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 190 institutions that hold shares in the stock, with a total of 6.87 Million shares, which have been reported (via 13F filing form) to have a value of $574 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,261,498
shares
|
$107 Million
0.04% of portfolio
|
Q4 2024
Added 352.85%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
506,111
shares
|
$42.9 Million
8.19% of portfolio
|
Q4 2024
Added 36.08%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
499,249
shares
|
$42.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
494,414
shares
|
$41.9 Million
0.01% of portfolio
|
Q4 2024
Added 35.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
405,951
shares
|
$34.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
393,698
shares
|
$33.3 Million
0.32% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
210,162
shares
|
$17.8 Million
0.04% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
186,775
shares
|
$15.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
172,106
shares
|
$14.6 Million
0.0% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
160,791
shares
|
$13.6 Million
0.08% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
154,204
shares
|
$13.1 Million
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
142,825
shares
|
$12.1 Million
0.0% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
134,744
shares
|
$11.4 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
127,997
shares
|
$10.8 Million
0.49% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
121,659
shares
|
$10.3 Million
1.63% of portfolio
|
Q3 2022
Added 7.33%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
110,374
shares
|
$9.35 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
108,292
shares
|
$9.17 Million
0.05% of portfolio
|
Q4 2024
Reduced 16.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,830
shares
|
$9.05 Million
0.01% of portfolio
|
Q3 2024
Added 305.78%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
93,590
shares
|
$7.93 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
66,701
shares
|
$5.65 Million
2.67% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
66,113
shares
|
$5.6 Million
0.1% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
55,273
shares
|
$4.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.45%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
53,604
shares
|
$4.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
48,009
shares
|
$4.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
46,233
shares
|
$3.92 Million
1.54% of portfolio
|
Q4 2024
Reduced 17.15%
|