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

iShares Morningstar U.S. Equity ETF logo
$80.82 -1.34 (-1.63%)
As of 05/21/2025 04:10 PM Eastern

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)
$204.58M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$120.05M
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ILCB Institutional Buying and Selling by Quarter

iShares Morningstar U.S. Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Focus Partners Wealth3,528$273K0.0%N/A0.025%
5/19/2025 Jane Street Group LLC6,659$514K0.0%+76.8%0.046%
5/16/2025 Arete Wealth Advisors LLC14,101$1.09M0.1%-56.0%0.098%
5/16/2025 Goldman Sachs Group Inc.46,115$3.56M0.0%N/A0.321%
5/16/2025 Jones Financial Companies Lllp307,459$23.75M0.0%+112,936.4%2.143%
5/16/2025 Integrated Wealth Concepts LLC2,769$214K0.0%N/A0.019%
5/15/2025 Royal Bank of Canada47,673$3.68M0.0%+11.5%0.332%
5/15/2025 Baird Financial Group Inc.4,845$374K0.0%-38.4%0.034%
5/14/2025 Northwestern Mutual Wealth Management Co.8,823$682K0.0%+4.4%0.061%
5/14/2025 Ameriprise Financial Inc.477,211$36.87M0.0%+17.6%3.326%
5/14/2025 Flow Traders U.S. LLC8,078$624K0.0%N/A0.056%
5/13/2025 Raymond James Financial Inc.54,669$4.22M0.0%-59.4%0.381%
5/13/2025 Tyler Stone Wealth Management8,887$687K0.1%+6.0%0.062%
5/13/2025 Elevation Capital Advisory LLC88,050$6.80M3.0%N/A0.614%
5/12/2025 Financial Engines Advisors L.L.C.3,124$241K0.0%N/A0.022%
5/9/2025 Commonwealth Financial Services LLC14,647$1.13M0.2%+22.7%0.102%
5/9/2025 Greykasell Wealth Strategies Inc.23,355$1.80M1.0%-12.7%0.163%
5/9/2025 Atria Wealth Solutions Inc.27,583$2.13M0.0%-4.0%0.192%
5/9/2025 PNC Financial Services Group Inc.607$47K0.0%-39.7%0.004%
5/8/2025 Portland Financial Advisors Inc3,974$307K0.8%-9.4%0.028%
5/7/2025 Vantage Financial Partners LLC7,598$587K0.1%-3.3%0.053%
5/7/2025 LPL Financial LLC188,613$14.57M0.0%-85.0%1.314%
5/6/2025 Assetmark Inc.18,085$1.40M0.0%-22.0%0.126%
5/6/2025 Cetera Investment Advisers43,944$3.40M0.0%-8.5%0.306%
5/6/2025 Avantax Advisory Services Inc.155,493$12.01M0.1%-3.3%1.084%
5/6/2025 PFG Advisors3,123$241K0.0%-60.0%0.022%
5/5/2025 Crestwood Advisors Group LLC43,074$3.33M0.1%-1.7%0.300%
5/5/2025 Private Advisor Group LLC14,132$1.09M0.0%-87.0%0.098%
5/5/2025 Diversify Advisory Services LLC3,255$250K0.0%-27.1%0.023%
5/2/2025 Landaas & Co. WI ADV4,432$342K0.1%-9.8%0.031%
5/1/2025 CWM LLC8,433$652K0.0%+3.8%0.059%
4/30/2025 Cerity Partners LLC5,150$398K0.0%+2.6%0.036%
4/30/2025 Capital Management Associates Inc14,406$1.11M0.3%+115.1%0.100%
4/29/2025 Envestnet Asset Management Inc.45,487$3.51M0.0%-15.1%0.317%
4/29/2025 Strategic Blueprint LLC7,620$589K0.0%-8.4%0.053%
4/29/2025 Silver Oak Securities Incorporated5,024$386K0.0%-24.4%0.035%
4/28/2025 Harbour Trust & Investment Management Co4,700$363K0.0%-9.6%0.033%
4/25/2025 Keystone Financial Services LLC11,245$869K0.7%+5.0%0.078%
4/23/2025 Security National Bank1,158$89K0.0%-10.9%0.008%
4/23/2025 Chapin Davis Inc.6,587$509K0.2%-16.5%0.046%
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4/22/2025 Cambridge Investment Research Advisors Inc.46,011$3.56M0.0%-16.8%0.321%
4/21/2025 Jim Saulnier & Associates LLC41,644$3.22M2.6%+3.7%0.290%
4/21/2025 Envestnet Portfolio Solutions Inc.3,231$250K0.0%+6.6%0.023%
4/21/2025 Kingswood Wealth Advisors LLC4,090$316K0.0%+18.1%0.029%
4/18/2025 Creative Capital Management Investments LLC800$62K0.0%N/A0.006%
4/18/2025 Optivise Advisory Services LLC3,732$288K0.2%-6.1%0.026%
4/17/2025 Janney Montgomery Scott LLC4,465$345K0.0%N/A0.031%
4/16/2025 Wealth Enhancement Advisory Services LLC179,461$13.87M0.0%+3.4%1.251%
4/16/2025 Rockland Trust Co.9,895$764K0.0%-1.4%0.069%
4/15/2025 Focus 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%
3/17/2025 Wealth Enhancement Advisory Services LLC173,522$14.08M0.0%-7.1%1.209%
3/14/2025 Keystone 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 TRC1,706$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%
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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%
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%
(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, 146 institutional investors and hedge funds held shares of iShares Morningstar U.S. Equity ETF. The most heavily invested institutionals were AdvisorShares Investments LLC ($41.08M), Wells Fargo & Company MN ($40.13M), Ameriprise Financial Inc. ($36.87M), Jones Financial Companies Lllp ($23.75M), LPL Financial LLC ($14.57M), Bank of America Corp DE ($13.97M), and Wealth Enhancement Advisory Services LLC ($13.87M).Learn more on ILCB's institutional investors.

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

Of the 118 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), Jones Financial Companies Lllp ($307.19K), Wells Fargo & Company MN ($185.11K), Raymond James Financial Inc. ($134.74K), AdvisorShares Investments LLC ($134.19K), Private Advisor Group LLC ($116.38K), and Elevation Capital Advisory LLC ($88.05K).

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

Institutional investors have bought a total of 2,873,791 shares in the last 24 months. This purchase volume represents approximately $224.69M in transactions.

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

Of the 77 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: LPL Financial LLC ($1.07M), Private Advisor Group LLC ($118.94K), Raymond James Financial Inc. ($80.08K), Assetmark Inc. ($55.92K), Wealth Enhancement Advisory Services LLC ($41.68K), Vantage Financial Partners LLC ($36.22K), and Arete Wealth Advisors LLC ($27.17K).

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

Institutional investors have sold a total of 1,765,941 shares in the last 24 months. This volume of shares sold represents approximately $133.88M in transactions.



This page (NYSEARCA:ILCB) was last updated on 5/22/2025 by MarketBeat.com Staff
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