iShares Morningstar U.S. EquILCBETF
13F holders, Q3 2025 (September 30)169holders −3
13new positions
9sold out
1famous investor
$92.32avg. 13F price*
At the end of Q3 2025, 169 institutions reported holding iShares Morningstar U.S. Equ (ILCB) in their 13F filings, down 3 from Q2 2025. 13 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($50.0M), Ameriprise Financial Inc. ($47.6M) and Exchange Traded Concepts, LLC ($43.5M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $11.7M |
| Exits | 9 | $11.4M |
All 13F filers, Q2 2025 → Q3 2025: 668,097 shares bought and 278,892 shares sold, net +389,205 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 169 holders
| Morgan Stanley | 0.00% | Add +2.9% | 541,452 | $50.0M |
| Ameriprise Financial Inc. | 0.01% | Add +4.2% | 514,702 | $47.6M |
| Exchange Traded Concepts, LLC | 0.42% | Add +72.6% | 471,003 | $43.5M |
| Equitable Holdings, Inc. | 0.26% | Reduce -0.3% | 382,991 | $35.4M |
| Osaic Holdings, Inc. | 0.03% | Reduce -7.5% | 249,061 | $22.4M |
| LPL Financial LLC | 0.01% | Add +12.8% | 207,243 | $19.2M |
| Cetera Investment Advisers | 0.02% | Add +335.6% | 197,200 | $18.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -0.4% | 165,875 | $15.4M |
| JPMorgan Chase & Co. | 0.00% | Add +27.8% | 165,457 | $15.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -4.7% | 132,608 | $12.3M |
| UBS Group AG | 0.00% | Reduce -1.9% | 102,896 | $9.5M |
| Bank of America Corp. | 0.00% | Reduce -6.9% | 102,065 | $9.4M |
| Wealth Forward, LLC | 5.21% | New | 97,108 | $9.0M |
| Corient Private Wealth LP | 0.01% | Reduce -0.8% | 89,147 | $8.2M |
| Gladstone Institutional Advisory LLC | 0.31% | Reduce -1.2% | 86,219 | $8.0M |
| Wells Fargo & Company | 0.00% | Reduce -7.1% | 84,476 | $7.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.8% | 75,245 | $7.0M |
| Merit Financial Group, LLC | 0.06% | Add +0.3% | 71,336 | $6.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -38.2% | 65,433 | $6.0M |
| Royal Bank of Canada | 0.00% | Add +6.5% | 45,107 | $4.2M |
| Brand Asset Management Group, Inc. | 1.11% | Reduce -1.6% | 42,840 | $4.0M |
| Crestwood Advisors Group, LLC | 0.07% | Reduce -0.6% | 42,680 | $3.9M |
| Commonwealth Financial Services, LLC | 0.66% | Add +153.7% | 41,490 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Add +14.5% | 40,720 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.2% | 37,252 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.4% | 37,073 | $3.4M |
| Jim Saulnier & Associates, LLC | 1.86% | Reduce -7.7% | 36,106 | $3.3M |
| Independent Financial Group, LLC | 0.07% | Reduce -5.5% | 33,232 | $3.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -8.8% | 31,166 | $2.9M |
| Modern Wealth Management, LLC | 0.05% | Reduce -4.3% | 29,463 | $2.7M |
| Global Retirement Partners, LLC | 0.06% | Add +0.6% | 28,845 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +0.0% | 28,286 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +35.8% | 25,157 | $2.3M |
| MML Investors Services, LLC | 0.01% | Reduce -2.2% | 23,823 | $2.2M |
| FMR LLC | 0.00% | Add +33.4% | 19,828 | $1.8M |
| Cerity Partners LLC | 0.00% | Reduce -1.7% | 19,634 | $1.8M |
| Silvia McColl Wealth Management, LLC | 1.21% | No change | 19,315 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +20.3% | 18,805 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.9% | 18,728 | $1.7M |
| Silver Oak Securities, Incorporated | 0.12% | Add +314.4% | 17,860 | $1.7M |
| American Trust | 0.14% | Add +0.5% | 17,319 | $1.6M |
| Edge Financial Advisors LLC | 0.72% | Add +268.7% | 17,301 | $1.6M |
| Money Concepts Capital Corp. | 0.10% | Add +0.6% | 17,029 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +25.9% | 16,355 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.3% | 15,681 | $1.4M |
| Councilor Wealth, LLC | 0.66% | Add +0.0% | 15,466 | $1.4M |
| Dentgroup LLC | 0.85% | No change | 14,242 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -4.5% | 13,418 | $1.2M |
| Citigroup Inc. | 0.00% | Add +11.8% | 13,400 | $1.2M |
| Wealth Management Associates, Inc. | 0.41% | Reduce -0.7% | 12,548 | $1.2M |
| Bawa N Mallick Trust | 0.43% | No change | 12,400 | $1.1M |
| Liberty Capital Management, Inc. | 0.21% | No change | 12,260 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -9.0% | 12,256 | $1.1M |
| NorthCoast Asset Management LLC | 0.00% | Add +0.1% | 12,165 | $1.1M |
| Keystone Financial Services, LLC | 0.72% | Reduce -0.4% | 11,198 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.2% | 10,907 | $1.0M |
| Greykasell Wealth Strategies, Inc. | 0.41% | Reduce -2.4% | 10,598 | $979K |
| Kestra Advisory Services, LLC | 0.00% | Add +24.7% | 10,483 | $969K |
| Apollon Wealth Management, LLC | 0.02% | No change | 10,220 | $945K |
| SeaCrest Wealth Management, LLC | 0.10% | Reduce -0.6% | 10,030 | $936K |
| Rockland Trust Co. | 0.04% | Reduce -0.6% | 9,840 | $909K |
| Creative Planning | 0.00% | Add +0.1% | 9,569 | $884K |
| Stifel Financial Corp. | 0.00% | Add +50.8% | 8,817 | $815K |
| Capital Management Associates, Inc | 0.22% | Add +19.4% | 8,620 | $797K |
| Comerica Bank | 0.00% | Reduce -0.6% | 8,328 | $770K |
| Cwm, LLC | 0.00% | No change | 8,323 | $769K |
| Pacific Sun Financial Corp | 0.35% | No change | 7,920 | $732K |
| Asset Management Group, Inc. | 0.12% | Add +0.2% | 7,837 | $724K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.6% | 7,476 | $691K |
| NewEdge Wealth, LLC | 0.01% | No change | 7,265 | $683K |
| Red Tortoise LLC | 0.30% | No change | 7,315 | $676K |
| Vantage Financial Partners, LLC | 0.14% | Reduce -3.8% | 7,060 | $653K |
| Strategic Blueprint, LLC | 0.03% | Reduce -3.6% | 6,788 | $627K |
| IHT Wealth Management, LLC | 0.02% | Reduce -4.6% | 6,718 | $621K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.2% | 6,589 | $609K |
| Ameritas Advisory Services, LLC | 0.04% | Add +310.3% | 6,380 | $590K |
| Baird Financial Group, Inc. | 0.00% | Add +30.4% | 6,317 | $584K |
| Chapin Davis, Inc. | 0.14% | Reduce -6.1% | 6,188 | $572K |
| Brightwater Advisory LLC | 0.38% | Reduce -13.5% | 5,957 | $551K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 5,948 | $550K |
| Choate Investment Advisors | 0.01% | No change | 5,739 | $530K |
| Soltis Investment Advisors LLC | 0.04% | New | 5,494 | $508K |
| Mutual Advisors, LLC | 0.01% | Add +75.1% | 5,148 | $480K |
| Richard P Slaughter Associates Inc | 0.10% | Reduce -1.1% | 5,001 | $462K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 4,823 | $460K |
| Focus Financial Network, Inc. | 0.02% | Add +0.3% | 4,931 | $456K |
| Aspen Wealth Management LLC | 0.10% | Add +0.3% | 4,924 | $455K |
| Harbour Trust & Investment Management Co | 0.04% | No change | 4,700 | $434K |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 4,668 | $431K |
| M&T Bank Corp | 0.00% | Reduce -31.0% | 4,550 | $421K |
| TFB Advisors LLC | 0.12% | Add +6.5% | 4,428 | $407K |
| Landaas & Co. /Wi | 0.09% | Add +0.2% | 4,386 | $405K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.7% | 4,379 | $405K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.2% | 4,160 | $384K |
| Flagstar Securities, Inc. | 0.12% | Add +0.2% | 4,153 | $384K |
| Larson Financial Group LLC | 0.01% | Add +0.7% | 4,104 | $379K |
| Portland Financial Advisors Inc | 0.78% | No change | 3,974 | $367K |
| Asset Allocation Strategies LLC | 0.07% | Add +0.3% | 3,931 | $363K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.7% | 3,845 | $355K |
| Pure Financial Advisors, LLC | 0.01% | New | 3,714 | $343K |
| MidAtlantic Capital Management, Inc. | 0.23% | No change | 3,667 | $339K |
| AlphaCore Capital LLC | 0.01% | No change | 3,528 | $326K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 3,397 | $314K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -0.8% | 3,227 | $306K |
| Lutz Financial Services LLC | 0.02% | Reduce -1.5% | 3,306 | $306K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 3,270 | $302K |
| Opus Capital Group, LLC | 0.03% | No change | 3,252 | $301K |
| AQR Capital Management | 0.00% | New | 3,244 | $300K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 3,191 | $295K |
| FMB Wealth Management | 0.12% | No change | 3,188 | $295K |
| Optivise Advisory Services LLC | 0.16% | Reduce -22.1% | 2,859 | $264K |
| Index Fund Advisors, Inc. | 0.01% | No change | 2,800 | $259K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -2.6% | 2,697 | $249K |
| New Century Financial Group, LLC | 0.44% | Add +0.0% | 2,695 | $249K |
| DAVENPORT & Co LLC | 0.00% | No change | 2,624 | $243K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +0.3% | 2,618 | $242K |
| Scotia Capital Inc. | 0.00% | No change | 2,609 | $241K |
| HCR Wealth Advisors | 0.02% | No change | 2,536 | $235K |
| Evanson Asset Management, LLC | 0.01% | No change | 2,500 | $231K |
| Blue Sky Capital Consultants Group, Inc. | 0.10% | No change | 2,487 | $230K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -14.0% | 2,450 | $226K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.3% | 2,422 | $224K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 2,364 | $218K |
| Wealthcare Advisory Partners LLC | 0.00% | No change | 2,350 | $217K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,335 | $216K |
| Harbour Investments, Inc. | 0.00% | Add +0.0% | 2,290 | $212K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 2,250 | $208K |
| Sage Rhino Capital LLC | 0.04% | New | 2,248 | $208K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,064 | $191K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 2,000 | $185K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 1,959 | $181K |
| Jones Financial Companies LLLP | 0.00% | Reduce -3.3% | 1,811 | $166K |
| Bokf, NA | 0.00% | No change | 1,718 | $159K |
| Allworth Financial LP | 0.00% | Add +18.9% | 1,696 | $157K |
| Bank of Montreal | 0.00% | New | 1,493 | $138K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,340 | $124K |
| City State Bank | 0.03% | No change | 1,268 | $117K |
| Security National Bank | 0.02% | No change | 1,158 | $107K |
| Tsfg, LLC | 0.02% | No change | 1,109 | $102K |
| Advisory Services Network, LLC | 0.00% | New | 1,036 | $96K |
| Mather Group, Llc. | 0.00% | New | 993 | $92K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -35.1% | 960 | $89K |
| Realta Investment Advisors | 0.03% | No change | 892 | $82K |
| Creative Capital Management Investments LLC | 0.02% | No change | 800 | $74K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -3.0% | 768 | $71K |
| Cornerstone Planning Group LLC | 0.01% | New | 601 | $57K |
| Tidemark, LLC | 0.02% | No change | 608 | $56K |
| Coston, McIsaac & Partners | 0.01% | Add +0.2% | 615 | $56K |
| Fifth Third Bancorp | 0.00% | No change | 520 | $48K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 508 | $47K |
| Capital Analysts, LLC | 0.00% | Add +0.2% | 486 | $45K |
| US Bancorp \de | 0.00% | No change | 461 | $43K |
| Principal Securities, Inc. | 0.00% | No change | 399 | $37K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 372 | $34K |
| Russell Investments Group, Ltd. | 0.00% | No change | 360 | $33K |
| Archer Investment Corp | 0.01% | No change | 316 | $29K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 313 | $29K |
| AE Wealth Management LLC | 0.00% | Reduce -31.3% | 301 | $28K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 300 | $28K |
| Financial Perspectives, Inc | 0.01% | No change | 273 | $25K |
| Farther Finance Advisors, LLC | 0.00% | No change | 242 | $22K |
| Westside Investment Management, Inc. | 0.00% | No change | 226 | $21K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 180 | $17K |
| Ancora Advisors LLC | 0.00% | No change | 136 | $13K |
| Painted Porch Advisors LLC | 0.00% | No change | 122 | $11K |
| Creative Financial Designs Inc. | 0.00% | No change | 82 | $8K |
| MAI Capital Management | 0.00% | No change | 80 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -33.9% | 76 | $7K |
| Assetmark, Inc. | 0.00% | Reduce -97.8% | 38 | $4K |
"% 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.