Who owns iShares Morningstar Large Core Idx?
- Ticker: ILCB
- CUSIP Number: 464287127
Tip: Access positions for across all investors
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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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 |
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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 |