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
Morgan Stanley 473k $51M 8% Jun 2024
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Equitable Holdings 450k $34M -2% Jun 2024
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Wells Fargo & Company 364k $29M 237% Sep 2024
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LPL Financial 279k $22M 53% Sep 2024
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Advisor Group Holdings 210k $17M 243% Sep 2024
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Wealth Enhancement Advisory Services 192k $15M -9% Jun 2024
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Bank of America Corporation 170k $14M 35% Sep 2024
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H D Vest Advisory Services 161k $12M 3% Jun 2024
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Commonwealth Equity Services 154k $12M 8% Sep 2024
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Jpmorgan Chase & Co 139k $11M 14% Sep 2024
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Gladstone Institutional Advisory 134k $11M 43% Sep 2024
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Private Advisor 130k $10M 867% Sep 2024
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Raymond James Financial Services Advisors 107k $8.5M 306% Sep 2024
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CI Private Wealth 103k $8.2M 16% Sep 2024
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Cambridge Investment Research Advisors 74k $5.9M 84% Sep 2024
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Benchmark Wealth Management 67k $5.3M 0% Sep 2024
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Merit Financial Group 66k $5.2M 0% Sep 2024
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Brand Asset Management Group 56k $4.4M 0% Sep 2024
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Envestnet Asset Management 55k $4.4M 22% Sep 2024
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Cetera Investment Advisers 52k $3.9M -1% Jun 2024
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Crestwood Advisors 44k $3.5M -1% Sep 2024
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Royal Bank of Canada 43k $3.4M 0% Sep 2024
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Quantitative Strategies 34k $2.7M -7% Sep 2024
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Jim Saulnier & Associates 32k $2.6M 100% Sep 2024
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Prospera Financial Services 28k $2.2M 100% Sep 2024
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J.w. Cole Advisors 28k $2.2M 5% Sep 2024
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Atria Wealth Solutions 27k $2.2M -3% Sep 2024
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Mml Investors Services 27k $2.1M 1% Sep 2024
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Savant Capital Management 26k $2.1M 100% Sep 2024
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Global Retirement Partners 24k $1.9M 0% Sep 2024
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Raymond James & Associates 23k $1.8M 307% Sep 2024
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Ameritas Advisory Services 20k $1.5M 131% Sep 2024
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West Coast Financial 19k $1.5M -10% Sep 2024
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Silvia Mccoll Wealth Management 19k $1.5M 0% Sep 2024
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Goldman Sachs Group 19k $1.4M 0% Jun 2024
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HighTower Advisors 17k $1.3M 0% Jun 2024
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Trinity Wealth Management 16k $1.3M 100% Sep 2024
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American Trust 16k $1.3M 1% Sep 2024
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Orion Portfolio Solutions 16k $1.2M 192% Sep 2024
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Resources Investment Advisors 16k $1.2M 0% Sep 2024
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Silver Oak Securities 15k $1.2M 100% Sep 2024
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Dentgroup 14k $1.1M 0% Sep 2024
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Mariner Wealth Advisors 14k $1.1M -5% Sep 2024
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Money Concepts Capital Corp 13k $1.0M 0% Sep 2024
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Good Life Advisors 13k $1.0M 100% Sep 2024
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Kovitz Investment Group Partners 13k $1.0k -6% Sep 2024
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Liberty Capital Management 12k $971k 0% Sep 2024
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Susquehanna International 12k $925k -63% Sep 2024
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Proequities 12k $925M -2% Sep 2024
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SeaCrest Wealth Management 12k $922k -2% Sep 2024
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Helen Stephens Group 11k $902k 0% Sep 2024
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Citigroup 11k $880k 1% Sep 2024
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Arete Wealth Advisors 11k $843k -31% Sep 2024
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Rockland Trust 10k $826k -1% Sep 2024
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Apollon Wealth Management 10k $810k 0% Sep 2024
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Commonwealth Financial Services 10k $793k 15% Sep 2024
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Strategic Blueprint 9.1k $723k -2% Sep 2024
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Thrivent Financial for Lutherans 9.0k $717k 37% Sep 2024
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PFG Advisors 8.7k $686k -46% Sep 2024
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Brian McDonald 8.6k $683k 1% Sep 2024
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National Asset Management 8.6k $674k 100% Sep 2024
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Tyler-Stone Wealth Management 8.2k $648k 100% Sep 2024
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Creative Planning 8.0k $633k 0% Sep 2024
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Northwestern Mutual Wealth Management Company 7.9k $630k -6% Sep 2024
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Pacific Sun Financial Corp 7.9k $628k 0% Sep 2024
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Chapin Davis 7.9k $625k 0% Sep 2024
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NewEdge Wealth 7.8k $616k -3% Sep 2024
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Asset Managment 7.8k $614k 0% Sep 2024
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Sanctuary Advisors 7.6k $628k 0% Sep 2024
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Brightwater Advisory 7.4k $584k -3% Sep 2024
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Red Tortoise 7.3k $580k 0% Sep 2024
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CWM 7.3k $576k 0% Sep 2024
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Vantage Financial Partners 6.8k $540k 116% Sep 2024
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Capital Management Associates 6.5k $492k 0% Jun 2024
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Stifel Financial 6.4k $478k 126% Jun 2024
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Citadel Advisors 6.3k $500k -81% Sep 2024
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Dana Investment Advisors 5.9k $471k 0% Sep 2024
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Choate Investment Advisors 5.7k $455k 0% Sep 2024
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Harbour Trust & Investment Management 5.5k $438k -6% Sep 2024
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Focus Financial Network 5.4k $431k 0% Sep 2024
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Cape Investment Advisory 5.3k $395k 0% Jun 2024
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Jane Street 5.2k $410k 100% Sep 2024
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Richard P Slaughter Associates 5.1k $401k -14% Sep 2024
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HPM Partners 5.0k $392k -7% Sep 2024
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Landaas & Co 4.9k $389k -22% Sep 2024
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Chicago Partners Investment 4.8k $385k 0% Sep 2024
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Kestra Advisory Services 4.7k $374k 0% Sep 2024
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Scotia Capital 4.7k $369k -53% Sep 2024
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M^T Bank Corporation 4.6k $361k 0% Sep 2024
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Diversify Advisory Services 4.5k $364k -14% Sep 2024
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Captrust Financial Advisors 4.5k $358k 0% Sep 2024
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MidAtlantic Capital Management 4.4k $352k 0% Sep 2024
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Optivise Advisory Services 4.4k $346k 1% Sep 2024
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Signature Securities Group Corporation 4.3k $340k -4% Sep 2024
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TFB Advisors 4.2k $331k 0% Sep 2024
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Perigon Wealth Management 4.1k $328k 0% Sep 2024
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Larson Financial Group 4.0k $320k 0% Sep 2024
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Raymond James Trust 3.9k $312k 0% Sep 2024
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Asset Allocation Strategies 3.9k $308k 0% Sep 2024
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Northern Trust 3.8k $302k 100% Sep 2024
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Aurora Private Wealth 3.7k $294k 0% Sep 2024
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Colony 3.5k $280k 100% Sep 2024
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HoyleCohen 3.5k $265k 0% Jun 2024
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Lutz Financial Services 3.4k $266k 0% Sep 2024
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Cornerstone Wealth Management 3.3k $265k 0% Sep 2024
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Mercer Global Advisors 3.3k $247k -1% Jun 2024
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Opus Capital Group 3.3k $258k 0% Sep 2024
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Fmb Wealth Management 3.2k $253k 0% Sep 2024
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Geneos Wealth Management 3.1k $234k 0% Jun 2024
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Mutual Advisors 2.9k $235k 0% Sep 2024
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Index Fund Advisors 2.8k $222k 0% Sep 2024
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Wealthquest 2.7k $213k -15% Sep 2024
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New Century Financial Group 2.7k $213k 0% Sep 2024
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Seeds Investor 2.6k $204k 100% Sep 2024
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HCR Wealth Advisors 2.5k $201k 100% Sep 2024
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Harbour Investments 2.4k $191k -31% Sep 2024
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Tower Research Capital 2.3k $177k 1566% Jun 2024
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Steward Partners Investment Advisory 2.2k $168k 53% Jun 2024
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Farmers & Merchants Investment 2.1k $165k 0% Sep 2024
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Harbor Investment Advisory 2.1k $164k 0% Sep 2024
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HHM Wealth Advisors 2.0k $159k 0% Sep 2024
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Avalon Trust 1.7k $134k 0% Sep 2024
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Nelson, Van Denburg & Campbell Wealth Management 1.5k $123k 0% Sep 2024
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Atlantic Trust 1.5k $117k 0% Sep 2024
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Tortoise Investment Management 1.3k $106k 0% Sep 2024
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Security National Bank 1.3k $103k 0% Sep 2024
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City State Bank 1.3k $101k 0% Sep 2024
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TSFG 1.1k $88k 0% Sep 2024
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Thurston, Springer, Miller, Herd & Titak 1.0k $83k 0% Sep 2024
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Pnc Financial Services 1.0k $80k -6% Sep 2024
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Mather Group 993.00 $79k -15% Sep 2024
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PSI Advisors 902.00 $71k 0% Sep 2024
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Coastal Investment Advisors 892.00 $72k 0% Sep 2024
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Salomon & Ludwin 817.00 $65k 0% Sep 2024
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FinTrust Capital Advisors 700.00 $56k 0% Sep 2024
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Coston, McIsaac & Partners 608.00 $48k 0% Sep 2024
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Tidemark 608.00 $48k 0% Sep 2024
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Federation des caisses Desjardins du Quebec 542.00 $43k -16% Sep 2024
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Fifth Third Bancorp 520.00 $41k 0% Sep 2024
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Olistico Wealth 516.00 $41k 0% Sep 2024
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Us Bancorp 461.00 $37k 0% Sep 2024
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Jaffetilchin Investment Partners 400.00 $32k 100% Sep 2024
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Principal Securities 395.00 $31k 219% Sep 2024
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Archer Investment Corp 316.00 $25k 0% Sep 2024
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Cedar Mountain Advisors 313.00 $25k -10% Sep 2024
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Morris Financial Concepts 300.00 $24k 0% Sep 2024
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Financial Perspectives 270.00 $21k 0% Sep 2024
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Farther Finance Advisors 242.00 $19k 0% Sep 2024
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Westside Investment Management 224.00 $18k 0% Sep 2024
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Qube Research & Technologies 91.00 $6.8k -95% Jun 2024
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Assetmark 73.00 $5.8k -86% Sep 2024
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Who sold out of iShares Morningstar Large Core Idx?

Fund or Company Name Date Sold Shares Held Valued At
Ashton Thomas Private Wealth Jun 2024 1.8k $138k