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

iShares Morningstar U.S. Equity ETF logo
$103.35 0.00 (0.00%)
As of 07/2/2026 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)
82
Total
Institutional Inflows
(last 12 months)
$139.53M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$62.44M
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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
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%
5/7/2026Commonwealth Financial Services LLC44,255$3.98M0.6%+2.6%0.360%
5/6/2026Independent 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%
4/23/2026Flagstar 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%
4/16/2026Aurora 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%
2/23/2026Monetary 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%
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%
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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%
2/12/2026Laurel 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%
2/6/2026Commonwealth 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%
2/3/2026Farmers & Merchants Investments Inc.1,854$175K0.0%-5.4%0.015%
2/3/2026Vantage Financial Partners LLC6,734$636K0.1%-4.6%0.054%
2/2/2026Aurora 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%
1/29/2026High Point Wealth Management LLC2,000$189K0.2%N/A0.016%
1/28/2026Edge Financial Advisors LLC20,007$1.89M0.8%+15.6%0.161%
1/26/2026Merit Financial Group LLC73,485$6.94M0.1%+3.0%0.590%
1/23/2026Assetmark Inc.2,299$217K0.0%+5,950.0%0.018%
1/21/2026Flagship Harbor Advisors LLC320$30K0.0%N/A0.003%
1/20/2026Thurston Springer Miller Herd & Titak Inc.604$57K0.0%N/A0.005%
1/15/2026Rockland Trust Co.9,679$914K0.0%-1.6%0.078%
1/14/2026Exchange Traded Concepts LLC519,869$49.07M0.4%+10.4%4.176%
1/13/2026Signal Advisors Wealth LLC3,760$355K0.0%N/A0.030%
1/13/2026Olistico Wealth LLC480$45K0.0%N/A0.004%
1/12/2026SeaCrest Wealth Management LLC8,905$850K0.1%-11.2%0.072%
1/12/2026Optivise Advisory Services LLC2,967$280K0.2%+3.8%0.024%
1/9/2026Silvia Mccoll Wealth Management LLC17,515$1.65M1.1%-9.3%0.141%
1/8/2026Wealth Enhancement Advisory Services LLC165,492$15.85M0.0%-0.2%1.329%
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%
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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%
11/17/2025Ameriprise Financial Inc.514,702$47.57M0.0%+4.1%4.134%
11/14/2025Raymond James Financial Inc.40,720$3.76M0.0%+14.5%0.327%
11/14/2025Equitable Holdings Inc.382,991$35.40M0.3%-0.3%3.076%


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 135 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 1,539,501 shares in the last 24 months. This purchase volume represents approximately $139.53M in transactions.

Of the 60 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 694,937 shares in the last 24 months. This volume of shares sold represents approximately $62.44M in transactions.


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This page (NYSEARCA:ILCB) was last updated on 7/5/2026 by MarketBeat.com Staff.
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