iShares Morningstar U.S. EquILCBETF
13F holders, Q2 2026 (June 30)191holders +10
17new positions
8sold out
1famous investor
$103.65avg. 13F price*
At the end of Q2 2026, 191 institutions reported holding iShares Morningstar U.S. Equ (ILCB) in their 13F filings, up 10 from Q1 2026. 17 opened new positions and 8 sold out. The largest holders were Exchange Traded Concepts, LLC ($66.3M), Ameriprise Financial Inc. ($52.4M) and Morgan Stanley ($50.8M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $10.2M |
| Exits | 8 | $4.2M |
All 13F filers, Q1 2026 → Q2 2026: 263,189 shares bought and 665,819 shares sold, net −402,630 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| Exchange Traded Concepts, LLC | 0.33% | Add +16.6% | 639,665 | $66.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.3% | 505,474 | $52.4M |
| Morgan Stanley | 0.00% | Reduce -0.1% | 489,774 | $50.8M |
| LPL Financial LLC | 0.01% | Add +1.8% | 253,615 | $26.3M |
| Cetera Investment Advisers | 0.02% | Reduce -2.9% | 212,389 | $22.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 172,960 | $17.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -2.6% | 164,364 | $17.2M |
| Osaic Holdings, Inc. | 0.02% | Add +4.5% | 158,577 | $16.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.8% | 116,110 | $12.0M |
| Bank of America Corp. | 0.00% | Reduce -1.5% | 112,434 | $11.7M |
| Royal Bank of Canada | 0.00% | Reduce -12.9% | 102,560 | $10.6M |
| Wealth Forward, LLC | 5.20% | Add +0.9% | 100,803 | $10.4M |
| UBS Group AG | 0.00% | Reduce -0.3% | 97,681 | $10.1M |
| Corient Private Wealth LP | 0.01% | Add +0.3% | 96,203 | $10.0M |
| Center for Wealth Management Advisory | 6.10% | Add +0.4% | 93,790 | $9.7M |
| Gladstone Institutional Advisory LLC | 0.26% | Reduce -5.0% | 79,144 | $8.2M |
| Merit Financial Group, LLC | 0.05% | Add +6.0% | 77,566 | $8.0M |
| Wells Fargo & Company | 0.00% | Reduce -9.1% | 75,485 | $7.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.5% | 63,048 | $6.5M |
| Commonwealth Financial Services, LLC | 0.64% | Add +4.6% | 46,297 | $4.8M |
| Crestwood Advisors Group, LLC | 0.06% | Reduce -0.7% | 41,992 | $4.4M |
| Raymond James Financial Inc. | 0.00% | Add +6.9% | 41,277 | $4.3M |
| Brand Asset Management Group, Inc. | 0.89% | Reduce -0.3% | 39,027 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.8% | 38,757 | $4.0M |
| Win Advisors, Inc. | 1.42% | Reduce -76.7% | 38,468 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +28.5% | 37,752 | $3.9M |
| Independent Financial Group, LLC | 0.07% | Reduce -0.9% | 34,961 | $3.6M |
| Global Retirement Partners, LLC | 0.05% | — | 33,892 | $3.5M |
| Creative Planning | 0.00% | Add +302.9% | 32,548 | $3.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.4% | 30,610 | $3.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +6.0% | 29,839 | $3.1M |
| Modern Wealth Management, LLC | 0.04% | Add +3.0% | 29,519 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -42.9% | 28,746 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.05% | New | 28,072 | $2.9M |
| BlackRock, Inc. | 0.00% | New | 26,085 | $2.7M |
| FMR LLC | 0.00% | Add +3.7% | 25,628 | $2.7M |
| Cerity Partners LLC | 0.00% | Add +7.4% | 25,314 | $2.6M |
| MML Investors Services, LLC | 0.00% | Add +6.1% | 23,139 | $2.4M |
| American Trust | 0.15% | Add +7.1% | 19,065 | $2.0M |
| Arkadios Wealth Advisors | 0.03% | Reduce -1.0% | 16,648 | $1.7M |
| Jim Saulnier & Associates, LLC | 0.68% | Reduce -53.7% | 16,217 | $1.7M |
| Silvia McColl Wealth Management, LLC | 0.98% | Reduce -9.8% | 15,795 | $1.6M |
| Councilor Wealth, LLC | 0.65% | No change | 15,465 | $1.6M |
| HighTower Advisors, LLC | 0.00% | No change | 15,221 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Reduce -0.0% | 13,120 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -19.3% | 12,974 | $1.3M |
| Money Concepts Capital Corp. | 0.06% | Reduce -16.4% | 12,699 | $1.3M |
| Bawa N Mallick Trust | 0.42% | No change | 12,400 | $1.3M |
| Liberty Capital Management, Inc. | 0.22% | — | 12,260 | $1.3M |
| Wealth Management Associates, Inc. | 0.35% | Reduce -0.2% | 12,213 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +0.1% | 11,877 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -97.0% | 11,448 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Add +2.5% | 11,008 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +13.7% | 10,806 | $1.1M |
| Keystone Financial Services, LLC | 0.67% | Reduce -2.7% | 10,772 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -34.1% | 10,731 | $1.1M |
| Citigroup Inc. | 0.00% | Reduce -3.8% | 10,446 | $1.1M |
| Greykasell Wealth Strategies, Inc. | 0.39% | Add +0.0% | 10,374 | $1.1M |
| Apollon Wealth Management, LLC | 0.01% | No change | 10,220 | $1.1M |
| Rothschild Wealth LLC | 0.08% | No change | 9,844 | $1.0M |
| Rockland Trust Co. | 0.04% | Reduce -1.5% | 9,385 | $973K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.2% | 8,865 | $919K |
| Capital Management Associates, Inc | 0.17% | Reduce -4.9% | 8,387 | $869K |
| Pacific Sun Financial Corp | 0.33% | No change | 7,820 | $811K |
| SeaCrest Wealth Management, LLC | 0.09% | Reduce -12.5% | 7,660 | $794K |
| Fifth Third Bancorp | 0.00% | Reduce -4.8% | 7,585 | $786K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.0% | 7,511 | $779K |
| BIP Wealth, LLC | 0.02% | New | 7,492 | $777K |
| NewEdge Wealth, LLC | 0.01% | No change | 7,215 | $748K |
| AQR Capital Management | 0.00% | Add +11.3% | 6,919 | $717K |
| Chicago Partners Investment Group LLC | 0.01% | Add +39.4% | 6,723 | $688K |
| Ameritas Advisory Services, LLC | 0.01% | New | 6,568 | $681K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 6,200 | $643K |
| Chapin Davis, Inc. | 0.11% | Add +0.0% | 6,191 | $642K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.5% | 6,153 | $638K |
| Strategic Blueprint, LLC | 0.03% | No change | 6,040 | $626K |
| Dana Investment Advisors, Inc. | 0.02% | No change | 5,948 | $617K |
| IHT Wealth Management, LLC | 0.01% | Reduce -13.2% | 5,825 | $604K |
| Quantinno Capital Management LP | 0.00% | Add +48.8% | 5,792 | $600K |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.5% | 5,739 | $595K |
| Choate Investment Advisors | 0.01% | No change | 5,739 | $595K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.2% | 5,713 | $592K |
| Cape Investment Advisory, Inc. | 0.14% | No change | 5,155 | $534K |
| Mutual Advisors, LLC | 0.01% | No change | 5,148 | $534K |
| Aspen Wealth Management LLC | 0.09% | Add +0.2% | 4,963 | $514K |
| Harbour Trust & Investment Management Co | 0.05% | No change | 4,700 | $487K |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 4,674 | $484K |
| Richard P Slaughter Associates Inc | 0.10% | Reduce -4.9% | 4,650 | $482K |
| Asset Management Group, Inc. | 0.07% | Reduce -7.9% | 4,633 | $480K |
| M&T Bank Corp | 0.00% | No change | 4,550 | $472K |
| Brightwater Advisory LLC | 0.29% | No change | 4,502 | $467K |
| Landaas & Co. /Wi | 0.08% | Add +0.1% | 4,405 | $457K |
| Jones Financial Companies LLLP | 0.00% | Add +15.4% | 4,336 | $440K |
| Focus Financial Network, Inc. | 0.01% | Reduce -6.8% | 4,227 | $438K |
| MidAtlantic Capital Management, Inc. | 0.27% | Add +0.0% | 4,196 | $435K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.7% | 4,142 | $429K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.0% | 4,128 | $428K |
| Larson Financial Group LLC | 0.01% | Add +0.2% | 4,120 | $427K |
| Savant Capital, LLC | 0.00% | Reduce -27.4% | 4,109 | $426K |
| Composition Wealth, LLC | 0.01% | New | 4,073 | $422K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -2.9% | 4,008 | $415K |
| Portland Financial Advisors Inc | 0.75% | No change | 3,974 | $412K |
| Asset Allocation Strategies LLC | 0.06% | Add +0.2% | 3,962 | $411K |
| Flagstar Securities, Inc. | 0.12% | Reduce -0.1% | 3,701 | $384K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 3,616 | $375K |
| Kera Capital Partners, Inc. | 0.04% | New | 3,578 | $371K |
| AlphaCore Capital LLC | 0.01% | No change | 3,528 | $366K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,508 | $364K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -0.7% | 3,408 | $353K |
| Mission Wealth Management, LP | 0.00% | New | 3,384 | $351K |
| Lutz Financial Services LLC | 0.02% | No change | 3,306 | $343K |
| Cornerstone Wealth Management, LLC | 0.01% | No change | 3,273 | $339K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.2% | 3,239 | $336K |
| FMB Wealth Management | 0.12% | No change | 3,188 | $330K |
| Foundry Financial LLC | 0.11% | No change | 3,188 | $330K |
| XTX Topco Ltd | 0.00% | New | 2,994 | $310K |
| Optivise Advisory Services LLC | 0.15% | Reduce -2.2% | 2,900 | $301K |
| Diversify Advisory Services, LLC | 0.01% | New | 2,880 | $295K |
| Diversify Wealth Management, LLC | 0.01% | No change | 2,880 | $295K |
| Index Fund Advisors, Inc. | 0.01% | No change | 2,800 | $290K |
| World Investment Advisors | 0.00% | No change | 2,866 | $288K |
| Opus Capital Group, LLC | 0.03% | No change | 2,728 | $283K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 2,693 | $279K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -73.8% | 2,673 | $277K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +0.2% | 2,638 | $273K |
| DAVENPORT & Co LLC | 0.00% | No change | 2,624 | $272K |
| Keynote Financial Services LLC | 0.12% | No change | 2,540 | $263K |
| HCR Wealth Advisors | 0.02% | No change | 2,536 | $263K |
| Signal Advisors Wealth, LLC | 0.01% | Reduce -32.4% | 2,522 | $261K |
| Scotia Capital Inc. | 0.00% | Reduce -3.8% | 2,511 | $260K |
| Evanson Financial, LLC | 0.01% | — | 2,500 | $259K |
| Blue Sky Capital Consultants Group, Inc. | 0.11% | No change | 2,487 | $258K |
| Kingswood Wealth Advisors, LLC | 0.01% | No change | 2,450 | $254K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.2% | 2,440 | $253K |
| Laurel Oak Wealth Management, LLC | 0.04% | Add +2.9% | 2,351 | $244K |
| Wealthcare Advisory Partners LLC | 0.00% | No change | 2,350 | $244K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +752.7% | 2,345 | $243K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | No change | 2,250 | $233K |
| Sage Rhino Capital LLC | 0.04% | No change | 2,248 | $233K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,220 | $230K |
| Wealthquest Corp | 0.01% | New | 2,171 | $225K |
| Ieq Capital, LLC | 0.00% | New | 2,124 | $220K |
| NorthRock Partners, LLC | 0.00% | New | 2,109 | $219K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,064 | $214K |
| PFG Advisors | 0.01% | New | 2,039 | $211K |
| Aurora Private Wealth, Inc. | 0.13% | Reduce -25.3% | 2,021 | $210K |
| High Point Wealth Management, LLC | 0.17% | No change | 2,000 | $207K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 2,000 | $207K |
| Janney Montgomery Scott LLC | 0.00% | New | 1,988 | $206K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 1,840 | $191K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -2.9% | 1,800 | $187K |
| Bokf, NA | 0.00% | No change | 1,718 | $178K |
| Allworth Financial LP | 0.00% | Add +0.7% | 1,717 | $178K |
| Basepoint Wealth LLC | 0.10% | Add +0.2% | 1,692 | $175K |
| Blair William & Co. | 0.00% | No change | 1,528 | $158K |
| Bank of Montreal | 0.00% | No change | 1,493 | $155K |
| Vanguard Advisers Inc. | 0.00% | No change | 1,433 | $149K |
| Synergy Investment Management, LLC | 0.04% | Reduce -0.6% | 1,425 | $148K |
| City State Bank | 0.03% | No change | 1,268 | $131K |
| Trust Co | 0.01% | No change | 1,134 | $118K |
| Security National Bank | 0.01% | No change | 1,052 | $109K |
| Mather Group, Llc. | 0.00% | No change | 993 | $103K |
| AE Wealth Management LLC | 0.00% | Add +0.1% | 972 | $101K |
| Realta Investment Advisors | 0.03% | No change | 892 | $92K |
| Creative Capital Management Investments LLC | 0.02% | No change | 800 | $83K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -3.0% | 741 | $77K |
| Monetary Solutions, Ltd | 0.06% | Add +0.1% | 718 | $74K |
| Farther Finance Advisors, LLC | 0.00% | Add +189.7% | 701 | $73K |
| Coston, McIsaac & Partners | 0.01% | Add +0.2% | 598 | $62K |
| Tidemark, LLC | 0.01% | No change | 547 | $57K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 508 | $53K |
| US Bancorp \de | 0.00% | No change | 461 | $48K |
| Capital Analysts, LLC | 0.00% | Add +0.2% | 442 | $46K |
| Parallel Advisors, LLC | 0.00% | New | 414 | $43K |
| Compass Financial Management LLC | 0.01% | — | 400 | $43K |
| International Assets Investment Management, LLC | 0.00% | Add +106.4% | 388 | $40K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 375 | $39K |
| Olistico Wealth, LLC | 0.02% | Reduce -29.2% | 340 | $35K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 313 | $32K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 300 | $31K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -18.6% | 293 | $30K |
| Key Financial Inc | 0.00% | Add +23.7% | 282 | $29K |
| Financial Perspectives, Inc | 0.01% | Add +0.4% | 276 | $29K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 180 | $19K |
| Westside Investment Management, Inc. | 0.00% | Reduce -34.2% | 150 | $16K |
| GAMMA Investing LLC | 0.00% | No change | 121 | $13K |
| Arax Advisory Partners | 0.00% | New | 88 | $9K |
| Assetmark, Inc. | 0.00% | Reduce -4.5% | 85 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 74 | $8K |
| RHL Group, LLC | 0.01% | Add +35.6% | 61 | $6K |
| IFP Advisors, Inc | 0.00% | Reduce -77.3% | 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.