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 |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
360
shares
|
$32,860
0.0% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
316
shares
|
$28,844
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
313
shares
|
$28,570
0.01% of portfolio
|
Q3 2024
Reduced 9.54%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
300
shares
|
$27,384
0.01% of portfolio
|
Q4 2023
Reduced 69.01%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
273
shares
|
$24,919
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
242
shares
|
$22,089
0.0% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
226
shares
|
$20,629
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200
shares
|
$18,256
0.0% of portfolio
|
Q2 2020
Reduced 83.5%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
180
shares
|
$16,430
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
180
shares
|
$16,430
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
136
shares
|
$12,414
0.0% of portfolio
|
Q1 2022
Added 300.0%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
122
shares
|
$11,136
0.0% of portfolio
|
Q2 2025
Reduced 44.04%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
115
shares
|
$10,497
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
82
shares
|
$7,484
0.0% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
80
shares
|
$7,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
36
shares
|
$3,286
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|