ILCB

iShares Morningstar U.S. Equity ETF
$91.51-0.48 (-0.53%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

5.466175198695149e+252B

Total Value

$5.100049065480003e+198T

% of Float

Price History

$68.63$75.54$82.44$89.35$96.26Aug 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY546,617$51.0M0.00%Share
2EXCHANGE TRADED CONCEPTS, LLC519,869$49.1M0.37%Share
3AMERIPRISE FINANCIAL INC514,913$48.0M0.01%Share
4Equitable Holdings, Inc.369,216$34.0M0.23%Share
5LPL Financial LLC246,468$23.0M0.01%Share
6Cetera Investment Advisers208,351$19.0M0.02%Share
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC165,492$15.8M0.02%Share
8COMMONWEALTH EQUITY SERVICES, LLC128,978$12.0M0.02%Share
9UBS Group AG100,109$9.4M0.00%Share
10Wealth Forward, LLC98,264$9.3M5.24%Share
11RAYMOND JAMES FINANCIAL INC102,864$9.0M0.00%Share
12JPMORGAN CHASE & CO103,691$9.0M0.00%Share
13BANK OF AMERICA CORP /DE/90,634$8.0M0.00%Share
14Gladstone Institutional Advisory LLC84,914$8.0M0.30%Share
15WELLS FARGO & COMPANY/MN79,825$7.0M0.00%Share
16Merit Financial Group, LLC73,485$6.9M0.06%Share
17NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO236,755$6.1M0.00%Share
18OSAIC HOLDINGS, INC.71,984$6.0M0.01%Share
19MERCER GLOBAL ADVISORS INC /ADV63,677$6.0M0.01%Share
20JPMORGAN CHASE & CO68,353$6.0M0.00%Share
21Commonwealth Financial Services, LLC43,142$4.1M0.67%Share
22Crestwood Advisors Group, LLC42,683$4.0M0.07%Share
23GOLDMAN SACHS GROUP INC46,099$4.0M0.00%Share
24Brand Asset Management Group, Inc.39,952$3.8M1.05%Share
25JIM SAULNIER & ASSOCIATES, LLC35,692$3.4M1.75%Share
26ROYAL BANK OF CANADA33,787$3.0M0.00%Share
27Orion Porfolio Solutions, LLC35,006$3.0M0.02%Share
28ENVESTNET ASSET MANAGEMENT INC36,177$3.0M0.00%Share
29Global Retirement Partners, LLC32,158$3.0M0.05%Share
30Modern Wealth Management, LLC28,837$2.7M0.05%Share
31Financial Engines Advisors L.L.C.28,288$2.7M0.01%Share
32J.W. COLE ADVISORS, INC.28,208$2.7M0.06%Share
33Cambridge Investment Research Advisors, Inc.29,743$2.0M0.01%Share
34MML INVESTORS SERVICES, LLC23,504$2.0M0.00%Share
35FMR LLC23,511$2.0M0.00%Share
36Edge Financial Advisors LLC20,007$1.9M0.79%Share
37SILVER OAK SECURITIES, INCORPORATED17,823$1.7M0.11%Share
38SILVIA MCCOLL WEALTH MANAGEMENT, LLC17,515$1.7M1.10%Share
39MONEY CONCEPTS CAPITAL CORP15,631$1.5M0.08%Share
40May Barnhard Investments LLC15,465$1.5M0.69%Share
41Dentgroup LLC14,242$1.3M0.92%Share
42Wealth Management Associates, Inc.12,555$1.2M0.41%Share
43Liberty Capital Management, Inc.12,260$1.2M0.22%Share
44Keystone Financial Services, LLC11,100$1.0M0.71%Share
45OneDigital Investment Advisors LLC15,732$1.0M0.01%Share
46CITIGROUP INC10,819$1.0M0.00%Share
47Equitable Holdings, Inc.14,070$1.0M0.01%Share
48American Trust16,405$1.0M0.08%Share
49ROYAL BANK OF CANADA10,937$1.0M0.00%Share
50Cerity Partners LLC18,508$1.0M0.00%Share