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 |
|---|---|---|---|---|---|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
42,680
shares
|
$3.97 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
41,490
shares
|
$3.86 Million
0.66% of portfolio
|
Q3 2025
Added 153.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
40,720
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
37,252
shares
|
$3.47 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
37,073
shares
|
$3.45 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
36,106
shares
|
$3.36 Million
1.86% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
35,141
shares
|
$3.27 Million
1.53% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
31,166
shares
|
$2.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.82%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
29,463
shares
|
$2.74 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
28,845
shares
|
$2.69 Million
0.06% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
28,286
shares
|
$2.63 Million
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
25,157
shares
|
$2.34 Million
0.02% of portfolio
|
Q3 2025
Added 35.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
23,823
shares
|
$2.22 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,281
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2024
Added 306.51%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
21,006
shares
|
$1.96 Million
0.04% of portfolio
|
Q2 2025
Reduced 23.84%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
19,946
shares
|
$1.86 Million
0.02% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
19,634
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 07, 2025 Q3 2025 |
19,315
shares
|
$1.8 Million
1.21% of portfolio
|
Q4 2022
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
18,805
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
Added 20.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
18,728
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
17,860
shares
|
$1.66 Million
0.14% of portfolio
|
Q3 2025
Added 314.39%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
17,319
shares
|
$1.61 Million
0.14% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
17,301
shares
|
$1.61 Million
0.72% of portfolio
|
Q3 2025
Added 268.66%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
17,029
shares
|
$1.59 Million
0.11% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
16,355
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2025
Added 25.9%
|
|