Who Owns ILCB?
iShares Morningstar U.S. Equity ETF — Institutional Ownership & 13F Holdings
$98.94
+0.12 (+0.12%)
Market Cap
$1.2B
Shares Outstanding
11,437,874
Institutional Holders
165
Total Inst. Value
$1.1B
% of Float Held
—
QoQ Holder Change
+63
Institutional data as of Q1 2025
New Positions
42
Closed Positions
22
Increased
42
Decreased
42
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $681.6M | 8,823 |
| 2 | JONES FINANCIAL COMPANIES LLLP | $171.6M | 307,459 |
| 3 | MORGAN STANLEY | $40.0M | 517,949 |
| 4 | AMERIPRISE FINANCIAL INC | $36.9M | 477,211 |
| 5 | Equitable Holdings, Inc. | $29.7M | 384,014 |
| 6 | OSAIC HOLDINGS, INC. | $19.6M | 254,238 |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $13.9M | 179,461 |
| 8 | JPMORGAN CHASE & CO | $10.6M | 137,093 |
| 9 | UBS Group AG | $8.7M | 112,485 |
| 10 | BANK OF AMERICA CORP /DE/ | $8.3M | 108,086 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +372 | $681.6M |
| JONES FINANCIAL COMPANIES LLLP | +307K | $171.6M |
| MORGAN STANLEY | +19K | $40.0M |
| AMERIPRISE FINANCIAL INC | +71K | $36.9M |
| OSAIC HOLDINGS, INC. | +44K | $19.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -1.1M | $15K |
| WELLS FARGO & COMPANY/MN | -400K | $7.3M |
| Private Advisor Group, LLC | -94K | $1.1M |
| RAYMOND JAMES FINANCIAL INC | -80K | $4.2M |
| BANK OF AMERICA CORP /DE/ | -64K | $8.3M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold ILCB?
As of Q1 2025, 165 institutional investors report holding ILCB (iShares Morningstar U.S. Equity ETF) in their 13F filings.
Which hedge fund owns the most ILCB?
The largest institutional holder of ILCB is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $681.6M in shares.
Are institutions buying or selling ILCB?
This quarter, 42 institutions opened new positions in ILCB and 22 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.