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Ishares Morningstar U.S. EQU (ILCB)

CUSIP: 464287127 | NYSE | 463 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Exchange Traded Concepts, LLC684,365
0.3% of portfolio›$72.3M
Wealth Enhancement Advisory Services, LLC162,121
0.0% of portfolio›$17.4M
Commonwealth Equity Services, LLC110,203
0.0% of portfolio›$11.6M
Center for Wealth Management Advisory96,555
6.3% of portfolio›$10.2M
Wealth Forward, LLC56,151
2.7% of portfolio›$5.9M
Cambridge Investment Research Advisors, Inc.50,106
0.0% of portfolio›$5.3K
Crestwood Advisors Group, LLC41,839
0.1% of portfolio›$4.4M
Commonwealth Financial Services, LLC41,407
0.8% of portfolio›$4.4M
Independent Financial Group, LLC34,784
0.1% of portfolio›$3.7M
Creative Planning32,691
0.0% of portfolio›$3.5M
Councilor Wealth, LLC15,465
0.7% of portfolio›$1.6M
Silvia Mccoll Wealth Management, LLC14,395
0.9% of portfolio›$1.5M
Liberty Capital Management, Inc.12,260
0.2% of portfolio›$1.3M
Kestra Advisory Services, LLC11,022
0.0% of portfolio›$1.2M
JIM Saulnier & Associates, LLC11,020
0.4% of portfolio›$1.2M
Apollon Wealth Management, LLC10,220
0.0% of portfolio›$1.1M
Citigroup Inc10,056
0.0% of portfolio›$1.1M
Rockland Trust Co9,080
0.0% of portfolio›$959.4K
Capital Management Associates, Inc8,408
0.2% of portfolio›$888.4K
SeaCrest Wealth Management, LLC7,560
0.1% of portfolio›$798.8K
BIP Wealth, LLC7,492
0.0% of portfolio›$791.6K
Chicago Partners Investment Group LLC6,723
0.0% of portfolio›$708.4K
Chapin Davis, Inc.6,191
0.1% of portfolio›$654.2K
Strategic Blueprint, LLC6,040
0.0% of portfolio›$638.2K
Cape Investment Advisory, Inc.5,155
0.1% of portfolio›$544.6K
Aspen Wealth Management LLC4,976
0.1% of portfolio›$525.8K
Harbour Trust & Investment Management Co4,700
0.0% of portfolio›$496.6K
Richard P Slaughter Associates Inc4,644
0.1% of portfolio›$490.7K
Landaas & Co4,315
0.1% of portfolio›$455.9K
MidAtlantic Capital Management, Inc.4,197
0.3% of portfolio›$443.5K
Perigon Wealth Management, LLC4,146
0.0% of portfolio›$438.0K
Portland Financial Advisors Inc3,974
0.7% of portfolio›$419.9K
Asset Allocation Strategies LLC3,973
0.1% of portfolio›$419.8K
Focus Financial Network, Inc.3,922
0.0% of portfolio›$414.4K
Flagstar Securities, Inc3,658
0.1% of portfolio›$386.6K
AlphaCore Capital LLC3,528
0.0% of portfolio›$372.8K
Cornerstone Wealth Management, LLC3,273
0.0% of portfolio›$345.9K
Foundry Financial LLC3,188
0.1% of portfolio›$336.8K
Indivisible Partners3,188
0.0% of portfolio›$336.8K
Optivise Advisory Services LLC2,944
0.2% of portfolio›$311.1K
Diversify Advisory Services, LLC2,859
0.0% of portfolio›$306.0K
Diversify Wealth Management, LLC2,859
0.0% of portfolio›$306.0K
StoneX Group Inc.2,844
0.0% of portfolio›$298.2K
Opus Capital Group, LLC2,728
0.0% of portfolio›$288
HCR Wealth Advisors2,536
0.0% of portfolio›$268.0K
Evanson Financial, LLC2,500
0.0% of portfolio›$264.2K
Blue Sky Capital Consultants Group, Inc.2,487
0.1% of portfolio›$262.8K
Kingswood Wealth Advisors, LLC2,450
0.0% of portfolio›$258.9K
Davenport & Co LLC2,400
0.0% of portfolio›$253.6K
Wealthcare Advisory Partners LLC2,350
0.0% of portfolio›$248.3K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,250
0.0% of portfolio›$237.7K
Sage Rhino Capital LLC2,248
0.0% of portfolio›$237.5K
Laurel OAK Wealth Management, LLC2,183
0.0% of portfolio›$230.7K
Park Avenue Securities LLC2,103
0.0% of portfolio›$222
Harbor Investment Advisory, LLC2,064
0.0% of portfolio›$218.1K
PFG Advisors2,026
0.0% of portfolio›$214.1K
High Point Wealth Management, LLC2,000
0.2% of portfolio›$211.3K
Aurora Private Wealth, Inc.1,968
0.0% of portfolio›$208
S&A Financial Services, Inc.1,926
0.1% of portfolio›$203.5K
Apella Capital, LLC1,877
0.0% of portfolio›$202.3K
Ashton Thomas Private Wealth, LLC1,840
0.0% of portfolio›$194.4K
Farmers & Merchants Investments Inc1,546
0.0% of portfolio›$163.4K
City State Bank1,268
0.0% of portfolio›$134.0K
Trust Co1,134
0.0% of portfolio›$119.8K
Mather Group, Llc.993
0.0% of portfolio›$104.9K
Realta Investment Advisors892
0.0% of portfolio›$94.2K
Security National Bank862
0.0% of portfolio›$91.1K
McCarley & Cook Financial Planners840
0.1% of portfolio›$88.8K
Creative Capital Management Investments LLC800
0.0% of portfolio›$84.5K
Salomon & Ludwin, LLC741
0.0% of portfolio›$78.3K
Monetary Solutions, Ltd719
0.1% of portfolio›$76.0K
Farther Finance Advisors, LLC701
0.0% of portfolio›$74.1K
Bokf, NA515
0.0% of portfolio›$54.4K
Key FInancial Inc463
0.0% of portfolio›$48.9K
Parallel Advisors, LLC414
0.0% of portfolio›$43.7K
Compass Financial Management LLC400
0.0% of portfolio›$42.3K
Olistico Wealth, LLC340
0.0% of portfolio›$35.9K
Cedar Mountain Advisors, LLC313
0.0% of portfolio›$33.1K
Financial Perspectives, Inc276
0.0% of portfolio›$29.2K
Westside Investment Management, Inc.150
0.0% of portfolio›$16.0K
Gamma Investing LLC121
0.0% of portfolio›$12.8K
Assetmark, Inc106
0.0% of portfolio›$11.2K
Creative Financial Designs Inc74
0.0% of portfolio›$7.8K
RHL Group, LLC67
0.0% of portfolio›$7.1K
TD Waterhouse Canada Inc.50
0.0% of portfolio›$5.3K
StyleTurnoverLocationFiled
Exchange Traded Concepts, LLC
684,365$72.3M0.3%GrowthMediumOklahoma City, OK2026-10-28
Wealth Enhancement Advisory Services, LLC
162,121$17.4M0.0%CoreLowPlymouth, MN2026-10-13
Commonwealth Equity Services, LLC
110,203$11.6M0.0%ETFLowWaltham, MA2026-11-02
Center for Wealth Management Advisory
96,555$10.2M6.3%CoreMediumMilford, OH2026-10-23
Wealth Forward, LLC
56,151$5.9M2.7%ETFMediumFargo, ND2026-10-14
Cambridge Investment Research Advisors, Inc.
50,106$5.3K0.0%ETFLowFairfield, IA2026-11-02
Crestwood Advisors Group, LLC
41,839$4.4M0.1%GrowthLowBoston, MA2026-10-27
Commonwealth Financial Services, LLC
41,407$4.4M0.8%ETFMediumVienna, WV2026-10-20
Independent Financial Group, LLC
34,784$3.7M0.1%GrowthLowSan Diego, CA2026-10-13
Creative Planning
32,691$3.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Councilor Wealth, LLC
15,465$1.6M0.7%ETFLowBethesda, MD2026-10-09
Silvia Mccoll Wealth Management, LLC
14,395$1.5M0.9%CoreVery LowSan Diego, CA2026-10-07
Liberty Capital Management, Inc.
12,260$1.3M0.2%CoreVery LowBirmingham, MI2026-11-02
Kestra Advisory Services, LLC
11,022$1.2M0.0%CoreLowAustin, TX2026-11-02
JIM Saulnier & Associates, LLC
11,020$1.2M0.4%ETFLowFort Collins, CO2026-11-04
Apollon Wealth Management, LLC
10,220$1.1M0.0%GrowthLowMount Pleasant, SC2026-10-23
Citigroup Inc
10,056$1.1M0.0%CoreMediumNew York, NY2026-11-04
Rockland Trust Co
9,080$959.4K0.0%CoreLowHanover, MA2026-10-05
Capital Management Associates, Inc
8,408$888.4K0.2%ETFLowMinneapolis, MN2026-10-20
SeaCrest Wealth Management, LLC
7,560$798.8K0.1%GrowthLowPurchase, NY2026-10-21
BIP Wealth, LLC
7,492$791.6K0.0%ETFMediumAtlanta, GA2026-10-22
Chicago Partners Investment Group LLC
6,723$708.4K0.0%GARPLowChicago, IL2026-10-27
Chapin Davis, Inc.
6,191$654.2K0.1%GrowthHighBaltimore, MD2026-10-09
Strategic Blueprint, LLC
6,040$638.2K0.0%ETFLowAtlanta, GA2026-10-22
Cape Investment Advisory, Inc.
5,155$544.6K0.1%ETFLowMcdonough, GA2026-10-13
Aspen Wealth Management LLC
4,976$525.8K0.1%ETFLowFort Worth, TX2026-10-14
Harbour Trust & Investment Management Co
4,700$496.6K0.0%GrowthLowMichigan City, IN2026-10-28
Richard P Slaughter Associates Inc
4,644$490.7K0.1%ETFMediumAustin, TX2026-10-13
Landaas & Co
4,315$455.9K0.1%ETFVery LowMilwaukee, WI2026-10-29
MidAtlantic Capital Management, Inc.
4,197$443.5K0.3%ETFVery LowRichmond, VA2026-11-05
Perigon Wealth Management, LLC
4,146$438.0K0.0%GrowthLowSan Francisco, CA2026-10-22
Portland Financial Advisors Inc
3,974$419.9K0.7%ETFVery LowPort Washington, NY2026-10-26
Asset Allocation Strategies LLC
3,973$419.8K0.1%ETFMediumFarmington, MI2026-10-20
Focus Financial Network, Inc.
3,922$414.4K0.0%ETFLowMinneapolis, MN2026-10-14
Flagstar Securities, Inc
3,658$386.6K0.1%ETFVery LowNew York, NY2026-10-15
AlphaCore Capital LLC
3,528$372.8K0.0%ETFLowLa Jolla, CA2026-11-04
Cornerstone Wealth Management, LLC
3,273$345.9K0.0%ETFVery LowSt. Peters, MO2026-11-04
Foundry Financial LLC
3,188$336.8K0.1%ETFMediumPasadena, CA2026-10-16
Indivisible Partners
3,188$336.8K0.0%GrowthMediumClearwater, FL2026-10-26
Optivise Advisory Services LLC
2,944$311.1K0.2%ETFMediumFranklin, TN2026-10-19
Diversify Advisory Services, LLC
2,859$306.0K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
2,859$306.0K0.0%GrowthMediumSandy, UT2026-10-20
StoneX Group Inc.
2,844$298.2K0.0%ETFMediumNew York, NY2026-11-03
Opus Capital Group, LLC
2,728$2880.0%ETFVery LowCincinnati, OH2026-10-30
HCR Wealth Advisors
2,536$268.0K0.0%GrowthLowLos Angeles, CA2026-10-15
Evanson Financial, LLC
2,500$264.2K0.0%ETFN/AMclean, VA2026-10-23
Blue Sky Capital Consultants Group, Inc.
2,487$262.8K0.1%GrowthMediumPoway, CA2026-10-13
Kingswood Wealth Advisors, LLC
2,450$258.9K0.0%GrowthLowSan Diego, CA2026-10-23
Davenport & Co LLC
2,400$253.6K0.0%CoreMediumRichmond, VA2026-10-14
Wealthcare Advisory Partners LLC
2,350$248.3K0.0%ETFLowWest Chester, PA2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
2,250$237.7K0.0%GrowthVery LowSeattle, WA2026-10-27
Sage Rhino Capital LLC
2,248$237.5K0.0%ETFLowMenlo Park, CA2026-10-28
Laurel OAK Wealth Management, LLC
2,183$230.7K0.0%GrowthLowMarlton, NJ2026-10-19
Park Avenue Securities LLC
2,103$2220.0%ETFMediumNew York, NY2026-10-26
Harbor Investment Advisory, LLC
2,064$218.1K0.0%GrowthLowLutherville, MD2026-10-13
PFG Advisors
2,026$214.1K0.0%ETFMediumPhoenix, AZ2026-10-16
High Point Wealth Management, LLC
2,000$211.3K0.2%ETFLowChester, NJ2026-11-05
Aurora Private Wealth, Inc.
1,968$2080.0%ETFLowRockaway, NJ2026-10-20
S&A Financial Services, Inc.
1,926$203.5K0.1%ETFN/AOverland Park, KS2026-11-03
Apella Capital, LLC
1,877$202.3K0.0%ETFVery LowWest Hartford, CT2026-10-08
Ashton Thomas Private Wealth, LLC
1,840$194.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Farmers & Merchants Investments Inc
1,546$163.4K0.0%CoreVery LowLincoln, NE2026-10-22
City State Bank
1,268$134.0K0.0%GrowthVery LowNorwalk, IA2026-10-20
Trust Co
1,134$119.8K0.0%ETFVery LowManhattan, KS2026-10-09
Mather Group, Llc.
993$104.9K0.0%ETFMediumChicago, IL2026-10-14
Realta Investment Advisors
892$94.2K0.0%GrowthMediumWilmington, DE2026-10-14
Security National Bank
862$91.1K0.0%GrowthLowOmaha, NE2026-10-26
McCarley & Cook Financial Planners
840$88.8K0.1%ETFLowCincinnati, OH2026-10-21
Creative Capital Management Investments LLC
800$84.5K0.0%ETFLowSan Diego, CA2026-10-28
Salomon & Ludwin, LLC
741$78.3K0.0%ETFVery LowRichmond, VA2026-10-29
Monetary Solutions, Ltd
719$76.0K0.1%ETFVery LowDayton, OH2026-10-22
Farther Finance Advisors, LLC
701$74.1K0.0%IndexLowSan Francisco, CA2026-10-08
Bokf, NA
515$54.4K0.0%CoreLowTulsa, OK2026-10-27
Key FInancial Inc
463$48.9K0.0%ETFLowWest Chester, PA2026-11-02
Parallel Advisors, LLC
414$43.7K0.0%IndexLowSan Francisco, CA2026-11-03
Compass Financial Management LLC
400$42.3K0.0%CoreN/ATampa, FL2026-10-30
Olistico Wealth, LLC
340$35.9K0.0%GrowthVery LowTulsa, OK2026-10-05
Cedar Mountain Advisors, LLC
313$33.1K0.0%ETFVery LowLake Oswego, OR2026-10-15
Financial Perspectives, Inc
276$29.2K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Westside Investment Management, Inc.
150$16.0K0.0%GrowthLowSanta Monica, CA2026-11-02
Gamma Investing LLC
121$12.8K0.0%IndexVery LowFoster City, CA2026-10-08
Assetmark, Inc
106$11.2K0.0%ETFLowConcord, CA2026-10-21
Creative Financial Designs Inc
74$7.8K0.0%ETFMediumKokomo, IN2026-11-04
RHL Group, LLC
67$7.1K0.0%ETFVery HighHolly, MI2026-11-04
TD Waterhouse Canada Inc.
50$5.3K0.0%CoreLowToronto, Australia2026-10-16