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 193 institutions that hold shares in the stock, with a total of 7.01 Million shares, which have been reported (via 13F filing form) to have a value of $547 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
14,416
shares
|
$1.12 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
14,032
shares
|
$1.09 Million
0.12% of portfolio
|
Q1 2024
Reduced 8.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,555
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
13,208
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 49.43%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
12,260
shares
|
$956,647
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
12,170
shares
|
$949,625
0.0% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
11,996
shares
|
$936,047
0.0% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
11,933
shares
|
$931,131
0.19% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
11,574
shares
|
$903,119
0.1% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
11,551
shares
|
$901,324
0.0% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
11,507
shares
|
$897,891
0.06% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
11,048
shares
|
$862,075
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Mar 14, 2025 Q4 2024 |
10,707
shares
|
$835,467
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,614
shares
|
$828,210
0.05% of portfolio
|
Q4 2023
Reduced 5.88%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
10,344
shares
|
$807,142
0.1% of portfolio
|
Q4 2022
Reduced 0.43%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
10,220
shares
|
$797,466
0.02% of portfolio
|
Q4 2023
Reduced 46.04%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
10,040
shares
|
$783,421
0.04% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
9,853
shares
|
$768,829
0.04% of portfolio
|
Q4 2024
Reduced 41.11%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
9,844
shares
|
$768,127
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
9,807
shares
|
$765,240
0.0% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
8,907
shares
|
$695,013
0.0% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
8,562
shares
|
$668,092
0.02% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,479
shares
|
$661,616
0.04% of portfolio
|
Q4 2023
Added 0.89%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
8,455
shares
|
$659,743
0.0% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
8,451
shares
|
$659,431
0.0% of portfolio
|
Q4 2024
Added 6.34%
|