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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
2,940
shares
|
$238,669
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
2,800
shares
|
$227,304
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
2,692
shares
|
$218,536
0.08% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
2,569
shares
|
$208,551
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
2,536
shares
|
$205,872
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,406
shares
|
$195,319
0.01% of portfolio
|
Q3 2024
Reduced 31.14%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
2,080
shares
|
$168,854
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
2,064
shares
|
$167,555
0.01% of portfolio
|
Q2 2024
Reduced 33.16%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$162,360
0.02% of portfolio
|
Q4 2022
Reduced 30.92%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,947
shares
|
$158,057
0.0% of portfolio
|
Q3 2024
Reduced 17.11%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
1,694
shares
|
$137,518
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,548
shares
|
$125,666
0.01% of portfolio
|
Q2 2024
Reduced 10.88%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,480
shares
|
$120,146
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,340
shares
|
$108,781
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
1,300
shares
|
$105,534
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
1,268
shares
|
$102,936
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,222
shares
|
$99,201
0.01% of portfolio
|
Q2 2021
Added 299.35%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
1,109
shares
|
$90,028
0.02% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,048
shares
|
$85,076
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,006
shares
|
$81,667
0.0% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
993
shares
|
$80,611
0.0% of portfolio
|
Q3 2024
Reduced 14.54%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
902
shares
|
$73,224
0.02% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
892
shares
|
$72,412
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
817
shares
|
$66,324
0.01% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
700
shares
|
$56,826
0.01% of portfolio
|
Q2 2021
New holding
|