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 190 institutions that hold shares in the stock, with a total of 6.87 Million shares, which have been reported (via 13F filing form) to have a value of $574 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
3,463
shares
|
$293,281
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
3,356
shares
|
$284,219
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,345
shares
|
$283,288
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,269
shares
|
$276,851
0.02% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
3,252
shares
|
$275,411
0.03% of portfolio
|
Q1 2024
Reduced 24.34%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,201
shares
|
$271,092
0.01% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
3,188
shares
|
$269,991
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
3,032
shares
|
$256,780
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
2,940
shares
|
$248,988
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
2,846
shares
|
$241,027
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
2,800
shares
|
$237,132
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
2,693
shares
|
$228,070
0.09% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
2,622
shares
|
$222,057
0.02% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,569
shares
|
$217,568
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
2,536
shares
|
$214,773
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,500
shares
|
$211,725
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
2,471
shares
|
$209,268
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,407
shares
|
$203,848
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
2,080
shares
|
$176,155
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,064
shares
|
$174,800
0.01% of portfolio
|
Q2 2024
Reduced 33.16%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
2,000
shares
|
$169,380
0.02% of portfolio
|
Q4 2022
Reduced 30.92%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,706
shares
|
$144,481
0.0% of portfolio
|
Q4 2024
Reduced 12.38%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,548
shares
|
$131,100
0.0% of portfolio
|
Q2 2024
Reduced 10.88%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,480
shares
|
$125,341
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,340
shares
|
$113,484
0.01% of portfolio
|
Q2 2024
New holding
|