iShares Morningstar U.S. EquILCBETF
13F holders, Q2 2025 (June 30)172holders +1
14new positions
12sold out
$85.83avg. 13F price*
At the end of Q2 2025, 172 institutions reported holding iShares Morningstar U.S. Equ (ILCB) in their 13F filings, up 1 from Q1 2025. 14 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($45.1M), Ameriprise Financial Inc. ($42.4M) and Equitable Holdings, Inc. ($32.9M).
- Company
- iShares Morningstar U.S. Equ
- CUSIP
- 464287127
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $39.7M |
| Exits | 12 | $8.0M |
All 13F filers, Q1 2025 → Q2 2025: 637,848 shares bought and 387,479 shares sold, net +250,369 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 172 holders
| Morgan Stanley | 0.00% | Add +1.6% | 526,156 | $45.1M |
| Ameriprise Financial Inc. | 0.01% | Add +3.6% | 494,207 | $42.4M |
| Equitable Holdings, Inc. | 0.27% | Add +0.0% | 384,122 | $32.9M |
| Exchange Traded Concepts, LLC | 0.30% | New | 272,912 | $23.4M |
| Osaic Holdings, Inc. | 0.04% | Add +5.9% | 269,313 | $23.1M |
| LPL Financial LLC | 0.01% | Reduce -2.6% | 183,668 | $15.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -7.2% | 166,562 | $14.4M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -2.9% | 150,982 | $13.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.8% | 139,146 | $11.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.6% | 129,462 | $11.1M |
| Bank of America Corp. | 0.00% | Add +1.4% | 109,584 | $9.4M |
| Mercer Global Advisors Inc. | 0.02% | New | 105,849 | $9.1M |
| UBS Group AG | 0.00% | Reduce -6.8% | 104,844 | $9.0M |
| Wells Fargo & Company | 0.00% | Reduce -4.0% | 90,917 | $7.8M |
| Corient Private Wealth LP | 0.01% | Reduce -53.3% | 89,866 | $7.7M |
| Gladstone Institutional Advisory LLC | 0.31% | Reduce -0.4% | 87,228 | $7.5M |
| Elevation Capital Advisory, LLC | 2.82% | Reduce -6.7% | 82,157 | $7.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +77.0% | 81,612 | $7.0M |
| Merit Financial Group, LLC | 0.07% | Add +7.3% | 71,150 | $6.1M |
| Benchmark Wealth Management, LLC | 2.46% | Add +0.1% | 64,536 | $5.5M |
| Cetera Investment Advisers | 0.01% | Add +3.0% | 45,275 | $3.9M |
| Brand Asset Management Group, Inc. | 1.40% | Reduce -4.4% | 43,555 | $3.7M |
| Crestwood Advisors Group, LLC | 0.07% | Reduce -0.3% | 42,927 | $3.7M |
| Royal Bank of Canada | 0.00% | Reduce -11.2% | 42,348 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.8% | 40,590 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -14.8% | 39,198 | $3.4M |
| Jim Saulnier & Associates, LLC | 2.29% | Reduce -6.1% | 39,098 | $3.4M |
| Susquehanna International Group, LLP | 0.00% | Add +175.7% | 36,581 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -35.0% | 35,557 | $3.1M |
| Independent Financial Group, LLC | 0.08% | Add +3.7% | 35,174 | $3.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +994.1% | 34,179 | $2.9M |
| Modern Wealth Management, LLC | 0.07% | New | 30,777 | $2.6M |
| Global Retirement Partners, LLC | 0.06% | — | 28,666 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +0.0% | 28,281 | $2.4M |
| MML Investors Services, LLC | 0.01% | Reduce -11.1% | 24,363 | $2.1M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -23.8% | 21,006 | $1.8M |
| Cerity Partners LLC | 0.00% | Add +287.8% | 19,972 | $1.7M |
| Silvia McColl Wealth Management, LLC | 1.20% | No change | 19,315 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -7.1% | 18,531 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +106.3% | 18,205 | $1.6M |
| American Trust | 0.14% | New | 17,226 | $1.5M |
| Money Concepts Capital Corp. | 0.10% | Reduce -1.1% | 16,922 | $1.5M |
| Commonwealth Financial Services, LLC | 0.27% | Add +11.7% | 16,356 | $1.4M |
| GTS Securities LLC | 0.06% | Reduce -40.0% | 16,320 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.2% | 15,638 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.9% | 15,632 | $1.3M |
| Councilor Wealth, LLC | 0.62% | No change | 15,465 | $1.3M |
| FMR LLC | 0.00% | Reduce -4.7% | 14,859 | $1.3M |
| Dentgroup LLC | 0.85% | Reduce -0.6% | 14,242 | $1.2M |
| Mariner, LLC | 0.00% | Add +3.6% | 14,050 | $1.2M |
| Savant Capital, LLC | 0.01% | Add +1.9% | 13,463 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -8.1% | 12,990 | $1.1M |
| Wealth Management Associates, Inc. | 0.42% | Reduce -0.5% | 12,630 | $1.1M |
| Bawa N Mallick Trust | 0.44% | No change | 12,400 | $1.1M |
| Liberty Capital Management, Inc. | 0.21% | No change | 12,260 | $1.1M |
| NorthCoast Asset Management LLC | 0.00% | Reduce -0.3% | 12,154 | $1.0M |
| Citigroup Inc. | 0.00% | Add +12.3% | 11,984 | $1.0M |
| Two Sigma Investments, LP | 0.00% | New | 11,800 | $1.0M |
| Keystone Financial Services, LLC | 0.73% | Add +0.0% | 11,247 | $965K |
| Greykasell Wealth Strategies, Inc. | 0.45% | Reduce -53.5% | 10,858 | $931K |
| Apollon Wealth Management, LLC | 0.02% | No change | 10,220 | $877K |
| SeaCrest Wealth Management, LLC | 0.09% | Reduce -9.4% | 10,090 | $866K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.33% | No change | 9,844 | $852K |
| Rockland Trust Co. | 0.04% | No change | 9,895 | $849K |
| Creative Planning | 0.00% | Reduce -35.7% | 9,562 | $820K |
| Tyler-Stone Wealth Management | 0.13% | Add +5.2% | 9,346 | $802K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.9% | 8,408 | $721K |
| Comerica Bank | 0.00% | Reduce -1.5% | 8,377 | $719K |
| Cwm, LLC | 0.00% | Reduce -1.3% | 8,323 | $714K |
| Pacific Sun Financial Corp | 0.35% | No change | 7,920 | $679K |
| Asset Management Group, Inc. | 0.12% | Add +0.3% | 7,818 | $671K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.1% | 7,595 | $651K |
| NewEdge Wealth, LLC | 0.01% | Reduce -0.7% | 7,265 | $638K |
| Vantage Financial Partners, LLC | 0.15% | Reduce -3.4% | 7,339 | $630K |
| Red Tortoise LLC | 0.31% | No change | 7,315 | $627K |
| Capital Management Associates, Inc | 0.20% | Reduce -49.9% | 7,219 | $619K |
| Strategic Blueprint, LLC | 0.03% | Reduce -7.6% | 7,040 | $604K |
| IHT Wealth Management, LLC | 0.02% | Add +0.2% | 7,040 | $604K |
| Brightwater Advisory LLC | 0.42% | No change | 6,888 | $591K |
| M&T Bank Corp | 0.00% | Add +45.0% | 6,595 | $566K |
| Chapin Davis, Inc. | 0.16% | No change | 6,587 | $565K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.2% | 6,575 | $564K |
| Good Life Advisors, LLC | 0.04% | Add +0.1% | 6,541 | $561K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 5,948 | $510K |
| Stifel Financial Corp. | 0.00% | Add +3.2% | 5,848 | $502K |
| Choate Investment Advisors | 0.01% | No change | 5,739 | $492K |
| Cape Investment Advisory, Inc. | 0.16% | No change | 5,155 | $442K |
| Richard P Slaughter Associates Inc | 0.09% | No change | 5,056 | $434K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 4,823 | $424K |
| Focus Financial Network, Inc. | 0.02% | Add +0.3% | 4,918 | $422K |
| Aspen Wealth Management LLC | 0.10% | Add +0.3% | 4,910 | $421K |
| Baird Financial Group, Inc. | 0.00% | No change | 4,845 | $416K |
| Harbour Trust & Investment Management Co | 0.04% | No change | 4,700 | $403K |
| Edge Financial Advisors LLC | 0.21% | New | 4,693 | $402K |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 4,666 | $400K |
| PNC Financial Services Group, Inc. | 0.00% | Add +626.2% | 4,408 | $378K |
| Landaas & Co. /Wi | 0.09% | Reduce -1.2% | 4,379 | $376K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -14.2% | 4,310 | $370K |
| TFB Advisors LLC | 0.09% | Add +0.2% | 4,158 | $357K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.2% | 4,153 | $356K |
| Flagstar Securities, Inc. | 0.10% | Reduce -3.9% | 4,143 | $355K |
| Larson Financial Group LLC | 0.01% | Add +0.3% | 4,076 | $350K |
| Portland Financial Advisors Inc | 0.82% | No change | 3,974 | $341K |
| Asset Allocation Strategies LLC | 0.07% | Add +0.3% | 3,920 | $336K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +10.4% | 3,782 | $324K |
| Optivise Advisory Services LLC | 0.16% | Reduce -1.6% | 3,671 | $315K |
| MidAtlantic Capital Management, Inc. | 0.22% | Reduce -6.1% | 3,667 | $315K |
| Aurora Private Wealth, Inc. | 0.23% | Reduce -1.4% | 3,661 | $314K |
| AlphaCore Capital LLC | 0.01% | New | 3,528 | $303K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -0.1% | 3,252 | $290K |
| Lutz Financial Services LLC | 0.02% | No change | 3,356 | $288K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 3,270 | $281K |
| Opus Capital Group, LLC | 0.03% | No change | 3,252 | $279K |
| FMB Wealth Management | 0.13% | No change | 3,188 | $273K |
| Mutual Advisors, LLC | 0.01% | No change | 2,940 | $260K |
| Kingswood Wealth Advisors, LLC | 0.02% | No change | 2,850 | $245K |
| Index Fund Advisors, Inc. | 0.01% | No change | 2,800 | $240K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 2,769 | $238K |
| New Century Financial Group, LLC | 0.27% | Add +0.0% | 2,694 | $231K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -80.9% | 2,698 | $231K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -18.6% | 2,630 | $226K |
| DAVENPORT & Co LLC | 0.00% | New | 2,624 | $225K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.3% | 2,610 | $224K |
| Scotia Capital Inc. | 0.00% | Reduce -44.0% | 2,609 | $224K |
| HCR Wealth Advisors | 0.03% | New | 2,536 | $218K |
| Evanson Asset Management, LLC | 0.01% | New | 2,500 | $214K |
| Blue Sky Capital Consultants Group, Inc. | 0.11% | Reduce -9.0% | 2,487 | $213K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -24.7% | 2,415 | $207K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 2,364 | $203K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 2,350 | $202K |
| Harbour Investments, Inc. | 0.01% | Reduce -4.9% | 2,289 | $196K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,064 | $177K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 2,000 | $172K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -5.8% | 1,959 | $168K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +25.5% | 1,877 | $161K |
| Jones Financial Companies LLLP | 0.00% | Add +61.8% | 1,872 | $160K |
| Bokf, NA | 0.00% | New | 1,718 | $147K |
| Assetmark, Inc. | 0.00% | Reduce -90.6% | 1,703 | $146K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -79.4% | 1,555 | $133K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,480 | $127K |
| Allworth Financial LP | 0.00% | New | 1,426 | $122K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,340 | $115K |
| City State Bank | 0.03% | No change | 1,268 | $109K |
| Security National Bank | 0.02% | No change | 1,158 | $99K |
| Tsfg, LLC | 0.02% | No change | 1,109 | $95K |
| Realta Investment Advisors | 0.03% | No change | 892 | $77K |
| Creative Capital Management Investments LLC | 0.02% | No change | 800 | $69K |
| Salomon & Ludwin, LLC | 0.01% | No change | 792 | $68K |
| Tidemark, LLC | 0.02% | No change | 608 | $52K |
| Coston, McIsaac & Partners | 0.01% | Add +0.3% | 614 | $52K |
| Fifth Third Bancorp | 0.00% | No change | 520 | $45K |
| Olistico Wealth, LLC | 0.02% | No change | 516 | $44K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 508 | $44K |
| Capital Analysts, LLC | 0.00% | Add +0.2% | 485 | $42K |
| US Bancorp \de | 0.00% | No change | 461 | $40K |
| AE Wealth Management LLC | 0.00% | Reduce -7.4% | 438 | $38K |
| Principal Securities, Inc. | 0.00% | Add +1.8% | 399 | $34K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 371 | $32K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -8.6% | 360 | $31K |
| Archer Investment Corp | 0.01% | No change | 316 | $27K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 313 | $27K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 300 | $26K |
| Financial Perspectives, Inc | 0.01% | Add +0.4% | 273 | $23K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.6% | 242 | $21K |
| Westside Investment Management, Inc. | 0.00% | Add +0.4% | 226 | $19K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 180 | $15K |
| Ancora Advisors LLC | 0.00% | No change | 136 | $12K |
| Painted Porch Advisors LLC | 0.00% | Reduce -44.0% | 122 | $10K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 115 | $10K |
| Creative Financial Designs Inc. | 0.00% | No change | 82 | $7K |
| MAI Capital Management | 0.00% | No change | 80 | $7K |
| PrairieView Partners, LLC | 0.00% | No change | 36 | $3K |
"% 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.