iShares Morningstar U.S. EquILCBETF
13F holders, Q2 2024 (June 30)162holders +11
12new positions
3sold out
1famous investor
$75.17avg. 13F price*
At the end of Q2 2024, 162 institutions reported holding iShares Morningstar U.S. Equ (ILCB) in their 13F filings, up 11 from Q1 2024. 12 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($35.6M), Equitable Holdings, Inc. ($33.8M) and Ameriprise Financial Inc. ($31.9M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.7M |
| Exits | 3 | $270K |
All 13F filers, Q1 2024 → Q2 2024: 167,422 shares bought and 139,103 shares sold, net +28,319 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 162 holders
| Morgan Stanley | 0.00% | Add +8.2% | 473,212 | $35.6M |
| Equitable Holdings, Inc. | 0.36% | Reduce -1.5% | 450,097 | $33.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.8% | 424,535 | $31.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -9.5% | 192,328 | $14.5M |
| LPL Financial LLC | 0.01% | Reduce -1.8% | 181,759 | $13.7M |
| Avantax Advisory Services, Inc. | 0.09% | Add +3.2% | 160,482 | $12.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.9% | 142,631 | $10.7M |
| Bank of America Corp. | 0.00% | Reduce -8.0% | 125,827 | $9.5M |
| JPMorgan Chase & Co. | 0.00% | Add +5.5% | 121,697 | $9.1M |
| UBS Group AG | 0.00% | Reduce -0.5% | 109,472 | $8.2M |
| Wells Fargo & Company | 0.00% | Reduce -6.4% | 107,913 | $8.1M |
| Gladstone Institutional Advisory LLC | 0.37% | Reduce -1.2% | 93,319 | $7.0M |
| Corient Private Wealth LP | 0.01% | Reduce -2.1% | 89,100 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | Add +30.0% | 79,572 | $6.0M |
| Benchmark Wealth Management, LLC | 2.67% | Add +0.1% | 66,740 | $5.0M |
| Merit Financial Group, LLC | 0.11% | Add +0.3% | 65,849 | $4.9M |
| Brand Asset Management Group, Inc. | 1.78% | Reduce -2.0% | 56,080 | $4.2M |
| Cetera Investment Advisers | 0.01% | Reduce -1.0% | 51,498 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.8% | 45,504 | $3.4M |
| Crestwood Advisors Group, LLC | 0.07% | Reduce -9.3% | 44,527 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +0.3% | 43,496 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.2% | 40,302 | $3.0M |
| Quantitative Strategies, Inc. | 1.55% | Add +0.8% | 36,055 | $2.7M |
| Independent Financial Group, LLC | 0.10% | Add +5.1% | 34,434 | $2.6M |
| Citadel Advisors | 0.00% | Add +82.7% | 32,744 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +21.9% | 31,737 | $2.4M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +2.5% | 28,007 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +2.2% | 26,643 | $2.0M |
| MML Investors Services, LLC | 0.01% | Reduce -1.0% | 26,576 | $2.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.5% | 26,327 | $2.0M |
| Global Retirement Partners, LLC | 0.06% | Add +4.1% | 23,808 | $1.8M |
| West Coast Financial LLC | 0.19% | Reduce -7.1% | 21,572 | $1.6M |
| Arete Wealth Advisors, LLC | 0.12% | Add +28.4% | 19,915 | $1.5M |
| Silvia McColl Wealth Management, LLC | 1.20% | No change | 19,315 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | No change | 19,135 | $1.4M |
| HighTower Advisors, LLC | 0.00% | No change | 17,165 | $1.3M |
| American Trust | 0.10% | Add +0.4% | 15,610 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +121.8% | 15,527 | $1.2M |
| Councilor Wealth, LLC | 0.60% | No change | 15,465 | $1.2M |
| Mariner, LLC | 0.00% | Add +8.2% | 14,625 | $1.1M |
| PFG Advisors | 0.07% | Reduce -10.0% | 14,450 | $1.1M |
| Dentgroup LLC | 0.88% | Reduce -6.9% | 14,443 | $1.1M |
| FMR LLC | 0.00% | Reduce -1.4% | 13,879 | $1.0M |
| NorthCoast Asset Management LLC | 0.01% | New | 13,513 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -8.9% | 13,430 | $1.0M |
| Money Concepts Capital Corp. | 0.08% | Add +0.6% | 13,221 | $994K |
| Wealth Management Associates, Inc. | 0.46% | No change | 12,980 | $976K |
| Liberty Capital Management, Inc. | 0.22% | No change | 12,260 | $922K |
| SeaCrest Wealth Management, LLC | 0.10% | Add +20.2% | 11,863 | $892K |
| Concourse Financial Group Securities, Inc. | 0.06% | Reduce -0.5% | 11,847 | $891K |
| Aspen Wealth Management LLC | 0.29% | New | 11,340 | $852K |
| Citigroup Inc. | 0.00% | Add +1.4% | 11,039 | $830K |
| Rockland Trust Co. | 0.04% | Reduce -1.7% | 10,490 | $789K |
| Apollon Wealth Management, LLC | 0.02% | No change | 10,220 | $768K |
| Strategic Blueprint, LLC | 0.05% | Add +4.3% | 9,314 | $700K |
| Commonwealth Financial Services, LLC | 0.14% | New | 8,749 | $671K |
| Comerica Bank | 0.00% | No change | 8,552 | $643K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -62.1% | 8,469 | $637K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -1.1% | 8,436 | $634K |
| NewEdge Wealth, LLC | 0.01% | Reduce -1.4% | 8,018 | $603K |
| Creative Planning | 0.00% | Add +5.3% | 7,983 | $600K |
| Pacific Sun Financial Corp | 0.35% | No change | 7,920 | $595K |
| Chapin Davis, Inc. | 0.20% | Add +0.0% | 7,885 | $593K |
| Asset Management Group, Inc. | 0.09% | Add +0.3% | 7,730 | $581K |
| Thrivent Financial for Lutherans | 0.00% | Add +16.4% | 7,684 | $578K |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.0% | 7,647 | $575K |
| Brightwater Advisory LLC | 0.44% | Reduce -1.9% | 7,634 | $574K |
| Red Tortoise LLC | 0.30% | No change | 7,315 | $550K |
| Cwm, LLC | 0.00% | No change | 7,272 | $547K |
| Sanctuary Advisors, LLC | 0.00% | — | 7,576 | $533K |
| Capital Management Associates, Inc | 0.30% | Add +0.2% | 6,538 | $491K |
| Good Life Advisors, LLC | 0.04% | Add +0.1% | 6,526 | $491K |
| Stifel Financial Corp. | 0.00% | Add +126.3% | 6,359 | $478K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +11.9% | 6,035 | $454K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +11.9% | 6,035 | $454K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 5,948 | $447K |
| Richard P Slaughter Associates Inc | 0.10% | Reduce -4.5% | 5,908 | $444K |
| Harbour Trust & Investment Management Co | 0.05% | No change | 5,862 | $441K |
| Choate Investment Advisors | 0.01% | No change | 5,739 | $431K |
| Raymond James & Associates | 0.00% | Add +1.6% | 5,727 | $430K |
| Focus Financial Network, Inc. | 0.02% | Add +0.3% | 5,418 | $417K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -7.4% | 5,267 | $404K |
| Cerity Partners LLC | 0.00% | No change | 5,352 | $402K |
| Scotia Capital Inc. | 0.00% | Reduce -46.7% | 5,343 | $402K |
| Cape Investment Advisory, Inc. | 0.18% | No change | 5,255 | $395K |
| Landaas & Co. /Wi | 0.11% | Reduce -21.6% | 4,900 | $368K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 4,823 | $362K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.0% | 4,706 | $354K |
| M&T Bank Corp | 0.00% | No change | 4,550 | $342K |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 4,513 | $339K |
| Baird Financial Group, Inc. | 0.00% | No change | 4,500 | $338K |
| Flagstar Securities, Inc. | 0.09% | Reduce -20.0% | 4,474 | $336K |
| MidAtlantic Capital Management, Inc. | 0.28% | No change | 4,437 | $334K |
| Optivise Advisory Services LLC | 0.18% | — | 4,340 | $326K |
| TFB Advisors LLC | 0.10% | No change | 4,183 | $314K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.2% | 4,143 | $311K |
| Intrua Financial, LLC | 0.05% | Add +2.1% | 4,099 | $308K |
| Tyler-Stone Wealth Management | 0.13% | No change | 4,084 | $307K |
| Northern Trust Corp. | 0.00% | New | 4,048 | $304K |
| Larson Financial Group LLC | 0.02% | New | 4,024 | $302K |
"% 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.