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 180 institutions that hold shares in the stock, with a total of 5.62 Million shares, which have been reported (via 13F filing form) to have a value of $460 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
817
shares
|
$65,801
0.01% of portfolio
|
Q2 2024
Reduced 6.74%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
700
shares
|
$56,378
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
608
shares
|
$48,968
0.02% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
608
shares
|
$48,968
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
600
shares
|
$48,324
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
542
shares
|
$43,652
0.0% of portfolio
|
Q3 2024
Reduced 15.84%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
520
shares
|
$41,880
0.0% of portfolio
|
Q1 2024
Reduced 16.8%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
516
shares
|
$41,558
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
482
shares
|
$38,820
0.0% of portfolio
|
Q3 2023
Reduced 5.68%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
461
shares
|
$37,128
0.0% of portfolio
|
Q1 2024
Reduced 93.41%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
400
shares
|
$32,216
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
395
shares
|
$31,813
0.0% of portfolio
|
Q3 2024
Added 218.55%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
316
shares
|
$25,450
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
313
shares
|
$25,209
0.01% of portfolio
|
Q3 2024
Reduced 9.54%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
300
shares
|
$24,162
0.01% of portfolio
|
Q4 2023
Reduced 69.01%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
270
shares
|
$21,745
0.01% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
242
shares
|
$19,490
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
224
shares
|
$18,040
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200
shares
|
$16,108
0.0% of portfolio
|
Q2 2020
Reduced 83.5%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
180
shares
|
$14,497
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
180
shares
|
$14,497
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
160
shares
|
$12,886
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
136
shares
|
$10,953
0.0% of portfolio
|
Q1 2022
Added 300.0%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
102
shares
|
$8,215
0.0% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
91
shares
|
$7,329
0.0% of portfolio
|
Q2 2024
Reduced 95.07%
|