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 193 institutions that hold shares in the stock, with a total of 7.01 Million shares, which have been reported (via 13F filing form) to have a value of $542 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
|
$655,712
0.04% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
8,384
shares
|
$655,712
0.13% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
8,320
shares
|
$650,707
0.04% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
8,123
shares
|
$635,299
0.0% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
7,983
shares
|
$624,350
0.0% of portfolio
|
Q2 2024
Added 5.27%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
7,920
shares
|
$619,423
0.37% of portfolio
|
Q4 2023
Reduced 11.21%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
7,886
shares
|
$616,764
0.2% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
7,862
shares
|
$614,887
0.0% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
7,858
shares
|
$614,574
0.18% of portfolio
|
Q4 2024
Added 15.2%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
7,809
shares
|
$610,741
0.04% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
7,776
shares
|
$608,160
0.09% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,587
shares
|
$593,379
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
7,539
shares
|
$589,625
0.02% of portfolio
|
Q4 2024
Reduced 61.28%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
7,413
shares
|
$579,770
0.01% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
7,315
shares
|
$572,106
0.31% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,196
shares
|
$562,799
0.02% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
6,696
shares
|
$523,694
0.2% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
6,642
shares
|
$519,470
0.05% of portfolio
|
Q4 2024
Reduced 56.87%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
6,534
shares
|
$511,024
0.04% of portfolio
|
Q4 2024
Reduced 49.97%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
5,948
shares
|
$465,193
0.02% of portfolio
|
Q1 2024
Reduced 32.87%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
5,739
shares
|
$448,847
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
5,455
shares
|
$426,635
0.02% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
5,200
shares
|
$406,691
0.05% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
5,155
shares
|
$403,172
0.16% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
5,056
shares
|
$395,429
0.12% of portfolio
|
Q3 2024
Reduced 14.42%
|