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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services | 213k | $15M | -1% | Mar 2024 |
|
| H D Vest Advisory Services | 165k | $11M | 9% | Dec 2023 |
|
| Commonwealth Equity Services | 153k | $10M | 6% | Dec 2023 |
|
| Jackson Wealth Management | 151k | $9.9M | 100% | Dec 2023 |
|
| Bank of America Corporation | 141k | $9.3M | -4% | Dec 2023 |
|
| Jpmorgan Chase & Co | 129k | $8.5M | 5% | Dec 2023 |
|
| Wells Fargo & Company | 112k | $7.4M | 95% | Dec 2023 |
|
| UBS Group | 100k | $6.6M | 1% | Dec 2023 |
|
| Gladstone Institutional Advisory | 96k | $6.3M | 0% | Dec 2023 |
|
| CI Private Wealth | 91k | $6.0M | 3% | Dec 2023 |
|
| Advisor Group Holdings | 70k | $4.6M | -12% | Dec 2023 |
|
| Merit Financial Group | 69k | $4.5M | -4% | Dec 2023 |
|
| Benchmark Wealth Management | 67k | $4.8M | -5% | Mar 2024 |
|
| Brand Asset Management Group | 58k | $3.8M | -1% | Dec 2023 |
|
| Crestwood Advisors | 50k | $3.3M | -3% | Dec 2023 |
|
| Royal Bank of Canada | 47k | $3.1M | -40% | Dec 2023 |
|
| Assetmark | 47k | $3.1M | 3134% | Dec 2023 |
|
| Citadel Advisors | 40k | $2.6M | 116% | Dec 2023 |
|
| Cambridge Investment Research Advisors | 38k | $2.5M | -5% | Dec 2023 |
|
| Quantitative Strategies | 35k | $2.3M | 2% | Dec 2023 |
|
| J.w. Cole Advisors | 27k | $1.8M | -1% | Dec 2023 |
|
| Raymond James Financial Services Advisors | 26k | $1.9M | -11% | Mar 2024 |
|
| Atria Wealth Solutions | 24k | $1.6M | 0% | Dec 2023 |
|
| West Coast Financial | 23k | $1.7M | -15% | Mar 2024 |
|
| Global Retirement Partners | 23k | $1.5M | -6% | Dec 2023 |
|
| Silvia Mccoll Wealth Management | 19k | $1.4M | 0% | Mar 2024 |
|
| Goldman Sachs Group | 19k | $1.3M | 0% | Dec 2023 |
|
| HighTower Advisors | 17k | $1.1M | 1% | Dec 2023 |
|
| Private Advisor | 17k | $1.1M | 0% | Dec 2023 |
|
| PFG Advisors | 16k | $1.1M | 4% | Dec 2023 |
|
| Dentgroup | 16k | $1.1M | 0% | Mar 2024 |
|
| Focus Financial Network | 16k | $1.0M | 100% | Dec 2023 |
|
| Arete Wealth Advisors | 15k | $1.0M | 100% | Dec 2023 |
|
| American Trust | 15k | $961k | -4% | Dec 2023 |
|
| Liberty Capital Management | 12k | $889k | 0% | Mar 2024 |
|
| Proequities | 12k | $793M | -5% | Dec 2023 |
|
| Rockland Trust | 11k | $773k | -2% | Mar 2024 |
|
| Dfpg Investments | 11k | $687k | -6% | Dec 2023 |
|
| Citigroup | 10k | $680k | 3% | Dec 2023 |
|
| Apollon Wealth Management | 10k | $672k | -46% | Dec 2023 |
|
| Vantage Financial Partners | 10k | $661k | 69% | Dec 2023 |
|
| Scotia Capital | 10k | $659k | 0% | Dec 2023 |
|
| SeaCrest Wealth Management | 9.9k | $715k | -47% | Mar 2024 |
|
| Dana Investment Advisors | 8.9k | $583k | 0% | Dec 2023 |
|
| Wealthsource Partners | 8.5k | $558k | 1% | Dec 2023 |
|
| NewEdge Wealth | 8.2k | $541k | -2% | Dec 2023 |
|
| Pacific Sun Financial Corp | 7.9k | $521k | -11% | Dec 2023 |
|
| Chapin Davis | 7.9k | $571k | 3% | Mar 2024 |
|
| Creative Planning | 7.6k | $499k | 6% | Dec 2023 |
|
| Red Tortoise | 7.3k | $530k | 0% | Mar 2024 |
|
| CWM | 7.3k | $527k | -19% | Mar 2024 |
|
| Strategic Blueprint | 7.2k | $475k | 0% | Dec 2023 |
|
| Us Bancorp | 7.0k | $460k | 0% | Dec 2023 |
|
| Good Life Advisors | 6.5k | $429k | 0% | Dec 2023 |
|
| Capital Management Associates | 6.5k | $428k | 100% | Dec 2023 |
|
| Landaas & Co | 6.2k | $411k | 0% | Dec 2023 |
|
| Richard P Slaughter Associates | 6.2k | $448k | -1% | Mar 2024 |
|
| Mariner Wealth Advisors | 6.0k | $394k | 100% | Dec 2023 |
|
| Harbour Trust & Investment Management | 5.9k | $425k | 0% | Mar 2024 |
|
| Windham Capital Management | 5.7k | $377k | 1% | Dec 2023 |
|
| HPM Partners | 5.7k | $376k | 100% | Dec 2023 |
|
| Raymond James & Associates | 5.6k | $408k | 0% | Mar 2024 |
|
| Signature Securities Group Corporation | 5.6k | $405k | -34% | Mar 2024 |
|
| Cape Investment Advisory | 5.3k | $346k | 0% | Dec 2023 |
|
| Chicago Partners Investment | 4.8k | $324k | 0% | Dec 2023 |
|
| TFB Advisors | 4.6k | $305k | 100% | Dec 2023 |
|
| Orion Portfolio Solutions | 4.6k | $301k | 100% | Dec 2023 |
|
| M^T Bank Corporation | 4.6k | $299k | 0% | Dec 2023 |
|
| Captrust Financial Advisors | 4.5k | $296k | 0% | Dec 2023 |
|
| Baird Financial | 4.5k | $296k | 0% | Dec 2023 |
|
| Ameritas Advisory Services | 4.4k | $302k | -30% | Dec 2023 |
|
| Opus Capital Group | 4.3k | $283k | 4% | Dec 2023 |
|
| Wealthquest | 4.2k | $277k | -27% | Dec 2023 |
|
| Perigon Wealth Management | 4.1k | $272k | 1% | Dec 2023 |
|
| Raymond James Trust | 3.9k | $259k | 0% | Dec 2023 |
|
| Kestra Advisory Services | 3.8k | $250k | 100% | Dec 2023 |
|
| Aurora Private Wealth | 3.7k | $266k | -2% | Mar 2024 |
|
| Strategic Investment Advisors / MI | 3.6k | $237k | 0% | Dec 2023 |
|
| HoyleCohen | 3.5k | $232k | 0% | Dec 2023 |
|
| Harbour Investments | 3.5k | $229k | 2% | Dec 2023 |
|
| Mercer Global Advisors | 3.4k | $221k | 100% | Dec 2023 |
|
| Lutz Financial Services | 3.4k | $221k | 100% | Dec 2023 |
|
| Cornerstone Wealth Management | 3.3k | $242k | 0% | Mar 2024 |
|
| Tyler-Stone Wealth Management | 3.3k | $216k | 0% | Dec 2023 |
|
| Stifel Financial | 3.2k | $211k | 100% | Dec 2023 |
|
| Geneos Wealth Management | 3.1k | $204k | 1% | Dec 2023 |
|
| Harbor Investment Advisory | 3.1k | $224k | 0% | Mar 2024 |
|
| Farmers & Merchants Investment | 2.1k | $151k | 0% | Mar 2024 |
|
| Avalon Trust | 1.7k | $111k | 0% | Dec 2023 |
|
| Security National Bank | 1.3k | $94k | 100% | Mar 2024 |
|
| City State Bank | 1.3k | $92k | 0% | Mar 2024 |
|
| Advisory Services Network | 1.2k | $78k | 100% | Dec 2023 |
|
| Mather Group | 1.2k | $76k | 100% | Mar 2024 |
|
| TSFG | 1.1k | $80k | 0% | Mar 2024 |
|
| PSI Advisors | 894.00 | $59k | 1% | Dec 2023 |
|
| Coastal Investment Advisors | 892.00 | $65k | 100% | Mar 2024 |
|
| Salomon & Ludwin | 876.00 | $52k | 0% | Dec 2023 |
|
| Vima | 728.00 | $48k | 100% | Dec 2023 |
|
| Pnc Financial Services | 640.00 | $42k | -55% | Dec 2023 |
|
| Fifth Third Bancorp | 625.00 | $41k | 0% | Dec 2023 |
|
| Tidemark | 608.00 | $40k | 100% | Dec 2023 |
|
| Coston, McIsaac & Partners | 604.00 | $43k | 0% | Mar 2024 |
|
| Capital Analysts | 482.00 | $32k | 0% | Dec 2023 |
|
| Cedar Mountain Advisors | 346.00 | $25k | 0% | Mar 2024 |
|
| Creative Financial Designs | 330.00 | $22k | 259% | Dec 2023 |
|
| Archer Investment Corp | 316.00 | $21k | 0% | Dec 2023 |
|
| Morris Financial Concepts | 300.00 | $22k | 0% | Mar 2024 |
|
| Russell Investments | 271.00 | $18k | 1% | Dec 2023 |
|
| Financial Perspectives | 268.00 | $20k | 0% | Mar 2024 |
|
| Farther Finance Advisors | 242.00 | $16k | 100% | Dec 2023 |
|
| Westside Investment Management | 222.00 | $16k | 0% | Mar 2024 |
|
| Cullen Frost Bankers | 196.00 | $13k | 0% | Dec 2023 |
|
| Steward Partners Investment Advisory | 185.00 | $12k | 0% | Dec 2023 |
|
| Bartlett & Co. | 180.00 | $12k | 0% | Dec 2023 |
|
| Bartlett & Co. Wealth Management | 180.00 | $12k | 0% | Dec 2023 |
|
| Efficient Wealth Management | 160.00 | $11k | 0% | Dec 2023 |
|
| Ancora Advisors | 136.00 | $8.9k | 0% | Dec 2023 |
|
| Principal Securities | 124.00 | $8.2k | 100% | Dec 2023 |
|
| PrairieView Partners | 36.00 | $2.0k | 0% | Dec 2023 |
|
Who sold out of iShares Morningstar Large Core Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Branch Banking & Trust Company | Sep 2023 | 9.8k | $580k |
| Flow Traders US | Sep 2023 | 3.8k | $221k |
| Whittier Trust | Sep 2023 | 2.1k | $123k |
| Bank Of Montreal | Sep 2023 | 1.6k | $89k |
| SOA Wealth Advisors | Dec 2023 | 1.2k | $81k |
| IFP Advisors | Sep 2023 | 761.00 | $45k |
| FNY Investment Advisers | Sep 2023 | 50.00 | $2.0k |