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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
4,845
shares
|
$442,251
0.0% of portfolio
|
Q1 2025
Reduced 38.37%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
4,823
shares
|
$440,243
0.01% of portfolio
|
Q1 2022
Added 0.31%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
4,700
shares
|
$429,016
0.04% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
4,693
shares
|
$428,377
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
4,666
shares
|
$425,912
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
4,408
shares
|
$402,362
0.0% of portfolio
|
Q2 2025
Added 626.19%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
4,379
shares
|
$399,715
0.09% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
4,310
shares
|
$393,416
0.03% of portfolio
|
Q2 2025
Reduced 14.21%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,245
shares
|
$387,483
0.05% of portfolio
|
Q2 2021
Added 300.09%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
4,158
shares
|
$379,542
0.1% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
4,153
shares
|
$379,085
0.01% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
4,143
shares
|
$378,173
0.1% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
4,118
shares
|
$375,891
0.0% of portfolio
|
Q2 2025
Added 8479.17%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
4,076
shares
|
$372,057
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
3,974
shares
|
$362,746
0.82% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,943
shares
|
$359,917
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
3,920
shares
|
$357,817
0.07% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,782
shares
|
$345,220
0.0% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
3,671
shares
|
$335,088
0.16% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
3,667
shares
|
$334,723
0.22% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
3,661
shares
|
$334,176
0.23% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
3,528
shares
|
$322,035
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,528
shares
|
$322,035
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
3,356
shares
|
$306,335
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
3,270
shares
|
$298,485
0.02% of portfolio
|
Q1 2025
Added 0.03%
|