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
Benchmark Wealth Management 276k $6.0M 888% Dec 2020
Equitable Holdings 219k $47M -6% Dec 2020
Ameriprise Financial 158k $34M 1% Dec 2020
Morgan Stanley 94k $20M -4% Dec 2020
Commonwealth Equity Services 66k $14M 0% Dec 2020
Bank of America Corporation 61k $13M 4% Dec 2020
LPL Financial 58k $13M -4% Dec 2020
Jpmorgan Chase & Co 51k $11M -14% Dec 2020
Royal Bank of Canada 50k $11M -30% Dec 2020
Citadel Advisors 43k $9.4M 1630% Dec 2020
UBS Group 37k $8.1M -3% Dec 2020

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Wells Fargo & Company 34k $7.4M 1% Dec 2020
Integrated Advisors Network 28k $6.1M -42% Dec 2020
Advisor Group Holdings 26k $5.6M 8% Dec 2020
Cetera Investment Advisers 24k $5.2M 2% Dec 2020
Cambridge Investment Research Advisors 21k $4.6M 3% Dec 2020
H D Vest Advisory Services 20k $4.4M -85% Dec 2020
Susquehanna International 19k $4.2M 269% Dec 2020
Brand Asset Management Group 19k $4.0M -4% Dec 2020
Crestwood Advisors 16k $3.4M -1% Dec 2020
Envestnet Asset Management 15k $3.3M -2% Dec 2020
West Coast Financial 14k $3.1M -13% Dec 2020
Mml Investors Services 12k $2.5M -74% Dec 2020
Goldman Sachs Group 10k $2.3M 0% Dec 2020
J.w. Cole Advisors 9.8k $2.1M 100% Dec 2020
Raymond James Financial Services Advisors 7.4k $1.6M -2% Dec 2020
Kestra Advisory Services 6.6k $1.4M 9961% Dec 2020
Citigroup 6.2k $1.4M -4% Dec 2020
SeaCrest Wealth Management 5.6k $1.2M 0% Dec 2020
Northwestern Mutual Wealth Management Company 5.6k $1.2M -7% Dec 2020
Private Advisor 5.6k $1.2M -7% Dec 2020
Rockland Trust 4.8k $1.0M -3% Dec 2020
Strategic Wealth Partners 4.5k $985k 0% Dec 2020
Global Retirement Partners 4.1k $882k 0% Dec 2020
Wealth Enhancement Advisory Services 3.9k $840k 0% Dec 2020
IHT Wealth Management 3.6k $770k -6% Dec 2020
Flow Traders US 3.4k $744k 100% Dec 2020
Proequities 3.3k $712k -5% Dec 2020
Liberty Capital Management 3.1k $665k 100% Dec 2020
FMR 2.8k $608k -4% Dec 2020
Mutual Advisors 2.8k $602k -6% Dec 2020
GenWealth Group 2.6k $563k -10% Dec 2020
Enterprise Financial Services Corp 2.5k $540k 0% Dec 2020
Cornerstone Wealth Management 2.4k $528k -1% Dec 2020
PFG Advisors 2.4k $527k -2% Dec 2020
Dana Investment Advisors 2.2k $480k 0% Dec 2020
Landaas & Co 2.1k $458k -1% Dec 2020
Wealthsource Partners 2.1k $456k 0% Dec 2020
Vigilant Capital Management 2.1k $454k 100% Dec 2020
Financial Network Investment Corporation 2.1k $449k 0% Dec 2020
Cadent Capital Advisors 2.0k $438k 100% Dec 2020
Strategic Blueprint 2.0k $427k 0% Dec 2020
Good Life Advisors 2.0k $425k 0% Dec 2020
Creative Planning 1.9k $422k 6% Dec 2020
Asset Managment 1.9k $401k 0% Dec 2020
HPM Partners 1.8k $390k 100% Dec 2020
UnionBanCal Corporation 1.8k $379k 0% Dec 2020
Ameritas Investment Corp 1.7k $375k 1% Dec 2020
Richard P Slaughter Associates 1.6k $347k 0% Dec 2020
Scotia Capital 1.5k $335k 0% Dec 2020
Opus Capital Group 1.5k $334k -3% Dec 2020
Stifel Financial 1.5k $330k 0% Dec 2020
Multi-Financial Securities 1.5k $325k -3% Dec 2020
Karn, Couzens & Associates 1.5k $322k 100% Dec 2020
Fiera Capital Corporation 1.5k $315k 0% Dec 2020
Sigma Planning 1.4k $308k 0% Dec 2020
TAP Consulting 1.4k $303k -19% Dec 2020
Park Avenue Securities 1.3k $291k 100% Dec 2020
Windham Capital Management 1.3k $282k 0% Dec 2020
Elk River Wealth Management 1.2k $268k 100% Dec 2020
Tower Research Capital 1.2k $287k 16% Dec 2020
IFG Advisory 1.2k $261k -77% Dec 2020
Baird Financial 1.2k $260k 0% Dec 2020
Chicago Partners Investment 1.2k $262k 0% Dec 2020
Boenning & Scattergood 1.2k $251k 6% Dec 2020
Fifth Third Bancorp 1.2k $250k 0% Dec 2020
Private Capital Management 1.1k $248k 0% Dec 2020
Raymond James & Associates 1.1k $244k -22% Dec 2020
Windsor Group 1.1k $230k 0% Dec 2020
Financial Advocates Investment Management 1.1k $228k 0% Dec 2020
NEXT Financial 1.0k $219k 27% Dec 2020
Lake Street Financial 975.00 $211k 100% Dec 2020
United Capital Financial Advisers 969.00 $210k 100% Dec 2020
Intrua Financial 957.00 $207k 100% Dec 2020
Aurora Private Wealth 944.00 $205k 100% Dec 2020
Schroder Investment Management Group 870.00 $189k 0% Dec 2020
Lakeview Capital Partners 845.00 $183k 0% Dec 2020
CWM 777.00 $168k -5% Dec 2020
Captrust Financial Advisors 773.00 $167k 0% Dec 2020
HHM Wealth Advisors 765.00 $166k 0% Dec 2020
Belpointe Asset Management 702.00 $152k 100% Dec 2020
Truehand 550.00 $123k -20% Mar 2021
Harbor Investment Advisory 516.00 $112k 0% Dec 2020
IFP Advisors 510.00 $111k -9% Dec 2020
Ironwood Wealth Management 403.00 $87k 0% Dec 2020
BlackRock 368.00 $80k 9% Dec 2020
WFA of San Diego 368.00 $216.016000 100% Dec 2020
BerganKDV Wealth Management 306.00 $66k 0% Dec 2020
Liberty Wealth Management 278.00 $59k 0% Dec 2020
TSFG 264.00 $57k 0% Dec 2020
Covington Capital Management 150.00 $33k 0% Dec 2020
Pnc Financial Services 148.00 $32k 1% Dec 2020
Archer Investment Corp 124.00 $27k 0% Dec 2020
Inspire Advisors 113.00 $24k 100% Dec 2020
First Bank & Trust 100.00 $22k 0% Dec 2020
Core Wealth Advisors 77.00 $17k 0% Dec 2020
Cedar Mountain Advisors 76.00 $16k 0% Dec 2020
Patriot Financial Group Insurance Agency 75.00 $16k 0% Dec 2020
International Assets Investment Management 47.00 $10k 100% Dec 2020
Bartlett & Co. 45.00 $10k 0% Dec 2020
Ancora Advisors 34.00 $7.0k 0% Dec 2020
Advisory Services Network 13.00 $3.0k 0% Dec 2020
Laurel Wealth Advisors 12.00 $3.0k 0% Dec 2020
PrairieView Partners 9.00 $2.0k 0% Dec 2020

Who sold out of iShares Morningstar Large Core Idx?

Fund or Company Name Date Sold Shares Held Valued At
M^T Bank Corporation Sep 2020 3.0k $585k
Thrivent Financial for Lutherans Sep 2020 1.5k $283k
Flagship Harbor Advisors Sep 2020 407.00 $79k
Nachman Norwood & Parrott Sep 2020 375.00 $73k
Steward Partners Investment Advisory Sep 2020 172.00 $34k
Focused Wealth Management Sep 2020 40.00 $8.0k
Assetmark Sep 2020 9.00 $2.0k