iShares Trust - iShares Morningstar Growth ETF
US ˙ ARCA ˙ US4642871192

SecurityILCG / iShares Trust - iShares Morningstar Growth ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership158 shares
Latest Disclosed Value $ 15,086
IFP Advisors, Inc reports 51.92% increase in ownership of ILCG / iShares Trust - iShares Morningstar Growth ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 158 shares of iShares Trust - iShares Morningstar Growth ETF (US:ILCG) valued at $15,086 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 104 shares of iShares Trust - iShares Morningstar Growth ETF. This represents a change in shares of 51.92% during the quarter. The current value of the position is $18,800 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ISHARES TR cs 464287119 158 54 51.92 15 50.00 0.0003
2026-02-06 2025-12-31 13F ISHARES TR cs 464287119 104 33 46.48 11 42.86 0.0002
2026-02-06 2025-09-30 13F/A-1 ISHARES TR MORNINGSTAR GRWT cs 464287119 71 -5,398 -98.70 7 -98.68 0.0002
2025-12-02 2025-09-30 13F ISHARES TR MORNINGSTAR GRWT cs 464287119 71 -5,398 7 0.0002
2025-07-24 2025-06-30 13F I cs 464287119 5,469 -2,781 -33.71 530 -20.81 0.0151
2025-05-05 2025-03-31 13F ISHARES TR cs 464287119 8,250 49 0.60 668 -8.99 0.0206
2025-02-04 2024-12-31 13F ISHARES TR cs 464287119 8,201 3,696 82.04 735 94.18 0.0241
2025-02-04 2024-09-30 13F ISHARES TR cs 464287119 4,505 350 8.42 379 11.83 0.0136
2024-07-30 2024-06-30 13F ISHARES TR cs 464287119 4,155 -162 -3.75 338 4.00 0.0134
2024-07-30 2024-03-31 13F ISHARES TR cs 464287119 4,317 236 5.78 326 17.75 0.0143
2024-01-09 2023-12-31 13F ISHARES TR cs 464287119 4,081 -49 -1.19 277 12.20 0.0131
2023-10-12 2023-09-30 13F ISHARES TR cs 464287119 4,130 -1,030 -19.96 246 -23.36 0.0111
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464287119 5,160 -2,644 -33.88 322 -76.27 0.0135
2023-08-04 2023-06-30 13F ISHARES TR cs 464287119 5,160 -2,644 895 0.0414
2023-04-18 2023-03-31 13F ISHARES TR cs 464287119 7,804 4,332 124.77 1,354 0.0589
2023-02-07 2022-12-31 13F ISHARES TR cs 464287119 3,472 -5,340 -60.60 1 -100.00 0.0162
2022-11-08 2022-09-30 13F ISHARES TR cs 464287119 8,812 -1,586 -15.25 1,533 -15.07 0.0400
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464287119 10,398 0 0.00 1,805 0.00 0.0579
2022-08-12 2022-06-30 13F ISHARES TR MORNINGSTAR GRWT Stock 464287119 1,412 -8,986 247 0.4422
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464287119 10,398 -1,184 -10.22 1,805 116.69 0.0579
2022-08-08 2022-03-31 13F ISHARES TR MORNINGSTAR GRWT Stock 464287119 11,582 0 2,010 0.0410
2022-01-12 2021-12-31 13F ISHARES TR MORNINGSTAR GRWT Stock 464287119 11,582 -249 -2.10 833 6.79 0.0163
2021-10-06 2021-09-30 13F ISHARES TR MORNINGSTAR GRWT Stock 464287119 11,831 -560 -4.52 780 -3.11 0.0156
2021-07-13 2021-06-30 13F ISHARES TR MORNINGSTAR GRWT Stock 464287119 12,391 6,185 99.66 805 -55.03 0.0167
2021-04-30 2021-03-31 13F ISHARES TR MORNINGSTAR GRWT Stock 464287119 6,206 -6,569 -51.42 1,790 -51.53 0.0348
2021-01-25 2020-12-31 13F ISHARES TR MRNGSTR LGCP GR Stock 464287119 12,775 179 1.42 3,693 9.65 0.1497
2020-10-29 2020-09-30 13F ISHARES TR MRNGSTR LGCP GR Stock 464287119 12,596 8,204 186.79 3,368 235.12 0.2010
2020-08-05 2020-06-30 13F ISHARES TR MRNGSTR LGCP GR Stock 464287119 4,392 3,440 361.34 1,005 461.45 0.0796
2020-05-12 2020-03-31 13F ISHARES TR MRNGSTR LGCP GR Stock 464287119 952 900 1,730.77 179 1,527.27 0.0181
2020-01-17 2019-12-31 13F ISHARES TR MRNGSTR LG-CP GR Stock 464287119 52 52 11 0.0008
2019-11-07 2019-09-30 13F ISHARES TR MRNGSTR LG-CP GR Stock 464287119 0 -125 -100.00 0 -100.00
2019-05-15 2019-03-31 13F ISHARES MORNINGSTARLARGE CAP GROWTH ETF ETF 464287119 125 -1,380 -91.69 23 -90.25 0.0031
2019-06-03 2018-12-31 13F/A-10 ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF ETF 464287119 1,505 -180 -10.68 236 -24.60 0.0144
2019-01-23 2018-12-31 13F ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF ETF 464287119 1,505 -180 236 0.0144
2019-06-03 2018-09-30 13F/A-9 ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF ETF 464287119 1,685 1,610 2,146.67 313 2,307.69 0.0128
2018-10-25 2018-09-30 13F ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF ETF 464287119 1,685 1,610 313 0.0128
2019-06-03 2018-06-30 13F/A-8 ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF ETF 464287119 75 0 0.00 13 8.33 0.0005
2018-08-07 2018-06-30 13F ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF ETF 464287119 75 0 13
2019-06-03 2018-03-31 13F/A-7 ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF ETF 464287119 75 0 0.00 12 0.00 0.0005
2018-05-09 2018-03-31 13F ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF ETF 464287119 75 0 12
2019-06-03 2017-12-31 13F/A-6 ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF ETF 464287119 75 -163 -68.49 12 -65.71 0.0005
2018-01-24 2017-12-31 13F ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF ETF 464287119 75 -163 12
2017-10-30 2017-09-30 13F ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF ETF 464287119 238 -25 -9.51 35 -5.41 0.0014
2019-06-03 2017-06-30 13F/A-5 ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF ETF 464287119 263 0 0.00 37 5.71 0.0016
2017-07-31 2017-06-30 13F ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF ETF 464287119 263 0 37
2019-06-03 2017-03-31 13F/A-4 ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF ETF 464287119 263 0 0.00 35 9.38 0.0015
2017-04-26 2017-03-31 13F ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF ETF 464287119 263 0 35
2019-06-03 2016-12-31 13F/A-3 ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF ETF 464287119 263 -145 -35.54 32 -36.00 0.0015
2017-02-14 2016-12-31 13F ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF ETF 464287119 263 -145 32
2016-11-04 2016-09-30 13F ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF ETF 464287119 408 0 0.00 50 4.17 0.0026
2019-06-03 2016-06-30 13F/A-2 ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF ETF 464287119 408 283 226.40 48 108.70 0.0027
2016-08-22 2016-06-30 13F ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF ETF 464287119 408 283 48
2019-06-03 2016-03-31 13F/A-1 ISHARES MORNINGSTARLARGE CAP GROWTH ETF ETF 464287119 125 -145 -53.70 23 -28.12 0.0031
2016-05-02 2016-03-31 13F ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF ETF 464287119 408 138 48
2016-02-11 2015-12-31 13F ISHARES MORNINGSTAR LARGE-CAP GROWTH ETF ETF 464287119 270 270 32 0.0021
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.