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 178 institutions that hold shares in the stock, with a total of 5.61 Million shares, which have been reported (via 13F filing form) to have a value of $455 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
7,983
shares
|
$648,059
0.0% of portfolio
|
Q2 2024
Added 5.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
7,947
shares
|
$645,137
0.0% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
7,920
shares
|
$642,945
0.37% of portfolio
|
Q4 2023
Reduced 11.21%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
7,886
shares
|
$640,185
0.2% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
7,768
shares
|
$630,606
0.01% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
7,754
shares
|
$629,469
0.09% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
7,371
shares
|
$598,377
0.43% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
7,315
shares
|
$593,831
0.29% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
7,272
shares
|
$590,340
0.0% of portfolio
|
Q1 2024
Reduced 19.28%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
7,034
shares
|
$571,020
0.0% of portfolio
|
Q3 2024
Added 56.31%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
6,821
shares
|
$553,728
0.14% of portfolio
|
Q3 2024
Added 115.79%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
6,431
shares
|
$522,068
0.21% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
6,307
shares
|
$512,002
0.0% of portfolio
|
Q3 2024
Reduced 80.74%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
5,948
shares
|
$482,858
0.02% of portfolio
|
Q1 2024
Reduced 32.87%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,739
shares
|
$465,892
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
5,532
shares
|
$449,087
0.05% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
5,437
shares
|
$441,375
0.02% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,174
shares
|
$420,025
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
5,155
shares
|
$418,482
0.17% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
5,056
shares
|
$410,446
0.12% of portfolio
|
Q3 2024
Reduced 14.42%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
4,959
shares
|
$402,571
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,952
shares
|
$402,003
0.0% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
4,908
shares
|
$398,431
0.11% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
4,823
shares
|
$391,531
0.01% of portfolio
|
Q1 2022
Added 0.31%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,720
shares
|
$383,169
0.0% of portfolio
|
Q3 2024
Added 0.3%
|