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 194 institutions that hold shares in the stock, with a total of 5.65 Million shares, which have been reported (via 13F filing form) to have a value of $526 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
541,452
shares
|
$50.4 Million
0.0% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
514,702
shares
|
$47.9 Million
0.01% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
471,003
shares
|
$43.9 Million
0.42% of portfolio
|
Q3 2025
Added 72.58%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
382,991
shares
|
$35.7 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
249,061
shares
|
$23.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
207,243
shares
|
$19.3 Million
0.01% of portfolio
|
Q3 2025
Added 12.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
197,200
shares
|
$18.4 Million
0.02% of portfolio
|
Q3 2025
Added 335.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
165,875
shares
|
$15.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
165,457
shares
|
$15.4 Million
0.0% of portfolio
|
Q3 2025
Added 20.69%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
150,982
shares
|
$14.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
132,608
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
121,659
shares
|
$11.3 Million
1.63% of portfolio
|
Q3 2022
Added 7.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,830
shares
|
$9.95 Million
0.01% of portfolio
|
Q3 2024
Added 305.78%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
102,896
shares
|
$9.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
102,065
shares
|
$9.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Nov 06, 2025 Q3 2025 |
97,108
shares
|
$9.04 Million
5.21% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
89,147
shares
|
$8.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
86,219
shares
|
$8.03 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
84,476
shares
|
$7.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
75,245
shares
|
$7.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
71,336
shares
|
$6.64 Million
0.07% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
65,433
shares
|
$6.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 38.18%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
64,536
shares
|
$6.01 Million
2.48% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
45,107
shares
|
$4.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
42,840
shares
|
$3.99 Million
1.15% of portfolio
|
Q3 2025
Reduced 1.64%
|
|