ISHARES MORNINGSTAR U.S. EQU ILCB
$103.35
-0.1% 52w: $81.55 – $105.09
Latest 13F among current holders filed 23 days ago (Jun 12, 2026)
Price — last 12 months
research preview data81.5593.32105.09
Jun 20, 2025 Jul 2, 2026
Institutional holders
181
+1 QoQ
13F value
$477.3M
-2.0% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns ILCB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 548.5K | $49.3M | 0.4% | +5.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 506.9K | $45.5M | 0.0% | -1.6% |
| MORGAN STANLEY | Bank broker | 490.4K | $44.1M | 0.0% | -10.4% |
| Equitable Holdings, Inc. | Wealth advisor | 381.2K | $36.0M | 0.2% | -0.6% |
| LPL Financial LLC | Bank broker | 249.3K | $22.4M | 0.0% | +1.1% |
| Cetera Investment Advisers | Wealth advisor | 218.6K | $19.6M | 0.0% | +4.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 168.7K | $15.3M | 0.0% | +1.9% |
| JPMORGAN CHASE & CO | Bank broker | 174.0K | $15.2M | 0.0% | +1.2% |
| WIN ADVISORS, INC | Wealth advisor | 165.4K | $14.9M | 6.8% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 151.8K | $13.6M | 0.0% | +107.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 120.7K | $10.8M | 0.0% | -6.4% |
| ROYAL BANK OF CANADA | Bank broker | 117.7K | $10.6M | 0.0% | +163.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 114.1K | $10.3M | 0.0% | +13.0% |
| Wealth Forward, LLC | Wealth advisor | 99.9K | $9.0M | 5.1% | +1.6% |
| UBS Group AG | Bank broker | 97.9K | $8.8M | 0.0% | -2.2% |
| Corient Private Wealth LLC | Diversified mechanical | 95.9K | $8.6M | 0.0% | -48.4% |
| Center for Wealth Management Advisory | Other | 93.4K | $8.4M | 6.0% | +1.1% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 83.3K | $7.5M | 0.3% | -1.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 83.0K | $7.5M | 0.0% | -1.6% |
| Merit Financial Group, LLC | Wealth advisor | 73.1K | $6.6M | 0.0% | -0.5% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 63.3K | $5.7M | 0.0% | -0.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 50.3K | $4.5M | 0.0% | +69.2% |
| Commonwealth Financial Services, LLC | Wealth advisor | 44.3K | $4.0M | 0.6% | +2.6% |
| Crestwood Advisors Group, LLC | Other | 42.3K | $3.8M | 0.1% | -0.9% |
| Brand Asset Management Group, Inc. | Wealth advisor | 39.2K | $3.5M | 0.9% | -2.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 39.1K | $3.5M | 0.0% | +8.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 38.6K | $3.5M | 0.0% | -64.9% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 35.3K | $3.2M | 0.1% | +5.9% |
| JIM SAULNIER & ASSOCIATES, LLC | Wealth advisor | 35.0K | $3.1M | 1.5% | -1.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 29.4K | $2.6M | 0.0% | -36.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 29.0K | $2.6M | 0.0% | +11.3% |
| Modern Wealth Management, LLC | Wealth advisor | 28.6K | $2.6M | 0.0% | -0.7% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 28.1K | $2.5M | 0.0% | -0.5% |
| FMR LLC | Long only active | 24.7K | $2.2M | 0.0% | +5.1% |
| Elevation Capital Advisory, LLC | Wealth advisor | 24.6K | $2.2M | 0.9% | New |
| Cerity Partners LLC | Diversified mechanical | 23.6K | $2.1M | 0.0% | +27.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 21.8K | $2.0M | 0.0% | -7.2% |
| American Trust | Wealth advisor | 17.8K | $1.6M | 0.1% | +8.5% |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | Wealth advisor | 17.5K | $1.6M | 1.0% | Held |
| Arkadios Wealth Advisors | Wealth advisor | 16.8K | $1.5M | 0.0% | New |
| Mariner, LLC | Diversified mechanical | 16.3K | $1.5M | 0.0% | +5.1% |
| Private Advisor Group, LLC | Wealth advisor | 16.1K | $1.4M | 0.0% | -1.0% |
| May Barnhard Investments LLC | Wealth advisor | 15.5K | $1.4M | 0.7% | Held |
| HighTower Advisors, LLC | Diversified mechanical | 15.2K | $1.4M | 0.0% | Held |
| MONEY CONCEPTS CAPITAL CORP | Wealth advisor | 15.2K | $1.4M | 0.1% | -2.8% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 13.1K | $1.2M | 0.0% | +18.9% |
| Bawa N Mallick Trust | Wealth advisor | 12.4K | $1.1M | 0.5% | Held |
| Wealth Management Associates, Inc. | Other | 12.2K | $1.1M | 0.4% | -2.6% |
| Focus Partners Wealth | Wealth advisor | 11.9K | $1.1M | 0.0% | +0.1% |
| Keystone Financial Services, LLC | Wealth advisor | 11.1K | $995K | 0.7% | -0.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.