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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
3,227
shares
|
$300,530
0.01% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
3,191
shares
|
$297,177
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
3,188
shares
|
$296,898
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
2,859
shares
|
$266,258
0.16% of portfolio
|
Q3 2025
Reduced 22.12%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
2,800
shares
|
$260,764
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
2,697
shares
|
$251,171
0.0% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 22, 2025 Q3 2025 |
2,695
shares
|
$250,985
0.44% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
2,624
shares
|
$244,373
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
2,618
shares
|
$243,814
0.01% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
2,609
shares
|
$242,976
0.0% of portfolio
|
Q2 2025
Reduced 44.05%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
2,536
shares
|
$236,177
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,500
shares
|
$232,825
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Oct 22, 2025 Q3 2025 |
2,487
shares
|
$231,614
0.1% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
2,450
shares
|
$228,168
0.01% of portfolio
|
Q3 2025
Reduced 14.04%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,422
shares
|
$225,560
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,364
shares
|
$220,159
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
2,350
shares
|
$218,855
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
2,335
shares
|
$217,458
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,290
shares
|
$213,267
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
2,250
shares
|
$209,542
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
2,248
shares
|
$209,356
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
2,064
shares
|
$192,220
0.01% of portfolio
|
Q2 2024
Reduced 33.16%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
2,000
shares
|
$186,260
0.02% of portfolio
|
Q4 2022
Reduced 30.92%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
1,959
shares
|
$182,441
0.01% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,811
shares
|
$168,658
0.0% of portfolio
|
Q3 2025
Reduced 3.26%
|
|