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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
1,109
shares
|
$91,414
0.02% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
993
shares
|
$81,852
0.0% of portfolio
|
Q3 2024
Reduced 14.54%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
892
shares
|
$73,527
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
800
shares
|
$65,944
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
792
shares
|
$65,284
0.01% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
700
shares
|
$57,701
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
612
shares
|
$50,447
0.02% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
608
shares
|
$50,117
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
607
shares
|
$50,035
0.0% of portfolio
|
Q1 2025
Reduced 39.66%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
600
shares
|
$49,458
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
520
shares
|
$42,863
0.0% of portfolio
|
Q1 2024
Reduced 16.8%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
516
shares
|
$42,533
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
508
shares
|
$41,874
0.0% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
484
shares
|
$39,896
0.0% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
473
shares
|
$38,989
0.0% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
461
shares
|
$38,000
0.0% of portfolio
|
Q1 2024
Reduced 93.41%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
394
shares
|
$32,477
0.0% of portfolio
|
Q4 2024
Added 286.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
392
shares
|
$32,312
0.0% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
370
shares
|
$30,499
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
316
shares
|
$26,047
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
313
shares
|
$25,800
0.01% of portfolio
|
Q3 2024
Reduced 9.54%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
300
shares
|
$24,729
0.01% of portfolio
|
Q4 2023
Reduced 69.01%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
272
shares
|
$22,420
0.01% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
251
shares
|
$20,689
0.0% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
225
shares
|
$18,546
0.0% of portfolio
|
Q1 2025
Added 0.45%
|