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

iShares Morningstar U.S. Equity ETF logo
$92.08 +1.44 (+1.59%)
Closing price 10/13/2025 04:10 PM Eastern
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$92.06 -0.02 (-0.02%)
As of 10/13/2025 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)
82
Total
Institutional Inflows
(last 12 months)
$242.86M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$143.75M
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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
10/9/2025 Chapin Davis Inc.6,188$572K0.1%-6.1%0.050%
9/26/2025Corient Private Wealth LLC89,866$7.71M0.0%-53.3%0.728%
9/4/2025Osaic Holdings Inc.269,313$23.10M0.0%+5.9%2.181%
9/3/2025American Trust17,226$1.48M0.1%N/A0.139%
8/27/2025Orion Porfolio Solutions LLC18,531$1.59M0.0%-7.1%0.150%
8/18/2025Tyler Stone Wealth Management9,346$802K0.1%+5.2%0.076%
8/18/2025Geneos Wealth Management Inc.2,415$207K0.0%-24.7%0.020%
8/15/2025Corient Private Wealth LLC89,866$7.71M0.0%-53.3%0.728%
8/15/2025Orion Porfolio Solutions LLC18,531$1.59M0.0%-7.1%0.150%
8/15/2025MML Investors Services LLC24,363$2.09M0.0%-11.1%0.197%
8/15/2025Modern Wealth Management LLC30,777$2.64M0.1%N/A0.249%
8/15/2025Bank of America Corp DE109,584$9.40M0.0%+1.4%0.887%
8/15/2025Ameriprise Financial Inc.494,207$42.42M0.0%+3.6%4.002%
8/14/2025Raymond James Financial Inc.35,557$3.05M0.0%-35.0%0.288%
8/14/2025Cerity Partners LLC19,972$1.71M0.0%+287.8%0.162%
8/13/2025M&T Bank Corp6,595$566K0.0%+44.9%0.053%
8/13/2025Scotia Capital Inc.2,609$224K0.0%-44.0%0.021%
8/13/2025Northwestern Mutual Wealth Management Co.18,205$1.56M0.0%+106.3%0.147%
8/12/2025Laurel Wealth Advisors LLC4,118$353K0.0%+8,479.2%0.033%
8/12/2025Steward Partners Investment Advisory LLC3,782$324K0.0%+10.4%0.031%
8/12/2025Global Retirement Partners LLC28,666$2.46M0.1%N/A0.232%
8/12/2025Tableaux LLC24,000$2.06M0.1%N/A0.194%
8/12/2025AlphaCore Capital LLC3,528$303K0.0%N/A0.029%
8/12/2025JPMorgan Chase & Co.129,462$11.11M0.0%-5.6%1.048%
8/11/2025Greykasell Wealth Strategies Inc.10,858$931K0.4%-53.5%0.089%
8/8/2025Avantax Advisory Services Inc.150,982$12.95M0.1%-2.9%1.233%
8/8/2025Cetera Investment Advisers45,275$3.88M0.0%+3.0%0.370%
8/8/2025Creative Planning9,562$820K0.0%-35.7%0.078%
8/8/2025PNC Financial Services Group Inc.4,408$378K0.0%+626.2%0.036%
8/7/2025Allworth Financial LP1,426$122K0.0%N/A0.012%
8/6/2025Savant Capital LLC13,463$1.16M0.0%+1.9%0.110%
8/5/2025Crestwood Advisors Group LLC42,927$3.68M0.1%-0.3%0.350%
8/4/2025Jim Saulnier & Associates LLC39,098$3.35M2.3%-6.1%0.319%
8/4/2025Assetmark Inc.1,703$146K0.0%-90.6%0.014%
8/1/2025Envestnet Asset Management Inc.40,590$3.48M0.0%-10.8%0.331%
7/30/2025Strategic Blueprint LLC7,040$604K0.0%-7.6%0.057%
7/29/2025Elevation Capital Advisory LLC82,157$7.05M2.8%-6.7%0.671%
7/28/2025Harbour Investments Inc.2,289$196K0.0%-4.9%0.019%
7/25/2025Atria Wealth Solutions Inc.21,006$1.80M0.0%-23.8%0.171%
7/25/2025Envestnet Portfolio Solutions Inc.2,630$226K0.0%-18.6%0.021%
7/25/2025Commonwealth Financial Services LLC16,356$1.40M0.3%+11.7%0.134%
7/24/2025Edge Financial Advisors LLC4,693$402K0.2%N/A0.038%
7/23/2025Capital Management Associates Inc7,219$619K0.2%-49.9%0.059%
7/23/2025Kingswood Wealth Advisors LLC2,850$245K0.0%-30.3%0.023%
7/22/2025DAVENPORT & Co LLC2,624$225K0.0%N/A0.021%
7/22/2025Merit Financial Group LLC71,150$6.10M0.1%+7.3%0.581%
7/22/2025Wealthcare Advisory Partners LLC2,350$202K0.0%N/A0.019%
7/21/2025Ameritas Advisory Services LLC1,555$133K0.0%-79.4%0.013%
7/17/2025 HCR Wealth Advisors2,536$218K0.0%N/A0.021%
7/15/2025Evanson Asset Management LLC2,500$214K0.0%N/A0.020%
7/14/2025Farmers & Merchants Investments Inc.1,959$168K0.0%-5.8%0.016%
7/14/2025Flagstar Advisors Inc.4,143$355K0.1%-3.9%0.034%
7/11/2025Silver Oak Securities Incorporated4,310$370K0.0%-14.2%0.035%
7/11/2025SeaCrest Wealth Management LLC10,090$866K0.1%-9.4%0.082%
7/10/2025Exchange Traded Concepts LLC272,912$23.41M0.3%N/A2.219%
7/10/2025Wealth Enhancement Advisory Services LLC166,562$14.45M0.0%-7.2%1.354%
7/9/2025Brand Asset Management Group Inc.43,555$3.74M1.4%-4.4%0.354%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,877$161K0.0%+25.5%0.015%
6/27/2025Goldman Sachs Group Inc.46,115$3.56M0.0%N/A0.376%
5/20/2025Focus Partners Wealth3,528$273K0.0%N/A0.025%
5/19/2025Jane Street Group LLC6,659$514K0.0%+76.8%0.046%
5/16/2025Arete Wealth Advisors LLC14,101$1.09M0.1%-56.0%0.098%
5/16/2025Goldman Sachs Group Inc.46,115$3.56M0.0%N/A0.321%
5/16/2025Jones Financial Companies Lllp307,459$23.75M0.0%+112,936.4%2.143%
5/16/2025Integrated Wealth Concepts LLC2,769$214K0.0%N/A0.019%
5/15/2025Royal Bank of Canada47,673$3.68M0.0%+11.5%0.332%
5/15/2025Baird Financial Group Inc.4,845$374K0.0%-38.4%0.034%
5/14/2025Northwestern Mutual Wealth Management Co.8,823$682K0.0%+4.4%0.061%
5/14/2025Ameriprise Financial Inc.477,211$36.87M0.0%+17.6%3.326%
5/14/2025Flow Traders U.S. LLC8,078$624K0.0%N/A0.056%
5/13/2025Raymond James Financial Inc.54,669$4.22M0.0%-59.4%0.381%
5/13/2025Tyler Stone Wealth Management8,887$687K0.1%+6.0%0.062%
5/13/2025Elevation Capital Advisory LLC88,050$6.80M3.0%N/A0.614%
5/12/2025Financial Engines Advisors L.L.C.3,124$241K0.0%N/A0.022%
5/9/2025Commonwealth Financial Services LLC14,647$1.13M0.2%+22.7%0.102%
5/9/2025Greykasell Wealth Strategies Inc.23,355$1.80M1.0%-12.7%0.163%
5/9/2025Atria Wealth Solutions Inc.27,583$2.13M0.0%-4.0%0.192%
5/9/2025PNC Financial Services Group Inc.607$47K0.0%-39.7%0.004%
5/8/2025Portland Financial Advisors Inc3,974$307K0.8%-9.4%0.028%
5/7/2025Vantage Financial Partners LLC7,598$587K0.1%-3.3%0.053%
5/7/2025LPL Financial LLC188,613$14.57M0.0%-85.0%1.314%
5/6/2025Assetmark Inc.18,085$1.40M0.0%-22.0%0.126%
5/6/2025Cetera Investment Advisers43,944$3.40M0.0%-8.5%0.306%
5/6/2025Avantax Advisory Services Inc.155,493$12.01M0.1%-3.3%1.084%
5/6/2025PFG Advisors3,123$241K0.0%-60.0%0.022%
5/5/2025Crestwood Advisors Group LLC43,074$3.33M0.1%-1.7%0.300%
5/5/2025Private Advisor Group LLC14,132$1.09M0.0%-87.0%0.098%
5/5/2025Diversify Advisory Services LLC3,255$250K0.0%-27.1%0.023%
5/2/2025Landaas & Co. WI ADV4,432$342K0.1%-9.8%0.031%
5/1/2025CWM LLC8,433$652K0.0%+3.8%0.059%
4/30/2025Cerity Partners LLC5,150$398K0.0%+2.6%0.036%
4/30/2025Capital Management Associates Inc14,406$1.11M0.3%+115.1%0.100%
4/29/2025Envestnet Asset Management Inc.45,487$3.51M0.0%-15.1%0.317%
4/29/2025Strategic Blueprint LLC7,620$589K0.0%-8.4%0.053%
4/29/2025Silver Oak Securities Incorporated5,024$386K0.0%-24.4%0.035%
4/28/2025Harbour Trust & Investment Management Co4,700$363K0.0%-9.6%0.033%
4/25/2025Keystone Financial Services LLC11,245$869K0.7%+5.0%0.078%
4/23/2025Security National Bank1,158$89K0.0%-10.9%0.008%
4/23/2025Chapin Davis Inc.6,587$509K0.2%-16.5%0.046%
4/22/2025Cambridge Investment Research Advisors Inc.46,011$3.56M0.0%-16.8%0.321%
(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, 152 institutional investors and hedge funds held shares of iShares Morningstar U.S. Equity ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($42.42M), AdvisorShares Investments LLC ($41.08M), Wells Fargo & Company MN ($40.13M), Jones Financial Companies Lllp ($23.75M), Exchange Traded Concepts LLC ($23.41M), Osaic Holdings Inc. ($23.10M), and LPL Financial LLC ($14.57M).Learn more on iShares Morningstar U.S. Equity ETF's institutional investors.

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

Of the 121 institutional investors that purchased iShares Morningstar U.S. Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($987.60K), Jones Financial Companies Lllp ($307.19K), Exchange Traded Concepts LLC ($272.91K), Wells Fargo & Company MN ($185.11K), Raymond James Financial Inc. ($134.74K), AdvisorShares Investments LLC ($134.19K), and Private Advisor Group LLC ($116.38K).

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

Institutional investors have bought a total of 3,002,333 shares in the last 24 months. This purchase volume represents approximately $242.86M in transactions.

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

Of the 68 institutional investors that sold iShares Morningstar U.S. Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($1.07M), Corient Private Wealth LLC ($214.56K), Private Advisor Group LLC ($115.68K), Raymond James Financial Inc. ($99.19K), Wealth Enhancement Advisory Services LLC ($31.71K), Arete Wealth Advisors LLC ($27.17K), and Assetmark Inc. ($21.48K).

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

Institutional investors have sold a total of 1,816,360 shares in the last 24 months. This volume of shares sold represents approximately $143.75M in transactions.


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This page (NYSEARCA:ILCB) was last updated on 10/14/2025 by MarketBeat.com Staff
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