Who owns iShares Morningstar Large Core Idx?
- Ticker: ILCB
- CUSIP Number: 464287127
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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 |
|---|---|---|---|---|---|
| LPL Financial | 1.3M | $102M | 353% | Dec 2024 |
|
| AdvisorShares Investments | 506k | $41M | 36% | Dec 2024 |
|
| Morgan Stanley | 499k | $41M | -2% | Dec 2024 |
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| Wells Fargo & Company | 494k | $40M | 36% | Dec 2024 |
|
| Ameriprise Financial | 406k | $33M | -2% | Dec 2024 |
|
| Equitable Holdings | 394k | $32M | -10% | Dec 2024 |
|
| Advisor Group Holdings | 210k | $17M | 0% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 180k | $14M | 3% | Mar 2025 |
|
| Bank of America Corporation | 172k | $14M | 1% | Dec 2024 |
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| H D Vest Advisory Services | 161k | $13M | 0% | Dec 2024 |
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| Commonwealth Equity Services | 154k | $13M | 0% | Dec 2024 |
|
| Jpmorgan Chase & Co | 143k | $12M | 3% | Dec 2024 |
|
| Raymond James Financial | 135k | $11M | 100% | Dec 2024 |
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| Gladstone Institutional Advisory | 128k | $10M | -4% | Dec 2024 |
|
| UBS Group | 110k | $9.0M | 0% | Dec 2024 |
|
| Private Advisor | 108k | $8.8M | -17% | Dec 2024 |
|
| CI Private Wealth | 94k | $7.6M | -9% | Dec 2024 |
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| Merit Financial Group | 66k | $5.1M | 0% | Mar 2025 |
|
| Benchmark Wealth Management | 65k | $5.0M | -3% | Mar 2025 |
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| Cambridge Investment Research Advisors | 55k | $4.5M | -25% | Dec 2024 |
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| Envestnet Asset Management | 54k | $4.4M | -3% | Dec 2024 |
|
| Cetera Investment Advisers | 48k | $3.9M | -2% | Dec 2024 |
|
| Brand Asset Management Group | 46k | $3.5M | -1% | Mar 2025 |
|
| Crestwood Advisors | 44k | $3.6M | 0% | Dec 2024 |
|
| Royal Bank of Canada | 43k | $3.5M | -1% | Dec 2024 |
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| Jim Saulnier & Associates | 40k | $3.3M | 25% | Dec 2024 |
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| Two Sigma Investments | 38k | $3.1M | 100% | Dec 2024 |
|
| Quantitative Strategies | 35k | $2.9M | 5% | Dec 2024 |
|
| Arete Wealth Advisors | 32k | $2.6M | 200% | Dec 2024 |
|
| Mml Investors Services | 31k | $2.5M | 15% | Dec 2024 |
|
| Global Retirement Partners | 30k | $2.4M | 25% | Dec 2024 |
|
| Atria Wealth Solutions | 29k | $2.3M | 6% | Dec 2024 |
|
| J.w. Cole Advisors | 28k | $2.3M | 1% | Dec 2024 |
|
| Citadel Advisors | 28k | $2.2M | 339% | Dec 2024 |
|
| Greykasell Wealth Strategies | 27k | $2.2M | 100% | Dec 2024 |
|
| Prospera Financial Services | 27k | $2.1M | -7% | Dec 2024 |
|
| Assetmark | 23k | $1.9M | 31651% | Dec 2024 |
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| Silvia Mccoll Wealth Management | 19k | $1.5M | 0% | Mar 2025 |
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| Orion Portfolio Solutions | 19k | $1.5M | 18% | Dec 2024 |
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| HighTower Advisors | 17k | $1.4M | 0% | Dec 2024 |
|
| Money Concepts Capital Corp | 17k | $1.4M | 29% | Dec 2024 |
|
| West Coast Financial | 17k | $1.3M | -8% | Mar 2025 |
|
| American Trust | 16k | $1.3M | 0% | Dec 2024 |
|
| Resources Investment Advisors | 16k | $1.3M | 0% | Dec 2024 |
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| May Barnhard Investments | 16k | $1.2M | 0% | Mar 2025 |
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| Dentgroup | 14k | $1.1M | -1% | Mar 2025 |
|
| FMR | 14k | $1.1M | 8% | Dec 2024 |
|
| Mariner Wealth Advisors | 14k | $1.1M | -3% | Dec 2024 |
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| Savant Capital Management | 13k | $1.1M | -49% | Dec 2024 |
|
| Liberty Capital Management | 12k | $947k | 0% | Mar 2025 |
|
| Kovitz Investment Group Partners | 12k | $988k | -4% | Dec 2024 |
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| Commonwealth Financial Services | 12k | $969k | 18% | Dec 2024 |
|
| Citigroup | 12k | $938k | 4% | Dec 2024 |
|
| Proequities | 12k | $969M | -1% | Dec 2024 |
|
| SeaCrest Wealth Management | 11k | $860k | -4% | Mar 2025 |
|
| Natixis Asset Management Advisors | 11k | $897k | 100% | Dec 2024 |
|
| Keystone Financial Services | 11k | $869k | 100% | Dec 2024 |
|
| Apollon Wealth Management | 10k | $830k | 0% | Dec 2024 |
|
| Rockland Trust | 9.9k | $765k | -1% | Mar 2025 |
|
| Gts Securities | 9.9k | $800k | -41% | Dec 2024 |
|
| Stifel Financial | 9.8k | $796k | 7% | Dec 2024 |
|
| Thrivent Financial for Lutherans | 8.9k | $723k | -2% | Dec 2024 |
|
| National Asset Management | 8.6k | $695k | 0% | Dec 2024 |
|
| Brian McDonald | 8.5k | $686k | -2% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 8.5k | $686k | 6% | Dec 2024 |
|
| Tyler-Stone Wealth Management | 8.4k | $680k | 3% | Dec 2024 |
|
| Strategic Blueprint | 8.3k | $675k | -9% | Dec 2024 |
|
| CWM | 8.1k | $659k | 12% | Dec 2024 |
|
| Creative Planning | 8.0k | $648k | 0% | Dec 2024 |
|
| Pacific Sun Financial Corp | 7.9k | $643k | 0% | Dec 2024 |
|
| Chapin Davis | 7.9k | $625k | 0% | Dec 2024 |
|
| Baird Financial | 7.9k | $638k | 12% | Dec 2024 |
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| Vantage Financial Partners | 7.9k | $638k | 15% | Dec 2024 |
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| PFG Advisors | 7.8k | $634k | -10% | Dec 2024 |
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| Asset Managment | 7.8k | $631k | 0% | Dec 2024 |
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| Sanctuary Advisors | 7.6k | $638k | 0% | Dec 2024 |
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| Ameritas Advisory Services | 7.5k | $612k | -61% | Dec 2024 |
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| NewEdge Wealth | 7.4k | $602k | -5% | Dec 2024 |
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| Red Tortoise | 7.3k | $594k | 0% | Dec 2024 |
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| IHT Wealth Management | 7.2k | $584k | -13% | Dec 2024 |
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| Capital Management Associates | 6.7k | $544k | 4% | Dec 2024 |
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| Silver Oak Securities | 6.6k | $542k | -57% | Dec 2024 |
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| Good Life Advisors | 6.5k | $530k | -50% | Dec 2024 |
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| Dana Investment Advisors | 5.9k | $483k | 0% | Dec 2024 |
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| Choate Investment Advisors | 5.7k | $466k | 0% | Dec 2024 |
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| Harbour Trust & Investment Management | 5.2k | $422k | -6% | Dec 2024 |
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| Cape Investment Advisory | 5.2k | $418k | 0% | Dec 2024 |
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| Richard P Slaughter Associates | 5.1k | $391k | 0% | Mar 2025 |
|
| HPM Partners | 5.0k | $407k | 1% | Dec 2024 |
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| Landaas & Co | 4.9k | $399k | 0% | Dec 2024 |
|
| Focus Financial Network | 4.9k | $379k | -10% | Mar 2025 |
|
| Helen Stephens Group | 4.9k | $396k | -57% | Dec 2024 |
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| Chicago Partners Investment | 4.8k | $394k | 0% | Dec 2024 |
|
| Scotia Capital | 4.7k | $379k | 0% | Dec 2024 |
|
| M^T Bank Corporation | 4.6k | $369k | 0% | Dec 2024 |
|
| Captrust Financial Advisors | 4.5k | $367k | 0% | Dec 2024 |
|
| Diversify Advisory Services | 4.5k | $360k | -1% | Dec 2024 |
|
| Janney Montgomery Scott | 4.5k | $345k | 100% | Mar 2025 |
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| Signature Securities Group Corporation | 4.3k | $333k | 0% | Mar 2025 |
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| Old Mission Capital | 4.2k | $341k | -62% | Dec 2024 |
|
| TFB Advisors | 4.2k | $340k | 0% | Dec 2024 |
|
| Perigon Wealth Management | 4.1k | $341k | 0% | Dec 2024 |
|
| Susquehanna International | 4.1k | $330k | -65% | Dec 2024 |
|
| Larson Financial Group | 4.1k | $329k | 0% | Dec 2024 |
|
| Steward Partners Investment Advisory | 4.0k | $326k | 9% | Dec 2024 |
|
| Optivise Advisory Services | 4.0k | $323k | -9% | Dec 2024 |
|
| MidAtlantic Capital Management | 3.9k | $317k | -12% | Dec 2024 |
|
| Jane Street | 3.8k | $306k | -27% | Dec 2024 |
|
| Aurora Private Wealth | 3.7k | $301k | 0% | Dec 2024 |
|
| Kestra Advisory Services | 3.5k | $287k | -25% | Dec 2024 |
|
| Kingswood Wealth Advisors | 3.5k | $281k | 100% | Dec 2024 |
|
| Lutz Financial Services | 3.4k | $272k | 0% | Dec 2024 |
|
| Goss Wealth Management | 3.3k | $272k | 0% | Dec 2024 |
|
| Cornerstone Wealth Management | 3.3k | $265k | -2% | Dec 2024 |
|
| Opus Capital Group | 3.3k | $264k | 0% | Dec 2024 |
|
| Geneos Wealth Management | 3.2k | $260k | 2% | Dec 2024 |
|
| Fmb Wealth Management | 3.2k | $246k | 0% | Mar 2025 |
|
| Envestnet Portfolio Solutions | 3.0k | $246k | 100% | Dec 2024 |
|
| Mutual Advisors | 2.9k | $241k | 0% | Dec 2024 |
|
| Synergy Investment Management | 2.8k | $231k | 100% | Dec 2024 |
|
| Index Fund Advisors | 2.8k | $227k | 0% | Dec 2024 |
|
| Blue Sky Capital Consultants Group | 2.7k | $222k | 100% | Dec 2024 |
|
| New Century Financial Group | 2.7k | $208k | 0% | Mar 2025 |
|
| Wealthquest | 2.6k | $213k | -3% | Dec 2024 |
|
| Seeds Investor | 2.6k | $209k | 0% | Dec 2024 |
|
| HCR Wealth Advisors | 2.5k | $206k | 0% | Dec 2024 |
|
| Evanson Asset Management | 2.5k | $203k | 100% | Dec 2024 |
|
| Harvest Investment Services | 2.5k | $201k | 100% | Dec 2024 |
|
| Harbour Investments | 2.4k | $195k | 0% | Dec 2024 |
|
| Farmers & Merchants Investment | 2.1k | $161k | 0% | Mar 2025 |
|
| Harbor Investment Advisory | 2.1k | $160k | 0% | Mar 2025 |
|
| HHM Wealth Advisors | 2.0k | $162k | 0% | Dec 2024 |
|
| Tower Research Capital | 1.7k | $139k | -12% | Dec 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 1.5k | $126k | 0% | Dec 2024 |
|
| Thurston, Springer, Miller, Herd & Titak | 1.5k | $116k | 43% | Mar 2025 |
|
| Atlantic Trust | 1.5k | $121k | 0% | Dec 2024 |
|
| Tortoise Investment Management | 1.3k | $109k | 0% | Dec 2024 |
|
| Security National Bank | 1.3k | $106k | 0% | Dec 2024 |
|
| City State Bank | 1.3k | $98k | 0% | Mar 2025 |
|
| TSFG | 1.1k | $90k | 0% | Dec 2024 |
|
| Pnc Financial Services | 1.0k | $82k | 0% | Dec 2024 |
|
| Mather Group | 993.00 | $81k | 0% | Dec 2024 |
|
| PSI Advisors | 905.00 | $73k | 0% | Dec 2024 |
|
| Coastal Investment Advisors | 892.00 | $73k | 0% | Dec 2024 |
|
| Salomon & Ludwin | 792.00 | $64k | -3% | Dec 2024 |
|
| Coston, McIsaac & Partners | 610.00 | $49k | 0% | Dec 2024 |
|
| Tidemark | 608.00 | $49k | 0% | Dec 2024 |
|
| AE Wealth Management | 533.00 | $43k | 100% | Dec 2024 |
|
| Fifth Third Bancorp | 520.00 | $40k | 0% | Mar 2025 |
|
| Olistico Wealth | 516.00 | $42k | 0% | Dec 2024 |
|
| Federation des caisses Desjardins du Quebec | 508.00 | $41k | -6% | Dec 2024 |
|
| Avalon Trust | 400.00 | $33k | -76% | Dec 2024 |
|
| Colony | 0 | $0 | -100% | Dec 2024 |
|
Who sold out of iShares Morningstar Large Core Idx?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Trinity Wealth Management | Dec 2024 | 16k | $1.3M |
| Brightwater Advisory | Sep 2024 | 7.4k | $584k |
| Northern Trust | Sep 2024 | 3.8k | $302k |