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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
15,681
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
15,498
shares
|
$1.44 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
15,466
shares
|
$1.44 Million
0.66% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
14,242
shares
|
$1.33 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
14,032
shares
|
$1.31 Million
0.12% of portfolio
|
Q1 2024
Reduced 8.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
13,418
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
13,400
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Added 11.82%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
12,548
shares
|
$1.17 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
12,260
shares
|
$1.14 Million
0.21% of portfolio
|
Q3 2022
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
12,256
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.97%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
12,165
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
11,996
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
11,198
shares
|
$1.04 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
10,907
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 70.18%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,614
shares
|
$988,481
0.05% of portfolio
|
Q4 2023
Reduced 5.88%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
10,598
shares
|
$986,991
0.41% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
10,483
shares
|
$976,281
0.0% of portfolio
|
Q3 2025
Added 24.68%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
10,344
shares
|
$963,336
0.1% of portfolio
|
Q4 2022
Reduced 0.43%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
10,220
shares
|
$951,788
0.02% of portfolio
|
Q4 2023
Reduced 46.04%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
10,030
shares
|
$934,093
0.1% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
9,840
shares
|
$916,399
0.04% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
9,569
shares
|
$891,160
0.0% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
9,346
shares
|
$870,392
0.14% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
8,817
shares
|
$821,127
0.0% of portfolio
|
Q3 2025
Added 50.77%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
8,620
shares
|
$802,780
0.22% of portfolio
|
Q3 2025
Added 19.41%
|
|