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 165 institutions that hold shares in the stock, with a total of 4.24 Million shares, which have been reported (via 13F filing form) to have a value of $321 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
473,212
shares
|
$35.9 Million
0.0% of portfolio
|
Q1 2024
Added 6.51%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
450,097
shares
|
$34.1 Million
0.37% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
424,535
shares
|
$32.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.76%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
192,328
shares
|
$14.6 Million
0.04% of portfolio
|
Q2 2024
Reduced 9.5%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
181,759
shares
|
$13.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
160,482
shares
|
$12.2 Million
0.09% of portfolio
|
Q2 2024
Added 3.19%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
142,631
shares
|
$10.8 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
125,827
shares
|
$9.54 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
121,697
shares
|
$9.23 Million
0.0% of portfolio
|
Q2 2024
Added 5.54%
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
121,659
shares
|
$9.22 Million
1.63% of portfolio
|
Q3 2022
Added 7.33%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
109,472
shares
|
$8.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
107,913
shares
|
$8.18 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.38%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
93,319
shares
|
$7.08 Million
0.37% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
89,100
shares
|
$6.76 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
79,572
shares
|
$6.03 Million
0.01% of portfolio
|
Q2 2024
Added 30.02%
|
|
Benchmark Wealth Management, LLC
|
Jul 08, 2024 Q2 2024 |
66,740
shares
|
$5.06 Million
2.67% of portfolio
|
Q2 2024
Added 0.06%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
65,849
shares
|
$4.99 Million
0.11% of portfolio
|
Q2 2024
Added 0.25%
|
|
Brand Asset Management Group, Inc.
|
Jul 19, 2024 Q2 2024 |
56,080
shares
|
$4.25 Million
1.8% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
51,498
shares
|
$3.9 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
45,504
shares
|
$3.45 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
Crestwood Advisors Group LLC
|
Aug 01, 2024 Q2 2024 |
44,527
shares
|
$3.38 Million
0.07% of portfolio
|
Q2 2024
Reduced 9.32%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
43,496
shares
|
$3.3 Million
0.0% of portfolio
|
Q2 2024
Added 0.28%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
40,302
shares
|
$3.06 Million
0.01% of portfolio
|
Q2 2024
Added 3.17%
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Jul 23, 2024 Q2 2024 |
36,055
shares
|
$2.73 Million
1.55% of portfolio
|
Q2 2024
Added 0.81%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
32,744
shares
|
$2.48 Million
0.0% of portfolio
|
Q2 2024
Added 82.73%
|