iShares Morningstar U.S. EquILCBETF
13F holders, Q4 2025 (December 31)180holders +11
18new positions
12sold out
1famous investor
$94.43avg. 13F price*
At the end of Q4 2025, 180 institutions reported holding iShares Morningstar U.S. Equ (ILCB) in their 13F filings, up 11 from Q3 2025. 18 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($51.7M), Exchange Traded Concepts, LLC ($49.1M) and Ameriprise Financial Inc. ($48.6M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $5.8M |
| Exits | 12 | $2.6M |
All 13F filers, Q3 2025 → Q4 2025: 293,100 shares bought and 292,117 shares sold, net +983 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 180 holders
| Morgan Stanley | 0.00% | Add +1.1% | 547,486 | $51.7M |
| Exchange Traded Concepts, LLC | 0.41% | Add +10.4% | 519,869 | $49.1M |
| Ameriprise Financial Inc. | 0.01% | Add +0.0% | 514,913 | $48.6M |
| Equitable Holdings, Inc. | 0.25% | Add +0.1% | 383,286 | $36.2M |
| LPL Financial LLC | 0.01% | Add +18.9% | 246,468 | $23.3M |
| Cetera Investment Advisers | 0.02% | Add +5.7% | 208,351 | $19.7M |
| JPMorgan Chase & Co. | 0.00% | Add +4.0% | 172,044 | $16.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -0.2% | 165,492 | $15.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.7% | 128,978 | $12.2M |
| Raymond James Financial Inc. | 0.00% | Add +170.3% | 110,058 | $10.4M |
| Bank of America Corp. | 0.00% | Reduce -1.1% | 100,960 | $9.5M |
| UBS Group AG | 0.00% | Reduce -2.7% | 100,109 | $9.4M |
| Wealth Forward, LLC | 5.24% | Add +1.2% | 98,264 | $9.3M |
| Corient Private Wealth LP | 0.01% | Add +4.3% | 93,022 | $8.8M |
| Center for Wealth Management Advisory | 6.43% | — | 92,466 | $8.7M |
| Gladstone Institutional Advisory LLC | 0.30% | Reduce -1.5% | 84,914 | $8.0M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 84,368 | $8.0M |
| Merit Financial Group, LLC | 0.06% | Add +3.0% | 73,485 | $6.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -70.6% | 73,189 | $6.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.7% | 63,677 | $6.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -38.7% | 46,099 | $4.4M |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 44,724 | $4.2M |
| Commonwealth Financial Services, LLC | 0.67% | Add +4.0% | 43,142 | $4.1M |
| Crestwood Advisors Group, LLC | 0.07% | Add +0.0% | 42,683 | $4.0M |
| Brand Asset Management Group, Inc. | 1.05% | Reduce -6.7% | 39,952 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.9% | 36,177 | $3.4M |
| Jim Saulnier & Associates, LLC | 1.75% | Reduce -1.1% | 35,692 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +39.1% | 35,006 | $3.3M |
| Independent Financial Group, LLC | 0.07% | Add +0.3% | 33,332 | $3.1M |
| Global Retirement Partners, LLC | 0.05% | Add +11.5% | 32,158 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -19.8% | 29,743 | $2.8M |
| Modern Wealth Management, LLC | 0.05% | Reduce -2.1% | 28,837 | $2.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -9.2% | 28,288 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -0.3% | 28,208 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +39.2% | 26,076 | $2.5M |
| FMR LLC | 0.00% | Add +18.6% | 23,511 | $2.2M |
| MML Investors Services, LLC | 0.01% | Reduce -1.3% | 23,504 | $2.2M |
| Edge Financial Advisors LLC | 0.79% | Add +15.6% | 20,007 | $1.9M |
| Cerity Partners LLC | 0.00% | Reduce -5.7% | 18,508 | $1.7M |
| Silver Oak Securities, Incorporated | 0.11% | Reduce -0.2% | 17,823 | $1.7M |
| Silvia McColl Wealth Management, LLC | 1.10% | Reduce -9.3% | 17,515 | $1.7M |
| American Trust | 0.13% | Reduce -5.3% | 16,405 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.7% | 16,234 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.3% | 15,732 | $1.5M |
| Money Concepts Capital Corp. | 0.08% | Reduce -8.2% | 15,631 | $1.5M |
| Mariner, LLC | 0.00% | Add +15.5% | 15,495 | $1.5M |
| Councilor Wealth, LLC | 0.69% | Reduce -0.0% | 15,465 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -19.1% | 15,221 | $1.4M |
| Dentgroup LLC | 0.92% | No change | 14,242 | $1.3M |
| Wealth Management Associates, Inc. | 0.41% | Add +0.1% | 12,555 | $1.2M |
| Bawa N Mallick Trust | 0.43% | No change | 12,400 | $1.2M |
| Liberty Capital Management, Inc. | 0.22% | No change | 12,260 | $1.2M |
| Focus Partners Wealth | 0.00% | New | 11,859 | $1.1M |
| Keystone Financial Services, LLC | 0.71% | Reduce -0.9% | 11,100 | $1.0M |
| Natixis Advisors, LLC | 0.00% | New | 11,035 | $1.0M |
| Citigroup Inc. | 0.00% | Reduce -19.3% | 10,819 | $1.0M |
| Greykasell Wealth Strategies, Inc. | 0.40% | Add +0.0% | 10,600 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Add +0.1% | 10,494 | $990K |
| Apollon Wealth Management, LLC | 0.02% | No change | 10,220 | $965K |
| Rothschild Wealth LLC | 0.09% | New | 9,844 | $929K |
| Rockland Trust Co. | 0.04% | Reduce -1.6% | 9,679 | $914K |
| Stifel Financial Corp. | 0.00% | Add +5.4% | 9,293 | $877K |
| SeaCrest Wealth Management, LLC | 0.09% | Reduce -11.2% | 8,905 | $850K |
| Capital Management Associates, Inc | 0.18% | Add +0.6% | 8,669 | $818K |
| Cwm, LLC | 0.00% | No change | 8,323 | $786K |
| Comerica Bank | 0.00% | Reduce -0.7% | 8,268 | $780K |
| Creative Planning | 0.00% | Reduce -15.2% | 8,113 | $766K |
| Asset Management Group, Inc. | 0.12% | Add +0.3% | 7,859 | $742K |
| Pacific Sun Financial Corp | 0.35% | Reduce -2.5% | 7,720 | $729K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.4% | 7,508 | $709K |
| Red Tortoise LLC | 0.30% | No change | 7,315 | $690K |
| NewEdge Wealth, LLC | 0.01% | Reduce -0.5% | 7,227 | $682K |
| Strategic Blueprint, LLC | 0.04% | No change | 6,788 | $641K |
| Vantage Financial Partners, LLC | 0.13% | Reduce -4.6% | 6,734 | $636K |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.1% | 6,712 | $633K |
| Savant Capital, LLC | 0.00% | Reduce -47.1% | 6,486 | $612K |
| Baird Financial Group, Inc. | 0.00% | No change | 6,317 | $596K |
| GTS Securities LLC | 0.02% | New | 6,252 | $590K |
| Chapin Davis, Inc. | 0.14% | Add +0.0% | 6,189 | $584K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 5,948 | $561K |
| Brightwater Advisory LLC | 0.37% | Reduce -2.1% | 5,831 | $550K |
| Choate Investment Advisors | 0.01% | No change | 5,739 | $542K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -13.6% | 5,692 | $537K |
| Soltis Investment Advisors LLC | 0.03% | Add +0.1% | 5,497 | $519K |
| Aurora Private Wealth, Inc. | 0.34% | — | 5,474 | $511K |
| Cape Investment Advisory, Inc. | 0.15% | New | 5,155 | $487K |
| Mutual Advisors, LLC | 0.01% | No change | 5,148 | $486K |
| Richard P Slaughter Associates Inc | 0.10% | No change | 5,001 | $472K |
| Focus Financial Network, Inc. | 0.02% | Add +0.3% | 4,947 | $467K |
| Aspen Wealth Management LLC | 0.10% | Add +0.3% | 4,940 | $466K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 4,823 | $460K |
| Harbour Trust & Investment Management Co | 0.05% | No change | 4,700 | $444K |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 4,670 | $441K |
| AQR Capital Management | 0.00% | Add +40.4% | 4,556 | $430K |
| M&T Bank Corp | 0.00% | No change | 4,550 | $429K |
| TFB Advisors LLC | 0.12% | Add +0.3% | 4,442 | $419K |
| Russell Investments Group, Ltd. | 0.00% | Add +1131.4% | 4,433 | $418K |
| Landaas & Co. /Wi | 0.09% | Add +0.2% | 4,394 | $415K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,379 | $413K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.2% | 4,168 | $393K |
| Flagstar Securities, Inc. | 0.13% | Add +0.3% | 4,165 | $393K |
| Larson Financial Group LLC | 0.01% | Reduce -0.1% | 4,101 | $387K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +20.7% | 4,099 | $387K |
| Portland Financial Advisors Inc | 0.80% | No change | 3,974 | $375K |
| Asset Allocation Strategies LLC | 0.07% | Add +0.3% | 3,944 | $372K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.9% | 3,773 | $356K |
| Signal Advisors Wealth, LLC | 0.03% | New | 3,760 | $355K |
| Pure Financial Advisors, LLC | 0.01% | No change | 3,714 | $350K |
| MidAtlantic Capital Management, Inc. | 0.22% | No change | 3,667 | $346K |
| Jones Financial Companies LLLP | 0.00% | Add +101.1% | 3,642 | $344K |
| United Capital Financial Advisors, LLC | 0.00% | New | 3,552 | $335K |
| AlphaCore Capital LLC | 0.01% | No change | 3,528 | $333K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.8% | 3,513 | $332K |
| Lutz Financial Services LLC | 0.02% | No change | 3,306 | $312K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 3,270 | $309K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -0.4% | 3,213 | $308K |
| Opus Capital Group, LLC | 0.03% | No change | 3,252 | $307K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.2% | 3,198 | $302K |
| Foundry Financial LLC | 0.16% | — | 3,188 | $301K |
| FMB Wealth Management | 0.12% | No change | 3,188 | $301K |
| Integrated Wealth Concepts LLC | 0.00% | Add +14.5% | 3,088 | $291K |
| Optivise Advisory Services LLC | 0.16% | Add +3.8% | 2,967 | $280K |
| World Investment Advisors | 0.00% | New | 2,866 | $270K |
| Index Fund Advisors, Inc. | 0.01% | No change | 2,800 | $264K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +0.3% | 2,626 | $248K |
| DAVENPORT & Co LLC | 0.00% | No change | 2,624 | $248K |
| Scotia Capital Inc. | 0.00% | No change | 2,609 | $246K |
| HCR Wealth Advisors | 0.02% | No change | 2,536 | $239K |
| Evanson Asset Management, LLC | 0.01% | No change | 2,500 | $236K |
| Blue Sky Capital Consultants Group, Inc. | 0.10% | No change | 2,487 | $235K |
| Kingswood Wealth Advisors, LLC | 0.01% | No change | 2,450 | $231K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.3% | 2,429 | $229K |
| Wealthcare Advisory Partners LLC | 0.00% | No change | 2,350 | $222K |
| Laurel Oak Wealth Management, LLC | 0.04% | — | 2,312 | $218K |
| Assetmark, Inc. | 0.00% | Add +5950.0% | 2,299 | $217K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 2,250 | $212K |
| Sage Rhino Capital LLC | 0.04% | No change | 2,248 | $212K |
| Ieq Capital, LLC | 0.00% | New | 2,124 | $200K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,064 | $195K |
| High Point Wealth Management, LLC | 0.18% | — | 2,000 | $189K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 2,000 | $189K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -5.4% | 1,854 | $175K |
| Bokf, NA | 0.00% | No change | 1,718 | $162K |
| Allworth Financial LP | 0.00% | Add +0.3% | 1,701 | $161K |
| Basepoint Wealth LLC | 0.10% | New | 1,684 | $159K |
| Bank of Montreal | 0.00% | No change | 1,493 | $141K |
| City State Bank | 0.03% | No change | 1,268 | $120K |
| Security National Bank | 0.02% | No change | 1,158 | $109K |
| Trust Co | 0.01% | New | 1,134 | $107K |
| Tsfg, LLC | 0.02% | No change | 1,109 | $105K |
| Realta Investment Advisors | 0.03% | No change | 892 | $84K |
| Creative Capital Management Investments LLC | 0.02% | No change | 800 | $76K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -0.5% | 764 | $73K |
| Blair William & Co. | 0.00% | New | 752 | $71K |
| Monetary Solutions, Ltd | 0.07% | — | 716 | $68K |
| Coston, McIsaac & Partners | 0.01% | Add +0.3% | 617 | $58K |
| Tidemark, LLC | 0.02% | No change | 608 | $57K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 604 | $57K |
| Fifth Third Bancorp | 0.00% | No change | 520 | $49K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 508 | $48K |
| Capital Analysts, LLC | 0.00% | Add +0.4% | 488 | $46K |
| Olistico Wealth, LLC | 0.02% | New | 480 | $45K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -50.0% | 480 | $45K |
| US Bancorp \de | 0.00% | No change | 461 | $44K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.5% | 374 | $35K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 320 | $30K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 313 | $30K |
| AE Wealth Management LLC | 0.00% | No change | 301 | $28K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 300 | $28K |
| Harbour Investments, Inc. | 0.00% | Reduce -87.8% | 280 | $26K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 275 | $26K |
| Financial Perspectives, Inc | 0.01% | Add +0.4% | 274 | $26K |
| Farther Finance Advisors, LLC | 0.00% | No change | 242 | $23K |
| Westside Investment Management, Inc. | 0.00% | Add +0.4% | 227 | $21K |
| International Assets Investment Management, LLC | 0.00% | New | 188 | $18K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 180 | $17K |
| MAI Capital Management | 0.00% | Add +117.5% | 174 | $16K |
| Ancora Advisors LLC | 0.00% | No change | 136 | $13K |
| Creative Financial Designs Inc. | 0.00% | No change | 82 | $8K |
| Laurel Wealth Advisors LLC | 0.00% | New | 48 | $5K |
"% 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.