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 |
|---|---|---|---|---|---|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
8,384
shares
|
$691,093
0.04% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
8,169
shares
|
$673,370
0.0% of portfolio
|
Q1 2025
Added 130.83%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,078
shares
|
$665,869
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
7,920
shares
|
$652,845
0.37% of portfolio
|
Q4 2023
Reduced 11.21%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
7,798
shares
|
$642,789
0.11% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
7,620
shares
|
$628,116
0.04% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
7,598
shares
|
$626,303
0.16% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,587
shares
|
$625,396
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
7,539
shares
|
$621,439
0.02% of portfolio
|
Q4 2024
Reduced 61.28%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,317
shares
|
$603,140
0.01% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
7,315
shares
|
$602,975
0.29% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,024
shares
|
$578,988
0.02% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
6,888
shares
|
$567,777
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
6,659
shares
|
$548,901
0.0% of portfolio
|
Q1 2025
Added 76.82%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
6,587
shares
|
$542,966
0.17% of portfolio
|
Q1 2025
Reduced 16.47%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
6,560
shares
|
$540,740
0.0% of portfolio
|
Q1 2025
Reduced 26.35%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
6,538
shares
|
$538,927
0.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
5,948
shares
|
$490,293
0.02% of portfolio
|
Q1 2024
Reduced 32.87%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
5,739
shares
|
$473,065
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
5,668
shares
|
$467,213
0.0% of portfolio
|
Q1 2025
Reduced 42.2%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
5,155
shares
|
$424,926
0.16% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,150
shares
|
$424,514
0.0% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
5,056
shares
|
$416,766
0.12% of portfolio
|
Q3 2024
Reduced 14.42%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
5,024
shares
|
$414,128
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
4,903
shares
|
$404,154
0.02% of portfolio
|
Q1 2025
Reduced 10.12%
|