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 187 institutions that hold shares in the stock, with a total of 5.01 Million shares, which have been reported (via 13F filing form) to have a value of $410 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
14,331
shares
|
$1.18 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
14,132
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 86.95%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
14,101
shares
|
$1.16 Million
0.08% of portfolio
|
Q1 2025
Reduced 55.99%
|
|
|
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 |
May 15, 2025 Q1 2025 |
13,555
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
13,268
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 226.32%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
13,212
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
12,699
shares
|
$1.05 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Liberty Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
12,260
shares
|
$1.01 Million
0.21% of portfolio
|
Q3 2022
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
12,190
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
11,996
shares
|
$988,830
0.0% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
11,245
shares
|
$926,925
0.74% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
11,137
shares
|
$918,022
0.1% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
10,676
shares
|
$880,022
0.0% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,614
shares
|
$874,912
0.05% of portfolio
|
Q4 2023
Reduced 5.88%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
10,344
shares
|
$852,655
0.1% of portfolio
|
Q4 2022
Reduced 0.43%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
10,220
shares
|
$842,434
0.02% of portfolio
|
Q4 2023
Reduced 46.04%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
9,895
shares
|
$815,644
0.04% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
9,844
shares
|
$811,440
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
8,887
shares
|
$732,555
0.13% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
8,823
shares
|
$727,279
0.0% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
8,562
shares
|
$705,765
0.02% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
8,502
shares
|
$700,819
0.0% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,479
shares
|
$698,923
0.04% of portfolio
|
Q4 2023
Added 0.89%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
8,433
shares
|
$695,132
0.0% of portfolio
|
Q1 2025
Added 3.82%
|