iShares Morningstar U.S. EquILCBETF
13F holders, Q1 2026 (March 31)181holders +1
17new positions
11sold out
2famous investors
$90.14avg. 13F price*
At the end of Q1 2026, 181 institutions reported holding iShares Morningstar U.S. Equ (ILCB) in their 13F filings, up 1 from Q4 2025. 17 opened new positions and 11 sold out. The largest holders were Exchange Traded Concepts, LLC ($49.3M), Ameriprise Financial Inc. ($45.5M) and Morgan Stanley ($44.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $21.6M |
| Exits | 11 | $4.8M |
All 13F filers, Q4 2025 → Q1 2026: 516,615 shares bought and 288,936 shares sold, net +227,679 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| Exchange Traded Concepts, LLC | 0.38% | Add +5.5% | 548,477 | $49.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.6% | 506,881 | $45.5M |
| Morgan Stanley | 0.00% | Reduce -10.4% | 490,382 | $44.1M |
| Equitable Holdings, Inc. | 0.23% | Reduce -0.6% | 381,156 | $36.0M |
| LPL Financial LLC | 0.01% | Add +1.1% | 249,260 | $22.4M |
| Cetera Investment Advisers | 0.02% | Add +4.9% | 218,649 | $19.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +1.9% | 168,688 | $15.3M |
| JPMorgan Chase & Co. | 0.00% | Add +1.2% | 174,034 | $15.2M |
| Win Advisors, Inc. | 6.80% | New | 165,387 | $14.9M |
| Osaic Holdings, Inc. | 0.02% | Add +107.4% | 151,818 | $13.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -6.4% | 120,674 | $10.8M |
| Royal Bank of Canada | 0.00% | Add +163.2% | 117,728 | $10.6M |
| Bank of America Corp. | 0.00% | Add +13.0% | 114,117 | $10.3M |
| Wealth Forward, LLC | 5.06% | Add +1.6% | 99,857 | $9.0M |
| UBS Group AG | 0.00% | Reduce -2.2% | 97,944 | $8.8M |
| Corient Private Wealth LP | 0.01% | Add +3.1% | 95,912 | $8.6M |
| Center for Wealth Management Advisory | 6.05% | Add +1.1% | 93,439 | $8.4M |
| Gladstone Institutional Advisory LLC | 0.28% | Reduce -1.9% | 83,274 | $7.5M |
| Wells Fargo & Company | 0.00% | Reduce -1.6% | 83,037 | $7.5M |
| Merit Financial Group, LLC | 0.05% | Reduce -0.5% | 73,142 | $6.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.5% | 63,337 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +69.2% | 50,314 | $4.5M |
| Commonwealth Financial Services, LLC | 0.63% | Add +2.6% | 44,255 | $4.0M |
| Crestwood Advisors Group, LLC | 0.06% | Reduce -0.9% | 42,290 | $3.8M |
| Brand Asset Management Group, Inc. | 0.92% | Reduce -2.0% | 39,160 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.0% | 39,083 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -64.9% | 38,607 | $3.5M |
| Independent Financial Group, LLC | 0.07% | Add +5.9% | 35,294 | $3.2M |
| Jim Saulnier & Associates, LLC | 1.53% | Reduce -1.9% | 35,015 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -36.3% | 29,389 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.3% | 29,035 | $2.6M |
| Modern Wealth Management, LLC | 0.04% | Reduce -0.7% | 28,645 | $2.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -0.5% | 28,139 | $2.5M |
| FMR LLC | 0.00% | Add +5.1% | 24,703 | $2.2M |
| Elevation Capital Advisory, LLC | 0.94% | New | 24,556 | $2.2M |
| Cerity Partners LLC | 0.00% | Add +27.3% | 23,564 | $2.1M |
| MML Investors Services, LLC | 0.01% | Reduce -7.2% | 21,813 | $2.0M |
| American Trust | 0.14% | Add +8.5% | 17,801 | $1.6M |
| Silvia McColl Wealth Management, LLC | 1.04% | No change | 17,515 | $1.6M |
| Arkadios Wealth Advisors | 0.03% | New | 16,819 | $1.5M |
| Mariner, LLC | 0.00% | Add +5.1% | 16,283 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.0% | 16,076 | $1.4M |
| Councilor Wealth, LLC | 0.67% | No change | 15,465 | $1.4M |
| HighTower Advisors, LLC | 0.00% | No change | 15,221 | $1.4M |
| Money Concepts Capital Corp. | 0.08% | Reduce -2.8% | 15,197 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +18.9% | 13,123 | $1.2M |
| Bawa N Mallick Trust | 0.46% | No change | 12,400 | $1.1M |
| Wealth Management Associates, Inc. | 0.38% | Reduce -2.6% | 12,234 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +0.1% | 11,868 | $1.1M |
| Keystone Financial Services, LLC | 0.67% | Reduce -0.3% | 11,071 | $995K |
| Citigroup Inc. | 0.00% | Add +0.3% | 10,856 | $976K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.3% | 10,739 | $965K |
| Citadel Advisors | 0.00% | New | 10,647 | $957K |
| Greykasell Wealth Strategies, Inc. | 0.38% | Reduce -2.2% | 10,371 | $932K |
| Susquehanna International Group, LLP | 0.00% | Add +194.3% | 10,337 | $929K |
| Apollon Wealth Management, LLC | 0.01% | No change | 10,220 | $918K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -70.9% | 10,181 | $915K |
| Rothschild Wealth LLC | 0.08% | No change | 9,844 | $885K |
| Rockland Trust Co. | 0.03% | Reduce -1.6% | 9,526 | $856K |
| Stifel Financial Corp. | 0.00% | Add +2.3% | 9,507 | $854K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -43.8% | 8,844 | $795K |
| Capital Management Associates, Inc | 0.18% | Add +1.7% | 8,818 | $792K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -1.7% | 8,755 | $787K |
| Cwm, LLC | 0.00% | No change | 8,323 | $748K |
| Creative Planning | 0.00% | Reduce -0.4% | 8,078 | $726K |
| Fifth Third Bancorp | 0.00% | Add +1432.7% | 7,970 | $716K |
| Pacific Sun Financial Corp | 0.34% | Add +1.3% | 7,820 | $703K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.0% | 7,510 | $675K |
| Red Tortoise LLC | 0.27% | Reduce -1.1% | 7,232 | $650K |
| NewEdge Wealth, LLC | 0.01% | Reduce -0.2% | 7,215 | $648K |
| IHT Wealth Management, LLC | 0.01% | Add +0.0% | 6,713 | $603K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.1% | 6,313 | $567K |
| AQR Capital Management | 0.00% | Add +36.4% | 6,216 | $559K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 6,200 | $557K |
| Chapin Davis, Inc. | 0.12% | Add +0.0% | 6,190 | $556K |
| Strategic Blueprint, LLC | 0.03% | Reduce -11.0% | 6,040 | $543K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 5,948 | $534K |
| Choate Investment Advisors | 0.01% | No change | 5,739 | $516K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.2% | 5,703 | $512K |
| Savant Capital, LLC | 0.00% | Reduce -12.8% | 5,657 | $508K |
| Soltis Investment Advisors LLC | 0.03% | Add +0.0% | 5,498 | $494K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 4,823 | $475K |
| Cape Investment Advisory, Inc. | 0.15% | No change | 5,155 | $463K |
| Mutual Advisors, LLC | 0.01% | No change | 5,148 | $463K |
| Asset Management Group, Inc. | 0.07% | Reduce -36.0% | 5,032 | $452K |
| Aspen Wealth Management LLC | 0.09% | Add +0.2% | 4,951 | $445K |
| Richard P Slaughter Associates Inc | 0.10% | Reduce -2.2% | 4,891 | $440K |
| Harbour Trust & Investment Management Co | 0.04% | No change | 4,700 | $422K |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 4,672 | $420K |
| M&T Bank Corp | 0.00% | No change | 4,550 | $409K |
| Focus Financial Network, Inc. | 0.01% | Reduce -8.3% | 4,535 | $408K |
| Brightwater Advisory LLC | 0.27% | Reduce -22.8% | 4,502 | $405K |
| Landaas & Co. /Wi | 0.09% | Add +0.1% | 4,400 | $395K |
| MidAtlantic Capital Management, Inc. | 0.26% | Add +14.4% | 4,195 | $377K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.1% | 4,173 | $375K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -76.8% | 4,129 | $371K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.8% | 4,127 | $371K |
| Larson Financial Group LLC | 0.01% | Add +0.2% | 4,110 | $369K |
| Portland Financial Advisors Inc | 0.74% | No change | 3,974 | $357K |
| Asset Allocation Strategies LLC | 0.06% | Add +0.2% | 3,953 | $355K |
| Quantinno Capital Management LP | 0.00% | New | 3,892 | $350K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -0.7% | 3,733 | $335K |
| Flagstar Securities, Inc. | 0.12% | Reduce -11.0% | 3,706 | $333K |
| Jones Financial Companies LLLP | 0.00% | Add +3.2% | 3,758 | $329K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.8% | 3,616 | $325K |
| AlphaCore Capital LLC | 0.01% | No change | 3,528 | $317K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.0% | 3,508 | $315K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -7.6% | 3,433 | $308K |
| Lutz Financial Services LLC | 0.02% | No change | 3,306 | $297K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +0.1% | 3,273 | $294K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.1% | 3,233 | $291K |
| Foundry Financial LLC | 0.12% | No change | 3,188 | $286K |
| FMB Wealth Management | 0.12% | No change | 3,188 | $286K |
| Diversify Wealth Management, LLC | 0.01% | New | 2,880 | $283K |
| Optivise Advisory Services LLC | 0.16% | Reduce -0.0% | 2,966 | $267K |
| World Investment Advisors | 0.00% | No change | 2,866 | $258K |
| Aurora Private Wealth, Inc. | 0.18% | Reduce -50.5% | 2,707 | $255K |
| Index Fund Advisors, Inc. | 0.01% | No change | 2,800 | $252K |
| Opus Capital Group, LLC | 0.03% | Reduce -16.1% | 2,728 | $245K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -12.8% | 2,693 | $242K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +0.2% | 2,632 | $237K |
| DAVENPORT & Co LLC | 0.00% | No change | 2,624 | $236K |
| Scotia Capital Inc. | 0.00% | No change | 2,609 | $234K |
| Keynote Financial Services LLC | 0.12% | New | 2,540 | $228K |
| HCR Wealth Advisors | 0.02% | No change | 2,536 | $228K |
| Evanson Asset Management, LLC | 0.01% | No change | 2,500 | $225K |
| Blue Sky Capital Consultants Group, Inc. | 0.11% | No change | 2,487 | $223K |
| Kingswood Wealth Advisors, LLC | 0.01% | No change | 2,450 | $220K |
| S&A Financial Services, Inc. | 0.15% | — | 2,435 | $219K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.3% | 2,435 | $219K |
| Wealthcare Advisory Partners LLC | 0.00% | No change | 2,350 | $211K |
| Laurel Oak Wealth Management, LLC | 0.03% | Reduce -1.2% | 2,285 | $205K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 2,250 | $202K |
| Sage Rhino Capital LLC | 0.04% | No change | 2,248 | $202K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,064 | $185K |
| High Point Wealth Management, LLC | 0.18% | No change | 2,000 | $180K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 2,000 | $180K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,854 | $167K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,840 | $165K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,754 | $158K |
| Bokf, NA | 0.00% | No change | 1,718 | $154K |
| Allworth Financial LP | 0.00% | Add +0.2% | 1,705 | $153K |
| Basepoint Wealth LLC | 0.09% | Add +0.3% | 1,689 | $152K |
| Blair William & Co. | 0.00% | Add +103.2% | 1,528 | $137K |
| Bank of Montreal | 0.00% | No change | 1,493 | $134K |
| Vanguard Advisers Inc. | 0.00% | — | 1,433 | $129K |
| Synergy Investment Management, LLC | 0.04% | New | 1,433 | $129K |
| City State Bank | 0.03% | No change | 1,268 | $114K |
| Trust Co | 0.01% | No change | 1,134 | $102K |
| Security National Bank | 0.01% | Reduce -9.2% | 1,052 | $95K |
| Mather Group, Llc. | 0.00% | New | 993 | $89K |
| Advisory Services Network, LLC | 0.00% | New | 990 | $89K |
| AE Wealth Management LLC | 0.00% | Add +222.6% | 971 | $87K |
| Realta Investment Advisors | 0.03% | No change | 892 | $80K |
| Creative Capital Management Investments LLC | 0.02% | No change | 800 | $72K |
| Salomon & Ludwin, LLC | 0.01% | No change | 764 | $69K |
| Monetary Solutions, Ltd | 0.06% | Add +0.1% | 717 | $64K |
| Coston, McIsaac & Partners | 0.01% | Reduce -3.2% | 597 | $53K |
| Tidemark, LLC | 0.01% | Reduce -10.0% | 547 | $49K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 508 | $46K |
| Olistico Wealth, LLC | 0.02% | No change | 480 | $43K |
| US Bancorp \de | 0.00% | No change | 461 | $41K |
| Capital Analysts, LLC | 0.00% | Reduce -9.6% | 441 | $40K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 374 | $34K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -91.9% | 360 | $32K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 313 | $28K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 300 | $27K |
| Financial Perspectives, Inc | 0.01% | Add +0.4% | 275 | $25K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 275 | $25K |
| Farther Finance Advisors, LLC | 0.00% | No change | 242 | $22K |
| Westside Investment Management, Inc. | 0.00% | Add +0.4% | 228 | $20K |
| Key Financial Inc | 0.00% | New | 228 | $20K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 180 | $18K |
| International Assets Investment Management, LLC | 0.00% | No change | 188 | $17K |
| MAI Capital Management | 0.00% | No change | 174 | $16K |
| IFP Advisors, Inc | 0.00% | New | 167 | $15K |
| Ancora Advisors LLC | 0.00% | No change | 136 | $12K |
| GAMMA Investing LLC | 0.00% | New | 121 | $11K |
| Assetmark, Inc. | 0.00% | Reduce -96.1% | 89 | $8K |
| Creative Financial Designs Inc. | 0.00% | Reduce -9.8% | 74 | $7K |
| RHL Group, LLC | 0.00% | New | 45 | $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.