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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)
49
Total
Institutional Inflows
(last 12 months)
$20.11M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$13.82M
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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
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%
4/23/2024 Raymond 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%
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%
4/8/2024 Benchmark 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%
2/21/2024American Trust14,617$961K0.1%-3.6%0.114%
2/16/2024 Wealthquest Corp4,207$277K0.0%-26.9%0.033%
2/13/2024 Tower Research Capital LLC TRC1,563$103K0.0%-81.2%0.012%
2/12/2024Focus Financial Network Inc. ADV15,498$1.02M0.0%N/A0.121%
2/12/2024 Quantitative Strategies Inc.35,421$2.33M1.4%+1.9%0.276%
2/9/2024 Cambridge Investment Research Advisors Inc.37,996$2.50M0.0%-5.0%0.296%
2/9/2024 Tidemark LLC608$40K0.0%N/A0.005%
2/9/2024 Assetmark Inc.47,027$3.09M0.0%+3,134.3%0.366%
2/9/2024 Corient Private Wealth LLC91,204$6.00M0.0%+2.7%0.710%
2/9/2024 Wells Fargo & Company MN112,296$7.39M0.0%+94.5%0.874%
2/9/2024 UBS Group AG99,712$6.56M0.0%+0.8%0.776%
2/8/2024 Pacific Sun Financial Corp7,920$521K0.3%-11.2%0.062%
2/8/2024 Lutz Financial Services LLC3,356$221K0.0%N/A0.026%
2/7/2024 Avantax Advisory Services Inc.165,267$10.87M0.1%+8.6%1.286%
Biden Nomination CANCELED? (Ad)

The Hill just published that Joe Biden has received enough delegates to…“clinch the Democratic presidential nomination and all but guaranteeing he will face off against former President Trump again in November.” Why is he all BUT guaranteed the Democratic nomination, in their words?

I believe I have the terrifying answer right here.
2/7/2024 Concourse Financial Group Securities Inc.12,059$793K0.1%-5.4%0.094%
2/6/2024 Apollon Wealth Management LLC10,220$672K0.0%-46.0%0.080%
2/6/2024 Merit Financial Group LLC68,895$4.53M0.1%-4.0%0.536%
2/5/2024 Vantage Financial Partners LLC10,057$661K0.2%+68.7%0.078%
2/1/2024 CWM LLC9,009$592K0.0%-6.5%0.070%
1/31/2024 J.W. Cole Advisors Inc.27,060$1.78M0.1%-0.7%0.211%
1/31/2024 Opus Capital Group LLC4,298$283K0.0%+4.0%0.033%
1/30/2024 Aurora Private Wealth Inc.3,742$246K0.2%+9.7%0.029%
1/29/2024 Crestwood Advisors Group LLC49,513$3.26M0.1%-2.7%0.385%
1/29/2024 NewEdge Wealth LLC8,220$541K0.0%-2.2%0.064%
1/26/2024 Cerity Partners LLC5,710$375K0.0%N/A0.044%
1/26/2024 Harbour Trust & Investment Management Co5,862$385K0.1%N/A0.046%
1/25/2024 International Assets Investment Management LLC12,363$813K0.0%N/A0.096%
1/25/2024 Capital Management Associates Inc6,507$428K0.4%N/A0.051%
1/24/2024 International Assets Investment Management LLC12,363$813K0.0%N/A0.096%
1/22/2024 Brand Asset Management Group Inc.57,467$3.78M1.7%-1.1%0.447%
1/19/2024 PFG Advisors16,037$1.06M0.1%+4.5%0.125%
1/19/2024 Benchmark Wealth Management LLC70,429$4.63M2.7%-0.3%0.548%
1/18/2024 TFB Advisors LLC4,644$305K0.2%N/A0.036%
1/18/2024 Global Retirement Partners LLC23,007$1.51M0.1%-5.9%0.179%
1/18/2024 SeaCrest Wealth Management LLC18,549$1.20M0.1%-2.5%0.144%
1/16/2024 Raymond James Financial Services Advisors Inc.29,389$1.93M0.0%-5.2%0.229%
1/11/2024 Chapin Davis Inc.7,663$504K0.2%-3.1%0.060%
1/11/2024 West Coast Financial LLC27,453$1.81M0.2%-1.6%0.214%
1/10/2024 Cornerstone Wealth Management LLC3,340$220K0.0%N/A0.026%
1/10/2024Dfpg Investments LLC10,614$687K0.1%-5.9%0.083%
1/2/2024 Dentgroup LLC15,475$1.02M0.9%-1.2%0.120%
11/16/2023Harbour Investments Inc.3,423$202K0.0%+32.8%0.027%
11/16/2023American Trust15,157$893K0.1%-9.4%0.118%
11/15/2023 Crestwood Advisors Group LLC50,893$3.00M0.1%-1.3%0.396%
11/14/2023 Tower Research Capital LLC TRC8,331$491K0.0%+96.3%0.065%
11/13/2023 LPL Financial LLC200,810$11.83M0.0%+2.4%1.563%
11/9/2023 UBS Group AG98,925$5.83M0.0%+1.1%0.770%
11/8/2023 HighTower Advisors LLC16,932$998K0.0%+85.9%0.132%
11/8/2023 Atria Wealth Solutions Inc.23,929$1.41M0.0%+2.1%0.186%
11/8/2023 NewEdge Wealth LLC8,404$495K0.0%+114.4%0.065%
11/8/2023 Avantax Advisory Services Inc.152,195$8.96M0.1%+0.8%1.184%
11/7/2023 Merit Financial Group LLC71,749$4.23M0.1%+0.9%0.558%
11/3/2023 Private Advisor Group LLC16,458$969K0.0%-1.4%0.128%
11/3/2023 West Coast Financial LLC27,906$1.64M0.2%-5.2%0.217%
11/2/2023 Vantage Financial Partners LLC5,963$351K0.1%-41.4%0.046%
11/2/2023 M&T Bank Corp4,550$268K0.0%N/A0.035%
10/27/2023 Assetmark Inc.1,454$86K0.0%-97.2%0.011%
10/25/2023 Strategic Investment Advisors MI3,598$212K0.0%N/A0.028%
10/24/2023 J.W. Cole Advisors Inc.27,238$1.60M0.1%-2.3%0.212%
10/24/2023 Raymond James Financial Services Advisors Inc.30,985$1.83M0.0%+9.1%0.241%
10/24/2023 Cambridge Investment Research Advisors Inc.39,982$2.36M0.0%-11.8%0.311%
10/23/2023Commonwealth Equity Services LLC144,103$8.49M0.0%-2.5%1.121%
10/18/2023 Flagstar Advisors Inc.8,535$505K0.2%-31.3%0.066%
10/18/2023 Strategic Blueprint LLC7,230$426K0.0%-7.1%0.056%
Biden Nomination CANCELED? (Ad)

The Hill just published that Joe Biden has received enough delegates to…“clinch the Democratic presidential nomination and all but guaranteeing he will face off against former President Trump again in November.” Why is he all BUT guaranteed the Democratic nomination, in their words?

I believe I have the terrifying answer right here.
10/18/2023 Brand Asset Management Group Inc.58,110$3.42M1.8%-1.5%0.452%
10/17/2023 Quantitative Strategies Inc.34,761$2.05M1.4%-14.9%0.271%
10/16/2023 Benchmark Wealth Management LLC70,606$4.16M2.7%-11.5%0.549%
10/13/2023 Global Retirement Partners LLC24,439$1.43M0.1%+7.6%0.190%
10/10/2023 SOA Wealth Advisors LLC.1,228$72K0.0%N/A0.010%
8/14/2023American Trust16,737$1.02M0.1%+8.6%0.130%
8/10/2023WFA of San Diego LLC1,080$66K0.1%N/A0.008%
8/10/2023Commonwealth Equity Services LLC147,849$9.03M0.0%-1.4%1.146%
8/10/2023 Cetera Advisor Networks LLC9,220$563K0.0%+2.9%0.071%
8/10/2023 Cetera Investment Advisers38,539$2.35M0.0%-0.5%0.299%
(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, 104 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 ($15.40M), LPL Financial LLC ($11.83M), Avantax Advisory Services Inc. ($11.27M), Commonwealth Equity Services LLC ($10.76M), Wells Fargo & Company MN ($7.39M), and JPMorgan Chase & Co. ($7.07M).Learn more on ILCB's institutional investors.

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

Of the 77 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: Merit Financial Group LLC ($64.24K), Wells Fargo & Company MN ($54.58K), Assetmark Inc. ($47.25K), Flow Traders U.S. LLC ($40.29K), Vantage Financial Partners LLC ($39.12K), International Assets Investment Management LLC ($24.73K), and Avantax Advisory Services Inc. ($24.68K).

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

Institutional investors have bought a total of 586,027 shares in the last 24 months. This purchase volume represents approximately $34.52M in transactions.

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

Of the 58 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: Wealthquest Corp ($230.10K), Cambridge Investment Research Advisors Inc. ($66.55K), Assetmark Inc. ($50.83K), Vantage Financial Partners LLC ($30.68K), JPMorgan Chase & Co. ($30.16K), Commonwealth Equity Services LLC ($28.14K), and LPL Financial LLC ($26.93K).

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

Institutional investors have sold a total of 684,459 shares in the last 24 months. This volume of shares sold represents approximately $37.52M in transactions.


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This page (NYSEARCA:ILCB) was last updated on 5/19/2024 by MarketBeat.com Staff

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