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 166 institutions that hold shares in the stock, with a total of 4.25 Million shares, which have been reported (via 13F filing form) to have a value of $329 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
4,024
shares
|
$312,101
0.02% of portfolio
|
Q2 2024
New holding
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
3,954
shares
|
$306,672
0.04% of portfolio
|
Q1 2023
Added 0.38%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
3,943
shares
|
$305,819
0.01% of portfolio
|
Q3 2023
New holding
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Jul 31, 2024 Q2 2024 |
3,877
shares
|
$300,700
0.1% of portfolio
|
Q2 2024
Reduced 8.95%
|
|
Aurora Private Wealth, Inc.
|
Jul 17, 2024 Q2 2024 |
3,694
shares
|
$286,506
0.24% of portfolio
|
Q2 2024
Added 0.24%
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,528
shares
|
$273,631
0.02% of portfolio
|
Q2 2023
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
3,494
shares
|
$270,994
0.01% of portfolio
|
Q2 2024
Added 0.11%
|
|
Lutz Financial Services LLC
|
Jul 29, 2024 Q2 2024 |
3,356
shares
|
$260,291
0.02% of portfolio
|
Q4 2023
New holding
|
|
Cornerstone Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
3,341
shares
|
$259,127
0.02% of portfolio
|
Q2 2024
Added 0.03%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
3,290
shares
|
$255,172
0.0% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
Opus Capital Group, LLC
|
Jul 31, 2024 Q2 2024 |
3,252
shares
|
$252,225
0.03% of portfolio
|
Q1 2024
Reduced 24.34%
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 26, 2024 Q2 2024 |
3,168
shares
|
$245,710
0.04% of portfolio
|
Q2 2024
Reduced 4.86%
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 13, 2024 Q2 2024 |
3,161
shares
|
$245,167
0.06% of portfolio
|
Q2 2024
Reduced 62.56%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
3,117
shares
|
$241,754
0.01% of portfolio
|
Q2 2024
Added 0.19%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
2,940
shares
|
$228,026
0.01% of portfolio
|
Q1 2024
New holding
|
|
Index Fund Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
2,800
shares
|
$217,168
0.01% of portfolio
|
Q1 2024
New holding
|
|
New Century Financial Group, LLC
Princeton, NJ |
Aug 27, 2024 Q2 2024 |
2,691
shares
|
$208,713
0.09% of portfolio
|
Q2 2024
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
2,349
shares
|
$182,188
0.0% of portfolio
|
Q2 2024
Added 1565.96%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
2,232
shares
|
$173,113
0.0% of portfolio
|
Q2 2024
Added 52.98%
|
|
Farmers & Merchants Investments Inc
|
Aug 05, 2024 Q2 2024 |
2,080
shares
|
$161,324
0.01% of portfolio
|
Q3 2021
New holding
|
|
Harbor Investment Advisory, LLC
|
Jul 19, 2024 Q2 2024 |
2,064
shares
|
$160,083
0.01% of portfolio
|
Q2 2024
Reduced 33.16%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
2,000
shares
|
$155,120
0.02% of portfolio
|
Q4 2022
Reduced 30.92%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
1,840
shares
|
$142,710
0.01% of portfolio
|
Q2 2024
New holding
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 12, 2024 Q2 2024 |
1,694
shares
|
$131,386
0.01% of portfolio
|
Q2 2023
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
1,548
shares
|
$120,062
0.01% of portfolio
|
Q2 2024
Reduced 10.88%
|