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

iShares Morningstar U.S. Equity ETF logo
$81.93 +0.96 (+1.19%)
(As of 12/20/2024 04:33 PM ET)
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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)
$43.07M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$12.25M
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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
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%
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%
10/19/2024Trinity Wealth Management LLC16,175$1.28M0.6%N/A0.132%
10/16/2024 Good 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%
10/10/2024 Concourse Financial Group Securities Inc.11,668$924K0.1%-1.5%0.095%
10/10/2024 HCR Wealth Advisors2,536$201K0.0%N/A0.021%
10/9/2024 West Coast Financial LLC19,439$1.54M0.2%-9.9%0.158%
10/8/2024 Brightwater Advisory LLC7,371$584K0.4%-3.4%0.060%
10/8/2024 Mather Group LLC.993$79K0.0%-14.5%0.008%
10/7/2024 Richard P Slaughter Associates Inc5,056$401K0.1%-14.4%0.041%
9/10/2024 Brightwater Advisory LLC7,634$574K0.4%N/A0.062%
9/5/2024 Sanctuary Advisors LLC7,576$533K0.0%N/A0.062%
8/27/2024New Century Financial Group LLC2,691$202K0.1%N/A0.022%
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8/26/2024 Wealthquest Corp3,168$238K0.0%-4.9%0.026%
8/22/2024 Cetera Investment Advisers51,498$3.87M0.0%-1.0%0.419%
8/16/2024 Northwestern Mutual Wealth Management Co.8,469$637K0.0%-62.1%0.069%
8/16/2024 Creative Planning7,983$600K0.0%+5.3%0.065%
8/14/2024 Commonwealth Financial Services LLC8,749$671K0.1%N/A0.071%
8/13/2024 Thrivent Financial for Lutherans7,684$578K0.0%+16.4%0.062%
8/8/2024 J.W. Cole Advisors Inc.26,643$2.00M0.1%+2.2%0.217%
8/8/2024 Envestnet Asset Management Inc.45,504$3.42M0.0%-3.8%0.370%
8/8/2024 PFG Advisors14,450$1.09M0.1%-10.0%0.117%
8/7/2024 Vantage Financial Partners LLC3,161$238K0.1%-62.6%0.026%
8/7/2024 Ashton Thomas Private Wealth LLC1,840$138K0.0%N/A0.015%
8/5/2024 Private Advisor Group LLC13,430$1.01M0.0%-8.9%0.109%
8/2/2024Larson Financial Group LLC4,024$302K0.0%N/A0.033%
8/2/2024 Tortoise Investment Management LLC1,340$101K0.0%N/A0.011%
8/1/2024 Crestwood Advisors Group LLC44,527$3.35M0.1%-9.3%0.362%
7/31/2024 Asset Allocation Strategies LLC3,877$291K0.1%-8.9%0.032%
7/31/2024Commonwealth Equity Services LLC142,631$10.72M0.0%-3.9%1.160%
7/27/2024 Strategic Blueprint LLC9,314$700K0.0%+4.3%0.076%
7/26/2024 Cambridge Investment Research Advisors Inc.40,302$3.03M0.0%+3.2%0.328%
7/22/2024 Atria 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%
7/20/2024Brand 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%
6/11/2024 American Trust15,553$1.13M0.1%+6.4%0.126%
5/24/2024Cetera Advisors LLC8,774$636K0.0%+52.7%0.071%
5/24/2024 Cetera Investment Advisers52,003$3.77M0.0%+43.7%0.423%
5/13/2024 Index Fund Advisors Inc.2,800$203K0.0%N/A0.023%
5/9/2024 Wealthquest Corp3,330$241K0.0%-20.8%0.027%
5/8/2024 Avantax Advisory Services Inc.155,521$11.27M0.1%-5.9%1.259%
5/7/2024 Choate Investment Advisors5,739$416K0.0%N/A0.046%
5/3/2024 TFB Advisors LLC4,183$290K0.1%-9.9%0.034%
5/2/2024 Vantage Financial Partners LLC8,442$612K0.2%-16.1%0.068%
5/1/2024 Concourse 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%
4/30/2024 Private Advisor Group LLC14,736$1.07M0.0%-10.4%0.119%
4/30/2024 J.W. Cole Advisors Inc.26,080$1.89M0.1%-3.6%0.211%
4/29/2024Commonwealth Equity Services LLC148,435$10.76M0.0%-3.1%1.202%
4/26/2024 Opus Capital Group LLC3,252$236K0.0%-24.3%0.026%
4/25/2024 Cambridge Investment Research Advisors Inc.39,065$2.83M0.0%+2.8%0.316%
4/23/2024 Strategic 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%
4/18/2024 Chapin Davis Inc.7,884$571K0.2%+2.9%0.061%
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4/16/2024 Wealth Enhancement Advisory Services LLC212,515$15.40M0.0%-1.2%1.654%
4/15/2024 Flagstar 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%
4/11/2024 Rockland Trust Co.10,669$773K0.0%-1.5%0.083%
4/9/2024 Mather Group LLC.1,162$84K0.0%N/A0.009%
4/8/2024Benchmark Wealth Management LLC66,700$4.83M2.6%-5.3%0.519%
4/5/2024 CWM LLC7,272$527K0.0%-19.3%0.057%
3/22/2024 PNC Financial Services Group Inc.640$42K0.0%-55.5%0.005%
3/4/2024 Vima LLC728$48K0.1%N/A0.006%
2/21/2024 American Trust14,617$961K0.1%-3.6%0.114%
(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), Commonwealth Equity Services LLC ($10.72M), Gladstone Institutional Advisory LLC ($10.58M), and Private Advisor Group LLC ($10.29M).Learn more on ILCB's institutional investors.

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

Of the 94 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 812,368 shares in the last 24 months. This purchase volume represents approximately $56.26M 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 Northwestern Mutual Wealth Management Co. ($13.89K).

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

Institutional investors have sold a total of 390,676 shares in the last 24 months. This volume of shares sold represents approximately $25.06M in transactions.


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This page (NYSEARCA:ILCB) was last updated on 12/22/2024 by MarketBeat.com Staff
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