ILCB Institutional Ownership & Shareholders
ISHARES MORNINGSTAR U.S. EQU (ILCB) is currently held by 184 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $498.17M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Exchange Traded Concepts, Llc is currently the largest disclosed institutional shareholder of ILCB tracked by InsiderSet, reporting ownership valued at approximately $72.31M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $73.05M, representing an estimated gain of +1.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed ILCB value among the investors covered in this analysis. Major shareholders include Exchange Traded Concepts, Llc, Ameriprise Financial Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES MORNINGSTAR U.S. EQU (ILCB).
This page ranks the largest institutional ILCB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
184
Total Reported Value
$498.17M
Largest Holder
Exchange Traded Concepts, Llc
Largest Position
$72.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Exchange Traded Concepts, Llc | 0.32% | 684,365 | $72,310,006 | $73,048,709 | +$738,703 | +1.02% | |
| Ameriprise Financial Inc | 0.01% | 505,474 | $52,392,264 | $53,953,991 | +$1,561,727 | +2.98% | |
| Morgan Stanley | 0.00% | 489,774 | $50,765,119 | $52,278,183 | +$1,513,064 | +2.98% | |
| Lpl Financial Llc | 0.01% | 253,615 | $26,287,201 | $27,070,713 | +$783,512 | +2.98% | |
| Cetera Investment Advisers | 0.02% | 212,389 | $22,014,151 | $22,670,274 | +$656,123 | +2.98% | |
| Jpmorgan Chase & Co | 0.00% | 172,960 | $17,781,431 | $18,461,647 | +$680,216 | +3.83% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 162,121 | $17,397,209 | $17,304,698 | -$92,511 | -0.53% | |
| Osaic Holdings, Inc. | 0.02% | 158,577 | $16,437,895 | $16,926,414 | +$488,519 | +2.97% | |
| Bank Of America Corp | 0.00% | 112,434 | $11,653,757 | $12,001,138 | +$347,381 | +2.98% | |
| Commonwealth Equity Services, Llc | 0.02% | 110,203 | $11,644,012 | $11,763,002 | +$118,990 | +1.02% | |
| Royal Bank Of Canada | 0.00% | 102,560 | $10,631,000 | $10,947,193 | +$316,193 | +2.97% | |
| Center For Wealth Management Advisory | 6.33% | 96,555 | $10,201,986 | $10,306,223 | +$104,237 | +1.02% | |
| Ubs Group Ag | 0.00% | 97,681 | $10,124,636 | $10,426,411 | +$301,775 | +2.98% | |
| Corient Private Wealth Llc | 0.01% | 96,203 | $9,971,462 | $10,268,650 | +$297,188 | +2.98% | |
| Gladstone Institutional Advisory Llc | 0.26% | 79,144 | $8,203,276 | $8,447,783 | +$244,507 | +2.98% | |
| Merit Financial Group, Llc | 0.05% | 77,566 | $8,039,760 | $8,279,348 | +$239,588 | +2.98% | |
| Wells Fargo & Company/Mn | 0.00% | 75,485 | $7,823,988 | $8,057,224 | +$233,236 | +2.98% | |
| Mercer Global Advisors Inc | 0.01% | 63,048 | $6,534,897 | $6,729,706 | +$194,809 | +2.98% | |
| Wealth Forward, Llc | 2.69% | 56,151 | $5,932,915 | $5,993,524 | +$60,609 | +1.02% | |
| Crestwood Advisors Group, Llc | 0.07% | 41,839 | $4,420,817 | $4,465,870 | +$45,053 | +1.02% | |
| Commonwealth Financial Services, Llc | 0.78% | 41,407 | $4,375,025 | $4,419,758 | +$44,733 | +1.02% | |
| Raymond James Financial Inc | 0.00% | 41,277 | $4,278,308 | $4,405,882 | +$127,574 | +2.98% | |
| Brand Asset Management Group, Inc. | 0.89% | 39,027 | $4,045,171 | $4,165,719 | +$120,548 | +2.98% | |
| Envestnet Asset Management Inc | 0.00% | 38,757 | $4,017,163 | $4,136,899 | +$119,736 | +2.98% | |
| Win Advisors, Inc | 1.42% | 38,468 | $3,987,208 | $4,106,051 | +$118,843 | +2.98% | |
| Goldman Sachs Group Inc | 0.00% | 37,752 | $3,912,995 | $4,029,626 | +$116,631 | +2.98% | |
| Independent Financial Group, Llc | 0.07% | 34,784 | $3,675,277 | $3,712,823 | +$37,546 | +1.02% | |
| Creative Planning | 0.00% | 32,691 | $3,454,135 | $3,489,418 | +$35,283 | +1.02% | |
| Financial Engines Advisors L.L.C. | 0.01% | 29,839 | $3,092,812 | $3,184,997 | +$92,185 | +2.98% | |
| Modern Wealth Management, Llc | 0.04% | 29,519 | $3,059,644 | $3,150,840 | +$91,196 | +2.98% | |
| J.W. Cole Advisors, Inc. | 0.05% | 28,072 | $2,909,627 | $2,996,388 | +$86,761 | +2.98% | |
| Blackrock, Inc. | 0.00% | 26,085 | $2,703,710 | $2,784,297 | +$80,587 | +2.98% | |
| Fmr Llc | 0.00% | 25,628 | $2,656,343 | $2,735,517 | +$79,174 | +2.98% | |
| Mml Investors Services, Llc | 0.00% | 23,139 | $2,398,377 | $2,469,843 | +$71,466 | +2.98% | |
| Cerity Partners Llc | 0.00% | 22,373 | $2,318,999 | $2,388,081 | +$69,082 | +2.98% | |
| American Trust | 0.15% | 19,065 | $1,976,118 | $2,034,987 | +$58,869 | +2.98% | |
| Arkadios Wealth Advisors | 0.03% | 16,648 | $1,725,565 | $1,776,998 | +$51,433 | +2.98% | |
| Jim Saulnier & Associates, Llc | 0.68% | 16,217 | $1,680,848 | $1,730,993 | +$50,145 | +2.98% | |
| May Barnhard Investments Llc | 0.67% | 15,465 | $1,634,093 | $1,650,725 | +$16,632 | +1.02% | |
| Silvia Mccoll Wealth Management, Llc | 0.91% | 14,395 | $1,520,975 | $1,536,514 | +$15,539 | +1.02% | |
| Natixis Advisors, Llc | 0.00% | 13,120 | $1,359,000 | $1,400,421 | +$41,421 | +3.05% | |
| Private Advisor Group, Llc | 0.01% | 12,974 | $1,344,760 | $1,384,837 | +$40,077 | +2.98% | |
| Bawa N Mallick Trust | 0.42% | 12,400 | $1,285,260 | $1,323,569 | +$38,309 | +2.98% | |
| Wealth Management Associates, Inc. | 0.35% | 12,213 | $1,265,863 | $1,303,608 | +$37,745 | +2.98% | |
| Focus Partners Wealth | 0.00% | 11,877 | $1,231,096 | $1,267,744 | +$36,648 | +2.98% | |
| Equitable Holdings, Inc. | 0.01% | 11,448 | $1,186,534 | $1,221,953 | +$35,419 | +2.99% | |
| Kestra Advisory Services, Llc | 0.00% | 11,022 | $1,164,541 | $1,176,482 | +$11,941 | +1.03% | |
| Stifel Financial Corp | 0.00% | 10,806 | $1,120,071 | $1,153,426 | +$33,355 | +2.98% | |
| Keystone Financial Services, Llc | 0.67% | 10,772 | $1,116,526 | $1,149,797 | +$33,271 | +2.98% | |
| Mariner, Llc | 0.00% | 10,731 | $1,112,268 | $1,145,421 | +$33,153 | +2.98% |
Frequently asked questions about ILCB
Who are the largest institutional holders of ILCB?
The largest institutional holders of ILCB reported in the latest SEC Form 13F filings include Exchange Traded Concepts, Llc, Ameriprise Financial Inc, Morgan Stanley, Lpl Financial Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported ILCB position.
What is ILCB institutional ownership?
This page tracks ILCB positions reported by institutional investment managers through SEC Form 13F. ISHARES MORNINGSTAR U.S. EQU (ILCB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ILCB?
InsiderSet currently tracks 184 institutional managers reporting ILCB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ILCB shareholders.
How much ILCB stock do institutions own?
Institutional investment managers disclosed approximately $498.17M in ILCB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ILCB institutional ownership last updated?
The latest ILCB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ILCB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ILCB position after the reporting date.
Are institutions buying or selling ILCB?
Institutional buying and selling can be analyzed by comparing ILCB positions across consecutive 13F reporting periods. InsiderSet's ILCB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ILCB ownership changes.
How has ILCB institutional ownership changed over time?
InsiderSet tracks ILCB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.