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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts | 520k | $49M | 10% | Dec 2025 |
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| Ameriprise Financial | 515k | $49M | 0% | Dec 2025 |
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| Equitable Holdings | 383k | $36M | 0% | Dec 2025 |
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| LPL Financial | 247k | $23M | 19% | Dec 2025 |
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| Cetera Investment Advisers | 208k | $20M | 6% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 166k | $16M | 0% | Dec 2025 |
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| Jpmorgan Chase & Co | 166k | $15M | 100% | Sep 2025 |
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| Commonwealth Equity Services | 129k | $12M | -3% | Dec 2025 |
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| Raymond James Financial | 110k | $10M | 170% | Dec 2025 |
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| UBS Group | 100k | $9.4M | -3% | Dec 2025 |
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| Wealth Forward | 98k | $9.3M | 1% | Dec 2025 |
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| CI Private Wealth | 93k | $27k | 4% | Dec 2025 |
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| Gladstone Institutional Advisory | 85k | $8.0M | -2% | Dec 2025 |
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| Wells Fargo & Company | 84k | $8.0M | 0% | Dec 2025 |
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| Merit Financial Group | 74k | $6.9M | 3% | Dec 2025 |
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| Advisor Group Holdings | 73k | $6.9M | -71% | Dec 2025 |
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| Mercer Global Advisors | 64k | $6.0M | -3% | Dec 2025 |
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| Goldman Sachs Group | 46k | $4.4M | -39% | Dec 2025 |
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| Royal Bank of Canada | 45k | $4.2M | 7% | Sep 2025 |
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| Commonwealth Financial Services | 43k | $4.1M | 4% | Dec 2025 |
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| Crestwood Advisors | 43k | $4.0M | 0% | Dec 2025 |
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| Brand Asset Management Group | 40k | $3.8M | -7% | Dec 2025 |
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| Envestnet Asset Management | 36k | $3.4M | -3% | Dec 2025 |
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| Jim Saulnier & Associates | 36k | $3.4M | -1% | Dec 2025 |
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| CLS Investments | 35k | $3.3M | 39% | Dec 2025 |
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| Global Retirement Partners | 32k | $3.0M | 11% | Dec 2025 |
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| Cambridge Investment Research Advisors | 30k | $2.8M | -20% | Dec 2025 |
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| Modern Wealth Management | 29k | $2.7M | -2% | Dec 2025 |
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| Financial Engines Advisors L.L.C | 28k | $2.7M | -9% | Dec 2025 |
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| J.w. Cole Advisors | 28k | $2.7M | 0% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 26k | $2.5M | 39% | Dec 2025 |
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| Mml Investors Services | 24k | $2.2M | -1% | Dec 2025 |
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| Edge Financial Advisors | 20k | $1.9M | 16% | Dec 2025 |
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| FMR | 20k | $1.8M | 33% | Sep 2025 |
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| HPM Partners | 19k | $1.7M | -6% | Dec 2025 |
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| Silver Oak Securities | 18k | $1.7M | 0% | Dec 2025 |
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| Silvia Mccoll Wealth Management | 18k | $1.7M | -9% | Dec 2025 |
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| American Trust | 16k | $1.5M | -5% | Dec 2025 |
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| Private Advisor | 16k | $1.5M | -1% | Dec 2025 |
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| Resources Investment Advisors | 16k | $1.5M | 0% | Dec 2025 |
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| Money Concepts Capital Corp | 16k | $1.5M | -8% | Dec 2025 |
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| Mariner Wealth Advisors | 16k | $1.5M | 15% | Dec 2025 |
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| May Barnhard Investments | 16k | $1.5M | 0% | Dec 2025 |
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| HighTower Advisors | 15k | $1.4M | -19% | Dec 2025 |
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| Dentgroup | 14k | $1.3M | 0% | Dec 2025 |
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| Wealth Management Associates | 13k | $1.2M | 0% | Dec 2025 |
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| Liberty Capital Management | 12k | $1.2M | 0% | Dec 2025 |
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| Colony | 12k | $1.1M | 100% | Dec 2025 |
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| Keystone Financial Services | 11k | $1.0M | -1% | Dec 2025 |
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| Natixis Asset Management Advisors | 11k | $1.0M | 100% | Dec 2025 |
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| Greykasell Wealth Strategies | 11k | $1.0M | 0% | Dec 2025 |
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| Kestra Advisory Services | 11k | $990k | 0% | Dec 2025 |
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| Apollon Wealth Management | 10k | $965k | 0% | Dec 2025 |
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| Sentinus | 9.8k | $929k | 100% | Dec 2025 |
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| Rockland Trust | 9.7k | $914k | -2% | Dec 2025 |
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| Stifel Financial | 9.3k | $877k | 5% | Dec 2025 |
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| SeaCrest Wealth Management | 8.9k | $850k | -11% | Dec 2025 |
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| Capital Management Associates | 8.7k | $818k | 1% | Dec 2025 |
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| CWM | 8.3k | $786k | 0% | Dec 2025 |
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| Brian McDonald | 8.3k | $780k | -1% | Dec 2025 |
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| Creative Planning | 8.1k | $766k | -15% | Dec 2025 |
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| Asset Managment | 7.9k | $742k | 0% | Dec 2025 |
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| Pacific Sun Financial Corp | 7.7k | $729k | -3% | Dec 2025 |
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| Sanctuary Advisors | 7.5k | $709k | 0% | Dec 2025 |
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| Red Tortoise | 7.3k | $690k | 0% | Dec 2025 |
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| NewEdge Wealth | 7.2k | $682k | -1% | Dec 2025 |
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| Strategic Blueprint | 6.8k | $641k | 0% | Dec 2025 |
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| Vantage Financial Partners | 6.7k | $636k | -5% | Dec 2025 |
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| IHT Wealth Management | 6.7k | $634k | 0% | Dec 2025 |
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| Savant Capital Management | 6.5k | $612k | -47% | Dec 2025 |
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| Baird Financial | 6.3k | $596k | 0% | Dec 2025 |
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| Gts Securities | 6.3k | $590k | 100% | Dec 2025 |
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| Chapin Davis | 6.2k | $584k | 0% | Dec 2025 |
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| Dana Investment Advisors | 5.9k | $561k | 0% | Dec 2025 |
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| Brightwater Advisory | 5.8k | $550k | -2% | Dec 2025 |
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| Choate Investment Advisors | 5.7k | $542k | 0% | Dec 2025 |
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| Thrivent Financial for Lutherans | 5.7k | $537k | -14% | Dec 2025 |
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| Soltis Investment Advisors | 5.5k | $519k | 0% | Dec 2025 |
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| Aurora Private Wealth | 5.5k | $511k | 50% | Dec 2025 |
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| Cape Investment Advisory | 5.2k | $487k | 100% | Dec 2025 |
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| Mutual Advisors | 5.1k | $486k | 0% | Dec 2025 |
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| Richard P Slaughter Associates | 5.0k | $472k | 0% | Dec 2025 |
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| Focus Financial Network | 4.9k | $467k | 0% | Dec 2025 |
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| Helen Stephens Group | 4.9k | $466k | 0% | Dec 2025 |
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| Chicago Partners Investment | 4.8k | $460k | 0% | Dec 2025 |
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| Harbour Trust & Investment Management | 4.7k | $444k | 0% | Dec 2025 |
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| Captrust Financial Advisors | 4.7k | $441k | 0% | Dec 2025 |
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| M^T Bank Corporation | 4.6k | $429k | 0% | Dec 2025 |
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| TFB Advisors | 4.4k | $419k | 0% | Dec 2025 |
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| Russell Investments | 4.4k | $418k | 1131% | Dec 2025 |
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| Landaas & Co | 4.4k | $415k | 0% | Dec 2025 |
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| Pnc Financial Services | 4.4k | $413k | 0% | Dec 2025 |
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| Perigon Wealth Management | 4.2k | $393k | 0% | Dec 2025 |
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| Signature Securities Group Corporation | 4.2k | $393k | 0% | Dec 2025 |
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| Larson Financial Group | 4.1k | $387k | 0% | Dec 2025 |
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| Portland Financial Advisors | 4.0k | $375k | 0% | Dec 2025 |
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| Asset Allocation Strategies | 3.9k | $372k | 0% | Dec 2025 |
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| Steward Partners Investment Advisory | 3.8k | $356k | -2% | Dec 2025 |
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| Signal Advisors Wealth | 3.8k | $355k | 100% | Dec 2025 |
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| Pure Financial Advisors | 3.7k | $351k | 0% | Dec 2025 |
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| MidAtlantic Capital Management | 3.7k | $346k | 0% | Dec 2025 |
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| Jones Financial Companies, L.L | 3.6k | $344k | 101% | Dec 2025 |
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| AlphaCore Capital | 3.5k | $333k | 0% | Dec 2025 |
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| Susquehanna International | 3.5k | $332k | -68% | Dec 2025 |
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| National Asset Management | 3.4k | $314k | 100% | Sep 2025 |
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| Lutz Financial Services | 3.3k | $312k | 0% | Dec 2025 |
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| Cornerstone Wealth Management | 3.3k | $309k | 0% | Dec 2025 |
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| Opus Capital Group | 3.3k | $307k | 0% | Dec 2025 |
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| AQR Capital Management | 3.2k | $300k | 100% | Sep 2025 |
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| Diversify Advisory Services | 3.2k | $308k | 0% | Dec 2025 |
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| Beacon Pointe Advisors | 3.2k | $302k | 0% | Dec 2025 |
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| Fmb Wealth Management | 3.2k | $301k | 0% | Dec 2025 |
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| Integrated Wealth Concepts | 3.1k | $292k | 14% | Dec 2025 |
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| Optivise Advisory Services | 3.0k | $280k | 4% | Dec 2025 |
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| Index Fund Advisors | 2.8k | $264k | 0% | Dec 2025 |
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| Great Valley Advisor Group | 2.6k | $248k | 0% | Dec 2025 |
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| Davenport & Co | 2.6k | $248k | 0% | Dec 2025 |
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| Scotia Capital | 2.6k | $246k | 0% | Dec 2025 |
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| HCR Wealth Advisors | 2.5k | $239k | 0% | Dec 2025 |
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| Evanson Asset Management | 2.5k | $236k | 0% | Dec 2025 |
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| Blue Sky Capital Consultants Group | 2.5k | $235k | 0% | Dec 2025 |
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| Kingswood Wealth Advisors | 2.5k | $231k | 0% | Dec 2025 |
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| Geneos Wealth Management | 2.4k | $229k | 0% | Dec 2025 |
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| Silvercrest Asset Management Group | 2.4k | $219k | 0% | Sep 2025 |
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| Wealthcare Advisory Partners | 2.4k | $222k | 0% | Dec 2025 |
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| Assetmark | 2.3k | $217k | 5950% | Dec 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 2.3k | $212k | 0% | Dec 2025 |
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| Sage Rhino Capital | 2.2k | $212k | 0% | Dec 2025 |
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| Ieq Capital | 2.1k | $201k | 100% | Dec 2025 |
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| Harbor Investment Advisory | 2.1k | $195k | 0% | Dec 2025 |
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| HHM Wealth Advisors | 2.0k | $189k | 0% | Dec 2025 |
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| High Point Wealth Management | 2.0k | $189k | 100% | Dec 2025 |
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| Farmers & Merchants Investment | 1.9k | $175k | -5% | Dec 2025 |
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| Bank Of Oklahoma National Association / | 1.7k | $162k | 0% | Dec 2025 |
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| Hanson McClain Advisors | 1.7k | $161k | 0% | Dec 2025 |
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| Basepoint Wealth | 1.7k | $159k | 100% | Dec 2025 |
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| City State Bank | 1.3k | $120k | 0% | Dec 2025 |
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| Security National Bank | 1.2k | $109k | 0% | Dec 2025 |
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| Trust | 1.1k | $107k | 100% | Dec 2025 |
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| TSFG | 1.1k | $105k | 0% | Dec 2025 |
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| Coastal Investment Advisors | 892.00 | $84k | 0% | Dec 2025 |
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| Creative Capital Management Investments | 800.00 | $76k | 0% | Dec 2025 |
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| Salomon & Ludwin | 764.00 | $73k | -1% | Dec 2025 |
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| Monetary Solutions | 716.00 | $68k | 100% | Dec 2025 |
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| Coston, McIsaac & Partners | 617.00 | $58k | 0% | Dec 2025 |
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| Tidemark | 608.00 | $57k | 0% | Dec 2025 |
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| Thurston, Springer, Miller, Herd & Titak | 604.00 | $57k | 100% | Dec 2025 |
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| Fifth Third Bancorp | 520.00 | $49k | 0% | Dec 2025 |
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| Federation des caisses Desjardins du Quebec | 508.00 | $48k | 0% | Dec 2025 |
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| Olistico Wealth | 480.00 | $45k | 100% | Dec 2025 |
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| Atlantic Trust | 480.00 | $45k | -50% | Dec 2025 |
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| Harbour Investments | 280.00 | $26k | -88% | Dec 2025 |
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Who sold out of iShares Morningstar Large Core Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kovitz Investment Group Partners | Sep 2025 | 12k | $1.1M |
| Two Sigma Investments | Jun 2025 | 12k | $1.0M |
| Siligmueller & Norvid Wealth Advisors | Jun 2025 | 9.8k | $852k |
| Ameritas Advisory Services | Sep 2025 | 6.4k | $590k |
| New Century Financial Group | Sep 2025 | 2.7k | $249k |
| Change Path | Sep 2025 | 2.3k | $216k |
| Tortoise Investment Management | Sep 2025 | 1.3k | $124k |
| Advisory Services Network | Sep 2025 | 1.0k | $96k |
| Mather Group | Sep 2025 | 993.00 | $92k |
| Cornerstone Planning Group | Sep 2025 | 601.00 | $57k |
| Capital Analysts | Sep 2025 | 486.00 | $45k |