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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,718
shares
|
$156,819
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,703
shares
|
$155,449
0.0% of portfolio
|
Q2 2025
Reduced 90.58%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,555
shares
|
$141,940
0.01% of portfolio
|
Q2 2025
Reduced 79.37%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,480
shares
|
$135,094
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,426
shares
|
$130,165
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,340
shares
|
$122,315
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
1,268
shares
|
$115,743
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,222
shares
|
$111,544
0.01% of portfolio
|
Q2 2021
Added 299.35%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
1,158
shares
|
$105,702
0.02% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
1,109
shares
|
$101,229
0.02% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
892
shares
|
$81,421
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
800
shares
|
$73,024
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
792
shares
|
$72,293
0.01% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
700
shares
|
$63,896
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
614
shares
|
$56,045
0.02% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
608
shares
|
$55,498
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
600
shares
|
$54,768
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
520
shares
|
$47,465
0.0% of portfolio
|
Q1 2024
Reduced 16.8%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
516
shares
|
$47,100
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
508
shares
|
$46,370
0.0% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
485
shares
|
$44,270
0.0% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
461
shares
|
$42,080
0.0% of portfolio
|
Q1 2024
Reduced 93.41%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
438
shares
|
$39,980
0.0% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
399
shares
|
$36,420
0.0% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
371
shares
|
$33,864
0.0% of portfolio
|
Q2 2025
Added 0.27%
|