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 $469 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
509,039
shares
|
$42.4 Million
0.0% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
436,934
shares
|
$36.4 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
412,932
shares
|
$34.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
371,920
shares
|
$31 Million
5.84% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
363,883
shares
|
$30.3 Million
0.01% of portfolio
|
Q3 2024
Added 237.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
278,567
shares
|
$23.2 Million
0.01% of portfolio
|
Q3 2024
Added 53.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
210,023
shares
|
$17.5 Million
0.04% of portfolio
|
Q3 2024
Added 163.94%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
186,775
shares
|
$15.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
170,142
shares
|
$14.2 Million
0.0% of portfolio
|
Q3 2024
Added 35.22%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
160,710
shares
|
$13.4 Million
0.09% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
154,068
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
138,957
shares
|
$11.6 Million
0.0% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
133,511
shares
|
$11.1 Million
0.53% of portfolio
|
Q3 2024
Added 43.07%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
129,808
shares
|
$10.8 Million
0.07% of portfolio
|
Q3 2024
Added 866.55%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
121,659
shares
|
$10.1 Million
1.63% of portfolio
|
Q3 2022
Added 7.33%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
110,686
shares
|
$9.22 Million
0.0% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
106,830
shares
|
$8.9 Million
0.01% of portfolio
|
Q3 2024
Added 305.78%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
103,212
shares
|
$8.6 Million
0.01% of portfolio
|
Q3 2024
Added 15.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
74,138
shares
|
$6.18 Million
0.02% of portfolio
|
Q3 2024
Added 83.96%
|
|
|
Benchmark Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
66,689
shares
|
$5.56 Million
2.62% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
65,673
shares
|
$5.47 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
55,803
shares
|
$4.65 Million
1.76% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
55,416
shares
|
$4.62 Million
0.0% of portfolio
|
Q3 2024
Added 21.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
49,145
shares
|
$4.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
43,897
shares
|
$3.66 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.41%
|