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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
4,823
shares
|
$449,165
0.01% of portfolio
|
Q1 2022
Added 0.31%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
4,700
shares
|
$437,711
0.04% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
4,668
shares
|
$434,730
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
4,550
shares
|
$423,741
0.0% of portfolio
|
Q3 2025
Reduced 31.01%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
4,428
shares
|
$412,379
0.12% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
4,386
shares
|
$408,468
0.1% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,379
shares
|
$407,816
0.0% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,245
shares
|
$395,336
0.05% of portfolio
|
Q2 2021
Added 300.09%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
4,160
shares
|
$387,420
0.01% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
4,153
shares
|
$386,768
0.12% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
4,104
shares
|
$382,205
0.01% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
3,974
shares
|
$370,098
0.78% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,943
shares
|
$367,211
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
3,931
shares
|
$366,094
0.07% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,845
shares
|
$358,084
0.0% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
3,714
shares
|
$345,884
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
3,667
shares
|
$341,507
0.23% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
3,661
shares
|
$340,948
0.23% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
3,528
shares
|
$328,562
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
3,528
shares
|
$328,562
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
3,397
shares
|
$316,362
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
3,306
shares
|
$307,887
0.02% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
3,270
shares
|
$304,535
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
3,252
shares
|
$302,858
0.03% of portfolio
|
Q1 2024
Reduced 24.34%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
3,244
shares
|
$302,113
0.0% of portfolio
|
Q3 2025
New holding
|
|