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 189 institutions that hold shares in the stock, with a total of 5.26 Million shares, which have been reported (via 13F filing form) to have a value of $453 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,845
shares
|
$417,057
0.0% of portfolio
|
Q1 2025
Reduced 38.37%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
4,823
shares
|
$415,163
0.01% of portfolio
|
Q1 2022
Added 0.31%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
4,700
shares
|
$404,576
0.04% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
4,664
shares
|
$401,477
0.0% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
4,663
shares
|
$401,391
0.0% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
4,550
shares
|
$391,664
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
4,432
shares
|
$381,506
0.1% of portfolio
|
Q1 2025
Reduced 9.85%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
4,310
shares
|
$371,004
0.03% of portfolio
|
Q2 2025
Reduced 14.21%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,245
shares
|
$365,409
0.05% of portfolio
|
Q2 2021
Added 300.09%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
4,153
shares
|
$357,490
0.01% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,149
shares
|
$357,145
0.09% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
4,143
shares
|
$356,629
0.1% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
4,090
shares
|
$352,067
0.01% of portfolio
|
Q1 2025
Added 18.11%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,064
shares
|
$349,829
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
3,974
shares
|
$342,081
0.79% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,943
shares
|
$339,413
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
3,909
shares
|
$336,486
0.08% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
3,905
shares
|
$336,142
0.24% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
3,732
shares
|
$321,250
0.16% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
3,715
shares
|
$319,787
0.23% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,528
shares
|
$303,690
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,425
shares
|
$294,824
0.0% of portfolio
|
Q1 2025
Reduced 14.76%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
3,356
shares
|
$288,884
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,270
shares
|
$281,481
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
3,255
shares
|
$280,190
0.02% of portfolio
|
Q1 2025
Reduced 27.13%
|