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

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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)
71
Total
Institutional Inflows
(last 12 months)
$162.28M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$21.09M
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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
4/15/2025Focus Financial Network Inc.4,903$379K0.0%-10.1%0.034%
4/11/2025 SeaCrest Wealth Management LLC11,137$860K0.1%-3.8%0.078%
4/11/2025 West Coast Financial LLC16,653$1.29M0.1%-8.2%0.116%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.1,496$116K0.0%+42.7%0.010%
4/10/2025 Brand Asset Management Group Inc.45,571$3.52M1.5%-1.4%0.318%
4/9/2025 Merit Financial Group LLC66,306$5.12M0.1%+0.3%0.462%
4/7/2025 Benchmark Wealth Management LLC64,492$4.98M2.4%-3.3%0.449%
3/17/2025Wealth Enhancement Advisory Services LLC173,522$14.08M0.0%-7.1%1.209%
3/14/2025Keystone Financial Services LLC10,707$869K0.8%N/A0.075%
2/19/2025Blue Sky Capital Consultants Group Inc.2,734$222K0.1%N/A0.022%
2/18/2025GTS Securities LLC9,853$800K0.0%-41.1%0.080%
2/17/2025Two Sigma Investments LP37,700$3.06M0.0%N/A0.307%
2/17/2025Cetera Investment Advisers48,009$3.90M0.0%-2.3%0.390%
2/17/2025Citadel Advisors LLC27,701$2.25M0.0%+339.2%0.225%
2/17/2025Baird Financial Group Inc.7,862$638K0.0%+11.8%0.064%
2/17/2025Bank of America Corp DE172,106$13.97M0.0%+1.2%1.399%
2/17/2025Ameriprise Financial Inc.405,951$32.95M0.0%-1.7%3.300%
2/17/2025Aptus Capital Advisors LLC370$30K0.0%N/A0.003%
2/14/2025Jane Street Group LLC3,766$306K0.0%-27.2%0.031%
2/14/2025Comerica Bank8,455$686K0.0%-2.0%0.069%
2/14/2025AdvisorShares Investments LLC506,111$41.08M7.9%+36.1%4.115%
2/14/2025Kovitz Investment Group Partners LLC12,170$988K0.0%-4.2%0.099%
2/14/2025Harvest Investment Services LLC2,471$201K0.0%N/A0.020%
2/14/2025IHT Wealth Management LLC7,196$584K0.0%-13.4%0.059%
2/14/2025Stifel Financial Corp9,807$796K0.0%+7.1%0.080%
2/14/2025Optivise Advisory Services LLC3,976$323K0.2%-8.8%0.032%
2/14/2025Tower Research Capital LLC TRC 1,706$138K0.0%-12.4%0.014%
2/14/2025MML Investors Services LLC30,888$2.51M0.0%+14.5%0.251%
2/14/2025Concourse Financial Group Securities Inc.11,507$969K0.1%-1.4%0.094%
2/13/2025Mariner LLC13,555$1.10M0.0%-2.5%0.110%
2/13/2025Russell Investments Group Ltd.394$32K0.0%+286.3%0.003%
2/13/2025Envestnet Asset Management Inc.53,604$4.35M0.0%-3.3%0.436%
2/13/2025Wells Fargo & Company MN494,414$40.13M0.0%+35.9%4.020%
2/12/2025Arete Wealth Advisors LLC32,044$2.61M0.2%+199.9%0.261%
2/12/2025OLD Mission Capital LLC4,199$341K0.0%-62.5%0.034%
2/12/2025Orion Portfolio Solutions LLC18,623$1.51M0.0%+18.2%0.151%
2/12/2025JPMorgan Chase & Co.142,825$11.59M0.0%+2.8%1.161%
2/12/2025Tyler Stone Wealth Management8,384$680K0.1%+2.5%0.068%
2/11/2025LPL Financial LLC1,261,498$102.38M0.0%+352.9%10.256%
2/10/2025Thrivent Financial for Lutherans8,907$723K0.0%-1.5%0.072%
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2/10/2025Corient Private Wealth LLC93,590$7.60M0.0%-9.3%0.761%
2/10/2025Envestnet Portfolio Solutions Inc.3,032$246K0.0%N/A0.025%
2/10/2025Avalon Trust Co400$32K0.0%-76.4%0.003%
2/10/2025Greykasell Wealth Strategies Inc.26,764$2.17M1.2%N/A0.218%
2/10/2025May Barnhard Investments LLC15,465$1.26M0.6%N/A0.126%
2/10/2025Commonwealth Equity Services LLC154,204$12.52M0.0%+0.1%1.254%
2/7/2025PFG Advisors7,809$634K0.0%-9.8%0.063%
2/6/2025Raymond James Financial Inc.134,744$10.94M0.0%N/A1.095%
2/6/2025Vantage Financial Partners LLC7,858$638K0.2%+15.2%0.064%
2/6/2025Assetmark Inc.23,178$1.88M0.0%+31,650.7%0.188%
2/6/2025Synergy Investment Management LLC2,846$231K0.1%N/A0.023%
2/6/2025Steward Partners Investment Advisory LLC4,018$326K0.0%+9.0%0.033%
2/5/2025Siligmueller & Norvid Wealth Advisors LLC9,844$799K0.3%N/A0.080%
2/4/2025Portland Financial Advisors Inc4,387$356K1.0%N/A0.036%
2/3/2025Private Advisor Group LLC108,292$8.79M0.0%-16.6%0.880%
2/3/2025Good Life Advisors LLC6,534$530K0.0%-50.0%0.053%
1/31/2025Global Retirement Partners LLC29,684$2.41M0.1%+25.1%0.241%
1/31/2025Atria Wealth Solutions Inc.28,733$2.33M0.0%+5.8%0.234%
1/31/2025J.W. Cole Advisors Inc.28,269$2.29M0.1%+1.0%0.230%
1/30/2025MidAtlantic Capital Management Inc.3,905$317K0.2%-12.0%0.032%
1/29/2025Gladstone Institutional Advisory LLC127,997$10.39M0.5%-4.1%1.041%
1/29/2025Savant Capital LLC13,208$1.07M0.0%-49.4%0.107%
1/29/2025Harbour Trust & Investment Management Co5,200$422K0.0%-6.0%0.042%
1/28/2025Capital Management Associates Inc6,696$543K0.2%+4.1%0.054%
1/27/2025Silver Oak Securities Incorporated6,642$542K0.1%-56.9%0.054%
1/27/2025Money Concepts Capital Corp17,074$1.39M0.1%+28.9%0.139%
1/27/2025Commonwealth 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%
1/23/2025Strategic Blueprint LLC8,320$675K0.0%-8.8%0.068%
1/22/2025Jim Saulnier & Associates LLC40,174$3.26M2.9%+24.8%0.327%
1/22/2025Kingswood Wealth Advisors LLC3,463$281K0.0%N/A0.028%
1/16/2025Evanson Asset Management LLC2,500$203K0.0%N/A0.020%
1/15/2025Ameritas Advisory Services LLC7,539$612K0.0%-61.3%0.061%
1/15/2025Helen 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%
11/21/2024Wealthquest 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%
11/12/2024 Flagstar Advisors Inc.4,288$340K0.1%-4.2%0.035%
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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%
10/25/2024Diversify 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%
(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 108 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 2,380,673 shares in the last 24 months. This purchase volume represents approximately $185.12M 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 ($18.57K), and West Coast Financial LLC ($16.10K).

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

Institutional investors have sold a total of 479,850 shares in the last 24 months. This volume of shares sold represents approximately $33.86M in transactions.


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This page (NYSEARCA:ILCB) was last updated on 4/15/2025 by MarketBeat.com Staff
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