig Wealth Management, LLCMORNINGSTAR GRWT2.6K sh— | $304.2K |
| Platt Investment Counsel, LLCMORNINGSTAR GRWT2.5K shtrimmed | $293.2K |
| Cadent Capital Advisors, LLCMORNINGSTAR GRWT2K shadded | $237.7K |
| CoreCap Advisors, LLCETF2K shtrimmed | $237.1K |
| Pathway Financial Advisors LLCMORNINGSTAR GRWT1.8K shheld | $211.1K |
| ATWOOD & PALMER INCCOM1.1K shadded | $132.4K |
| Bullock Wealth Management GroupETF388 sh— | $45.6K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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