Who owns iShares Morningstar Large Core Idx?

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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 549k $49M 6% Mar 2026
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Ameriprise Financial 507k $46M -2% Mar 2026
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Morgan Stanley 490k $47M -10% Mar 2026
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Equitable Holdings 381k $36M -1% Mar 2026
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LPL Financial 249k $22M 1% Mar 2026
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Cetera Investment Advisers 219k $20M 5% Mar 2026
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Win Advisors 165k $15M 100% Mar 2026
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Commonwealth Equity Services 121k $11M -6% Mar 2026
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Royal Bank of Canada 118k $11M 161% Mar 2026
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Bank of America Corporation 114k $10M 100% Mar 2026
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Raymond James Financial 110k $10M 170% Dec 2025
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Wealth Forward 100k $9.0M 2% Mar 2026
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UBS Group 98k $8.8M -2% Mar 2026
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CI Private Wealth 96k $8.6M 3% Mar 2026
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Center for Wealth Management Advisory 93k $8.4M 1% Mar 2026
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Gladstone Institutional Advisory 83k $7.5M -2% Mar 2026
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Wells Fargo & Company 83k $7.5M -2% Mar 2026
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Advisor Group Holdings 73k $6.9M -71% Dec 2025
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Merit Financial Group 73k $6.6M 0% Mar 2026
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Mercer Global Advisors 63k $5.7M -1% Mar 2026
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Cambridge Investment Research Advisors 50k $4.5M 69% Mar 2026
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Commonwealth Financial Services 44k $4.0M 3% Mar 2026
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Crestwood Advisors 42k $3.8M -1% Mar 2026
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Brand Asset Management Group 39k $3.5M -2% Mar 2026
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Envestnet Asset Management 39k $3.5M 8% Mar 2026
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Independent Financial Group 35k $3.2M 6% Mar 2026
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Jim Saulnier & Associates 35k $3.1M -2% Mar 2026
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Global Retirement Partners 32k $3.0M 11% Dec 2025
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Goldman Sachs Group 29k $2.6M -36% Mar 2026
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Northwestern Mutual Wealth Management Company 29k $2.6M 11% Mar 2026
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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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Elevation Capital Advisory 25k $2.2M 100% Mar 2026
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HPM Partners 24k $2.1M 27% Mar 2026
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FMR 24k $2.2M 19% Dec 2025
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Mml Investors Services 22k $2.0M -7% Mar 2026
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Edge Financial Advisors 20k $1.9M 16% Dec 2025
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American Trust 18k $1.6M 9% Mar 2026
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Silvia Mccoll Wealth Management 18k $1.6M 0% Mar 2026
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Arkadios Wealth Advisors 17k $1.5M 100% Mar 2026
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Mariner Wealth Advisors 16k $1.5M 5% Mar 2026
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Private Advisor 16k $1.4M -1% Mar 2026
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May Barnhard Investments 16k $1.4M 0% Mar 2026
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HighTower Advisors 15k $1.4M 0% Mar 2026
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Money Concepts Capital Corp 15k $1.4M -3% Mar 2026
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Dentgroup 14k $1.3M 0% Dec 2025
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Natixis Asset Management Advisors 13k $1.2M 19% Mar 2026
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Bawa N Mallick Trust 12k $1.1M 0% Mar 2026
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Liberty Capital Management 12k $1.2M 0% Dec 2025
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Wealth Management Associates 12k $1.1M -3% Mar 2026
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Colony 12k $1.1M 100% Dec 2025
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Keystone Financial Services 11k $995k 0% Mar 2026
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Citigroup 11k $976k 100% Mar 2026
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Kestra Advisory Services 11k $965k 2% Mar 2026
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Citadel Advisors 11k $957k 100% Mar 2026
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Greykasell Wealth Strategies 10k $932k -2% Mar 2026
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Apollon Wealth Management 10k $918k 0% Mar 2026
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CLS Investments 10k $915k -71% Mar 2026
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Sentinus 9.8k $885k 0% Mar 2026
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Rockland Trust 9.5k $856k -2% Mar 2026
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Stifel Financial 9.5k $854k 2% Mar 2026
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Resources Investment Advisors 8.8k $795k -44% Mar 2026
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Capital Management Associates 8.8k $792k 2% Mar 2026
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SeaCrest Wealth Management 8.8k $787k -2% Mar 2026
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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 $726k 0% Mar 2026
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Fifth Third Bancorp 8.0k $716k 1433% Mar 2026
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Asset Managment 7.9k $742k 0% Dec 2025
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Pacific Sun Financial Corp 7.8k $703k 1% Mar 2026
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Sanctuary Advisors 7.5k $675k 0% Mar 2026
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Red Tortoise 7.2k $650k -1% Mar 2026
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NewEdge Wealth 7.2k $648k 0% Mar 2026
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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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Baird Financial 6.3k $596k 0% Dec 2025
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Gts Securities 6.3k $590k 100% Dec 2025
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AQR Capital Management 6.2k $559k 36% Mar 2026
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Ubs Global Asset Management Americas 6.2k $557k 100% Mar 2026
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Chapin Davis 6.2k $556k 0% Mar 2026
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Strategic Blueprint 6.0k $543k -11% Mar 2026
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Dana Investment Advisors 5.9k $561k 0% Dec 2025
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Choate Investment Advisors 5.7k $516k 0% Mar 2026
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Thrivent Financial for Lutherans 5.7k $512k 0% Mar 2026
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Savant Capital Management 5.7k $508k -13% Mar 2026
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Soltis Investment Advisors 5.5k $494k 0% Mar 2026
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Cape Investment Advisory 5.2k $487k 100% Dec 2025
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Mutual Advisors 5.1k $463k 0% Mar 2026
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Helen Stephens Group 5.0k $445k 0% Mar 2026
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Richard P Slaughter Associates 4.9k $440k -2% Mar 2026
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Chicago Partners Investment 4.8k $475k 0% Mar 2026
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Harbour Trust & Investment Management 4.7k $422k 0% Mar 2026
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Captrust Financial Advisors 4.7k $441k 0% Dec 2025
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M^T Bank Corporation 4.6k $409k 0% Mar 2026
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Focus Financial Network 4.5k $408k -8% Mar 2026
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Brightwater Advisory 4.5k $405k -23% Mar 2026
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Landaas & Co 4.4k $395k 0% Mar 2026
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MidAtlantic Capital Management 4.2k $377k 14% Mar 2026
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Perigon Wealth Management 4.2k $375k 0% Mar 2026
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Silver Oak Securities 4.1k $371k -77% Mar 2026
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Pnc Financial Services 4.1k $371k -6% Mar 2026
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Larson Financial Group 4.1k $387k 0% Dec 2025
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Portland Financial Advisors 4.0k $357k 0% Mar 2026
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Asset Allocation Strategies 4.0k $355k 0% Mar 2026
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Quantinno Capital Management 3.9k $350k 100% Mar 2026
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Signal Advisors Wealth 3.7k $336k -1% Mar 2026
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Signature Securities Group Corporation 3.7k $333k -11% Mar 2026
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Jones Financial Companies, L.L 3.6k $344k 101% Dec 2025
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United Capital Financial Advisers 3.6k $325k 2% Mar 2026
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AlphaCore Capital 3.5k $317k 0% Mar 2026
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Susquehanna International 3.5k $332k -68% Dec 2025
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Steward Partners Investment Advisory 3.5k $315k -7% Mar 2026
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Pure Financial Advisors 3.4k $309k -8% Mar 2026
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Lutz Financial Services 3.3k $297k 0% Mar 2026
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Cornerstone Wealth Management 3.3k $294k 0% Mar 2026
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Beacon Pointe Advisors 3.2k $302k 0% Dec 2025
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Fmb Wealth Management 3.2k $287k 0% Mar 2026
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Foundry Financial 3.2k $287k 100% Mar 2026
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Optivise Advisory Services 3.0k $267k 0% Mar 2026
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Diversify Wealth Management 2.9k $283k 100% Mar 2026
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Pensionmark Financial Group 2.9k $258k 0% Mar 2026
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Index Fund Advisors 2.8k $252k 0% Mar 2026
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Opus Capital Group 2.7k $245k -16% Mar 2026
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Aurora Private Wealth 2.7k $255k -51% Mar 2026
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Integrated Wealth Concepts 2.7k $242k -13% Mar 2026
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Great Valley Advisor Group 2.6k $237k 0% Mar 2026
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Davenport & Co 2.6k $236k 0% Mar 2026
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Scotia Capital 2.6k $234k 0% Mar 2026
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Keynote Financial Services 2.5k $228k 100% Mar 2026
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HCR Wealth Advisors 2.5k $228k 0% Mar 2026
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Evanson Asset Management 2.5k $225k 0% Mar 2026
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Blue Sky Capital Consultants Group 2.5k $224k 0% Mar 2026
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Kingswood Wealth Advisors 2.5k $220k 0% Mar 2026
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Geneos Wealth Management 2.4k $219k 0% Mar 2026
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Wealthcare Advisory Partners 2.4k $211k 0% Mar 2026
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Laurel Oak Wealth Management 2.3k $205k 100% Mar 2026
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 2.3k $202k 0% Mar 2026
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Sage Rhino Capital 2.2k $202k 0% Mar 2026
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Ieq Capital 2.1k $201k 100% Dec 2025
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Harbor Investment Advisory 2.1k $186k 0% Mar 2026
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High Point Wealth Management 2.0k $180k 0% Mar 2026
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HHM Wealth Advisors 2.0k $180k 0% Mar 2026
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Farmers & Merchants Investment 1.9k $167k 0% Mar 2026
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Ashton Thomas Private Wealth 1.8k $165k 100% Mar 2026
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Bank Of Oklahoma National Association / 1.7k $154k 0% Mar 2026
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Hanson McClain Advisors 1.7k $161k 0% Dec 2025
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Basepoint Wealth 1.7k $152k 0% Mar 2026
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William Blair $ Company 1.5k $137k 103% Mar 2026
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Bank Of Montreal 1.5k $134k 100% Mar 2026
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Vanguard Advisers 1.4k $129k 100% Mar 2026
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Russell Investments 360.00 $32k -92% Mar 2026
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Assetmark 89.00 $8.0k -96% Mar 2026
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Who sold out of iShares Morningstar Large Core Idx?

Fund or Company Name Date Sold Shares Held Valued At
Wealth Enhancement Advisory Services Dec 2025 166k $16M
Jpmorgan Chase & Co Sep 2025 166k $15M
J.w. Cole Advisors Dec 2025 28k $2.7M
TFB Advisors Dec 2025 4.4k $419k
National Asset Management Dec 2025 4.1k $387k
Diversify Advisory Services Dec 2025 3.2k $308k
New Century Financial Group Sep 2025 2.7k $249k
Silvercrest Asset Management Group Sep 2025 2.4k $219k