Go Pro
→ Iran War Shock: What I Was Told In That Private Meeting (From Banyan Hill Publishing) (Ad)tc pixel Free ILCB Stock Alerts

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

iShares Morningstar U.S. Equity ETF logo
$102.29 +0.02 (+0.02%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB)

Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$114.52M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$59.18M
Get ILCB Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Morningstar U.S. Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ILCB Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Focus Financial Network Inc.4,227$438K0.0%-6.8%0.035%
7/8/2026 Rockland Trust Co.9,385$973K0.0%-1.5%0.077%
7/8/2026 Evanson Financial LLC2,500$259K0.0%N/A0.020%
6/12/2026S&A Financial Services Inc.2,435$219K0.2%N/A0.020%
5/19/2026Western Wealth Management LLC500$45K0.0%N/A0.004%
5/19/2026Bank of America Corp DE114,117$10.26M0.0%+13.0%0.928%
5/19/2026Arkadios Wealth Advisors16,819$1.51M0.0%N/A0.137%
5/18/2026Royal Bank of Canada117,728$10.58M0.0%+163.2%0.957%
5/16/2026Quantinno Capital Management LP3,892$350K0.0%N/A0.032%
5/15/2026Asset Management Group Inc.5,032$452K0.1%-36.0%0.041%
5/14/2026Modern Wealth Management LLC28,645$2.59M0.0%-0.7%0.233%
5/14/2026Keynote Financial Services LLC2,540$228K0.1%N/A0.021%
5/13/2026Cetera Investment Advisers218,649$19.65M0.0%+4.9%1.778%
5/8/2026Pacific Sun Financial Corp7,820$703K0.3%+1.3%0.064%
5/8/2026PNC Financial Services Group Inc.4,127$371K0.0%-5.8%0.034%
5/7/2026 Commonwealth Financial Services LLC44,255$3.98M0.6%+2.6%0.360%
5/6/2026 Independent Financial Group LLC34,767$3.12M0.1%N/A0.283%
5/2/2026Diversify Wealth Management LLC2,880$283K0.0%N/A0.023%
5/1/2026Fifth Third Bancorp7,970$716K0.0%+1,432.7%0.065%
5/1/2026American Trust17,801$1.60M0.1%+8.5%0.145%
4/30/2026Kestra Advisory Services LLC10,739$965K0.0%+2.3%0.087%
4/30/2026Money Concepts Capital Corp15,197$1.37M0.1%-2.8%0.124%
4/27/2026Private Advisor Group LLC16,076$1.45M0.0%-1.0%0.131%
4/25/2026Center for Wealth Management Advisory93,439$8.40M6.0%+1.1%0.760%
4/23/2026 Flagstar Advisors Inc.3,706$333K0.1%-11.0%0.030%
4/22/2026Jim Saulnier & Associates LLC35,015$3.15M1.5%-1.9%0.285%
4/21/2026Silver Oak Securities Incorporated4,129$371K0.0%-76.8%0.034%
4/16/2026 Aurora Private Wealth Inc.2,707$255K0.2%-50.5%0.022%
3/13/2026World Investment Advisors2,866$270K0.0%N/A0.023%
3/9/2026Corient Private Wealth LLC93,022$8.78M0.0%+4.3%0.747%
2/23/2026 Monetary Solutions Ltd716$68K0.1%N/A0.006%
2/19/2026Corient Private Wealth LLC93,022$8.78M0.0%+4.3%0.747%
2/18/2026Mercer Global Advisors Inc. ADV63,677$6.01M0.0%-2.7%0.511%
2/18/2026American Trust16,405$1.55M0.1%-5.3%0.132%
2/17/2026AQR Capital Management LLC4,556$430K0.0%+40.4%0.037%
2/17/2026Cetera Investment Advisers208,351$19.66M0.0%+5.7%1.674%
2/17/2026Equitable Holdings Inc.383,286$36.18M0.2%+0.1%3.079%
2/17/2026Osaic Holdings Inc.73,189$6.91M0.0%-70.6%0.588%
2/17/2026Russell Investments Group Ltd.4,433$418K0.0%+1,131.4%0.036%
2/17/2026Blair William & Co. IL752$71K0.0%N/A0.006%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
2/17/2026Royal Bank of Canada44,724$4.22M0.0%-0.8%0.359%
2/17/2026Rothschild Wealth LLC9,844$929K0.1%N/A0.079%
2/16/2026MML Investors Services LLC23,504$2.22M0.0%-1.3%0.189%
2/16/2026Mariner LLC15,495$1.46M0.0%+15.5%0.124%
2/13/2026Stifel Financial Corp9,293$877K0.0%+5.4%0.075%
2/13/2026Integrated Wealth Concepts LLC3,088$291K0.0%+14.5%0.025%
2/13/2026Ieq Capital LLC2,124$200K0.0%N/A0.017%
2/13/2026Wells Fargo & Company MN84,368$7.96M0.0%-0.1%0.678%
2/12/2026 Laurel Oak Wealth Management LLC2,312$218K0.0%N/A0.019%
2/12/2026Orion Porfolio Solutions LLC35,006$3.30M0.0%+39.2%0.281%
2/12/2026Financial Engines Advisors L.L.C.28,288$2.67M0.0%-9.2%0.227%
2/12/2026Commonwealth Equity Services LLC128,978$12.17M0.0%-2.7%1.036%
2/12/2026Brightwater Advisory LLC5,831$550K0.4%-2.1%0.047%
2/12/2026CIBC Private Wealth Group LLC480$45K0.0%-50.0%0.004%
2/11/2026Brand Asset Management Group Inc.39,952$3.77M1.1%-6.7%0.321%
2/11/2026Cerity Partners LLC18,508$1.75M0.0%-5.7%0.149%
2/11/2026LPL Financial LLC246,468$23.26M0.0%+18.9%1.980%
2/11/2026O Shaughnessy Asset Management LLC275$26K0.0%N/A0.002%
2/11/2026JPMorgan Chase & Co.172,044$16.24M0.0%+4.0%1.382%
2/10/2026Goldman Sachs Group Inc.46,099$4.35M0.0%-38.7%0.370%
2/10/2026Rothschild Wealth LLC9,844$929K0.1%N/A0.079%
2/10/2026Basepoint Wealth LLC1,684$159K0.1%N/A0.014%
2/10/2026Northwestern Mutual Wealth Management Co.26,076$2.46M0.0%+39.2%0.209%
2/10/2026Savant Capital LLC6,486$612K0.0%-47.1%0.052%
2/9/2026Harbour Investments Inc.280$26K0.0%-87.8%0.002%
2/6/2026 Commonwealth Financial Services LLC43,142$4.07M0.7%+4.0%0.347%
2/6/2026Global Retirement Partners LLC32,158$3.04M0.1%+11.5%0.258%
2/6/2026HighTower Advisors LLC15,221$1.44M0.0%-19.1%0.122%
2/5/2026Northwestern Mutual Wealth Management Co.236,755$22.35M0.0%+1,164.2%1.902%
2/5/2026Pacific Sun Financial Corp7,720$729K0.4%-2.5%0.062%
2/4/2026Money Concepts Capital Corp15,631$1.48M0.1%-8.2%0.126%
2/3/2026 Farmers & Merchants Investments Inc.1,854$175K0.0%-5.4%0.015%
2/3/2026Vantage Financial Partners LLC6,734$636K0.1%-4.6%0.054%
2/2/2026 Aurora Private Wealth Inc.5,474$511K0.3%N/A0.044%
1/30/2026Wealth Forward LLC98,264$9.27M5.2%+1.2%0.789%
1/29/2026UBS Group AG100,109$9.45M0.0%-2.7%0.804%
1/29/2026 High Point Wealth Management LLC2,000$189K0.2%N/A0.016%
1/28/2026Edge Financial Advisors LLC20,007$1.89M0.8%+15.6%0.161%
1/26/2026 Merit Financial Group LLC73,485$6.94M0.1%+3.0%0.590%
1/23/2026Assetmark Inc.2,299$217K0.0%+5,950.0%0.018%
1/21/2026 Flagship Harbor Advisors LLC320$30K0.0%N/A0.003%
1/20/2026 Thurston Springer Miller Herd & Titak Inc.604$57K0.0%N/A0.005%
1/15/2026 Rockland Trust Co.9,679$914K0.0%-1.6%0.078%
1/14/2026 Exchange Traded Concepts LLC519,869$49.07M0.4%+10.4%4.176%
1/13/2026Signal Advisors Wealth LLC3,760$355K0.0%N/A0.030%
1/13/2026 Olistico Wealth LLC480$45K0.0%N/A0.004%
1/12/2026 SeaCrest Wealth Management LLC8,905$850K0.1%-11.2%0.072%
1/12/2026 Optivise Advisory Services LLC2,967$280K0.2%+3.8%0.024%
1/9/2026 Silvia Mccoll Wealth Management LLC17,515$1.65M1.1%-9.3%0.141%
1/8/2026 Wealth Enhancement Advisory Services LLC165,492$15.85M0.0%-0.2%1.329%
Buy this stock today (Ad)

Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to move out of overpriced AI stocks before the tech trade breaks down and into lesser-known names with real potential to challenge the Mag 7. One pick he calls 'an upgrade to Tesla stock' is a little-known company that just inked a partnership with Nvidia, positioning it ahead of Tesla in the autonomous vehicle race.tc pixel

Get the name, ticker, and full Hotlist before markets open
1/1/2026JPMorgan Chase & Co.165,457$15.29M0.0%+27.8%1.329%
12/2/2025Allworth Financial LP1,696$157K0.0%+18.9%0.014%
11/24/2025CIBC Private Wealth Group LLC960$89K0.0%-35.1%0.008%
11/18/2025Advisory Services Network LLC1,036$96K0.0%N/A0.008%
11/17/2025Financial Engines Advisors L.L.C.31,166$2.88M0.0%-8.8%0.250%
11/17/2025Susquehanna International Group LLP10,907$1.01M0.0%-70.2%0.088%
11/17/2025Northwestern Mutual Wealth Management Co.18,728$1.73M0.0%+2.9%0.150%
11/17/2025Mariner LLC13,418$1.24M0.0%-4.5%0.108%
11/17/2025Mercer Global Advisors Inc. ADV65,433$6.05M0.0%-38.2%0.526%
11/17/2025Bank of America Corp DE102,065$9.43M0.0%-6.9%0.820%


ILCB Institutional Ownership - Frequently Asked Questions

During the previous two years, 174 institutional investors and hedge funds held shares of iShares Morningstar U.S. Equity ETF. The most heavily invested institutionals were Exchange Traded Concepts LLC ($49.07M), Ameriprise Financial Inc. ($47.57M), AdvisorShares Investments LLC ($41.08M), Equitable Holdings Inc. ($36.18M), Jones Financial Companies Lllp ($23.75M), LPL Financial LLC ($23.26M), and Cetera Investment Advisers ($19.65M).Learn more on iShares Morningstar U.S. Equity ETF's institutional investors.

Of the 134 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 ($1.02M), Exchange Traded Concepts LLC ($519.87K), Jones Financial Companies Lllp ($307.19K), Northwestern Mutual Wealth Management Co. ($235.65K), Raymond James Financial Inc. ($139.91K), AdvisorShares Investments LLC ($134.19K), and Wells Fargo & Company MN ($130.53K).

Institutional investors have bought a total of 1,247,452 shares in the last 24 months. This purchase volume represents approximately $114.52M in transactions.

Of the 57 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: Corient Private Wealth LLC ($204.94K), Osaic Holdings Inc. ($175.87K), Mercer Global Advisors Inc. ADV ($42.17K), Goldman Sachs Group Inc. ($29.15K), Susquehanna International Group LLP ($25.67K), Raymond James Financial Inc. ($19.11K), and Assetmark Inc. ($16.38K).

Institutional investors have sold a total of 656,831 shares in the last 24 months. This volume of shares sold represents approximately $59.18M in transactions.


Related Companies

This page (NYSEARCA:ILCB) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Three oil giants buried the same discovery for 50 years
In 1976, Chevron tapped an energy source with no fuel costs, no carbon, and no supply chain - then killed the ...
Behind the Markets | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel