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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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 |
|---|---|---|---|---|---|
| AdvisorShares Investments | 506k | $41M | 36% | Dec 2024 |
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| Morgan Stanley | 499k | $41M | 100% | Dec 2024 |
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| Ameriprise Financial | 477k | $37M | 18% | Mar 2025 |
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| Equitable Holdings | 394k | $32M | -10% | Dec 2024 |
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| Jones Financial Companies, L.L | 308k | $172M | 112936% | Mar 2025 |
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| Advisor Group Holdings | 254k | $20M | 21% | Mar 2025 |
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| CI Private Wealth | 192k | $15M | 106% | Mar 2025 |
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| LPL Financial | 189k | $15M | -85% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 180k | $14M | 3% | Mar 2025 |
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| Bank of America Corporation | 172k | $14M | 1% | Dec 2024 |
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| H D Vest Advisory Services | 161k | $13M | 0% | Dec 2024 |
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| Commonwealth Equity Services | 154k | $13M | 0% | Dec 2024 |
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| Jpmorgan Chase & Co | 137k | $11M | -4% | Mar 2025 |
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| Gladstone Institutional Advisory | 128k | $10M | -4% | Dec 2024 |
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| UBS Group | 113k | $8.7M | 2% | Mar 2025 |
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| Wells Fargo & Company | 95k | $7.3M | -81% | Mar 2025 |
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| Elevation Capital Advisory | 88k | $6.8M | 100% | Mar 2025 |
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| Merit Financial Group | 66k | $5.1M | 0% | Mar 2025 |
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| Benchmark Wealth Management | 65k | $5.0M | -3% | Mar 2025 |
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| Citadel Advisors | 58k | $4.5M | 110% | Mar 2025 |
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| Raymond James Financial | 55k | $4.2M | -59% | Mar 2025 |
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| Cetera Investment Advisers | 48k | $3.9M | -2% | Dec 2024 |
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| Royal Bank of Canada | 48k | $0 | 11% | Mar 2025 |
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| Goldman Sachs Group | 46k | $3.6M | 100% | Mar 2025 |
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| Cambridge Investment Research Advisors | 46k | $3.6M | -17% | Mar 2025 |
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| Brand Asset Management Group | 46k | $3.5M | -1% | Mar 2025 |
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| Envestnet Asset Management | 46k | $3.5M | -15% | Mar 2025 |
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| Crestwood Advisors | 43k | $3.3M | -2% | Mar 2025 |
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| Jim Saulnier & Associates | 42k | $3.2M | 4% | Mar 2025 |
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| Quantitative Strategies | 35k | $2.9M | 5% | Dec 2024 |
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| Mml Investors Services | 31k | $2.5M | 15% | Dec 2024 |
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| Global Retirement Partners | 30k | $2.4M | 25% | Dec 2024 |
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| J.w. Cole Advisors | 28k | $2.2M | 0% | Mar 2025 |
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| Atria Wealth Solutions | 28k | $2.1M | -4% | Mar 2025 |
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| Gts Securities | 27k | $2.1M | 176% | Mar 2025 |
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| Prospera Financial Services | 27k | $2.1M | -7% | Dec 2024 |
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| Greykasell Wealth Strategies | 23k | $1.8M | -13% | Mar 2025 |
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| Assetmark | 23k | $1.9M | 31651% | Dec 2024 |
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| Silvia Mccoll Wealth Management | 19k | $1.5M | 0% | Mar 2025 |
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| Orion Portfolio Solutions | 19k | $1.5M | 18% | Dec 2024 |
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| HighTower Advisors | 17k | $1.4M | 0% | Dec 2024 |
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| Money Concepts Capital Corp | 17k | $1.3M | 0% | Mar 2025 |
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| West Coast Financial | 17k | $1.3M | -8% | Mar 2025 |
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| Resources Investment Advisors | 16k | $1.2M | 0% | Mar 2025 |
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| FMR | 16k | $1.2M | 11% | Mar 2025 |
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| May Barnhard Investments | 16k | $1.2M | 0% | Mar 2025 |
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| Creative Planning | 15k | $1.1M | 86% | Mar 2025 |
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| Commonwealth Financial Services | 15k | $1.1M | 23% | Mar 2025 |
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| Capital Management Associates | 14k | $1.1M | 115% | Mar 2025 |
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| Dentgroup | 14k | $1.1M | -1% | Mar 2025 |
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| Private Advisor | 14k | $1.1M | -87% | Mar 2025 |
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| Arete Wealth Advisors | 14k | $1.1M | -56% | Mar 2025 |
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| Mariner Wealth Advisors | 14k | $1.0M | 0% | Mar 2025 |
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| Savant Capital Management | 13k | $1.0M | 0% | Mar 2025 |
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| Liberty Capital Management | 12k | $947k | 0% | Mar 2025 |
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| Kovitz Investment Group Partners | 12k | $988k | -4% | Dec 2024 |
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| Proequities | 12k | $969M | -1% | Dec 2024 |
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| Keystone Financial Services | 11k | $869k | 5% | Mar 2025 |
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| SeaCrest Wealth Management | 11k | $860k | -4% | Mar 2025 |
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| Citigroup | 11k | $825k | -8% | Mar 2025 |
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| Apollon Wealth Management | 10k | $790k | 0% | Mar 2025 |
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| Rockland Trust | 9.9k | $765k | -1% | Mar 2025 |
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| Siligmueller & Norvid Wealth Advisors | 9.8k | $761k | 100% | Mar 2025 |
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| Stifel Financial | 9.8k | $796k | 7% | Dec 2024 |
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| Tyler-Stone Wealth Management | 8.9k | $687k | 6% | Mar 2025 |
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| National Asset Management | 8.6k | $695k | 0% | Dec 2024 |
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| Brian McDonald | 8.5k | $657k | 1% | Mar 2025 |
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| Northwestern Mutual Wealth Management Company | 8.5k | $686k | 6% | Dec 2024 |
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| CWM | 8.4k | $652k | 4% | Mar 2025 |
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| Pacific Sun Financial Corp | 7.9k | $612k | 0% | Mar 2025 |
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| Baird Financial | 7.9k | $638k | 12% | Dec 2024 |
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| PFG Advisors | 7.8k | $634k | -10% | Dec 2024 |
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| Asset Managment | 7.8k | $631k | 0% | Dec 2024 |
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| Strategic Blueprint | 7.6k | $589k | -8% | Mar 2025 |
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| Vantage Financial Partners | 7.6k | $587k | -3% | Mar 2025 |
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| Sanctuary Advisors | 7.6k | $638k | 0% | Dec 2024 |
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| Ameritas Advisory Services | 7.5k | $608k | 0% | Mar 2025 |
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| NewEdge Wealth | 7.3k | $565k | -1% | Mar 2025 |
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| Red Tortoise | 7.3k | $565k | 0% | Mar 2025 |
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| IHT Wealth Management | 7.2k | $584k | -13% | Dec 2024 |
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| Brightwater Advisory | 6.9k | $532k | 100% | Mar 2025 |
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| Chapin Davis | 6.6k | $509k | -16% | Mar 2025 |
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| Thrivent Financial for Lutherans | 6.6k | $507k | -26% | Mar 2025 |
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| Good Life Advisors | 6.5k | $505k | 0% | Mar 2025 |
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| Dana Investment Advisors | 5.9k | $483k | 0% | Dec 2024 |
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| Choate Investment Advisors | 5.7k | $443k | 0% | Mar 2025 |
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| Cape Investment Advisory | 5.2k | $398k | 0% | Mar 2025 |
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| HPM Partners | 5.2k | $398k | 3% | Mar 2025 |
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| Richard P Slaughter Associates | 5.1k | $391k | 0% | Mar 2025 |
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| Silver Oak Securities | 5.0k | $386k | -24% | Mar 2025 |
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| Focus Financial Network | 4.9k | $379k | -10% | Mar 2025 |
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| Helen Stephens Group | 4.9k | $378k | 0% | Mar 2025 |
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| Chicago Partners Investment | 4.8k | $375k | 0% | Mar 2025 |
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| Harbour Trust & Investment Management | 4.7k | $363k | -10% | Mar 2025 |
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| Captrust Financial Advisors | 4.7k | $360k | 3% | Mar 2025 |
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| Scotia Capital | 4.7k | $360k | 0% | Mar 2025 |
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| M^T Bank Corporation | 4.6k | $352k | 0% | Mar 2025 |
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| Janney Montgomery Scott | 4.5k | $345k | 100% | Mar 2025 |
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| Landaas & Co | 4.4k | $342k | -10% | Mar 2025 |
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| Signature Securities Group Corporation | 4.3k | $333k | 0% | Mar 2025 |
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| Old Mission Capital | 4.2k | $341k | -62% | Dec 2024 |
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| TFB Advisors | 4.1k | $321k | -1% | Mar 2025 |
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| Perigon Wealth Management | 4.1k | $320k | 0% | Mar 2025 |
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| Kingswood Wealth Advisors | 4.1k | $317k | 18% | Mar 2025 |
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| Susquehanna International | 4.1k | $330k | -65% | Dec 2024 |
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| Larson Financial Group | 4.1k | $314k | 0% | Mar 2025 |
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| Steward Partners Investment Advisory | 4.0k | $326k | 9% | Dec 2024 |
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| Geneos Wealth Management | 4.0k | $310k | 25% | Mar 2025 |
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| Portland Financial Advisors | 4.0k | $307k | 100% | Mar 2025 |
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| MidAtlantic Capital Management | 3.9k | $302k | 0% | Mar 2025 |
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| Asset Allocation Strategies | 3.9k | $326k | 0% | Dec 2024 |
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| Jane Street | 3.8k | $306k | -27% | Dec 2024 |
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| Optivise Advisory Services | 3.7k | $288k | -6% | Mar 2025 |
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| Aurora Private Wealth | 3.7k | $287k | 0% | Mar 2025 |
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| Kestra Advisory Services | 3.5k | $287k | -25% | Dec 2024 |
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| Lutz Financial Services | 3.4k | $259k | 0% | Mar 2025 |
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| Goss Wealth Management | 3.3k | $272k | 0% | Dec 2024 |
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| Cornerstone Wealth Management | 3.3k | $253k | 0% | Mar 2025 |
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| Diversify Advisory Services | 3.3k | $250k | -27% | Mar 2025 |
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| Opus Capital Group | 3.3k | $251k | 0% | Mar 2025 |
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| Envestnet Portfolio Solutions | 3.2k | $250k | 7% | Mar 2025 |
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| Fmb Wealth Management | 3.2k | $246k | 0% | Mar 2025 |
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| Financial Engines Advisors L.L.C | 3.1k | $241k | 100% | Mar 2025 |
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| Mutual Advisors | 2.9k | $224k | 0% | Mar 2025 |
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| Synergy Investment Management | 2.8k | $220k | 0% | Mar 2025 |
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| Index Fund Advisors | 2.8k | $216k | 0% | Mar 2025 |
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| Blue Sky Capital Consultants Group | 2.7k | $211k | 0% | Mar 2025 |
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| New Century Financial Group | 2.7k | $208k | 0% | Mar 2025 |
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| Great Valley Advisor Group | 2.6k | $201k | 100% | Mar 2025 |
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| Harvest Investment Services | 2.5k | $201k | 100% | Dec 2024 |
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| Harbour Investments | 2.4k | $186k | 0% | Mar 2025 |
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| Farmers & Merchants Investment | 2.1k | $161k | 0% | Mar 2025 |
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| Harbor Investment Advisory | 2.1k | $160k | 0% | Mar 2025 |
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| HHM Wealth Advisors | 2.0k | $155k | 0% | Mar 2025 |
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| Tower Research Capital | 1.7k | $139k | -12% | Dec 2024 |
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| Thurston, Springer, Miller, Herd & Titak | 1.5k | $116k | 43% | Mar 2025 |
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| Atlantic Trust | 1.5k | $121k | 0% | Dec 2024 |
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| Tortoise Investment Management | 1.3k | $109k | 0% | Dec 2024 |
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| City State Bank | 1.3k | $98k | 0% | Mar 2025 |
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| Security National Bank | 1.2k | $90k | -11% | Mar 2025 |
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| TSFG | 1.1k | $86k | 0% | Mar 2025 |
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| Pnc Financial Services | 1.0k | $82k | 0% | Dec 2024 |
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| Mather Group | 993.00 | $77k | 0% | Mar 2025 |
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| Coastal Investment Advisors | 892.00 | $69k | 0% | Mar 2025 |
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| Creative Capital Management Investments | 800.00 | $62k | 100% | Mar 2025 |
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| Salomon & Ludwin | 792.00 | $61k | 0% | Mar 2025 |
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| Coston, McIsaac & Partners | 612.00 | $47k | 0% | Mar 2025 |
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| Tidemark | 608.00 | $47k | 0% | Mar 2025 |
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| AE Wealth Management | 533.00 | $43k | 100% | Dec 2024 |
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| Fifth Third Bancorp | 520.00 | $40k | 0% | Mar 2025 |
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| Colony | 0 | $0 | -100% | Dec 2024 |
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Who sold out of iShares Morningstar Large Core Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Two Sigma Investments | Dec 2024 | 38k | $3.1M |
| Trinity Wealth Management | Dec 2024 | 16k | $1.3M |
| American Trust | Dec 2024 | 16k | $1.3M |
| Natixis Asset Management Advisors | Dec 2024 | 11k | $897k |
| Wealthquest | Dec 2024 | 2.6k | $213k |
| Seeds Investor | Dec 2024 | 2.6k | $209k |
| HCR Wealth Advisors | Dec 2024 | 2.5k | $206k |
| Evanson Asset Management | Dec 2024 | 2.5k | $203k |
| Nelson, Van Denburg & Campbell Wealth Management | Dec 2024 | 1.5k | $126k |
| PSI Advisors | Dec 2024 | 905.00 | $73k |