iShares Morningstar U.S. EquILCBETF
13F holders, Q1 2025 (March 31)171holders −10
11new positions
18sold out
1famous investor
$77.26avg. 13F price*
At the end of Q1 2025, 171 institutions reported holding iShares Morningstar U.S. Equ (ILCB) in their 13F filings, down 10 from Q4 2024. 11 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($40.0M), Ameriprise Financial Inc. ($36.9M) and Equitable Holdings, Inc. ($29.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $12.6M |
| Exits | 18 | $52.4M |
All 13F filers, Q4 2024 → Q1 2025: 469,948 shares bought and 2,621,706 shares sold, net −2,151,758 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 171 holders
| Morgan Stanley | 0.00% | Add +3.8% | 517,949 | $40.0M |
| Ameriprise Financial Inc. | 0.01% | Add +17.6% | 477,211 | $36.9M |
| Equitable Holdings, Inc. | 0.28% | Reduce -2.5% | 384,014 | $29.7M |
| Osaic Holdings, Inc. | 0.04% | Reduce -29.8% | 254,238 | $19.6M |
| Corient Private Wealth LP | 0.02% | Add +105.5% | 192,334 | $14.9M |
| LPL Financial LLC | 0.01% | Reduce -85.0% | 188,613 | $14.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +3.4% | 179,461 | $13.9M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -3.3% | 155,493 | $12.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -9.0% | 140,343 | $10.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.0% | 137,093 | $10.6M |
| UBS Group AG | 0.00% | Add +1.9% | 112,485 | $8.7M |
| Bank of America Corp. | 0.00% | Reduce -37.2% | 108,086 | $8.4M |
| Wells Fargo & Company | 0.00% | Reduce -80.8% | 94,732 | $7.3M |
| Elevation Capital Advisory, LLC | 2.97% | New | 88,050 | $6.8M |
| Gladstone Institutional Advisory LLC | 0.32% | Reduce -31.6% | 87,593 | $6.8M |
| Merit Financial Group, LLC | 0.08% | Add +0.3% | 66,306 | $5.1M |
| Benchmark Wealth Management, LLC | 2.41% | Reduce -3.3% | 64,492 | $5.0M |
| Citadel Advisors | 0.00% | Add +110.0% | 58,170 | $4.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -59.4% | 54,669 | $4.2M |
| Royal Bank of Canada | 0.00% | Add +11.5% | 47,673 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 46,115 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -16.8% | 46,011 | $3.6M |
| Brand Asset Management Group, Inc. | 1.47% | Reduce -1.4% | 45,571 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.1% | 45,487 | $3.5M |
| Cetera Investment Advisers | 0.01% | Reduce -8.5% | 43,944 | $3.4M |
| Crestwood Advisors Group, LLC | 0.06% | Reduce -1.7% | 43,074 | $3.3M |
| Jim Saulnier & Associates, LLC | 2.50% | Add +3.7% | 41,644 | $3.2M |
| Independent Financial Group, LLC | 0.09% | Add +0.7% | 33,923 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +0.0% | 28,275 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -4.0% | 27,583 | $2.1M |
| MML Investors Services, LLC | 0.01% | Reduce -11.3% | 27,400 | $2.1M |
| GTS Securities LLC | 0.09% | Add +176.2% | 27,217 | $2.1M |
| Greykasell Wealth Strategies, Inc. | 0.96% | Reduce -12.7% | 23,355 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +7.1% | 19,946 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +7.1% | 19,946 | $1.5M |
| Silvia McColl Wealth Management, LLC | 1.13% | No change | 19,315 | $1.5M |
| Assetmark, Inc. | 0.00% | Reduce -22.0% | 18,085 | $1.4M |
| HighTower Advisors, LLC | 0.00% | No change | 17,165 | $1.3M |
| Money Concepts Capital Corp. | 0.10% | Add +0.2% | 17,103 | $1.3M |
| West Coast Financial LLC | 0.15% | Reduce -8.2% | 16,653 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.0% | 15,613 | $1.2M |
| FMR LLC | 0.00% | Add +10.8% | 15,586 | $1.2M |
| Councilor Wealth, LLC | 0.60% | No change | 15,465 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +779.8% | 15,009 | $1.2M |
| Creative Planning | 0.00% | Add +86.3% | 14,875 | $1.1M |
| Commonwealth Financial Services, LLC | 0.23% | Add +22.7% | 14,647 | $1.1M |
| Capital Management Associates, Inc | 0.25% | Add +115.1% | 14,406 | $1.1M |
| Dentgroup LLC | 0.83% | Reduce -0.6% | 14,331 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -87.0% | 14,132 | $1.1M |
| Arete Wealth Advisors, LLC | 0.08% | Reduce -56.0% | 14,101 | $1.1M |
| Mariner, LLC | 0.00% | No change | 13,555 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +226.3% | 13,268 | $1.0M |
| Savant Capital, LLC | 0.01% | Add +0.0% | 13,212 | $1.0M |
| Wealth Management Associates, Inc. | 0.42% | Reduce -0.8% | 12,699 | $981K |
| Bawa N Mallick Trust | 0.45% | No change | 12,400 | $958K |
| Liberty Capital Management, Inc. | 0.21% | No change | 12,260 | $947K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.2% | 12,190 | $942K |
| Keystone Financial Services, LLC | 0.74% | Add +5.0% | 11,245 | $869K |
| SeaCrest Wealth Management, LLC | 0.10% | Reduce -3.8% | 11,137 | $860K |
| Citigroup Inc. | 0.00% | Reduce -7.6% | 10,676 | $825K |
| Apollon Wealth Management, LLC | 0.02% | No change | 10,220 | $790K |
| Rockland Trust Co. | 0.04% | Reduce -1.4% | 9,895 | $764K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.32% | No change | 9,844 | $761K |
| Tyler-Stone Wealth Management | 0.12% | Add +6.0% | 8,887 | $687K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.4% | 8,823 | $682K |
| Comerica Bank | 0.00% | Add +0.6% | 8,502 | $657K |
| Cwm, LLC | 0.00% | Add +3.8% | 8,433 | $652K |
| Kestra Advisory Services, LLC | 0.00% | Add +130.8% | 8,169 | $631K |
| Flow Traders U.S. LLC | 0.03% | New | 8,078 | $624K |
| Pacific Sun Financial Corp | 0.35% | No change | 7,920 | $612K |
| Ameritas Advisory Services, LLC | 0.02% | No change | 7,539 | $608K |
| Asset Management Group, Inc. | 0.11% | Add +0.3% | 7,798 | $602K |
| Strategic Blueprint, LLC | 0.03% | Reduce -8.4% | 7,620 | $589K |
| Vantage Financial Partners, LLC | 0.15% | Reduce -3.3% | 7,598 | $587K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.1% | 7,591 | $586K |
| NewEdge Wealth, LLC | 0.01% | Reduce -1.3% | 7,317 | $565K |
| Red Tortoise LLC | 0.29% | No change | 7,315 | $565K |
| IHT Wealth Management, LLC | 0.02% | Reduce -2.4% | 7,024 | $543K |
| Brightwater Advisory LLC | 0.42% | New | 6,888 | $532K |
| Jane Street Group, LLC | 0.00% | Add +76.8% | 6,659 | $514K |
| Chapin Davis, Inc. | 0.17% | Reduce -16.5% | 6,587 | $509K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -26.4% | 6,560 | $507K |
| Good Life Advisors, LLC | 0.04% | Add +0.1% | 6,538 | $505K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 5,948 | $460K |
| Choate Investment Advisors | 0.01% | No change | 5,739 | $443K |
| Stifel Financial Corp. | 0.00% | Reduce -42.2% | 5,668 | $438K |
| Cape Investment Advisory, Inc. | 0.16% | No change | 5,155 | $398K |
| Cerity Partners LLC | 0.00% | Add +2.6% | 5,150 | $398K |
| Richard P Slaughter Associates Inc | 0.09% | No change | 5,056 | $391K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -24.4% | 5,024 | $386K |
| Focus Financial Network, Inc. | 0.02% | Reduce -10.1% | 4,903 | $379K |
| Aspen Wealth Management LLC | 0.11% | Add +0.3% | 4,896 | $378K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 4,823 | $375K |
| Baird Financial Group, Inc. | 0.00% | Reduce -38.4% | 4,845 | $374K |
| Harbour Trust & Investment Management Co | 0.04% | Reduce -9.6% | 4,700 | $363K |
| Captrust Financial Advisors | 0.00% | Add +3.2% | 4,664 | $360K |
| Scotia Capital Inc. | 0.00% | No change | 4,663 | $360K |
| M&T Bank Corp | 0.00% | No change | 4,550 | $352K |
| Janney Montgomery Scott LLC | 0.00% | New | 4,465 | $345K |
| Landaas & Co. /Wi | 0.09% | Reduce -9.8% | 4,432 | $342K |
| Flagstar Securities, Inc. | 0.09% | Add +0.3% | 4,312 | $333K |
| TFB Advisors LLC | 0.09% | Reduce -0.9% | 4,149 | $321K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.1% | 4,146 | $320K |
| Larson Financial Group LLC | 0.01% | Add +0.3% | 4,064 | $314K |
| Portland Financial Advisors Inc | 0.79% | Reduce -9.4% | 3,974 | $307K |
| Asset Allocation Strategies LLC | 0.08% | Add +0.3% | 3,909 | $302K |
| MidAtlantic Capital Management, Inc. | 0.24% | No change | 3,905 | $302K |
| Optivise Advisory Services LLC | 0.16% | Reduce -6.1% | 3,732 | $288K |
| Aurora Private Wealth, Inc. | 0.23% | Add +0.3% | 3,715 | $287K |
| Focus Partners Wealth | 0.00% | No change | 3,528 | $273K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -14.8% | 3,425 | $265K |
| Lutz Financial Services LLC | 0.02% | No change | 3,356 | $259K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.0% | 3,270 | $253K |
| Opus Capital Group, LLC | 0.03% | No change | 3,252 | $251K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -27.1% | 3,255 | $250K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.6% | 3,231 | $250K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.2% | 3,208 | $248K |
| FMB Wealth Management | 0.14% | No change | 3,188 | $246K |
| PFG Advisors | 0.01% | Reduce -60.0% | 3,123 | $241K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 3,124 | $241K |
| Mutual Advisors, LLC | 0.01% | No change | 2,940 | $224K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -17.7% | 2,850 | $220K |
| Synergy Investment Management, LLC | 0.09% | No change | 2,846 | $220K |
| Index Fund Advisors, Inc. | 0.01% | No change | 2,800 | $216K |
| Integrated Wealth Concepts LLC | 0.00% | New | 2,769 | $214K |
| Blue Sky Capital Consultants Group, Inc. | 0.14% | No change | 2,734 | $211K |
| New Century Financial Group, LLC | 0.24% | No change | 2,693 | $208K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 2,603 | $201K |
| Harbour Investments, Inc. | 0.01% | No change | 2,407 | $186K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 2,080 | $161K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,064 | $159K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 2,000 | $155K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +42.8% | 1,496 | $116K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,340 | $104K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,480 | $102K |
| City State Bank | 0.03% | No change | 1,268 | $98K |
| Security National Bank | 0.02% | Reduce -10.9% | 1,158 | $89K |
| Jones Financial Companies LLLP | 0.00% | Add +325.4% | 1,157 | $89K |
| Tsfg, LLC | 0.02% | No change | 1,109 | $86K |
| Mather Group, Llc. | 0.00% | No change | 993 | $77K |
| Realta Investment Advisors | 0.03% | No change | 892 | $69K |
| Creative Capital Management Investments LLC | 0.02% | New | 800 | $62K |
| Salomon & Ludwin, LLC | 0.01% | No change | 792 | $61K |
| Coston, McIsaac & Partners | 0.01% | Add +0.3% | 612 | $47K |
| Tidemark, LLC | 0.02% | No change | 608 | $47K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -39.7% | 607 | $47K |
| Fifth Third Bancorp | 0.00% | No change | 520 | $40K |
| Olistico Wealth, LLC | 0.02% | No change | 516 | $40K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 508 | $39K |
| Capital Analysts, LLC | 0.00% | Add +0.4% | 484 | $37K |
| AE Wealth Management LLC | 0.00% | Reduce -11.3% | 473 | $37K |
| US Bancorp \de | 0.00% | No change | 461 | $36K |
| Principal Securities, Inc. | 0.00% | No change | 392 | $32K |
| Russell Investments Group, Ltd. | 0.00% | No change | 394 | $30K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 370 | $29K |
| Archer Investment Corp | 0.01% | No change | 316 | $24K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 313 | $24K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 300 | $23K |
| Financial Perspectives, Inc | 0.01% | Add +0.4% | 272 | $21K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.7% | 251 | $19K |
| Westside Investment Management, Inc. | 0.00% | Add +0.5% | 225 | $17K |
| Painted Porch Advisors LLC | 0.01% | Add +78.7% | 218 | $17K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 180 | $14K |
| Qube Research & Technologies Ltd | 0.00% | Add +85.7% | 169 | $13K |
| Ancora Advisors LLC | 0.00% | No change | 136 | $11K |
| Bank of Montreal | 0.00% | New | 128 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 115 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 82 | $6K |
| MAI Capital Management | 0.00% | No change | 80 | $6K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 48 | $4K |
| 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.