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 179 institutions that hold shares in the stock, with a total of 5.62 Million shares, which have been reported (via 13F filing form) to have a value of $465 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,720
shares
|
$390,627
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
4,663
shares
|
$385,909
0.0% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
4,550
shares
|
$376,558
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
4,517
shares
|
$373,826
0.02% of portfolio
|
Q3 2024
Reduced 14.24%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,517
shares
|
$373,826
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
4,437
shares
|
$367,206
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
4,362
shares
|
$360,999
0.18% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
4,288
shares
|
$354,874
0.09% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,245
shares
|
$351,316
0.05% of portfolio
|
Q2 2021
Added 300.09%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
4,183
shares
|
$346,185
0.1% of portfolio
|
Q1 2024
Reduced 9.93%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
4,141
shares
|
$342,709
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4,038
shares
|
$334,184
0.02% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
3,954
shares
|
$327,233
0.04% of portfolio
|
Q1 2023
Added 0.38%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,943
shares
|
$326,322
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
3,884
shares
|
$321,439
0.09% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,817
shares
|
$315,894
0.0% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
3,705
shares
|
$306,625
0.23% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,685
shares
|
$304,970
0.0% of portfolio
|
Q3 2024
Added 65.1%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,528
shares
|
$291,977
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
3,356
shares
|
$277,742
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
3,345
shares
|
$276,832
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,341
shares
|
$276,501
0.02% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
3,252
shares
|
$269,135
0.03% of portfolio
|
Q1 2024
Reduced 24.34%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
3,188
shares
|
$263,838
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,125
shares
|
$258,625
0.01% of portfolio
|
Q3 2024
Added 0.26%
|