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 |
|---|---|---|---|---|---|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
1,300
shares
|
$110,097
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,268
shares
|
$107,386
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,222
shares
|
$103,491
0.01% of portfolio
|
Q2 2021
Added 299.35%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
1,109
shares
|
$93,921
0.02% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,048
shares
|
$88,755
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,006
shares
|
$85,198
0.0% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
993
shares
|
$84,097
0.0% of portfolio
|
Q3 2024
Reduced 14.54%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
905
shares
|
$76,644
0.02% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
892
shares
|
$75,543
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
792
shares
|
$67,074
0.01% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
700
shares
|
$59,283
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
610
shares
|
$51,660
0.02% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
608
shares
|
$51,491
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
600
shares
|
$50,814
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
533
shares
|
$45,139
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
520
shares
|
$44,038
0.0% of portfolio
|
Q1 2024
Reduced 16.8%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
516
shares
|
$43,700
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
508
shares
|
$43,022
0.0% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
482
shares
|
$40,820
0.0% of portfolio
|
Q3 2023
Reduced 5.68%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
461
shares
|
$39,042
0.0% of portfolio
|
Q1 2024
Reduced 93.41%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
400
shares
|
$33,876
0.0% of portfolio
|
Q4 2024
Reduced 76.39%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
394
shares
|
$33,367
0.0% of portfolio
|
Q4 2024
Added 286.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
392
shares
|
$33,198
0.0% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
370
shares
|
$31,335
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
316
shares
|
$26,762
0.01% of portfolio
|
Q3 2021
New holding
|