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 192 institutions that hold shares in the stock, with a total of 5.29 Million shares, which have been reported (via 13F filing form) to have a value of $483 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
42,348
shares
|
$3.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
40,590
shares
|
$3.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
39,198
shares
|
$3.58 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
39,098
shares
|
$3.57 Million
2.29% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
36,581
shares
|
$3.34 Million
0.0% of portfolio
|
Q2 2025
Added 175.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
35,557
shares
|
$3.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 34.96%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
35,141
shares
|
$3.21 Million
1.53% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
34,179
shares
|
$3.12 Million
0.01% of portfolio
|
Q2 2025
Added 994.08%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
30,777
shares
|
$2.81 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
28,666
shares
|
$2.62 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
28,281
shares
|
$2.58 Million
0.05% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
24,363
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
24,000
shares
|
$2.19 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,281
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2024
Added 306.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
21,006
shares
|
$1.92 Million
0.04% of portfolio
|
Q2 2025
Reduced 23.84%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
19,972
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Added 287.81%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
19,946
shares
|
$1.82 Million
0.02% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
19,315
shares
|
$1.76 Million
1.2% of portfolio
|
Q4 2022
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
18,531
shares
|
$1.69 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
18,205
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
Added 106.34%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
17,226
shares
|
$1.57 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
16,922
shares
|
$1.54 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
16,356
shares
|
$1.49 Million
0.27% of portfolio
|
Q2 2025
Added 11.67%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
16,320
shares
|
$1.49 Million
0.06% of portfolio
|
Q2 2025
Reduced 40.04%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
15,638
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2025
Added 0.16%
|