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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
8,408
shares
|
$767,482
0.0% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
8,384
shares
|
$765,291
0.04% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,377
shares
|
$764,652
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
8,323
shares
|
$759,723
0.0% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
7,920
shares
|
$722,937
0.38% of portfolio
|
Q4 2023
Reduced 11.21%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
7,798
shares
|
$711,801
0.11% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,587
shares
|
$692,541
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
7,339
shares
|
$669,903
0.18% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
7,315
shares
|
$667,713
0.31% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
7,265
shares
|
$663,149
0.01% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
7,219
shares
|
$658,950
0.2% of portfolio
|
Q2 2025
Reduced 49.89%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,040
shares
|
$642,611
0.02% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
7,040
shares
|
$642,611
0.03% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
6,888
shares
|
$628,736
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
6,595
shares
|
$601,991
0.0% of portfolio
|
Q2 2025
Added 44.95%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
6,587
shares
|
$601,261
0.16% of portfolio
|
Q1 2025
Reduced 16.47%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
6,575
shares
|
$600,166
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
6,541
shares
|
$597,062
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
5,948
shares
|
$542,933
0.02% of portfolio
|
Q1 2024
Reduced 32.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
5,848
shares
|
$533,805
0.0% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
5,739
shares
|
$523,855
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
5,155
shares
|
$470,548
0.16% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
5,056
shares
|
$461,511
0.12% of portfolio
|
Q3 2024
Reduced 14.42%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
4,918
shares
|
$448,915
0.02% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
4,910
shares
|
$448,184
0.1% of portfolio
|
Q2 2025
Added 0.29%
|