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 179 institutions that hold shares in the stock, with a total of 5.62 Million shares, which have been reported (via 13F filing form) to have a value of $465 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
43,417
shares
|
$3.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Oct 23, 2024 Q3 2024 |
33,530
shares
|
$2.77 Million
1.41% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 12, 2024 Q3 2024 |
32,197
shares
|
$2.66 Million
2.49% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
28,390
shares
|
$2.35 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
27,989
shares
|
$2.32 Million
0.09% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
27,159
shares
|
$2.25 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
26,970
shares
|
$2.23 Million
0.01% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
26,118
shares
|
$2.16 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
23,719
shares
|
$1.96 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,281
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Added 306.51%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
19,470
shares
|
$1.61 Million
0.07% of portfolio
|
Q3 2024
Added 130.8%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
19,439
shares
|
$1.61 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
|
$1.6 Million
1.15% of portfolio
|
Q4 2022
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,197
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
16,731
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
16,175
shares
|
$1.34 Million
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
15,750
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Added 160.98%
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
15,610
shares
|
$1.29 Million
0.1% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
15,557
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,498
shares
|
$1.28 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
15,400
shares
|
$1.27 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
14,421
shares
|
$1.19 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
|
$1.16 Million
0.12% of portfolio
|
Q1 2024
Reduced 8.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
13,906
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
13,243
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2024
Added 0.17%
|