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 170 institutions that hold shares in the stock, with a total of 4.59 Million shares, which have been reported (via 13F filing form) to have a value of $362 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
2,064
shares
|
$162,994
0.01% of portfolio
|
Q2 2024
Reduced 33.16%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
2,000
shares
|
$157,940
0.02% of portfolio
|
Q4 2022
Reduced 30.92%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
1,840
shares
|
$145,304
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 12, 2024 Q2 2024 |
1,694
shares
|
$133,775
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
|
$122,245
0.01% of portfolio
|
Q2 2024
Reduced 10.88%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
1,480
shares
|
$116,875
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
1,340
shares
|
$105,819
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
1,300
shares
|
$102,661
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
1,268
shares
|
$100,133
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,222
shares
|
$96,501
0.01% of portfolio
|
Q2 2021
Added 299.35%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
1,109
shares
|
$87,577
0.02% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
1,080
shares
|
$85,287
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
1,070
shares
|
$84,497
0.0% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,048
shares
|
$82,760
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
993
shares
|
$78,417
0.0% of portfolio
|
Q3 2024
Reduced 14.54%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
902
shares
|
$71,230
0.02% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
892
shares
|
$70,441
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
817
shares
|
$64,518
0.01% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
700
shares
|
$55,279
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
644
shares
|
$50,856
0.0% of portfolio
|
Q3 2017
Reduced 25.22%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
608
shares
|
$48,013
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
608
shares
|
$48,013
0.02% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
600
shares
|
$47,382
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
520
shares
|
$41,064
0.0% of portfolio
|
Q1 2024
Reduced 16.8%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
516
shares
|
$40,748
0.02% of portfolio
|
Q2 2024
New holding
|