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 178 institutions that hold shares in the stock, with a total of 5.61 Million shares, which have been reported (via 13F filing form) to have a value of $464 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
13,060
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2024
Added 100.12%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
12,705
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
12,260
shares
|
$1.01 Million
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
11,996
shares
|
$992,788
0.0% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
11,680
shares
|
$966,636
0.0% of portfolio
|
Q3 2024
Reduced 63.2%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
11,668
shares
|
$965,643
0.06% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
11,633
shares
|
$962,747
0.1% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
11,380
shares
|
$941,808
0.28% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
11,184
shares
|
$925,587
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
11,108
shares
|
$919,298
0.0% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
10,686
shares
|
$884,373
0.07% of portfolio
|
Q3 2024
Reduced 46.34%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,614
shares
|
$878,414
0.05% of portfolio
|
Q4 2023
Reduced 5.88%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
10,423
shares
|
$862,607
0.04% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
10,344
shares
|
$856,069
0.1% of portfolio
|
Q4 2022
Reduced 0.43%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
10,220
shares
|
$845,807
0.02% of portfolio
|
Q4 2023
Reduced 46.04%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
10,097
shares
|
$835,627
0.16% of portfolio
|
Q3 2024
Added 15.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
9,158
shares
|
$757,916
0.0% of portfolio
|
Q3 2024
Added 44.02%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
9,120
shares
|
$754,771
0.05% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
9,045
shares
|
$748,564
0.0% of portfolio
|
Q3 2024
Added 17.71%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
8,653
shares
|
$716,122
0.04% of portfolio
|
Q3 2024
Reduced 40.12%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
8,625
shares
|
$713,805
0.0% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,479
shares
|
$701,722
0.04% of portfolio
|
Q4 2023
Added 0.89%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
8,384
shares
|
$693,859
0.04% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,314
shares
|
$688,066
0.02% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
8,178
shares
|
$676,811
0.13% of portfolio
|
Q3 2024
Added 100.24%
|