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

iShares Morningstar U.S. Equity ETF logo
$88.35 +0.58 (+0.66%)
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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)
80
Total
Institutional Inflows
(last 12 months)
$230.69M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$123.40M
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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
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%
8/7/2025 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%
6/27/2025Goldman 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%
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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%
5/13/2025 Elevation 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%
5/9/2025 Commonwealth 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%
5/9/2025 Atria 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%
5/8/2025 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%
5/7/2025LPL Financial LLC188,613$14.57M0.0%-85.0%1.314%
5/6/2025 Assetmark Inc.18,085$1.40M0.0%-22.0%0.126%
5/6/2025Cetera 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%
5/6/2025 PFG Advisors3,123$241K0.0%-60.0%0.022%
5/5/2025 Crestwood Advisors Group LLC43,074$3.33M0.1%-1.7%0.300%
5/5/2025Private 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%
5/1/2025 CWM LLC8,433$652K0.0%+3.8%0.059%
4/30/2025Cerity 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%
4/25/2025Keystone 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%
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%
4/11/2025West 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%
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3/17/2025 Wealth Enhancement Advisory Services LLC173,522$14.08M0.0%-7.1%1.209%
3/14/2025Keystone 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%
2/18/2025GTS Securities LLC9,853$800K0.0%-41.1%0.080%
2/17/2025Two Sigma Investments LP37,700$3.06M0.0%N/A0.307%
2/17/2025Cetera Investment Advisers48,009$3.90M0.0%-2.3%0.390%
2/17/2025Citadel Advisors LLC27,701$2.25M0.0%+339.2%0.225%
2/17/2025Baird Financial Group Inc.7,862$638K0.0%+11.8%0.064%
2/17/2025Bank of America Corp DE172,106$13.97M0.0%+1.2%1.399%
2/17/2025Ameriprise Financial Inc.405,951$32.95M0.0%-1.7%3.300%
(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, 149 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), Exchange Traded Concepts LLC ($23.41M), LPL Financial LLC ($14.57M), and Wealth Enhancement Advisory Services LLC ($14.45M).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 2,864,099 shares in the last 24 months. This purchase volume represents approximately $230.69M in transactions.

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

Of the 67 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), Raymond James Financial Inc. ($80.08K), Wealth Enhancement Advisory Services LLC ($31.71K), Arete Wealth Advisors LLC ($27.17K), Assetmark Inc. ($21.48K), and Ameritas Advisory Services LLC ($17.92K).

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

Institutional investors have sold a total of 1,581,228 shares in the last 24 months. This volume of shares sold represents approximately $123.40M in transactions.


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This page (NYSEARCA:ILCB) was last updated on 8/8/2025 by MarketBeat.com Staff
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