iShares Morningstar U.S. EquILCBETF
13F holders, Q4 2024 (December 31)181holders +10
10new positions
4sold out
1famous investor
$81.17avg. 13F price*
At the end of Q4 2024, 181 institutions reported holding iShares Morningstar U.S. Equ (ILCB) in their 13F filings, up 10 from Q3 2024. 10 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($102.4M), AdvisorShares Investments LLC ($41.1M) and Morgan Stanley ($40.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.0M |
| Exits | 4 | $930K |
All 13F filers, Q3 2024 → Q4 2024: 1,573,271 shares bought and 236,026 shares sold, net +1,337,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| LPL Financial LLC | 0.04% | Add +352.9% | 1,261,498 | $102.4M |
| AdvisorShares Investments LLC | 7.92% | Add +36.1% | 506,111 | $41.1M |
| Morgan Stanley | 0.00% | Reduce -1.9% | 499,249 | $40.5M |
| Wells Fargo & Company | 0.01% | Add +35.9% | 494,414 | $40.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.7% | 405,951 | $32.9M |
| Equitable Holdings, Inc. | 0.30% | Reduce -9.9% | 393,698 | $32.0M |
| Osaic Holdings, Inc. | 0.07% | Add +72.4% | 362,073 | $29.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -7.1% | 173,522 | $14.1M |
| Bank of America Corp. | 0.00% | Add +1.1% | 172,106 | $14.0M |
| Avantax Advisory Services, Inc. | 0.08% | Add +0.1% | 160,791 | $13.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.1% | 154,204 | $12.5M |
| JPMorgan Chase & Co. | 0.00% | Add +2.8% | 142,825 | $11.6M |
| Raymond James Financial Inc. | 0.00% | — | 134,745 | $10.9M |
| Gladstone Institutional Advisory LLC | 0.48% | Reduce -4.1% | 127,997 | $10.4M |
| UBS Group AG | 0.00% | Reduce -0.3% | 110,374 | $9.0M |
| Private Advisor Group, LLC | 0.05% | Reduce -16.6% | 108,292 | $8.8M |
| Corient Private Wealth LP | 0.01% | Reduce -9.3% | 93,590 | $7.6M |
| Benchmark Wealth Management, LLC | 2.66% | Add +0.0% | 66,701 | $5.4M |
| Merit Financial Group, LLC | 0.10% | Add +0.7% | 66,113 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -25.4% | 55,273 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.3% | 53,604 | $4.4M |
| Cetera Investment Advisers | 0.01% | Reduce -2.3% | 48,009 | $3.9M |
| Brand Asset Management Group, Inc. | 1.52% | Reduce -17.1% | 46,233 | $3.8M |
| Crestwood Advisors Group, LLC | 0.07% | Reduce -0.2% | 43,800 | $3.6M |
| Royal Bank of Canada | 0.00% | Reduce -1.5% | 42,767 | $3.5M |
| Jim Saulnier & Associates, LLC | 2.81% | Add +24.8% | 40,174 | $3.3M |
| Two Sigma Investments, LP | 0.01% | New | 37,700 | $3.1M |
| Quantitative Strategies, Inc. | 1.53% | Add +4.8% | 35,141 | $2.9M |
| Independent Financial Group, LLC | 0.09% | Add +0.2% | 33,702 | $2.7M |
| Arete Wealth Advisors, LLC | 0.19% | Add +199.9% | 32,044 | $2.6M |
| MML Investors Services, LLC | 0.01% | Add +14.5% | 30,888 | $2.5M |
| Global Retirement Partners, LLC | 0.07% | Add +25.1% | 29,684 | $2.4M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +5.8% | 28,733 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +1.0% | 28,269 | $2.3M |
| Citadel Advisors | 0.00% | Add +339.2% | 27,701 | $2.2M |
| Greykasell Wealth Strategies, Inc. | 1.21% | — | 26,764 | $2.2M |
| Prospera Financial Services Inc | 0.05% | Reduce -6.8% | 26,470 | $2.1M |
| Assetmark, Inc. | 0.01% | Add +31650.7% | 23,178 | $1.9M |
| Silvia McColl Wealth Management, LLC | 1.17% | No change | 19,315 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +18.2% | 18,623 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +18.2% | 18,623 | $1.5M |
| West Coast Financial LLC | 0.16% | Reduce -6.7% | 18,145 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.2% | 17,165 | $1.4M |
| Money Concepts Capital Corp. | 0.10% | Add +28.9% | 17,074 | $1.4M |
| Trinity Wealth Management, LLC | 0.60% | Add +1.2% | 16,373 | $1.3M |
| American Trust | 0.10% | Add +0.2% | 15,833 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.3% | 15,609 | $1.3M |
| Councilor Wealth, LLC | 0.60% | No change | 15,465 | $1.3M |
| Dentgroup LLC | 0.89% | Reduce -0.0% | 14,416 | $1.2M |
| FMR LLC | 0.00% | Add +7.6% | 14,069 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -2.5% | 13,555 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -49.4% | 13,208 | $1.1M |
| Wealth Management Associates, Inc. | 0.44% | Reduce -0.0% | 12,808 | $1.0M |
| Bawa N Mallick Trust | 0.44% | — | 12,400 | $1.0M |
| Liberty Capital Management, Inc. | 0.22% | No change | 12,260 | $995K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -4.2% | 12,170 | $988K |
| Concourse Financial Group Securities, Inc. | 0.05% | Reduce -1.4% | 11,507 | $969K |
| Commonwealth Financial Services, LLC | 0.19% | Add +18.2% | 11,933 | $969K |
| SeaCrest Wealth Management, LLC | 0.10% | Reduce -0.5% | 11,574 | $939K |
| Citigroup Inc. | 0.00% | Add +4.0% | 11,551 | $938K |
| Natixis Advisors, LLC | 0.00% | New | 11,048 | $897K |
| Keystone Financial Services, LLC | 0.80% | — | 10,707 | $869K |
| Apollon Wealth Management, LLC | 0.02% | No change | 10,220 | $829K |
| Rockland Trust Co. | 0.04% | Reduce -3.7% | 10,040 | $815K |
| GTS Securities LLC | 0.04% | Reduce -41.1% | 9,853 | $800K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.34% | — | 9,844 | $799K |
| Stifel Financial Corp. | 0.00% | Add +7.1% | 9,807 | $796K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.5% | 8,907 | $723K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -0.1% | 8,562 | $695K |
| Comerica Bank | 0.00% | Reduce -2.0% | 8,455 | $686K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.3% | 8,451 | $686K |
| Tyler-Stone Wealth Management | 0.12% | Add +2.5% | 8,384 | $680K |
| Strategic Blueprint, LLC | 0.04% | Reduce -8.8% | 8,320 | $675K |
| Cwm, LLC | 0.00% | Add +11.7% | 8,123 | $659K |
| Creative Planning | 0.00% | No change | 7,983 | $648K |
| Pacific Sun Financial Corp | 0.35% | No change | 7,920 | $643K |
| Baird Financial Group, Inc. | 0.00% | Add +11.8% | 7,862 | $638K |
| Vantage Financial Partners, LLC | 0.16% | Add +15.2% | 7,858 | $638K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.1% | 7,587 | $638K |
| PFG Advisors | 0.04% | Reduce -9.8% | 7,809 | $634K |
| Asset Management Group, Inc. | 0.11% | Add +0.3% | 7,776 | $631K |
| Chapin Davis, Inc. | 0.20% | No change | 7,886 | $625K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -61.3% | 7,539 | $612K |
| NewEdge Wealth, LLC | 0.01% | Reduce -4.6% | 7,413 | $602K |
| Red Tortoise LLC | 0.31% | No change | 7,315 | $594K |
| IHT Wealth Management, LLC | 0.02% | Reduce -13.4% | 7,196 | $584K |
| Capital Management Associates, Inc | 0.20% | Add +4.1% | 6,696 | $543K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -56.9% | 6,642 | $542K |
| Good Life Advisors, LLC | 0.04% | Reduce -50.0% | 6,534 | $530K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 5,948 | $483K |
| Choate Investment Advisors | 0.01% | No change | 5,739 | $466K |
| Focus Financial Network, Inc. | 0.02% | Add +0.3% | 5,455 | $443K |
| Harbour Trust & Investment Management Co | 0.05% | Reduce -6.0% | 5,200 | $422K |
| Cape Investment Advisory, Inc. | 0.16% | No change | 5,155 | $418K |
| Richard P Slaughter Associates Inc | 0.09% | No change | 5,056 | $410K |
| Cerity Partners LLC | 0.00% | Add +1.4% | 5,019 | $407K |
| Landaas & Co. /Wi | 0.11% | Add +0.2% | 4,916 | $399K |
| Aspen Wealth Management LLC | 0.12% | Reduce -57.1% | 4,881 | $396K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 4,823 | $394K |
| Scotia Capital Inc. | 0.00% | No change | 4,663 | $378K |
| M&T Bank Corp | 0.00% | No change | 4,550 | $369K |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 4,520 | $367K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -1.1% | 4,467 | $360K |
| Portland Financial Advisors Inc | 0.96% | — | 4,387 | $356K |
| Flagstar Securities, Inc. | 0.09% | Add +0.3% | 4,300 | $349K |
| Old Mission Capital LLC | 0.01% | Reduce -62.5% | 4,199 | $341K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.2% | 4,148 | $340K |
| TFB Advisors LLC | 0.10% | Add +0.1% | 4,186 | $340K |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.2% | 4,066 | $330K |
| Larson Financial Group LLC | 0.02% | Add +0.3% | 4,051 | $329K |
| Asset Allocation Strategies LLC | 0.08% | Add +0.3% | 3,897 | $326K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.0% | 4,018 | $326K |
| Optivise Advisory Services LLC | 0.17% | Reduce -8.8% | 3,976 | $323K |
| MidAtlantic Capital Management, Inc. | 0.23% | Reduce -12.0% | 3,905 | $317K |
| Jane Street Group, LLC | 0.00% | Reduce -27.2% | 3,766 | $306K |
| Aurora Private Wealth, Inc. | 0.23% | No change | 3,705 | $301K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -25.0% | 3,539 | $287K |
| Focus Partners Wealth | 0.00% | No change | 3,528 | $286K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 3,463 | $281K |
| Lutz Financial Services LLC | 0.02% | No change | 3,356 | $272K |
| NewEdge Advisors, LLC | 0.00% | No change | 3,345 | $271K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -2.2% | 3,269 | $265K |
| Opus Capital Group, LLC | 0.03% | No change | 3,252 | $264K |
| Geneos Wealth Management Inc. | 0.01% | Add +2.4% | 3,201 | $260K |
| FMB Wealth Management | 0.15% | No change | 3,188 | $259K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,032 | $246K |
| Mutual Advisors, LLC | 0.01% | No change | 2,940 | $241K |
| Synergy Investment Management, LLC | 0.10% | — | 2,846 | $231K |
| Index Fund Advisors, Inc. | 0.01% | No change | 2,800 | $227K |
| Blue Sky Capital Consultants Group, Inc. | 0.13% | — | 2,734 | $222K |
| New Century Financial Group, LLC | 0.09% | Add +0.0% | 2,693 | $221K |
| Wealthquest Corp | 0.02% | Reduce -3.1% | 2,622 | $213K |
| Seeds Investor LLC | 0.06% | No change | 2,569 | $209K |
| HCR Wealth Advisors | 0.03% | No change | 2,536 | $206K |
| Evanson Asset Management, LLC | 0.01% | New | 2,500 | $203K |
| Harvest Investment Services, LLC | 0.05% | New | 2,471 | $201K |
| Harbour Investments, Inc. | 0.01% | Add +0.0% | 2,407 | $195K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 2,080 | $169K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,064 | $168K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 2,000 | $162K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -12.4% | 1,706 | $138K |
| Avior Wealth Management, LLC | 0.00% | No change | 1,548 | $126K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,480 | $121K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,340 | $109K |
| Security National Bank | 0.02% | No change | 1,300 | $106K |
| City State Bank | 0.04% | No change | 1,268 | $103K |
| Tsfg, LLC | 0.02% | No change | 1,109 | $90K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 1,048 | $85K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,006 | $82K |
| Mather Group, Llc. | 0.00% | No change | 993 | $81K |
| PSI Advisors, LLC | 0.02% | Add +0.3% | 905 | $73K |
| Realta Investment Advisors | 0.03% | No change | 892 | $73K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -3.1% | 792 | $64K |
| Tidemark, LLC | 0.02% | No change | 608 | $49K |
| Coston, McIsaac & Partners | 0.01% | Add +0.3% | 610 | $49K |
| AE Wealth Management LLC | 0.00% | New | 533 | $43K |
| Fifth Third Bancorp | 0.00% | No change | 520 | $42K |
| Olistico Wealth, LLC | 0.02% | No change | 516 | $42K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -6.3% | 508 | $41K |
| Capital Analysts, LLC | 0.00% | No change | 482 | $39K |
| US Bancorp \de | 0.00% | No change | 461 | $37K |
| Avalon Trust Co | 0.00% | Reduce -76.4% | 400 | $32K |
| Russell Investments Group, Ltd. | 0.00% | Add +286.3% | 394 | $32K |
| Principal Securities, Inc. | 0.00% | Reduce -0.8% | 392 | $32K |
| Aptus Capital Advisors, LLC | 0.00% | New | 370 | $30K |
| Archer Investment Corp | 0.01% | No change | 316 | $26K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 313 | $25K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 300 | $24K |
| Jones Financial Companies LLLP | 0.00% | New | 272 | $22K |
| Financial Perspectives, Inc | 0.01% | Add +0.4% | 271 | $22K |
| Farther Finance Advisors, LLC | 0.00% | No change | 242 | $20K |
| Westside Investment Management, Inc. | 0.00% | No change | 224 | $18K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 180 | $15K |
| Ancora Advisors LLC | 0.00% | No change | 136 | $11K |
| Painted Porch Advisors LLC | 0.00% | No change | 122 | $10K |
| Qube Research & Technologies Ltd | 0.00% | No change | 91 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 82 | $7K |
| MAI Capital Management | 0.00% | New | 80 | $6K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 48 | $4K |
| TD Capital Management LLC | 0.00% | No change | 25 | $2K |
| PrairieView Partners, LLC | 0.00% | No change | 36 | $2K |
"% 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.