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 173 institutions that hold shares in the stock, with a total of 4.66 Million shares, which have been reported (via 13F filing form) to have a value of $381 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
473,212
shares
|
$38.7 Million
0.0% of portfolio
|
Q2 2024
Added 8.15%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
450,097
shares
|
$36.8 Million
0.37% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
424,535
shares
|
$34.7 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.76%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
186,775
shares
|
$15.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
181,759
shares
|
$14.9 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
160,482
shares
|
$13.1 Million
0.09% of portfolio
|
Q2 2024
Added 3.19%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
154,068
shares
|
$12.6 Million
0.02% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
133,511
shares
|
$10.9 Million
0.53% of portfolio
|
Q3 2024
Added 43.07%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
129,808
shares
|
$10.6 Million
0.07% of portfolio
|
Q3 2024
Added 866.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
125,827
shares
|
$10.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
121,697
shares
|
$9.96 Million
0.0% of portfolio
|
Q2 2024
Added 5.54%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
121,659
shares
|
$9.96 Million
1.63% of portfolio
|
Q3 2022
Added 7.33%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
109,472
shares
|
$8.96 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
107,913
shares
|
$8.83 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,830
shares
|
$8.74 Million
0.01% of portfolio
|
Q3 2024
Added 305.78%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
89,100
shares
|
$7.29 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
79,572
shares
|
$6.51 Million
0.01% of portfolio
|
Q2 2024
Added 30.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
74,138
shares
|
$6.07 Million
0.02% of portfolio
|
Q3 2024
Added 83.96%
|
|
|
Benchmark Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
66,689
shares
|
$5.46 Million
2.62% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
65,673
shares
|
$5.37 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
55,803
shares
|
$4.57 Million
1.76% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
55,416
shares
|
$4.53 Million
0.0% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
51,498
shares
|
$4.21 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
43,897
shares
|
$3.59 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
43,496
shares
|
$3.56 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.28%
|