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 192 institutions that hold shares in the stock, with a total of 6.99 Million shares, which have been reported (via 13F filing form) to have a value of $537 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
316
shares
|
$24,281
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
313
shares
|
$24,050
0.01% of portfolio
|
Q3 2024
Reduced 9.54%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
300
shares
|
$23,052
0.01% of portfolio
|
Q4 2023
Reduced 69.01%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
272
shares
|
$20,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
271
shares
|
$20,823
0.01% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
242
shares
|
$18,595
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
224
shares
|
$17,212
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200
shares
|
$15,368
0.0% of portfolio
|
Q2 2020
Reduced 83.5%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
180
shares
|
$13,831
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
180
shares
|
$13,831
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
136
shares
|
$10,450
0.0% of portfolio
|
Q1 2022
Added 300.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
91
shares
|
$6,992
0.0% of portfolio
|
Q2 2024
Reduced 95.07%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
82
shares
|
$6,300
0.0% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
80
shares
|
$6,147
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
48
shares
|
$3,688
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
36
shares
|
$2,766
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
25
shares
|
$1,921
0.0% of portfolio
|
Q3 2024
New holding
|