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

iShares Morningstar U.S. Equity ETF logo
$76.84 -1.53 (-1.95%)
As of 03/28/2025 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)
72
Total
Institutional Inflows
(last 12 months)
$162.31M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$21.39M
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ILCB Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC173,522$14.08M0.0%-7.1%1.209%
3/14/2025Keystone Financial Services LLC10,707$869K0.8%N/A0.075%
2/19/2025 Blue Sky Capital Consultants Group Inc.2,734$222K0.1%N/A0.022%
2/18/2025 GTS Securities LLC9,853$800K0.0%-41.1%0.080%
2/17/2025 Two Sigma Investments LP37,700$3.06M0.0%N/A0.307%
2/17/2025 Cetera Investment Advisers48,009$3.90M0.0%-2.3%0.390%
2/17/2025 Citadel Advisors LLC27,701$2.25M0.0%+339.2%0.225%
2/17/2025 Baird Financial Group Inc.7,862$638K0.0%+11.8%0.064%
2/17/2025 Bank of America Corp DE172,106$13.97M0.0%+1.2%1.399%
2/17/2025 Ameriprise Financial Inc.405,951$32.95M0.0%-1.7%3.300%
2/17/2025 Aptus Capital Advisors LLC370$30K0.0%N/A0.003%
2/14/2025 Jane Street Group LLC3,766$306K0.0%-27.2%0.031%
2/14/2025 Comerica Bank8,455$686K0.0%-2.0%0.069%
2/14/2025 AdvisorShares Investments LLC506,111$41.08M7.9%+36.1%4.115%
2/14/2025 Kovitz Investment Group Partners LLC12,170$988K0.0%-4.2%0.099%
2/14/2025 Harvest Investment Services LLC2,471$201K0.0%N/A0.020%
2/14/2025 IHT Wealth Management LLC7,196$584K0.0%-13.4%0.059%
2/14/2025 Stifel Financial Corp9,807$796K0.0%+7.1%0.080%
2/14/2025 Optivise Advisory Services LLC3,976$323K0.2%-8.8%0.032%
2/14/2025 Tower Research Capital LLC TRC 1,706$138K0.0%-12.4%0.014%
2/14/2025 MML Investors Services LLC30,888$2.51M0.0%+14.5%0.251%
2/14/2025 Concourse Financial Group Securities Inc.11,507$969K0.1%-1.4%0.094%
2/13/2025 Mariner LLC13,555$1.10M0.0%-2.5%0.110%
2/13/2025 Russell Investments Group Ltd.394$32K0.0%+286.3%0.003%
2/13/2025 Envestnet Asset Management Inc.53,604$4.35M0.0%-3.3%0.436%
2/13/2025 Wells Fargo & Company MN494,414$40.13M0.0%+35.9%4.020%
2/12/2025 Arete Wealth Advisors LLC32,044$2.61M0.2%+199.9%0.261%
2/12/2025 OLD Mission Capital LLC4,199$341K0.0%-62.5%0.034%
2/12/2025 Orion Portfolio Solutions LLC18,623$1.51M0.0%+18.2%0.151%
2/12/2025 JPMorgan Chase & Co.142,825$11.59M0.0%+2.8%1.161%
2/12/2025 Tyler Stone Wealth Management8,384$680K0.1%+2.5%0.068%
2/11/2025 LPL Financial LLC1,261,498$102.38M0.0%+352.9%10.256%
2/10/2025 Thrivent Financial for Lutherans8,907$723K0.0%-1.5%0.072%
2/10/2025 Corient Private Wealth LLC93,590$7.60M0.0%-9.3%0.761%
2/10/2025 Envestnet Portfolio Solutions Inc.3,032$246K0.0%N/A0.025%
2/10/2025 Avalon Trust Co400$32K0.0%-76.4%0.003%
2/10/2025 Greykasell Wealth Strategies Inc.26,764$2.17M1.2%N/A0.218%
2/10/2025 May Barnhard Investments LLC15,465$1.26M0.6%N/A0.126%
2/10/2025 Commonwealth Equity Services LLC154,204$12.52M0.0%+0.1%1.254%
2/7/2025 PFG Advisors7,809$634K0.0%-9.8%0.063%
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2/6/2025 Raymond James Financial Inc.134,744$10.94M0.0%N/A1.095%
2/6/2025 Vantage Financial Partners LLC7,858$638K0.2%+15.2%0.064%
2/6/2025 Assetmark Inc.23,178$1.88M0.0%+31,650.7%0.188%
2/6/2025 Synergy Investment Management LLC2,846$231K0.1%N/A0.023%
2/6/2025 Steward Partners Investment Advisory LLC4,018$326K0.0%+9.0%0.033%
2/5/2025 Siligmueller & Norvid Wealth Advisors LLC9,844$799K0.3%N/A0.080%
2/4/2025 Portland Financial Advisors Inc4,387$356K1.0%N/A0.036%
2/3/2025 Private Advisor Group LLC108,292$8.79M0.0%-16.6%0.880%
2/3/2025 Good Life Advisors LLC6,534$530K0.0%-50.0%0.053%
1/31/2025 Global Retirement Partners LLC29,684$2.41M0.1%+25.1%0.241%
1/31/2025 Atria Wealth Solutions Inc.28,733$2.33M0.0%+5.8%0.234%
1/31/2025 J.W. Cole Advisors Inc.28,269$2.29M0.1%+1.0%0.230%
1/30/2025 MidAtlantic Capital Management Inc.3,905$317K0.2%-12.0%0.032%
1/29/2025 Gladstone Institutional Advisory LLC127,997$10.39M0.5%-4.1%1.041%
1/29/2025 Savant Capital LLC13,208$1.07M0.0%-49.4%0.107%
1/29/2025 Harbour Trust & Investment Management Co5,200$422K0.0%-6.0%0.042%
1/28/2025 Capital Management Associates Inc6,696$543K0.2%+4.1%0.054%
1/27/2025 Silver Oak Securities Incorporated6,642$542K0.1%-56.9%0.054%
1/27/2025 Money Concepts Capital Corp17,074$1.39M0.1%+28.9%0.139%
1/27/2025 Commonwealth Financial Services LLC11,933$969K0.2%+18.2%0.097%
1/24/2025 Trinity Wealth Management LLC16,373$1.33M0.6%+1.2%0.133%
1/23/2025 Strategic Blueprint LLC8,320$675K0.0%-8.8%0.068%
1/22/2025 Jim Saulnier & Associates LLC40,174$3.26M2.9%+24.8%0.327%
1/22/2025 Kingswood Wealth Advisors LLC3,463$281K0.0%N/A0.028%
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%
12/26/2024 JPMorgan Chase & Co.138,957$11.01M0.0%+14.2%1.130%
12/13/2024 B. Riley Wealth Advisors Inc.8,574$674K0.0%N/A0.070%
11/29/2024 American Trust15,798$1.25M0.1%+1.2%0.128%
11/21/2024 Wealthquest Corp2,707$213K0.0%-14.6%0.022%
11/18/2024 Arete Wealth Advisors LLC10,686$843K0.1%-46.3%0.087%
11/15/2024 MML Investors Services LLC26,970$2.14M0.0%+1.5%0.219%
11/15/2024 Orion Portfolio Solutions LLC15,750$1.25M0.0%+161.0%0.128%
11/15/2024 Jane Street Group LLC5,174$410K0.0%N/A0.042%
11/15/2024 Stifel Financial Corp9,158$726K0.0%+44.0%0.074%
11/15/2024 IHT Wealth Management LLC8,314$658K0.0%+8.7%0.068%
11/13/2024 FMR LLC13,076$1.04M0.0%-5.8%0.106%
11/12/2024 Jim Saulnier & Associates LLC32,197$2.55M2.6%N/A0.262%
11/12/2024 Flagstar Advisors Inc.4,288$340K0.1%-4.2%0.035%
11/8/2024 Prospera Financial Services Inc28,390$2.25M0.1%N/A0.231%
11/7/2024 MidAtlantic Capital Management Inc.4,437$352K0.3%N/A0.036%
11/7/2024 Thrivent Financial for Lutherans9,045$717K0.0%+17.7%0.074%
11/5/2024 Harbour Investments Inc.2,406$191K0.0%-31.1%0.020%
11/4/2024 Tyler Stone Wealth Management8,178$648K0.1%+100.2%0.066%
10/30/2024 Crestwood Advisors Group LLC43,897$3.48M0.1%-1.4%0.357%
10/28/2024 Gladstone Institutional Advisory LLC133,511$10.58M0.5%+43.1%1.085%
The unusual signal flashing green again (Ad)

Something fascinating happened in April... While a lot of Wall Street institutions were opening new positions in a falling stock, something different showed up on my screen. A special set of candles had just turned green - signaling the kind of momentum surge I'd seen only a handful of times before. What happened next? The stock soared 45% on the underlying stock in just a few weeks and 227% for anyone who traded the options. Naturally, there would have been smaller wins and those that would not have worked out, but this wasn't some penny stock or crypto play… It was ARM Holdings - a major semiconductor player that had just shed 9% of its value.

I’ve put together everything you need to know here.
10/25/2024 Strategic Blueprint LLC9,120$723K0.0%-2.1%0.074%
10/25/2024 Diversify Advisory Services LLC4,517$364K0.0%-14.2%0.037%
10/24/2024 J.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%
10/23/2024 Silver Oak Securities Incorporated15,400$1.22M0.1%N/A0.125%
10/23/2024 Harbour Trust & Investment Management Co5,532$438K0.0%-5.6%0.045%
10/23/2024 Quantitative Strategies Inc.33,530$2.66M1.4%-7.0%0.273%
10/23/2024 Commonwealth Financial Services LLC10,097$793K0.2%+15.4%0.082%
10/22/2024 Private Advisor Group LLC129,808$10.29M0.1%+866.6%1.055%
10/19/2024 Trinity Wealth Management LLC16,175$1.28M0.6%N/A0.132%
(Data available from 1/1/2016 forward)

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ILCB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ILCB shares?

During the previous two years, 141 institutional investors and hedge funds held shares of iShares Morningstar U.S. Equity ETF. The most heavily invested institutionals were LPL Financial LLC ($102.38M), AdvisorShares Investments LLC ($41.08M), Wells Fargo & Company MN ($40.13M), Equitable Holdings Inc. ($36.12M), Ameriprise Financial Inc. ($32.95M), Wealth Enhancement Advisory Services LLC ($14.08M), and Bank of America Corp DE ($13.97M).Learn more on ILCB's institutional investors.

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

Of the 109 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: LPL Financial LLC ($992.24K), Wells Fargo & Company MN ($185.11K), Raymond James Financial Inc. ($134.74K), AdvisorShares Investments LLC ($134.19K), Private Advisor Group LLC ($133.08K), Assetmark Inc. ($68.68K), and Gladstone Institutional Advisory LLC ($40.19K).

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

Institutional investors have bought a total of 2,394,251 shares in the last 24 months. This purchase volume represents approximately $185.88M in transactions.

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

Of the 74 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), Wealth Enhancement Advisory Services LLC ($41.68K), Vantage Financial Partners LLC ($35.96K), Private Advisor Group LLC ($24.78K), Commonwealth Equity Services LLC ($19.67K), Benchmark Wealth Management LLC ($16.36K), 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 476,501 shares in the last 24 months. This volume of shares sold represents approximately $33.56M in transactions.


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This page (NYSEARCA:ILCB) was last updated on 3/31/2025 by MarketBeat.com Staff
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