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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
15,632
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,498
shares
|
$1.41 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
15,465
shares
|
$1.41 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
14,242
shares
|
$1.3 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
14,050
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
14,032
shares
|
$1.28 Million
0.12% of portfolio
|
Q1 2024
Reduced 8.45%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
13,463
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
12,990
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.08%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
12,630
shares
|
$1.15 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
12,260
shares
|
$1.12 Million
0.21% of portfolio
|
Q3 2022
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
12,154
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
11,996
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
11,984
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Added 12.25%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
11,800
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
11,247
shares
|
$1.03 Million
0.73% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
10,858
shares
|
$991,118
0.45% of portfolio
|
Q2 2025
Reduced 53.51%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,614
shares
|
$968,845
0.05% of portfolio
|
Q4 2023
Reduced 5.88%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
10,344
shares
|
$944,200
0.1% of portfolio
|
Q4 2022
Reduced 0.43%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
10,220
shares
|
$932,881
0.02% of portfolio
|
Q4 2023
Reduced 46.04%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
10,090
shares
|
$921,015
0.1% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
9,895
shares
|
$903,215
0.04% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
9,844
shares
|
$898,560
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
9,562
shares
|
$872,819
0.0% of portfolio
|
Q2 2025
Reduced 35.72%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
9,346
shares
|
$853,102
0.14% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,479
shares
|
$773,963
0.04% of portfolio
|
Q4 2023
Added 0.89%
|