iShares Morningstar U.S. EquILCBETF
13F holders, Q3 2024 (September 30)171holders +9
15new positions
6sold out
1famous investor
$79.23avg. 13F price*
At the end of Q3 2024, 171 institutions reported holding iShares Morningstar U.S. Equ (ILCB) in their 13F filings, up 9 from Q2 2024. 15 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($40.3M), Equitable Holdings, Inc. ($34.6M) and Ameriprise Financial Inc. ($32.7M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $40.6M |
| Exits | 6 | $2.2M |
All 13F filers, Q2 2024 → Q3 2024: 1,475,593 shares bought and 142,080 shares sold, net +1,333,513 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 171 holders
| Morgan Stanley | 0.00% | Add +7.6% | 509,039 | $40.3M |
| Equitable Holdings, Inc. | 0.34% | Reduce -2.9% | 436,934 | $34.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.7% | 412,932 | $32.7M |
| AdvisorShares Investments LLC | 5.65% | New | 371,920 | $29.5M |
| Wells Fargo & Company | 0.01% | Add +237.2% | 363,883 | $28.8M |
| LPL Financial LLC | 0.01% | Add +53.3% | 278,567 | $22.1M |
| Osaic Holdings, Inc. | 0.04% | Add +163.9% | 210,023 | $16.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -2.9% | 186,775 | $14.8M |
| Bank of America Corp. | 0.00% | Add +35.2% | 170,142 | $13.5M |
| Avantax Advisory Services, Inc. | 0.08% | Add +0.1% | 160,710 | $12.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +8.0% | 154,068 | $12.2M |
| JPMorgan Chase & Co. | 0.00% | Add +14.2% | 138,957 | $11.0M |
| Gladstone Institutional Advisory LLC | 0.52% | Add +43.1% | 133,511 | $10.6M |
| Private Advisor Group, LLC | 0.06% | Add +866.5% | 129,808 | $10.3M |
| UBS Group AG | 0.00% | Add +1.1% | 110,686 | $8.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +305.8% | 106,830 | $8.5M |
| Corient Private Wealth LP | 0.01% | Add +15.8% | 103,212 | $8.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +84.0% | 74,138 | $5.9M |
| Benchmark Wealth Management, LLC | 2.61% | Reduce -0.1% | 66,689 | $5.3M |
| Merit Financial Group, LLC | 0.12% | Reduce -0.3% | 65,673 | $5.2M |
| Brand Asset Management Group, Inc. | 1.73% | Reduce -0.5% | 55,803 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.8% | 55,416 | $4.4M |
| Cetera Investment Advisers | 0.01% | Reduce -4.6% | 49,145 | $3.9M |
| Crestwood Advisors Group, LLC | 0.07% | Reduce -1.4% | 43,897 | $3.5M |
| Royal Bank of Canada | 0.00% | Reduce -0.2% | 43,417 | $3.4M |
| Independent Financial Group, LLC | 0.10% | Reduce -2.3% | 33,639 | $2.7M |
| Quantitative Strategies, Inc. | 1.41% | Reduce -7.0% | 33,530 | $2.7M |
| Jim Saulnier & Associates, LLC | 2.49% | — | 32,197 | $2.6M |
| Prospera Financial Services Inc | 0.06% | New | 28,390 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +5.0% | 27,989 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -3.0% | 27,159 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +1.5% | 26,970 | $2.1M |
| Savant Capital, LLC | 0.02% | New | 26,118 | $2.1M |
| Global Retirement Partners, LLC | 0.06% | Reduce -0.4% | 23,719 | $1.9M |
| Raymond James & Associates | 0.00% | Add +306.5% | 23,281 | $1.8M |
| Ameritas Advisory Services, LLC | 0.07% | Add +130.8% | 19,470 | $1.5M |
| West Coast Financial LLC | 0.17% | Reduce -9.9% | 19,439 | $1.5M |
| Silvia McColl Wealth Management, LLC | 1.15% | No change | 19,315 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 17,197 | $1.4M |
| GTS Securities LLC | 0.03% | New | 16,731 | $1.3M |
| Trinity Wealth Management, LLC | 0.59% | New | 16,175 | $1.3M |
| American Trust | 0.10% | Add +1.2% | 15,798 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +161.0% | 15,750 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +161.0% | 15,750 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.2% | 15,557 | $1.2M |
| Councilor Wealth, LLC | 0.60% | No change | 15,465 | $1.2M |
| Silver Oak Securities, Incorporated | 0.13% | New | 15,400 | $1.2M |
| Dentgroup LLC | 0.85% | Reduce -0.1% | 14,421 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -4.9% | 13,906 | $1.1M |
| Money Concepts Capital Corp. | 0.08% | Add +0.2% | 13,243 | $1.0M |
| FMR LLC | 0.00% | Reduce -5.8% | 13,076 | $1.0M |
| Good Life Advisors, LLC | 0.06% | Add +100.1% | 13,060 | $1.0M |
| Wealth Management Associates, Inc. | 0.45% | Reduce -1.3% | 12,811 | $1.0M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -6.0% | 12,705 | $1.0M |
| Liberty Capital Management, Inc. | 0.21% | No change | 12,260 | $971K |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.2% | 11,680 | $925K |
| Concourse Financial Group Securities, Inc. | 0.06% | Reduce -1.5% | 11,668 | $924K |
| SeaCrest Wealth Management, LLC | 0.10% | Reduce -1.9% | 11,633 | $922K |
| Aspen Wealth Management LLC | 0.27% | Add +0.3% | 11,380 | $902K |
| Old Mission Capital LLC | 0.02% | New | 11,184 | $886K |
| Citigroup Inc. | 0.00% | Add +0.6% | 11,108 | $880K |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -46.3% | 10,686 | $843K |
| Rockland Trust Co. | 0.04% | Reduce -0.6% | 10,423 | $826K |
| Apollon Wealth Management, LLC | 0.02% | No change | 10,220 | $810K |
| Commonwealth Financial Services, LLC | 0.16% | Add +15.4% | 10,097 | $793K |
| Stifel Financial Corp. | 0.00% | Add +44.0% | 9,158 | $726K |
| Strategic Blueprint, LLC | 0.04% | Reduce -2.1% | 9,120 | $723K |
| Thrivent Financial for Lutherans | 0.00% | Add +17.7% | 9,045 | $717K |
| PFG Advisors | 0.04% | Reduce -40.1% | 8,653 | $686K |
| Comerica Bank | 0.00% | Add +0.8% | 8,625 | $683K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 8,574 | $674K |
| IHT Wealth Management, LLC | 0.02% | Add +8.7% | 8,314 | $658K |
| Tyler-Stone Wealth Management | 0.12% | Add +100.2% | 8,178 | $648K |
| Creative Planning | 0.00% | No change | 7,983 | $632K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.2% | 7,947 | $630K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.1% | 7,583 | $628K |
| Pacific Sun Financial Corp | 0.35% | No change | 7,920 | $628K |
| Chapin Davis, Inc. | 0.20% | Add +0.0% | 7,886 | $625K |
| NewEdge Wealth, LLC | 0.01% | Reduce -3.1% | 7,768 | $615K |
| Asset Management Group, Inc. | 0.09% | Add +0.3% | 7,754 | $614K |
| Brightwater Advisory LLC | 0.43% | Reduce -3.5% | 7,371 | $584K |
| Red Tortoise LLC | 0.29% | No change | 7,315 | $580K |
| Cwm, LLC | 0.00% | No change | 7,272 | $576K |
| Baird Financial Group, Inc. | 0.00% | Add +56.3% | 7,034 | $557K |
| Vantage Financial Partners, LLC | 0.13% | Add +115.8% | 6,821 | $540K |
| Capital Management Associates, Inc | 0.21% | Reduce -1.6% | 6,431 | $510K |
| Citadel Advisors | 0.00% | Reduce -80.7% | 6,307 | $500K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 5,948 | $471K |
| Choate Investment Advisors | 0.01% | No change | 5,739 | $455K |
| Harbour Trust & Investment Management Co | 0.05% | Reduce -5.6% | 5,532 | $438K |
| Focus Financial Network, Inc. | 0.02% | Add +0.3% | 5,437 | $431K |
| Jane Street Group, LLC | 0.00% | New | 5,174 | $410K |
| Cape Investment Advisory, Inc. | 0.17% | Reduce -1.9% | 5,155 | $408K |
| Richard P Slaughter Associates Inc | 0.09% | Reduce -14.4% | 5,056 | $401K |
| Cerity Partners LLC | 0.00% | Reduce -7.5% | 4,952 | $392K |
| Landaas & Co. /Wi | 0.11% | Add +0.2% | 4,908 | $389K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 4,823 | $385K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.3% | 4,720 | $374K |
| Scotia Capital Inc. | 0.00% | Reduce -12.7% | 4,663 | $369K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -14.2% | 4,517 | $364K |
"% 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.