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

iShares Morningstar U.S. Equity ETF logo
$92.67 +0.50 (+0.54%)
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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)
$243.06M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$135.21M
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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
9/4/2025 Osaic Holdings Inc.269,313$23.10M0.0%+5.9%2.181%
9/3/2025 American Trust17,226$1.48M0.1%N/A0.139%
8/27/2025 Orion Porfolio Solutions LLC18,531$1.59M0.0%-7.1%0.150%
8/18/2025 Tyler Stone Wealth Management9,346$802K0.1%+5.2%0.076%
8/18/2025 Geneos Wealth Management Inc.2,415$207K0.0%-24.7%0.020%
8/15/2025 Corient Private Wealth LLC89,866$7.71M0.0%-53.3%0.728%
8/15/2025 Orion Porfolio Solutions LLC18,531$1.59M0.0%-7.1%0.150%
8/15/2025 MML Investors Services LLC24,363$2.09M0.0%-11.1%0.197%
8/15/2025 Modern Wealth Management LLC30,777$2.64M0.1%N/A0.249%
8/15/2025 Bank of America Corp DE109,584$9.40M0.0%+1.4%0.887%
8/15/2025 Ameriprise Financial Inc.494,207$42.42M0.0%+3.6%4.002%
8/14/2025 Raymond James Financial Inc.35,557$3.05M0.0%-35.0%0.288%
8/14/2025 Cerity Partners LLC19,972$1.71M0.0%+287.8%0.162%
8/13/2025 M&T Bank Corp6,595$566K0.0%+44.9%0.053%
8/13/2025 Scotia Capital Inc.2,609$224K0.0%-44.0%0.021%
8/13/2025 Northwestern Mutual Wealth Management Co.18,205$1.56M0.0%+106.3%0.147%
8/12/2025 Laurel Wealth Advisors LLC4,118$353K0.0%+8,479.2%0.033%
8/12/2025 Steward Partners Investment Advisory LLC3,782$324K0.0%+10.4%0.031%
8/12/2025 Global Retirement Partners LLC28,666$2.46M0.1%N/A0.232%
8/12/2025 Tableaux LLC24,000$2.06M0.1%N/A0.194%
8/12/2025 AlphaCore Capital LLC3,528$303K0.0%N/A0.029%
8/12/2025 JPMorgan Chase & Co.129,462$11.11M0.0%-5.6%1.048%
8/11/2025 Greykasell Wealth Strategies Inc.10,858$931K0.4%-53.5%0.089%
8/8/2025 Avantax Advisory Services Inc.150,982$12.95M0.1%-2.9%1.233%
8/8/2025 Cetera Investment Advisers45,275$3.88M0.0%+3.0%0.370%
8/8/2025 Creative Planning9,562$820K0.0%-35.7%0.078%
8/8/2025 PNC Financial Services Group Inc.4,408$378K0.0%+626.2%0.036%
8/7/2025 Allworth Financial LP1,426$122K0.0%N/A0.012%
8/6/2025 Savant Capital LLC13,463$1.16M0.0%+1.9%0.110%
8/5/2025 Crestwood Advisors Group LLC42,927$3.68M0.1%-0.3%0.350%
8/4/2025 Jim Saulnier & Associates LLC39,098$3.35M2.3%-6.1%0.319%
8/4/2025 Assetmark Inc.1,703$146K0.0%-90.6%0.014%
8/1/2025 Envestnet Asset Management Inc.40,590$3.48M0.0%-10.8%0.331%
7/30/2025 Strategic Blueprint LLC7,040$604K0.0%-7.6%0.057%
7/29/2025 Elevation Capital Advisory LLC82,157$7.05M2.8%-6.7%0.671%
7/28/2025 Harbour Investments Inc.2,289$196K0.0%-4.9%0.019%
7/25/2025 Atria Wealth Solutions Inc.21,006$1.80M0.0%-23.8%0.171%
7/25/2025 Envestnet Portfolio Solutions Inc.2,630$226K0.0%-18.6%0.021%
7/25/2025 Commonwealth Financial Services LLC16,356$1.40M0.3%+11.7%0.134%
7/24/2025 Edge Financial Advisors LLC4,693$402K0.2%N/A0.038%
7/23/2025 Capital Management Associates Inc7,219$619K0.2%-49.9%0.059%
7/23/2025 Kingswood Wealth Advisors LLC2,850$245K0.0%-30.3%0.023%
7/22/2025 DAVENPORT & Co LLC2,624$225K0.0%N/A0.021%
7/22/2025 Merit Financial Group LLC71,150$6.10M0.1%+7.3%0.581%
7/22/2025 Wealthcare Advisory Partners LLC2,350$202K0.0%N/A0.019%
7/21/2025 Ameritas Advisory Services LLC1,555$133K0.0%-79.4%0.013%
7/17/2025 HCR Wealth Advisors2,536$218K0.0%N/A0.021%
7/15/2025 Evanson Asset Management LLC2,500$214K0.0%N/A0.020%
7/14/2025 Farmers & Merchants Investments Inc.1,959$168K0.0%-5.8%0.016%
7/14/2025 Flagstar Advisors Inc.4,143$355K0.1%-3.9%0.034%
7/11/2025 Silver Oak Securities Incorporated4,310$370K0.0%-14.2%0.035%
7/11/2025 SeaCrest Wealth Management LLC10,090$866K0.1%-9.4%0.082%
7/10/2025 Exchange Traded Concepts LLC272,912$23.41M0.3%N/A2.219%
7/10/2025 Wealth Enhancement Advisory Services LLC166,562$14.45M0.0%-7.2%1.354%
7/9/2025 Brand 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%
6/27/2025 Goldman 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%
4/21/2025Jim Saulnier & Associates LLC41,644$3.22M2.6%+3.7%0.290%
4/21/2025Envestnet Portfolio Solutions Inc.3,231$250K0.0%+6.6%0.023%
(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, 153 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 122 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 3,004,869 shares in the last 24 months. This purchase volume represents approximately $243.06M in transactions.

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

Of the 71 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), Private Advisor Group LLC ($115.68K), Corient Private Wealth LLC ($112.09K), 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 1,717,089 shares in the last 24 months. This volume of shares sold represents approximately $135.21M in transactions.


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This page (NYSEARCA:ILCB) was last updated on 9/22/2025 by MarketBeat.com Staff
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