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 198 institutions that hold shares in the stock, with a total of 5.7 Million shares, which have been reported (via 13F filing form) to have a value of $530 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
3,244
shares
|
$302,113
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
3,213
shares
|
$299,226
0.01% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
3,191
shares
|
$297,177
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
3,188
shares
|
$296,898
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
2,967
shares
|
$276,316
0.16% of portfolio
|
Q4 2025
Added 3.78%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
2,800
shares
|
$260,764
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
2,697
shares
|
$251,171
0.0% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 22, 2025 Q3 2025 |
2,695
shares
|
$250,985
0.44% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
2,624
shares
|
$244,373
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
2,618
shares
|
$243,814
0.01% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
2,609
shares
|
$242,976
0.0% of portfolio
|
Q2 2025
Reduced 44.05%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
2,536
shares
|
$236,177
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,500
shares
|
$232,825
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Jan 23, 2026 Q4 2025 |
2,487
shares
|
$231,614
0.1% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
2,450
shares
|
$228,168
0.01% of portfolio
|
Q3 2025
Reduced 14.04%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,422
shares
|
$225,560
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,364
shares
|
$220,159
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
2,350
shares
|
$218,855
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
2,335
shares
|
$217,458
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
2,299
shares
|
$214,105
0.0% of portfolio
|
Q4 2025
Added 5950.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,290
shares
|
$213,267
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
2,250
shares
|
$209,542
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
2,248
shares
|
$209,356
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
2,064
shares
|
$192,220
0.01% of portfolio
|
Q2 2024
Reduced 33.16%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
2,000
shares
|
$186,260
0.02% of portfolio
|
Q4 2022
Reduced 30.92%
|
|