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 170 institutions that hold shares in the stock, with a total of 4.59 Million shares, which have been reported (via 13F filing form) to have a value of $362 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Oct 23, 2024 Q3 2024 |
33,530
shares
|
$2.65 Million
1.41% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
32,744
shares
|
$2.59 Million
0.0% of portfolio
|
Q2 2024
Added 82.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
31,737
shares
|
$2.51 Million
0.0% of portfolio
|
Q2 2024
Added 21.92%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
28,007
shares
|
$2.21 Million
0.02% of portfolio
|
Q2 2024
Added 2.51%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
27,989
shares
|
$2.21 Million
0.09% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
26,576
shares
|
$2.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
23,719
shares
|
$1.87 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,281
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Added 306.51%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
19,915
shares
|
$1.57 Million
0.12% of portfolio
|
Q2 2024
Added 28.42%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
19,470
shares
|
$1.54 Million
0.07% of portfolio
|
Q3 2024
Added 130.8%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
19,439
shares
|
$1.54 Million
0.17% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
19,315
shares
|
$1.53 Million
1.15% of portfolio
|
Q4 2022
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
19,135
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2021
Reduced 54.18%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
17,165
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2023
Added 1.38%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
16,175
shares
|
$1.28 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
15,610
shares
|
$1.23 Million
0.1% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
15,527
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2024
Added 121.81%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,498
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
15,400
shares
|
$1.22 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
14,625
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2024
Added 8.23%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
14,421
shares
|
$1.14 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
14,032
shares
|
$1.11 Million
0.12% of portfolio
|
Q1 2024
Reduced 8.45%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
13,513
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
13,243
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
13,060
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Added 100.12%
|