Who owns iShares Morningstar Large Core Idx?

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Analyze quarterly positions in iShares Morningstar Large Core Idx with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares Morningstar Large Core Idx stock

Who bought or sold iShares Morningstar Large Core Idx this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Equitable Holdings 562k $33M -10% Sep 2023
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Ameriprise Financial 440k $26M -1% Sep 2023
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Morgan Stanley 402k $24M -2% Sep 2023
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Wealth Enhancement Advisory Services 215k $14M -2% Dec 2023
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LPL Financial 201k $12M 2% Sep 2023
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H D Vest Advisory Services 165k $11M 9% Dec 2023
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Commonwealth Equity Services 153k $10M 6% Dec 2023
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Jackson Wealth Management 151k $9.9M 100% Dec 2023
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Bank of America Corporation 141k $9.3M -4% Dec 2023
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Jpmorgan Chase & Co 129k $8.5M 5% Dec 2023
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Wells Fargo & Company 112k $7.4M 95% Dec 2023
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UBS Group 100k $6.6M 1% Dec 2023
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Gladstone Institutional Advisory 96k $6.3M 0% Dec 2023
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CI Private Wealth 91k $6.0M 3% Dec 2023
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Benchmark Wealth Management 70k $4.6M 0% Dec 2023
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Advisor Group Holdings 70k $4.6M -12% Dec 2023
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Merit Financial Group 69k $4.5M -4% Dec 2023
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Brand Asset Management Group 58k $3.8M -1% Dec 2023
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Crestwood Advisors 50k $3.3M -3% Dec 2023
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Royal Bank of Canada 47k $3.1M -40% Dec 2023
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Assetmark 47k $3.1M 3134% Dec 2023
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Envestnet Asset Management 47k $2.7M -6% Sep 2023
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Citadel Advisors 40k $2.6M 116% Dec 2023
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Cetera Investment Advisers 38k $2.2M -1% Sep 2023
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Cambridge Investment Research Advisors 38k $2.5M -5% Dec 2023
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Quantitative Strategies 35k $2.3M 2% Dec 2023
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Northwestern Mutual Wealth Management Company 35k $2.1M 3% Sep 2023
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Raymond James Financial Services Advisors 29k $1.9M -5% Dec 2023
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Mml Investors Services 28k $1.6M 4% Sep 2023
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West Coast Financial 28k $1.8M -2% Dec 2023
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J.w. Cole Advisors 27k $1.8M -1% Dec 2023
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Atria Wealth Solutions 24k $1.6M 0% Dec 2023
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Global Retirement Partners 23k $1.5M -6% Dec 2023
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Silvia Mccoll Wealth Management 19k $1.3M 0% Dec 2023
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Goldman Sachs Group 19k $1.3M 0% Dec 2023
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SeaCrest Wealth Management 19k $1.2M -3% Dec 2023
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HighTower Advisors 17k $1.1M 1% Dec 2023
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Private Advisor 17k $1.1M 0% Dec 2023
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PFG Advisors 16k $1.1M 4% Dec 2023
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Focus Financial Network 16k $1.0M 100% Dec 2023
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Dentgroup 16k $1.0M -1% Dec 2023
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Strategic Wealth Partners 15k $904k 0% Sep 2023
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Arete Wealth Advisors 15k $1.0M 100% Dec 2023
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American Trust 15k $961k -4% Dec 2023
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FMR 13k $783k 7% Sep 2023
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Susquehanna International 13k $782k -63% Sep 2023
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Liberty Capital Management 12k $806k 0% Dec 2023
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Proequities 12k $793M -5% Dec 2023
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First Republic Investment Management 12k $707k 0% Sep 2023
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Rockland Trust 11k $713k -6% Dec 2023
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Dfpg Investments 11k $687k -6% Dec 2023
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Citigroup 10k $680k 3% Dec 2023
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Apollon Wealth Management 10k $672k -46% Dec 2023
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Vantage Financial Partners 10k $661k 69% Dec 2023
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Scotia Capital 10k $659k 0% Dec 2023
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CWM 9.0k $592k -6% Dec 2023
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Dana Investment Advisors 8.9k $583k 0% Dec 2023
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Wealthsource Partners 8.5k $558k 1% Dec 2023
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Signature Securities Group Corporation 8.4k $554k -1% Dec 2023
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Tower Research Capital 8.3k $491k 96% Sep 2023
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NewEdge Wealth 8.2k $541k -2% Dec 2023
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Pacific Sun Financial Corp 7.9k $521k -11% Dec 2023
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IHT Wealth Management 7.7k $455k 0% Sep 2023
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Chapin Davis 7.7k $504k -3% Dec 2023
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Asset Managment 7.6k $450k 0% Sep 2023
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Creative Planning 7.6k $499k 6% Dec 2023
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Red Tortoise 7.3k $483k 1% Dec 2023
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Strategic Blueprint 7.2k $475k 0% Dec 2023
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Financial Network Investment Corporation 7.2k $425k -22% Sep 2023
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Us Bancorp 7.0k $460k 0% Dec 2023
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Thrivent Financial for Lutherans 6.6k $386k 100% Sep 2023
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Good Life Advisors 6.5k $429k 0% Dec 2023
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Capital Management Associates 6.5k $428k 100% Dec 2023
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Richard P Slaughter Associates 6.2k $411k 0% Dec 2023
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Landaas & Co 6.2k $411k 0% Dec 2023
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Mariner Wealth Advisors 6.0k $394k 100% Dec 2023
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Harbour Trust & Investment Management 5.9k $386k 100% Dec 2023
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Windham Capital Management 5.7k $377k 1% Dec 2023
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HPM Partners 5.7k $376k 100% Dec 2023
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Raymond James & Associates 5.6k $370k 1% Dec 2023
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Brian McDonald 5.4k $319k 100% Sep 2023
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Cape Investment Advisory 5.3k $346k 0% Dec 2023
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Asset Allocation Strategies 5.3k $309k 0% Sep 2023
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Multi-Financial Securities 5.1k $298k 0% Sep 2023
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Chicago Partners Investment 4.8k $324k 0% Dec 2023
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TFB Advisors 4.6k $305k 100% Dec 2023
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Orion Portfolio Solutions 4.6k $301k 100% Dec 2023
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M^T Bank Corporation 4.6k $299k 0% Dec 2023
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Captrust Financial Advisors 4.5k $296k 0% Dec 2023
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Baird Financial 4.5k $296k 0% Dec 2023
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Ameritas Advisory Services 4.4k $302k -30% Dec 2023
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Opus Capital Group 4.3k $283k 4% Dec 2023
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Windsor Group 4.2k $250k 0% Sep 2023
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Wealthquest 4.2k $277k -27% Dec 2023
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Perigon Wealth Management 4.1k $272k 1% Dec 2023
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Raymond James Trust 3.9k $259k 0% Dec 2023
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Kestra Advisory Services 3.8k $250k 100% Dec 2023
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Aurora Private Wealth 3.7k $246k 10% Dec 2023
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GeoWealth Management 3.6k $214k 100% Sep 2023
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Strategic Investment Advisors / MI 3.6k $237k 0% Dec 2023
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HoyleCohen 3.5k $232k 0% Dec 2023
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Harbour Investments 3.5k $229k 2% Dec 2023
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Mercer Global Advisors 3.4k $221k 100% Dec 2023
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Lutz Financial Services 3.4k $221k 100% Dec 2023
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Cornerstone Wealth Management 3.3k $220k 100% Dec 2023
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Tyler-Stone Wealth Management 3.3k $216k 0% Dec 2023
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Stifel Financial 3.2k $211k 100% Dec 2023
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Geneos Wealth Management 3.1k $204k 1% Dec 2023
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Harbor Investment Advisory 3.1k $203k 0% Dec 2023
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Farmers & Merchants Investment 2.1k $137k 0% Dec 2023
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Qube Research & Technologies 2.0k $120k 24% Sep 2023
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HHM Wealth Advisors 2.0k $118k 0% Sep 2023
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Avalon Trust 1.7k $111k 0% Dec 2023
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City State Bank 1.3k $83k 0% Dec 2023
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SOA Wealth Advisors 1.2k $81k 0% Dec 2023
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Advisory Services Network 1.2k $78k 100% Dec 2023
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TSFG 1.1k $73k 1% Dec 2023
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WFA of San Diego 1.1k $64k 0% Sep 2023
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PSI Advisors 894.00 $59k 1% Dec 2023
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Salomon & Ludwin 876.00 $52k 0% Dec 2023
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Vima 728.00 $48k 100% Dec 2023
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FinTrust Capital Advisors 700.00 $41k 0% Sep 2023
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Pnc Financial Services 640.00 $42k -55% Dec 2023
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Fifth Third Bancorp 625.00 $41k 0% Dec 2023
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Tidemark 608.00 $40k 100% Dec 2023
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Coston, McIsaac & Partners 602.00 $39k 1% Dec 2023
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Capital Analysts 482.00 $32k 0% Dec 2023
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Cedar Mountain Advisors 346.00 $23k 0% Dec 2023
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Creative Financial Designs 330.00 $22k 259% Dec 2023
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Archer Investment Corp 316.00 $21k 0% Dec 2023
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Morris Financial Concepts 300.00 $20k -69% Dec 2023
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Russell Investments 271.00 $18k 1% Dec 2023
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Financial Perspectives 268.00 $18k 1% Dec 2023
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Farther Finance Advisors 242.00 $16k 100% Dec 2023
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Westside Investment Management 221.00 $15k 0% Dec 2023
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Cullen Frost Bankers 196.00 $13k 0% Dec 2023
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Steward Partners Investment Advisory 185.00 $12k 0% Dec 2023
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Bartlett & Co. 180.00 $12k 0% Dec 2023
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Bartlett & Co. Wealth Management 180.00 $12k 0% Dec 2023
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Efficient Wealth Management 160.00 $11k 0% Dec 2023
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Ancora Advisors 136.00 $8.9k 0% Dec 2023
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Principal Securities 124.00 $8.2k 100% Dec 2023
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Laurel Wealth Advisors 48.00 $2.8k 0% Sep 2023
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PrairieView Partners 36.00 $2.0k 0% Dec 2023
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Who sold out of iShares Morningstar Large Core Idx?

Fund or Company Name Date Sold Shares Held Valued At
Branch Banking & Trust Company Sep 2023 9.8k $580k
Flow Traders US Sep 2023 3.8k $221k
Whittier Trust Sep 2023 2.1k $123k
Bank Of Montreal Sep 2023 1.6k $89k
Coastal Investment Advisors Sep 2023 1.2k $73k
Asset Dedication Sep 2023 840.00 $49k
IFP Advisors Sep 2023 761.00 $45k
FNY Investment Advisers Sep 2023 50.00 $2.0k