Institutional Ownership Ishares Morningstar U.S. Equit (ILCB)
This table provides information about the institutional ownership of Ishares Morningstar U.S. Equit (ILCB). We have compiled data on the 187 institutions that hold shares in the stock, with a total of 5.01 Million shares, which have been reported (via 13F filing form) to have a value of $410 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
517,949
shares
|
$42.7 Million
0.0% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
477,211
shares
|
$39.3 Million
0.01% of portfolio
|
Q1 2025
Added 17.55%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
384,014
shares
|
$31.7 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
254,238
shares
|
$21 Million
0.05% of portfolio
|
Q4 2024
Added 42.41%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
192,334
shares
|
$15.9 Million
0.02% of portfolio
|
Q1 2025
Added 105.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
188,613
shares
|
$15.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 85.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
179,461
shares
|
$14.8 Million
0.03% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
155,493
shares
|
$12.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
140,343
shares
|
$11.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
137,093
shares
|
$11.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
121,659
shares
|
$10 Million
1.63% of portfolio
|
Q3 2022
Added 7.33%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
112,485
shares
|
$9.27 Million
0.0% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
108,086
shares
|
$8.91 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,830
shares
|
$8.81 Million
0.01% of portfolio
|
Q3 2024
Added 305.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
94,732
shares
|
$7.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 80.84%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
May 12, 2025 Q1 2025 |
88,050
shares
|
$7.26 Million
2.97% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
87,593
shares
|
$7.22 Million
0.33% of portfolio
|
Q1 2025
Reduced 31.57%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
66,306
shares
|
$5.47 Million
0.08% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
64,492
shares
|
$5.32 Million
2.41% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
58,170
shares
|
$4.79 Million
0.0% of portfolio
|
Q1 2025
Added 109.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
54,669
shares
|
$4.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 59.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
47,673
shares
|
$3.93 Million
0.0% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
46,115
shares
|
$3.8 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
46,011
shares
|
$3.79 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.76%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
45,571
shares
|
$3.76 Million
1.48% of portfolio
|
Q1 2025
Reduced 1.43%
|