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 189 institutions that hold shares in the stock, with a total of 5.26 Million shares, which have been reported (via 13F filing form) to have a value of $453 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
45,487
shares
|
$3.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
43,944
shares
|
$3.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
43,555
shares
|
$3.75 Million
1.44% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
43,074
shares
|
$3.71 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
41,644
shares
|
$3.58 Million
2.5% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
35,141
shares
|
$3.02 Million
1.53% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
29,684
shares
|
$2.56 Million
0.07% of portfolio
|
Q4 2024
Added 25.15%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
28,275
shares
|
$2.43 Million
0.07% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
27,583
shares
|
$2.37 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
27,400
shares
|
$2.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
27,217
shares
|
$2.34 Million
0.09% of portfolio
|
Q1 2025
Added 176.23%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
23,355
shares
|
$2.01 Million
0.96% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,281
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Added 306.51%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
19,946
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
19,315
shares
|
$1.66 Million
1.13% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
18,085
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.97%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
17,165
shares
|
$1.48 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
17,103
shares
|
$1.47 Million
0.11% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
16,653
shares
|
$1.43 Million
0.15% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
15,613
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,498
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
15,465
shares
|
$1.33 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
15,009
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2025
Added 779.78%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
14,875
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 86.33%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
14,647
shares
|
$1.26 Million
0.23% of portfolio
|
Q1 2025
Added 22.74%
|