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 |
|---|---|---|---|---|---|
| Morgan Stanley | 526k | $50M | 100% | Jun 2025 |
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| Ameriprise Financial | 515k | $48M | 4% | Sep 2025 |
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| Exchange Traded Concepts | 471k | $44M | 73% | Sep 2025 |
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| Equitable Holdings | 383k | $35M | 0% | Sep 2025 |
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| Advisor Group Holdings | 249k | $23M | -8% | Sep 2025 |
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| LPL Financial | 207k | $19M | 13% | Sep 2025 |
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| Cetera Investment Advisers | 197k | $18M | 336% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 166k | $15M | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 166k | $15M | 21% | Sep 2025 |
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| H D Vest Advisory Services | 151k | $13M | -3% | Jun 2025 |
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| Commonwealth Equity Services | 133k | $12M | -5% | Sep 2025 |
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| UBS Group | 103k | $9.5M | -2% | Sep 2025 |
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| Wealth Forward | 97k | $9.0M | 100% | Sep 2025 |
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| CI Private Wealth | 89k | $8.2M | -1% | Sep 2025 |
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| Gladstone Institutional Advisory | 86k | $8.0M | -1% | Sep 2025 |
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| Wells Fargo & Company | 85k | $7.8M | -7% | Sep 2025 |
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| Goldman Sachs Group | 75k | $7.0M | 63% | Sep 2025 |
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| Merit Financial Group | 71k | $6.6M | 0% | Sep 2025 |
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| Mercer Global Advisors | 65k | $6.0M | -38% | Sep 2025 |
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| Benchmark Wealth Management | 65k | $5.5M | 0% | Jun 2025 |
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| Royal Bank of Canada | 45k | $4.2M | 7% | Sep 2025 |
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| Brand Asset Management Group | 43k | $4.0M | -2% | Sep 2025 |
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| Crestwood Advisors | 43k | $3.9M | -1% | Sep 2025 |
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| Commonwealth Financial Services | 42k | $3.8M | 154% | Sep 2025 |
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| Raymond James Financial | 41k | $3.8M | 15% | Sep 2025 |
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| Envestnet Asset Management | 37k | $3.4M | -8% | Sep 2025 |
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| Cambridge Investment Research Advisors | 37k | $3.4M | -5% | Sep 2025 |
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| Jim Saulnier & Associates | 36k | $3.3M | -8% | Sep 2025 |
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| Financial Engines Advisors L.L.C | 31k | $2.9M | -9% | Sep 2025 |
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| Modern Wealth Management | 30k | $2.7M | -4% | Sep 2025 |
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| Global Retirement Partners | 29k | $2.7M | 1% | Sep 2025 |
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| J.w. Cole Advisors | 28k | $2.6M | 0% | Sep 2025 |
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| CLS Investments | 25k | $2.3M | 36% | Sep 2025 |
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| Mml Investors Services | 24k | $2.2M | -2% | Sep 2025 |
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| Atria Wealth Solutions | 21k | $1.8M | -24% | Jun 2025 |
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| FMR | 20k | $1.8M | 33% | Sep 2025 |
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| HPM Partners | 20k | $1.8M | -2% | Sep 2025 |
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| Silvia Mccoll Wealth Management | 19k | $1.8M | 0% | Sep 2025 |
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| HighTower Advisors | 19k | $1.7M | 20% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 19k | $1.7M | 3% | Sep 2025 |
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| Silver Oak Securities | 18k | $1.7M | 314% | Sep 2025 |
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| American Trust | 17k | $1.6M | 1% | Sep 2025 |
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| Edge Financial Advisors | 17k | $1.6M | 269% | Sep 2025 |
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| Money Concepts Capital Corp | 17k | $1.6M | 1% | Sep 2025 |
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| Private Advisor | 16k | $1.5M | 26% | Sep 2025 |
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| Resources Investment Advisors | 16k | $1.4M | 0% | Sep 2025 |
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| May Barnhard Investments | 16k | $1.4M | 0% | Sep 2025 |
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| Dentgroup | 14k | $1.3M | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 13k | $1.2M | -4% | Sep 2025 |
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| Wealth Management Associates | 13k | $1.2M | -1% | Sep 2025 |
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| Liberty Capital Management | 12k | $1.1M | 0% | Sep 2025 |
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| Savant Capital Management | 12k | $1.1M | -9% | Sep 2025 |
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| Kovitz Investment Group Partners | 12k | $1.1M | 0% | Sep 2025 |
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| Keystone Financial Services | 11k | $1.0M | 0% | Sep 2025 |
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| Susquehanna International | 11k | $1.0M | -70% | Sep 2025 |
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| Greykasell Wealth Strategies | 11k | $980k | -2% | Sep 2025 |
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| Kestra Advisory Services | 11k | $969k | 25% | Sep 2025 |
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| Apollon Wealth Management | 10k | $945k | 0% | Sep 2025 |
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| SeaCrest Wealth Management | 10k | $936k | -1% | Sep 2025 |
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| Rockland Trust | 9.8k | $909k | -1% | Sep 2025 |
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| Creative Planning | 9.6k | $884k | 0% | Sep 2025 |
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| Tyler-Stone Wealth Management | 9.3k | $802k | 5% | Jun 2025 |
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| Stifel Financial | 8.8k | $815k | 51% | Sep 2025 |
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| Capital Management Associates | 8.6k | $797k | 19% | Sep 2025 |
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| Brian McDonald | 8.3k | $770k | -1% | Sep 2025 |
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| CWM | 8.3k | $769k | 0% | Sep 2025 |
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| Pacific Sun Financial Corp | 7.9k | $732k | 0% | Sep 2025 |
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| Asset Managment | 7.8k | $724k | 0% | Sep 2025 |
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| Red Tortoise | 7.3k | $676k | 0% | Sep 2025 |
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| NewEdge Wealth | 7.3k | $683k | 0% | Sep 2025 |
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| Vantage Financial Partners | 7.1k | $653k | -4% | Sep 2025 |
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| Strategic Blueprint | 6.8k | $627k | -4% | Sep 2025 |
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| IHT Wealth Management | 6.7k | $621k | -5% | Sep 2025 |
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| Thrivent Financial for Lutherans | 6.6k | $609k | 0% | Sep 2025 |
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| Good Life Advisors | 6.5k | $561k | 0% | Jun 2025 |
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| Ameritas Advisory Services | 6.4k | $590k | 310% | Sep 2025 |
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| Baird Financial | 6.3k | $584k | 30% | Sep 2025 |
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| Chapin Davis | 6.2k | $572k | -6% | Sep 2025 |
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| Brightwater Advisory | 6.0k | $551k | -14% | Sep 2025 |
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| Dana Investment Advisors | 5.9k | $550k | 0% | Sep 2025 |
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| Choate Investment Advisors | 5.7k | $530k | 0% | Sep 2025 |
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| Soltis Investment Advisors | 5.5k | $508k | 100% | Sep 2025 |
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| Cape Investment Advisory | 5.2k | $442k | 0% | Jun 2025 |
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| Mutual Advisors | 5.1k | $480k | 75% | Sep 2025 |
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| Richard P Slaughter Associates | 5.0k | $462k | -1% | Sep 2025 |
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| Focus Financial Network | 4.9k | $456k | 0% | Sep 2025 |
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| Helen Stephens Group | 4.9k | $455k | 0% | Sep 2025 |
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| Chicago Partners Investment | 4.8k | $460k | 0% | Sep 2025 |
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| Harbour Trust & Investment Management | 4.7k | $434k | 0% | Sep 2025 |
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| Captrust Financial Advisors | 4.7k | $431k | 0% | Sep 2025 |
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| M^T Bank Corporation | 4.6k | $421k | -31% | Sep 2025 |
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| TFB Advisors | 4.4k | $407k | 6% | Sep 2025 |
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| Landaas & Co | 4.4k | $405k | 0% | Sep 2025 |
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| Pnc Financial Services | 4.4k | $405k | -1% | Sep 2025 |
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| Perigon Wealth Management | 4.2k | $385k | 0% | Sep 2025 |
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| Signature Securities Group Corporation | 4.2k | $384k | 0% | Sep 2025 |
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| Larson Financial Group | 4.1k | $379k | 1% | Sep 2025 |
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| Portland Financial Advisors | 4.0k | $367k | 0% | Sep 2025 |
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| Asset Allocation Strategies | 3.9k | $363k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 3.8k | $355k | 2% | Sep 2025 |
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| Pure Financial Advisors | 3.7k | $343k | 100% | Sep 2025 |
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| MidAtlantic Capital Management | 3.7k | $339k | 0% | Sep 2025 |
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| Aurora Private Wealth | 3.7k | $314k | -1% | Jun 2025 |
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| AlphaCore Capital | 3.5k | $326k | 0% | Sep 2025 |
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| National Asset Management | 3.4k | $314k | 100% | Sep 2025 |
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| Lutz Financial Services | 3.3k | $306k | -1% | Sep 2025 |
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| Cornerstone Wealth Management | 3.3k | $302k | 0% | Sep 2025 |
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| Opus Capital Group | 3.3k | $301k | 0% | Sep 2025 |
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| AQR Capital Management | 3.2k | $300k | 100% | Sep 2025 |
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| Diversify Advisory Services | 3.2k | $306k | -1% | Sep 2025 |
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| Beacon Pointe Advisors | 3.2k | $295k | 100% | Sep 2025 |
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| Fmb Wealth Management | 3.2k | $295k | 0% | Sep 2025 |
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| Optivise Advisory Services | 2.9k | $264k | -22% | Sep 2025 |
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| Index Fund Advisors | 2.8k | $259k | 0% | Sep 2025 |
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| Integrated Wealth Concepts | 2.7k | $249k | -3% | Sep 2025 |
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| New Century Financial Group | 2.7k | $249k | 0% | Sep 2025 |
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| Davenport & Co | 2.6k | $243k | 0% | Sep 2025 |
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| Great Valley Advisor Group | 2.6k | $242k | 0% | Sep 2025 |
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| Scotia Capital | 2.6k | $241k | 0% | Sep 2025 |
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| HCR Wealth Advisors | 2.5k | $236k | 0% | Sep 2025 |
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| Evanson Asset Management | 2.5k | $231k | 0% | Sep 2025 |
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| Blue Sky Capital Consultants Group | 2.5k | $230k | 0% | Sep 2025 |
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| Kingswood Wealth Advisors | 2.5k | $227k | -14% | Sep 2025 |
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| Geneos Wealth Management | 2.4k | $224k | 0% | Sep 2025 |
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| Silvercrest Asset Management Group | 2.4k | $219k | 0% | Sep 2025 |
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| Wealthcare Advisory Partners | 2.4k | $217k | 0% | Sep 2025 |
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| Change Path | 2.3k | $216k | 100% | Sep 2025 |
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| Harbour Investments | 2.3k | $212k | 0% | Sep 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 2.3k | $208k | 100% | Sep 2025 |
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| Sage Rhino Capital | 2.2k | $208k | 100% | Sep 2025 |
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| Harbor Investment Advisory | 2.1k | $191k | 0% | Sep 2025 |
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| HHM Wealth Advisors | 2.0k | $185k | 0% | Sep 2025 |
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| Farmers & Merchants Investment | 2.0k | $181k | 0% | Sep 2025 |
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| Jones Financial Companies, L.L | 1.8k | $167k | -3% | Sep 2025 |
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| Bank Of Oklahoma National Association / | 1.7k | $159k | 0% | Sep 2025 |
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| Hanson McClain Advisors | 1.7k | $157k | 19% | Sep 2025 |
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| Tortoise Investment Management | 1.3k | $124k | 0% | Sep 2025 |
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| City State Bank | 1.3k | $117k | 0% | Sep 2025 |
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| Security National Bank | 1.2k | $107k | 0% | Sep 2025 |
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| TSFG | 1.1k | $102k | 0% | Sep 2025 |
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| Advisory Services Network | 1.0k | $96k | 100% | Sep 2025 |
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| Mather Group | 993.00 | $92k | 100% | Sep 2025 |
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| Atlantic Trust | 960.00 | $89k | -35% | Sep 2025 |
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| Coastal Investment Advisors | 892.00 | $82k | 0% | Sep 2025 |
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| Creative Capital Management Investments | 800.00 | $74k | 0% | Sep 2025 |
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| Salomon & Ludwin | 768.00 | $71k | -3% | Sep 2025 |
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| Coston, McIsaac & Partners | 615.00 | $56k | 0% | Sep 2025 |
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| Tidemark | 608.00 | $56k | 0% | Sep 2025 |
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| Cornerstone Planning Group | 601.00 | $57k | 100% | Sep 2025 |
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| Fifth Third Bancorp | 520.00 | $48k | 0% | Sep 2025 |
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| Assetmark | 38.00 | $3.5k | -98% | Sep 2025 |
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Who sold out of iShares Morningstar Large Core Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Elevation Capital Advisory | Jun 2025 | 82k | $7.0M |
| West Coast Financial | Mar 2025 | 17k | $1.3M |
| Gts Securities | Jun 2025 | 16k | $1.4M |
| Two Sigma Investments | Jun 2025 | 12k | $1.0M |
| Siligmueller & Norvid Wealth Advisors | Jun 2025 | 9.8k | $852k |
| Arete Wealth Advisors | Jun 2025 | 2.7k | $231k |
| Envestnet Portfolio Solutions | Jun 2025 | 2.6k | $226k |
| Thurston, Springer, Miller, Herd & Titak | Jun 2025 | 1.9k | $161k |