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 192 institutions that hold shares in the stock, with a total of 5.38 Million shares, which have been reported (via 13F filing form) to have a value of $475 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
3,252
shares
|
$287,249
0.01% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
3,252
shares
|
$287,249
0.03% of portfolio
|
Q1 2024
Reduced 24.34%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,208
shares
|
$283,362
0.01% of portfolio
|
Q1 2025
Reduced 19.96%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
3,188
shares
|
$281,596
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
2,940
shares
|
$259,690
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
2,850
shares
|
$251,740
0.02% of portfolio
|
Q2 2025
Reduced 30.32%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
2,800
shares
|
$247,324
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
2,769
shares
|
$244,585
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,698
shares
|
$238,314
0.02% of portfolio
|
Q2 2025
Reduced 80.87%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
2,694
shares
|
$237,961
0.27% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
2,630
shares
|
$232,307
0.0% of portfolio
|
Q2 2025
Reduced 18.6%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
2,624
shares
|
$231,777
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
2,610
shares
|
$230,541
0.01% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
2,609
shares
|
$230,452
0.0% of portfolio
|
Q2 2025
Reduced 44.05%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
2,536
shares
|
$224,004
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,500
shares
|
$220,825
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Jul 31, 2025 Q2 2025 |
2,487
shares
|
$219,676
0.11% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,364
shares
|
$208,812
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
2,350
shares
|
$207,575
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,289
shares
|
$202,187
0.01% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,064
shares
|
$182,313
0.01% of portfolio
|
Q2 2024
Reduced 33.16%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
2,000
shares
|
$176,660
0.02% of portfolio
|
Q4 2022
Reduced 30.92%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,959
shares
|
$173,038
0.0% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,877
shares
|
$165,795
0.02% of portfolio
|
Q2 2025
Added 25.47%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,872
shares
|
$165,353
0.0% of portfolio
|
Q2 2025
Added 61.8%
|