iShares Morningstar U.S. EquILCBETF
13F holders, Q1 2024 (March 31)151holders
1famous investor
$72.42avg. 13F price*
At the end of Q1 2024, 151 institutions reported holding iShares Morningstar U.S. Equ (ILCB) in their 13F filings. The largest holders were Equitable Holdings, Inc. ($33.1M), Ameriprise Financial Inc. ($33.0M) and Morgan Stanley ($31.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Morningstar U.S. Equ
- CUSIP
- 464287127
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.5M |
| Exits | 6 | $10.7M |
Ownership 151 holders
| Equitable Holdings, Inc. | 0.37% | Reduce -9.0% | 456,990 | $33.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.0% | 455,329 | $33.0M |
| Morgan Stanley | 0.00% | Add +6.5% | 437,548 | $31.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -1.3% | 212,515 | $15.4M |
| LPL Financial LLC | 0.01% | Reduce -5.5% | 185,163 | $13.4M |
| Avantax Advisory Services, Inc. | 0.10% | Reduce -5.9% | 155,521 | $11.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.1% | 148,435 | $10.8M |
| Bank of America Corp. | 0.00% | Reduce -3.0% | 136,720 | $9.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.6% | 115,312 | $8.4M |
| Wells Fargo & Company | 0.00% | Add +2.6% | 115,269 | $8.4M |
| UBS Group AG | 0.00% | Add +10.3% | 110,023 | $8.0M |
| Gladstone Institutional Advisory LLC | 0.38% | Reduce -2.1% | 94,419 | $6.8M |
| Corient Private Wealth LP | 0.01% | Reduce -0.2% | 90,981 | $6.6M |
| Benchmark Wealth Management, LLC | 2.63% | Reduce -5.3% | 66,700 | $4.8M |
| Merit Financial Group, LLC | 0.11% | Reduce -4.7% | 65,684 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -12.5% | 61,198 | $4.4M |
| Brand Asset Management Group, Inc. | 1.78% | Reduce -0.4% | 57,252 | $4.1M |
| Cetera Investment Advisers | 0.01% | Add +43.7% | 52,003 | $3.8M |
| Crestwood Advisors Group, LLC | 0.08% | Reduce -0.8% | 49,103 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.6% | 47,285 | $3.4M |
| Royal Bank of Canada | 0.00% | Reduce -8.2% | 43,376 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.8% | 39,065 | $2.8M |
| Quantitative Strategies, Inc. | 1.49% | Add +1.0% | 35,765 | $2.6M |
| Independent Financial Group, LLC | 0.11% | Reduce -1.3% | 32,773 | $2.4M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +13.8% | 27,322 | $2.0M |
| MML Investors Services, LLC | 0.01% | Reduce -1.9% | 26,834 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -10.8% | 26,203 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.10% | Reduce -3.6% | 26,080 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +171.7% | 26,030 | $1.9M |
| West Coast Financial LLC | 0.20% | Reduce -15.4% | 23,211 | $1.7M |
| Global Retirement Partners, LLC | 0.06% | Reduce -0.6% | 22,875 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -41.5% | 22,363 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | No change | 19,135 | $1.4M |
| Silvia McColl Wealth Management, LLC | 1.18% | No change | 19,315 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -54.6% | 17,919 | $1.3M |
| HighTower Advisors, LLC | 0.00% | No change | 17,165 | $1.2M |
| PFG Advisors | 0.09% | Add +0.1% | 16,052 | $1.2M |
| American Trust | 0.09% | Add +6.4% | 15,553 | $1.1M |
| Dentgroup LLC | 0.93% | Add +0.3% | 15,520 | $1.1M |
| Arete Wealth Advisors, LLC | 0.10% | Add +1.5% | 15,508 | $1.1M |
| Councilor Wealth, LLC | 0.56% | No change | 15,465 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -10.4% | 14,736 | $1.1M |
| FMR LLC | 0.00% | Add +5.9% | 14,071 | $1.0M |
| Strategic Wealth Partners Group, LLC | 0.11% | Reduce -8.4% | 14,032 | $1.0M |
| Mariner, LLC | 0.00% | Add +125.3% | 13,513 | $979K |
| Wealth Management Associates, Inc. | 0.46% | Reduce -1.6% | 12,980 | $976K |
| Money Concepts Capital Corp. | 0.09% | New | 13,146 | $953K |
| Liberty Capital Management, Inc. | 0.22% | No change | 12,260 | $888K |
| Concourse Financial Group Securities, Inc. | 0.06% | Reduce -1.2% | 11,911 | $863K |
| Citigroup Inc. | 0.00% | Add +5.4% | 10,892 | $789K |
| Rockland Trust Co. | 0.04% | Reduce -1.5% | 10,669 | $773K |
| Apollon Wealth Management, LLC | 0.02% | No change | 10,220 | $741K |
| Scotia Capital Inc. | 0.00% | No change | 10,016 | $726K |
| SeaCrest Wealth Management, LLC | 0.09% | Reduce -46.8% | 9,868 | $715K |
| Strategic Blueprint, LLC | 0.05% | Add +23.5% | 8,930 | $647K |
| Comerica Bank | 0.00% | Reduce -0.7% | 8,552 | $620K |
| Vantage Financial Partners, LLC | 0.16% | Reduce -16.1% | 8,442 | $612K |
| Ameritas Advisory Services, LLC | 0.02% | Add +93.3% | 8,529 | $598K |
| Pacific Sun Financial Corp | 0.33% | No change | 7,920 | $574K |
| Chapin Davis, Inc. | 0.21% | Add +2.9% | 7,884 | $571K |
| NewEdge Wealth, LLC | 0.01% | Reduce -1.1% | 8,134 | $568K |
| Brightwater Advisory LLC | 0.45% | New | 7,778 | $564K |
| Asset Management Group, Inc. | 0.08% | Add +0.3% | 7,711 | $559K |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.7% | 7,648 | $554K |
| Creative Planning | 0.00% | No change | 7,583 | $550K |
| Red Tortoise LLC | 0.30% | Reduce -0.4% | 7,315 | $530K |
| Cwm, LLC | 0.00% | Reduce -19.3% | 7,272 | $527K |
| OneDigital Investment Advisors LLC | 0.01% | New | 7,000 | $507K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.2% | 6,603 | $478K |
| Capital Management Associates, Inc | 0.35% | Add +0.3% | 6,524 | $473K |
| Good Life Advisors, LLC | 0.04% | Add +0.1% | 6,523 | $473K |
| Landaas & Co. /Wi | 0.15% | Add +0.1% | 6,253 | $453K |
| Richard P Slaughter Associates Inc | 0.11% | Reduce -1.0% | 6,187 | $448K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -32.9% | 5,948 | $431K |
| Harbour Trust & Investment Management Co | 0.05% | No change | 5,862 | $425K |
| Choate Investment Advisors | 0.01% | New | 5,739 | $416K |
| Diversify Advisory Services, LLC | 0.02% | — | 5,687 | $411K |
| Raymond James & Associates | 0.00% | Add +0.2% | 5,636 | $408K |
| Flagstar Securities, Inc. | 0.11% | Reduce -33.6% | 5,594 | $405K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +17.6% | 5,391 | $391K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +17.6% | 5,391 | $391K |
| Cerity Partners LLC | 0.00% | Reduce -6.3% | 5,352 | $388K |
| Cape Investment Advisory, Inc. | 0.18% | No change | 5,255 | $381K |
| Kestra Advisory Services, LLC | 0.00% | Add +36.2% | 5,171 | $375K |
| Focus Financial Network, Inc. | 0.02% | — | 5,403 | $373K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 4,823 | $337K |
| M&T Bank Corp | 0.00% | No change | 4,550 | $330K |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 4,511 | $327K |
| Baird Financial Group, Inc. | 0.00% | No change | 4,500 | $326K |
| MidAtlantic Capital Management, Inc. | 0.28% | No change | 4,437 | $322K |
| Asset Allocation Strategies LLC | 0.11% | Reduce -18.3% | 4,258 | $309K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.2% | 4,136 | $300K |
| Tyler-Stone Wealth Management | 0.13% | Add +24.4% | 4,084 | $296K |
| Intrua Financial, LLC | 0.05% | Add +0.3% | 4,013 | $291K |
| TFB Advisors LLC | 0.10% | Reduce -9.9% | 4,183 | $290K |
| Raymond James Trust N.A. | 0.01% | No change | 3,943 | $286K |
| Aurora Private Wealth, Inc. | 0.23% | Reduce -1.5% | 3,685 | $266K |
| Hoylecohen, LLC | 0.02% | No change | 3,528 | $256K |
| Harbour Investments, Inc. | 0.01% | Add +0.1% | 3,490 | $253K |
| Lutz Financial Services LLC | 0.02% | No change | 3,356 | $243K |
"% of holder's portfolio" is ILCB's weight in each manager's 13F, not the share of iShares Morningstar U.S. Equ the manager owns.