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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
1,718
shares
|
$159,997
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,696
shares
|
$157,948
0.0% of portfolio
|
Q3 2025
Added 18.93%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,493
shares
|
$139,043
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,340
shares
|
$124,794
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
1,268
shares
|
$118,088
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,222
shares
|
$113,804
0.01% of portfolio
|
Q2 2021
Added 299.35%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
1,158
shares
|
$107,844
0.02% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
1,109
shares
|
$103,281
0.02% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,036
shares
|
$96,482
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
993
shares
|
$92,478
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
960
shares
|
$89,404
0.0% of portfolio
|
Q3 2025
Reduced 35.14%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
892
shares
|
$83,071
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
800
shares
|
$74,504
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
768
shares
|
$71,523
0.01% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
700
shares
|
$65,191
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
615
shares
|
$57,274
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
608
shares
|
$56,623
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
601
shares
|
$55,971
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
600
shares
|
$55,878
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
520
shares
|
$48,427
0.0% of portfolio
|
Q1 2024
Reduced 16.8%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
508
shares
|
$47,310
0.0% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
486
shares
|
$45,261
0.0% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
461
shares
|
$42,932
0.0% of portfolio
|
Q1 2024
Reduced 93.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
399
shares
|
$37,158
0.0% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
372
shares
|
$34,644
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|