ISHARES MORNINGSTAR U.S. EQU (ILCB) Institutional Shareholders
ISHARES MORNINGSTAR U.S. EQU (ILCB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $527.68M in ILCB holdings during the latest filing period.
Exchange Traded Concepts, Llc is currently the largest disclosed institutional shareholder of ILCB tracked by InsiderSet, reporting ownership valued at approximately $66.30M in its June 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 $69.00M, representing an estimated gain of +4.07% 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
185
Total Reported Value
$527.68M
Largest Holder
Exchange Traded Concepts, Llc
Largest Position
$66.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
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 | 0.33% | 639,665 | $66,301,277 | $69,000,664 | +$2,699,387 | +4.07% | |
| Ameriprise Financial Inc | 0.01% | 505,474 | $52,392,264 | $54,525,480 | +$2,133,216 | +4.07% | |
| Morgan Stanley | 0.00% | 489,774 | $50,765,119 | $52,831,921 | +$2,066,802 | +4.07% | |
| Equitable Holdings, Inc. | 0.23% | 381,156 | $35,973,503 | $41,115,298 | +$5,141,795 | +14.29% | |
| Lpl Financial Llc | 0.01% | 253,615 | $26,287,201 | $27,357,450 | +$1,070,249 | +4.07% | |
| Cetera Investment Advisers | 0.02% | 212,389 | $22,014,151 | $22,910,401 | +$896,250 | +4.07% | |
| Jpmorgan Chase & Co | 0.00% | 172,960 | $17,781,431 | $18,657,195 | +$875,764 | +4.93% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 164,364 | $17,204,587 | $17,729,945 | +$525,358 | +3.05% | |
| Osaic Holdings, Inc. | 0.02% | 158,577 | $16,437,895 | $17,105,701 | +$667,806 | +4.06% | |
| Commonwealth Equity Services, Llc | 0.02% | 116,110 | $12,034,820 | $12,524,786 | +$489,966 | +4.07% | |
| Bank Of America Corp | 0.00% | 112,434 | $11,653,757 | $12,128,256 | +$474,499 | +4.07% | |
| Royal Bank Of Canada | 0.00% | 102,560 | $10,631,000 | $11,063,147 | +$432,147 | +4.06% | |
| Wealth Forward, Llc | 5.20% | 100,803 | $10,448,227 | $10,873,620 | +$425,393 | +4.07% | |
| Ubs Group Ag | 0.00% | 97,681 | $10,124,636 | $10,536,849 | +$412,213 | +4.07% | |
| Corient Private Wealth Llc | 0.01% | 96,395 | $9,991,363 | $10,398,129 | +$406,766 | +4.07% | |
| Center For Wealth Management Advisory | 6.10% | 93,790 | $9,721,327 | $10,117,127 | +$395,800 | +4.07% | |
| Gladstone Institutional Advisory Llc | 0.26% | 79,144 | $8,203,276 | $8,537,263 | +$333,987 | +4.07% | |
| Merit Financial Group, Llc | 0.05% | 77,566 | $8,039,760 | $8,367,044 | +$327,284 | +4.07% | |
| Wells Fargo & Company/Mn | 0.00% | 75,485 | $7,823,988 | $8,142,567 | +$318,579 | +4.07% | |
| Mercer Global Advisors Inc | 0.01% | 63,048 | $6,534,897 | $6,800,988 | +$266,091 | +4.07% | |
| Commonwealth Financial Services, Llc | 0.64% | 46,297 | $4,798,656 | $4,994,057 | +$195,401 | +4.07% | |
| Crestwood Advisors Group, Llc | 0.06% | 41,992 | $4,352,324 | $4,529,677 | +$177,353 | +4.07% | |
| Raymond James Financial Inc | 0.00% | 41,277 | $4,278,308 | $4,452,550 | +$174,242 | +4.07% | |
| Brand Asset Management Group, Inc. | 0.89% | 39,027 | $4,045,171 | $4,209,842 | +$164,671 | +4.07% | |
| Envestnet Asset Management Inc | 0.00% | 38,757 | $4,017,163 | $4,180,718 | +$163,555 | +4.07% | |
| Win Advisors, Inc | 1.42% | 38,468 | $3,987,208 | $4,149,543 | +$162,335 | +4.07% | |
| Goldman Sachs Group Inc | 0.00% | 37,752 | $3,912,995 | $4,072,308 | +$159,313 | +4.07% | |
| Independent Financial Group, Llc | 0.07% | 34,961 | $3,623,708 | $3,771,243 | +$147,535 | +4.07% | |
| Financial Engines Advisors L.L.C. | 0.01% | 29,839 | $3,092,812 | $3,218,733 | +$125,921 | +4.07% | |
| Modern Wealth Management, Llc | 0.04% | 29,519 | $3,059,644 | $3,184,215 | +$124,571 | +4.07% | |
| J.W. Cole Advisors, Inc. | 0.05% | 28,072 | $2,909,627 | $3,028,127 | +$118,500 | +4.07% | |
| Blackrock, Inc. | 0.00% | 26,085 | $2,703,710 | $2,813,789 | +$110,079 | +4.07% | |
| Fmr Llc | 0.00% | 25,628 | $2,656,343 | $2,764,492 | +$108,149 | +4.07% | |
| Mml Investors Services, Llc | 0.00% | 23,139 | $2,398,377 | $2,496,004 | +$97,627 | +4.07% | |
| Cerity Partners Llc | 0.00% | 22,373 | $2,318,999 | $2,413,376 | +$94,377 | +4.07% | |
| American Trust | 0.15% | 19,065 | $1,976,118 | $2,056,542 | +$80,424 | +4.07% | |
| Arkadios Wealth Advisors | 0.03% | 16,648 | $1,725,565 | $1,795,820 | +$70,255 | +4.07% | |
| Jim Saulnier & Associates, Llc | 0.68% | 16,217 | $1,680,848 | $1,749,328 | +$68,480 | +4.07% | |
| Silvia Mccoll Wealth Management, Llc | 0.98% | 15,795 | $1,637,151 | $1,703,807 | +$66,656 | +4.07% | |
| May Barnhard Investments Llc | 0.65% | 15,465 | $1,603,008 | $1,668,210 | +$65,202 | +4.07% | |
| Hightower Advisors, Llc | 0.00% | 15,221 | $1,577,657 | $1,641,889 | +$64,232 | +4.07% | |
| Private Advisor Group, Llc | 0.01% | 12,974 | $1,344,760 | $1,399,505 | +$54,745 | +4.07% | |
| Bawa N Mallick Trust | 0.42% | 12,400 | $1,285,260 | $1,337,588 | +$52,328 | +4.07% | |
| Wealth Management Associates, Inc. | 0.35% | 12,213 | $1,265,863 | $1,317,416 | +$51,553 | +4.07% | |
| Focus Partners Wealth | 0.00% | 11,877 | $1,231,096 | $1,281,172 | +$50,076 | +4.07% | |
| Kestra Advisory Services, Llc | 0.00% | 11,008 | $1,140,978 | $1,187,433 | +$46,455 | +4.07% | |
| Stifel Financial Corp | 0.00% | 10,806 | $1,120,071 | $1,165,643 | +$45,572 | +4.07% | |
| Keystone Financial Services, Llc | 0.67% | 10,772 | $1,116,526 | $1,161,976 | +$45,450 | +4.07% | |
| Mariner, Llc | 0.00% | 10,731 | $1,112,268 | $1,157,553 | +$45,285 | +4.07% | |
| Citigroup Inc | 0.00% | 10,446 | $1,082,721 | $1,126,810 | +$44,089 | +4.07% |
Frequently asked questions about ILCB
Who owns the most ILCB stock?
The largest holders of ILCB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MORNINGSTAR U.S. EQU (ILCB).
Is ILCB widely held by superinvestors?
Many widely followed stocks like ILCB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ILCB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.