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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,479
shares
|
$789,649
0.04% of portfolio
|
Q4 2023
Added 0.89%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
8,384
shares
|
$780,801
0.04% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
8,328
shares
|
$775,586
0.0% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
8,323
shares
|
$775,120
0.0% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
7,920
shares
|
$737,589
0.37% of portfolio
|
Q4 2023
Reduced 11.21%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
7,837
shares
|
$729,859
0.12% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
7,587
shares
|
$706,577
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
7,315
shares
|
$681,245
0.3% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
7,265
shares
|
$676,589
0.01% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
7,060
shares
|
$657,497
0.17% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
6,788
shares
|
$632,166
0.03% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,718
shares
|
$625,647
0.02% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
6,589
shares
|
$613,633
0.0% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
6,541
shares
|
$609,163
0.04% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
6,380
shares
|
$594,169
0.04% of portfolio
|
Q3 2025
Added 310.29%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
6,317
shares
|
$588,302
0.0% of portfolio
|
Q3 2025
Added 30.38%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
6,188
shares
|
$576,288
0.14% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
5,957
shares
|
$554,775
0.38% of portfolio
|
Q3 2025
Reduced 13.52%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
5,948
shares
|
$553,937
0.02% of portfolio
|
Q1 2024
Reduced 32.87%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
5,739
shares
|
$534,473
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
5,494
shares
|
$511,656
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
5,148
shares
|
$479,433
0.01% of portfolio
|
Q3 2025
Added 75.1%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
5,001
shares
|
$465,743
0.14% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
4,931
shares
|
$459,224
0.02% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
4,924
shares
|
$458,572
0.1% of portfolio
|
Q3 2025
Added 0.29%
|
|