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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
3,255
shares
|
$268,309
0.02% of portfolio
|
Q1 2025
Reduced 27.13%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
3,252
shares
|
$268,062
0.03% of portfolio
|
Q1 2024
Reduced 24.34%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,231
shares
|
$266,331
0.0% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,208
shares
|
$264,435
0.01% of portfolio
|
Q1 2025
Reduced 19.96%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
3,188
shares
|
$262,786
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
3,124
shares
|
$257,511
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
3,123
shares
|
$257,428
0.01% of portfolio
|
Q1 2025
Reduced 60.01%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
2,940
shares
|
$242,344
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
2,846
shares
|
$234,595
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
2,800
shares
|
$230,804
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
2,769
shares
|
$228,248
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
May 09, 2025 Q1 2025 |
2,734
shares
|
$225,363
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
2,693
shares
|
$221,983
0.24% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
2,603
shares
|
$214,565
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,407
shares
|
$198,409
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
2,080
shares
|
$171,454
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
2,064
shares
|
$170,135
0.01% of portfolio
|
Q2 2024
Reduced 33.16%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
2,000
shares
|
$164,860
0.02% of portfolio
|
Q4 2022
Reduced 30.92%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
1,496
shares
|
$123,315
0.02% of portfolio
|
Q1 2025
Added 42.75%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,480
shares
|
$121,996
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,340
shares
|
$110,456
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
1,268
shares
|
$104,521
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,222
shares
|
$100,729
0.01% of portfolio
|
Q2 2021
Added 299.35%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
1,158
shares
|
$95,453
0.02% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,157
shares
|
$95,371
0.0% of portfolio
|
Q1 2025
Reduced 99.62%
|