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iShares Morningstar U.S. Equity ETF (ILCB) Institutional Ownership

iShares Morningstar U.S. Equity ETF logo
$83.71 +0.75 (+0.90%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB)

Number of
Institutional Buyers
(last 12 months)
61
Total
Institutional Inflows
(last 12 months)
$44.11M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$14.28M
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ILCB Institutional Buying and Selling by Quarter

iShares Morningstar U.S. Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/16/2025 Evanson Asset Management LLC2,500$203K0.0%N/A0.020%
1/15/2025 Ameritas Advisory Services LLC7,539$612K0.0%-61.3%0.061%
1/15/2025 Helen Stephens Group LLC4,881$396K0.1%-57.1%0.040%
1/15/2025 Merit Financial Group LLC66,113$5.37M0.1%+0.7%0.538%
1/15/2025 Brand Asset Management Group Inc.46,233$3.75M1.5%-17.1%0.376%
1/15/2025 West Coast Financial LLC18,145$1.47M0.2%-6.7%0.148%
12/26/2024JPMorgan Chase & Co.138,957$11.01M0.0%+14.2%1.130%
12/13/2024B. Riley Wealth Advisors Inc.8,574$674K0.0%N/A0.070%
11/29/2024American Trust15,798$1.25M0.1%+1.2%0.128%
11/21/2024 Wealthquest Corp2,707$213K0.0%-14.6%0.022%
11/18/2024Arete Wealth Advisors LLC10,686$843K0.1%-46.3%0.087%
11/15/2024MML Investors Services LLC26,970$2.14M0.0%+1.5%0.219%
11/15/2024Orion Portfolio Solutions LLC15,750$1.25M0.0%+161.0%0.128%
11/15/2024Jane Street Group LLC5,174$410K0.0%N/A0.042%
11/15/2024Stifel Financial Corp9,158$726K0.0%+44.0%0.074%
11/15/2024IHT Wealth Management LLC8,314$658K0.0%+8.7%0.068%
11/13/2024FMR LLC13,076$1.04M0.0%-5.8%0.106%
11/12/2024Jim Saulnier & Associates LLC32,197$2.55M2.6%N/A0.262%
11/12/2024Flagstar Advisors Inc.4,288$340K0.1%-4.2%0.035%
11/8/2024Prospera Financial Services Inc28,390$2.25M0.1%N/A0.231%
11/7/2024MidAtlantic Capital Management Inc.4,437$352K0.3%N/A0.036%
11/7/2024Thrivent Financial for Lutherans9,045$717K0.0%+17.7%0.074%
11/5/2024Harbour Investments Inc.2,406$191K0.0%-31.1%0.020%
11/4/2024Tyler Stone Wealth Management8,178$648K0.1%+100.2%0.066%
10/30/2024Crestwood Advisors Group LLC43,897$3.48M0.1%-1.4%0.357%
10/28/2024Gladstone Institutional Advisory LLC133,511$10.58M0.5%+43.1%1.085%
10/25/2024Strategic Blueprint LLC9,120$723K0.0%-2.1%0.074%
10/25/2024 Diversify Advisory Services LLC4,517$364K0.0%-14.2%0.037%
10/24/2024J.W. Cole Advisors Inc.27,989$2.22M0.1%+5.1%0.228%
10/24/2024 Wealth Enhancement Advisory Services LLC186,775$14.80M0.0%-2.9%1.518%
10/23/2024Silver Oak Securities Incorporated15,400$1.22M0.1%N/A0.125%
10/23/2024Harbour Trust & Investment Management Co5,532$438K0.0%-5.6%0.045%
10/23/2024Quantitative Strategies Inc.33,530$2.66M1.4%-7.0%0.273%
10/23/2024Commonwealth Financial Services LLC10,097$793K0.2%+15.4%0.082%
10/22/2024Private Advisor Group LLC129,808$10.29M0.1%+866.6%1.055%
10/19/2024Trinity Wealth Management LLC16,175$1.28M0.6%N/A0.132%
10/16/2024Good Life Advisors LLC13,060$1.04M0.1%+100.1%0.106%
10/16/2024 SeaCrest Wealth Management LLC11,633$922K0.1%-1.9%0.095%
10/10/2024Concourse Financial Group Securities Inc.11,668$924K0.1%-1.5%0.095%
10/10/2024 HCR Wealth Advisors2,536$201K0.0%N/A0.021%
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10/9/2024 West Coast Financial LLC19,439$1.54M0.2%-9.9%0.158%
10/8/2024Brightwater Advisory LLC7,371$584K0.4%-3.4%0.060%
10/8/2024Mather Group LLC.993$79K0.0%-14.5%0.008%
10/7/2024 Richard P Slaughter Associates Inc5,056$401K0.1%-14.4%0.041%
9/10/2024Brightwater Advisory LLC7,634$574K0.4%N/A0.062%
9/5/2024Sanctuary Advisors LLC7,576$533K0.0%N/A0.062%
8/27/2024 New Century Financial Group LLC2,691$202K0.1%N/A0.022%
8/26/2024 Wealthquest Corp3,168$238K0.0%-4.9%0.026%
8/22/2024Cetera Investment Advisers51,498$3.87M0.0%-1.0%0.419%
8/16/2024Northwestern Mutual Wealth Management Co.8,469$637K0.0%-62.1%0.069%
8/16/2024Creative Planning7,983$600K0.0%+5.3%0.065%
8/14/2024Commonwealth Financial Services LLC8,749$671K0.1%N/A0.071%
8/13/2024Thrivent Financial for Lutherans7,684$578K0.0%+16.4%0.062%
8/8/2024J.W. Cole Advisors Inc.26,643$2.00M0.1%+2.2%0.217%
8/8/2024Envestnet Asset Management Inc.45,504$3.42M0.0%-3.8%0.370%
8/8/2024PFG Advisors14,450$1.09M0.1%-10.0%0.117%
8/7/2024Vantage Financial Partners LLC3,161$238K0.1%-62.6%0.026%
8/7/2024Ashton Thomas Private Wealth LLC1,840$138K0.0%N/A0.015%
8/5/2024Private Advisor Group LLC13,430$1.01M0.0%-8.9%0.109%
8/2/2024Larson Financial Group LLC4,024$302K0.0%N/A0.033%
8/2/2024Tortoise Investment Management LLC1,340$101K0.0%N/A0.011%
8/1/2024Crestwood Advisors Group LLC44,527$3.35M0.1%-9.3%0.362%
7/31/2024Asset Allocation Strategies LLC3,877$291K0.1%-8.9%0.032%
7/31/2024Commonwealth Equity Services LLC142,631$10.72M0.0%-3.9%1.160%
7/27/2024Strategic Blueprint LLC9,314$700K0.0%+4.3%0.076%
7/26/2024Cambridge Investment Research Advisors Inc.40,302$3.03M0.0%+3.2%0.328%
7/22/2024Atria Wealth Solutions Inc.28,007$2.11M0.0%+2.5%0.228%
7/22/2024 West Coast Financial LLC21,572$1.62M0.2%-7.1%0.175%
7/22/2024 SeaCrest Wealth Management LLC11,863$892K0.1%+20.2%0.096%
7/20/2024 Brand Asset Management Group Inc.56,080$4.22M1.8%-2.0%0.456%
7/16/2024 Wealth Enhancement Advisory Services LLC192,328$14.46M0.0%-9.5%1.564%
7/12/2024 Diversify Advisory Services LLC5,267$404K0.0%-7.4%0.043%
7/10/2024 Richard P Slaughter Associates Inc5,908$444K0.1%-4.5%0.048%
7/10/2024 Helen Stephens Group LLC11,340$852K0.3%N/A0.092%
7/9/2024 Olistico Wealth LLC516$39K0.0%N/A0.004%
7/8/2024 Dentgroup LLC14,443$1.09M0.9%-6.9%0.117%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.1,048$79K0.0%N/A0.009%
6/11/2024American Trust15,553$1.13M0.1%+6.4%0.126%
5/24/2024Cetera Advisors LLC8,774$636K0.0%+52.7%0.071%
5/24/2024Cetera Investment Advisers52,003$3.77M0.0%+43.7%0.423%
5/13/2024Index Fund Advisors Inc.2,800$203K0.0%N/A0.023%
5/9/2024 Wealthquest Corp3,330$241K0.0%-20.8%0.027%
5/8/2024Avantax Advisory Services Inc.155,521$11.27M0.1%-5.9%1.259%
5/7/2024Choate Investment Advisors5,739$416K0.0%N/A0.046%
5/3/2024TFB Advisors LLC4,183$290K0.1%-9.9%0.034%
5/2/2024Vantage Financial Partners LLC8,442$612K0.2%-16.1%0.068%
5/1/2024Concourse Financial Group Securities Inc.11,911$863K0.1%-1.2%0.096%
5/1/2024 Diversify Advisory Services LLC5,687$411K0.0%N/A0.046%
4/30/2024Private Advisor Group LLC14,736$1.07M0.0%-10.4%0.119%
4/30/2024J.W. Cole Advisors Inc.26,080$1.89M0.1%-3.6%0.211%
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4/29/2024Commonwealth Equity Services LLC148,435$10.76M0.0%-3.1%1.202%
4/26/2024Opus Capital Group LLC3,252$236K0.0%-24.3%0.026%
4/25/2024Cambridge Investment Research Advisors Inc.39,065$2.83M0.0%+2.8%0.316%
4/23/2024Strategic Blueprint LLC8,930$647K0.0%+23.5%0.072%
4/23/2024Raymond James Financial Services Advisors Inc.26,203$1.90M0.0%-10.8%0.212%
4/18/2024 SeaCrest Wealth Management LLC9,868$715K0.1%-46.8%0.077%
4/18/2024Chapin Davis Inc.7,884$571K0.2%+2.9%0.061%
4/16/2024 Wealth Enhancement Advisory Services LLC212,515$15.40M0.0%-1.2%1.654%
4/15/2024Flagstar Advisors Inc.5,594$405K0.1%-33.6%0.044%
4/12/2024 West Coast Financial LLC23,211$1.68M0.2%-15.5%0.181%
(Data available from 1/1/2016 forward)

ILCB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ILCB shares?

During the previous two years, 121 institutional investors and hedge funds held shares of iShares Morningstar U.S. Equity ETF. The most heavily invested institutionals were Equitable Holdings Inc. ($36.12M), Wealth Enhancement Advisory Services LLC ($14.80M), LPL Financial LLC ($11.83M), Avantax Advisory Services Inc. ($11.27M), JPMorgan Chase & Co. ($11.01M), Commonwealth Equity Services LLC ($10.72M), and Gladstone Institutional Advisory LLC ($10.58M).Learn more on ILCB's institutional investors.

Which institutional investors have been buying iShares Morningstar U.S. Equity ETF stock?

Of the 95 institutional investors that purchased iShares Morningstar U.S. Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Private Advisor Group LLC ($133.08K), Wells Fargo & Company MN ($54.58K), Assetmark Inc. ($47.25K), Gladstone Institutional Advisory LLC ($40.19K), Vantage Financial Partners LLC ($39.12K), Jim Saulnier & Associates LLC ($32.20K), and Prospera Financial Services Inc ($28.39K).

How much institutional buying is happening at iShares Morningstar U.S. Equity ETF?

Institutional investors have bought a total of 827,821 shares in the last 24 months. This purchase volume represents approximately $57.61M in transactions.

Which iShares Morningstar U.S. Equity ETF major shareholders have been selling company stock?

Of the 59 institutional investors that sold iShares Morningstar U.S. Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($50.83K), Vantage Financial Partners LLC ($35.96K), Commonwealth Equity Services LLC ($32.67K), Wealth Enhancement Advisory Services LLC ($28.42K), Wealthquest Corp ($28.25K), Benchmark Wealth Management LLC ($16.76K), and West Coast Financial LLC ($14.61K).

How much institutional selling is happening at iShares Morningstar U.S. Equity ETF?

Institutional investors have sold a total of 417,926 shares in the last 24 months. This volume of shares sold represents approximately $27.33M in transactions.


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This page (NYSEARCA:ILCB) was last updated on 1/21/2025 by MarketBeat.com Staff
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