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 191 institutions that hold shares in the stock, with a total of 5.37 Million shares, which have been reported (via 13F filing form) to have a value of $474 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
526,156
shares
|
$46.5 Million
0.0% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
494,207
shares
|
$43.7 Million
0.01% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
384,122
shares
|
$33.9 Million
0.29% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
361,222
shares
|
$31.9 Million
0.07% of portfolio
|
Q2 2025
Added 42.08%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
272,912
shares
|
$24.1 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
183,668
shares
|
$16.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
166,562
shares
|
$14.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
150,982
shares
|
$13.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
139,146
shares
|
$12.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
137,093
shares
|
$12.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
121,659
shares
|
$10.7 Million
1.63% of portfolio
|
Q3 2022
Added 7.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
109,584
shares
|
$9.68 Million
0.0% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,830
shares
|
$9.44 Million
0.01% of portfolio
|
Q3 2024
Added 305.78%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
105,849
shares
|
$9.35 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
104,844
shares
|
$9.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
90,917
shares
|
$8.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
89,866
shares
|
$7.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 53.28%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
87,593
shares
|
$7.74 Million
0.33% of portfolio
|
Q1 2025
Reduced 31.57%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
82,157
shares
|
$7.26 Million
2.82% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
81,612
shares
|
$7.21 Million
0.0% of portfolio
|
Q2 2025
Added 76.97%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
71,150
shares
|
$6.28 Million
0.07% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
64,536
shares
|
$5.7 Million
2.48% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
45,275
shares
|
$4 Million
0.01% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
43,555
shares
|
$3.85 Million
1.44% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
42,927
shares
|
$3.79 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.34%
|