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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
225
shares
|
$19,368
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200
shares
|
$17,216
0.0% of portfolio
|
Q2 2020
Reduced 83.5%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
180
shares
|
$15,494
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
180
shares
|
$15,494
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
169
shares
|
$14,547
0.0% of portfolio
|
Q1 2025
Added 85.71%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
136
shares
|
$11,706
0.0% of portfolio
|
Q1 2022
Added 300.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
128
shares
|
$11,018
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
122
shares
|
$10,501
0.0% of portfolio
|
Q2 2025
Reduced 44.04%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
115
shares
|
$9,899
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
82
shares
|
$7,058
0.0% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
80
shares
|
$6,886
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
48
shares
|
$4,131
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
36
shares
|
$3,098
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|