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 |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
360
shares
|
$33,526
0.0% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
316
shares
|
$29,429
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
313
shares
|
$29,149
0.01% of portfolio
|
Q3 2024
Reduced 9.54%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
301
shares
|
$28,032
0.0% of portfolio
|
Q3 2025
Reduced 31.28%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
300
shares
|
$27,939
0.01% of portfolio
|
Q4 2023
Reduced 69.01%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
273
shares
|
$25,424
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
242
shares
|
$22,537
0.0% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
226
shares
|
$21,047
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
200
shares
|
$18,626
0.0% of portfolio
|
Q2 2020
Reduced 83.5%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
180
shares
|
$16,763
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
180
shares
|
$16,763
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
136
shares
|
$12,665
0.0% of portfolio
|
Q1 2022
Added 300.0%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
122
shares
|
$11,361
0.0% of portfolio
|
Q2 2025
Reduced 44.04%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
82
shares
|
$7,636
0.0% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
80
shares
|
$7,450
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
76
shares
|
$7,077
0.0% of portfolio
|
Q3 2025
Reduced 33.91%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
38
shares
|
$3,538
0.0% of portfolio
|
Q3 2025
Reduced 97.77%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
36
shares
|
$3,352
0.0% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|