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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,019
shares
|
$391,632
0.0% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Landaas & CO
Milwaukee, WI |
Feb 27, 2025 Q4 2024 |
4,916
shares
|
$383,595
0.11% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,881
shares
|
$380,864
0.12% of portfolio
|
Q4 2024
Reduced 57.11%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
4,823
shares
|
$376,338
0.01% of portfolio
|
Q1 2022
Added 0.31%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
4,663
shares
|
$363,853
0.0% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
4,550
shares
|
$355,036
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
4,520
shares
|
$352,695
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,467
shares
|
$348,560
0.02% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
4,387
shares
|
$342,317
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
4,300
shares
|
$335,529
0.09% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,245
shares
|
$331,237
0.05% of portfolio
|
Q2 2021
Added 300.09%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
4,199
shares
|
$327,647
0.0% of portfolio
|
Q4 2024
Reduced 62.46%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
4,186
shares
|
$326,633
0.1% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
4,148
shares
|
$323,668
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
4,066
shares
|
$317,269
0.0% of portfolio
|
Q4 2024
Reduced 65.19%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
4,051
shares
|
$316,099
0.02% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
4,018
shares
|
$313,524
0.0% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
3,976
shares
|
$310,247
0.17% of portfolio
|
Q4 2024
Reduced 8.85%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
3,966
shares
|
$309,466
0.04% of portfolio
|
Q2 2023
Added 0.3%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,943
shares
|
$307,672
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
3,905
shares
|
$304,707
0.23% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
3,884
shares
|
$303,068
0.09% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,766
shares
|
$293,860
0.0% of portfolio
|
Q4 2024
Reduced 27.21%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
3,705
shares
|
$289,101
0.23% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
3,539
shares
|
$276,148
0.0% of portfolio
|
Q4 2024
Reduced 25.02%
|