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

iShares Morningstar U.S. Equity ETF logo
$107.67 -0.20 (-0.19%)
As of 08/14/2026 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)
71
Total
Institutional Inflows
(last 12 months)
$102.26M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$43.00M
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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
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%
6/12/2026 S&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%
5/19/2026 Arkadios Wealth Advisors16,819$1.51M0.0%N/A0.137%
5/18/2026Royal Bank of Canada117,728$10.58M0.0%+163.2%0.957%
5/16/2026 Quantinno 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%
5/14/2026 Keynote Financial Services LLC2,540$228K0.1%N/A0.021%
5/13/2026 Cetera Investment Advisers218,649$19.65M0.0%+4.9%1.778%
5/8/2026 Pacific Sun Financial Corp7,820$703K0.3%+1.3%0.064%
5/8/2026 PNC 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%
5/2/2026 Diversify Wealth Management LLC2,880$283K0.0%N/A0.023%
5/1/2026 Fifth Third Bancorp7,970$716K0.0%+1,432.7%0.065%
5/1/2026American Trust17,801$1.60M0.1%+8.5%0.145%
4/30/2026 Kestra Advisory Services LLC10,739$965K0.0%+2.3%0.087%
4/30/2026 Money Concepts Capital Corp15,197$1.37M0.1%-2.8%0.124%
4/27/2026 Private 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%
4/22/2026 Jim Saulnier & Associates LLC35,015$3.15M1.5%-1.9%0.285%
4/21/2026 Silver 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%
3/9/2026 Corient Private Wealth LLC93,022$8.78M0.0%+4.3%0.747%
2/23/2026 Monetary Solutions Ltd716$68K0.1%N/A0.006%
2/19/2026 Corient Private Wealth LLC93,022$8.78M0.0%+4.3%0.747%
2/18/2026 Mercer 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%
2/17/2026 Cetera 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%
2/17/2026 Russell Investments Group Ltd.4,433$418K0.0%+1,131.4%0.036%
2/17/2026 Blair William & Co. IL752$71K0.0%N/A0.006%
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2/17/2026Royal Bank of Canada44,724$4.22M0.0%-0.8%0.359%
2/17/2026 Rothschild Wealth LLC9,844$929K0.1%N/A0.079%
2/16/2026 MML Investors Services LLC23,504$2.22M0.0%-1.3%0.189%
2/16/2026 Mariner LLC15,495$1.46M0.0%+15.5%0.124%
2/13/2026 Stifel Financial Corp9,293$877K0.0%+5.4%0.075%
2/13/2026 Integrated Wealth Concepts LLC3,088$291K0.0%+14.5%0.025%
2/13/2026 Ieq 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%
2/12/2026 Commonwealth Equity Services LLC128,978$12.17M0.0%-2.7%1.036%
2/12/2026 Brightwater Advisory LLC5,831$550K0.4%-2.1%0.047%
2/12/2026CIBC Private Wealth Group LLC480$45K0.0%-50.0%0.004%
2/11/2026 Brand 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%
2/11/2026 LPL Financial LLC246,468$23.26M0.0%+18.9%1.980%
2/11/2026 O Shaughnessy Asset Management LLC275$26K0.0%N/A0.002%
2/11/2026 JPMorgan 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%
2/10/2026 Rothschild Wealth LLC9,844$929K0.1%N/A0.079%
2/10/2026 Basepoint Wealth LLC1,684$159K0.1%N/A0.014%
2/10/2026 Northwestern Mutual Wealth Management Co.26,076$2.46M0.0%+39.2%0.209%
2/10/2026 Savant Capital LLC6,486$612K0.0%-47.1%0.052%
2/9/2026 Harbour Investments Inc.280$26K0.0%-87.8%0.002%
2/6/2026 Commonwealth Financial Services LLC43,142$4.07M0.7%+4.0%0.347%
2/6/2026 Global Retirement Partners LLC32,158$3.04M0.1%+11.5%0.258%
2/6/2026 HighTower Advisors LLC15,221$1.44M0.0%-19.1%0.122%
2/5/2026 Northwestern Mutual Wealth Management Co.236,755$22.35M0.0%+1,164.2%1.902%
2/5/2026 Pacific Sun Financial Corp7,720$729K0.4%-2.5%0.062%
2/4/2026 Money 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%
1/30/2026 Wealth Forward LLC98,264$9.27M5.2%+1.2%0.789%
1/29/2026 UBS 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%
1/23/2026 Assetmark 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%
1/13/2026 Signal 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%
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1/1/2026 JPMorgan Chase & Co.165,457$15.29M0.0%+27.8%1.329%
12/2/2025 Allworth Financial LP1,696$157K0.0%+18.9%0.014%
11/24/2025CIBC Private Wealth Group LLC960$89K0.0%-35.1%0.008%
11/18/2025 Advisory 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%
11/17/2025 Northwestern Mutual Wealth Management Co.18,728$1.73M0.0%+2.9%0.150%
11/17/2025 Mariner LLC13,418$1.24M0.0%-4.5%0.108%
11/17/2025 Mercer 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, 170 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 129 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 1,104,502 shares in the last 24 months. This purchase volume represents approximately $102.26M in transactions.

Of the 50 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: Osaic Holdings Inc. ($175.87K), Corient Private Wealth LLC ($102.47K), Mercer Global Advisors Inc. ADV ($42.17K), Goldman Sachs Group Inc. ($29.15K), Susquehanna International Group LLP ($25.67K), Silver Oak Securities Incorporated ($13.69K), and Commonwealth Equity Services LLC ($10.17K).

Institutional investors have sold a total of 468,230 shares in the last 24 months. This volume of shares sold represents approximately $43.00M in transactions.


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Institutional ownership data for NYSEARCA:ILCB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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