Who owns iShares Morningstar Large Core Idx?
- Ticker: ILCB
- CUSIP Number: 464287127
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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 | 640k | $66M | 17% | Jun 2026 |
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| Ameriprise Financial | 506k | $52M | 0% | Jun 2026 |
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| Morgan Stanley | 490k | $47M | -10% | Mar 2026 |
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| LPL Financial | 254k | $26M | 2% | Jun 2026 |
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| Cetera Investment Advisers | 212k | $22M | -3% | Jun 2026 |
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| Jpmorgan Chase & Co | 173k | $18M | 100% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 164k | $17M | 100% | Jun 2026 |
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| Advisor Group Holdings | 159k | $16M | 4% | Jun 2026 |
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| Commonwealth Equity Services | 116k | $12M | -4% | Jun 2026 |
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| Bank of America Corporation | 112k | $12M | -1% | Jun 2026 |
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| Royal Bank of Canada | 103k | $11M | -13% | Jun 2026 |
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| Wealth Forward | 101k | $10M | 1% | Jun 2026 |
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| UBS Group | 98k | $10M | 0% | Jun 2026 |
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| CI Private Wealth | 96k | $10M | 0% | Jun 2026 |
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| Center for Wealth Management Advisory | 94k | $9.7M | 0% | Jun 2026 |
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| Gladstone Institutional Advisory | 79k | $8.2M | -5% | Jun 2026 |
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| Merit Financial Group | 78k | $8.0M | 6% | Jun 2026 |
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| Wells Fargo & Company | 76k | $7.8M | -9% | Jun 2026 |
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| Mercer Global Advisors | 63k | $6.5M | 0% | Jun 2026 |
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| Commonwealth Financial Services | 46k | $4.8M | 5% | Jun 2026 |
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| Crestwood Advisors | 42k | $4.4M | -1% | Jun 2026 |
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| Raymond James Financial | 41k | $4.3M | 7% | Jun 2026 |
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| Brand Asset Management Group | 39k | $4.0M | 0% | Jun 2026 |
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| Envestnet Asset Management | 39k | $4.0M | -1% | Jun 2026 |
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| Win Advisors | 39k | $4.0M | -77% | Jun 2026 |
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| Goldman Sachs Group | 38k | $3.9M | 28% | Jun 2026 |
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| Independent Financial Group | 35k | $3.6M | -1% | Jun 2026 |
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| Global Retirement Partners | 34k | $3.5M | 5% | Jun 2026 |
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| Creative Planning | 33k | $3.4M | 303% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 31k | $3.2M | 5% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 30k | $3.1M | 6% | Jun 2026 |
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| Modern Wealth Management | 30k | $3.1M | 3% | Jun 2026 |
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| Cambridge Investment Research Advisors | 29k | $3.0M | -43% | Jun 2026 |
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| J.w. Cole Advisors | 28k | $2.9M | 100% | Jun 2026 |
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| BlackRock | 26k | $2.7M | 100% | Jun 2026 |
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| FMR | 26k | $2.7M | 4% | Jun 2026 |
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| HPM Partners | 25k | $2.6M | 7% | Jun 2026 |
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| Mml Investors Services | 23k | $2.4M | 6% | Jun 2026 |
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| American Trust | 19k | $2.0M | 7% | Jun 2026 |
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| Arkadios Wealth Advisors | 17k | $1.7M | -1% | Jun 2026 |
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| Jim Saulnier & Associates | 16k | $1.7M | -54% | Jun 2026 |
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| Silvia Mccoll Wealth Management | 16k | $1.6M | -10% | Jun 2026 |
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| May Barnhard Investments | 16k | $1.6M | 0% | Jun 2026 |
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| HighTower Advisors | 15k | $1.6M | 0% | Jun 2026 |
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| Natixis Asset Management Advisors | 13k | $1.4M | 0% | Jun 2026 |
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| Private Advisor | 13k | $1.3M | -19% | Jun 2026 |
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| Money Concepts Capital Corp | 13k | $1.3M | -16% | Jun 2026 |
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| Bawa N Mallick Trust | 12k | $1.3M | 0% | Jun 2026 |
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| Liberty Capital Management | 12k | $1.3M | 0% | Jun 2026 |
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| Wealth Management Associates | 12k | $1.3M | 0% | Jun 2026 |
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| Colony | 12k | $1.2M | 0% | Jun 2026 |
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| Equitable Holdings | 11k | $1.2M | -97% | Jun 2026 |
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| Kestra Advisory Services | 11k | $1.1M | 3% | Jun 2026 |
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| Citigroup | 11k | $976k | 100% | Mar 2026 |
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| Stifel Financial | 11k | $1.1M | 14% | Jun 2026 |
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| Keystone Financial Services | 11k | $1.1M | -3% | Jun 2026 |
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| Mariner Wealth Advisors | 11k | $1.1M | -34% | Jun 2026 |
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| Greykasell Wealth Strategies | 10k | $1.1M | 0% | Jun 2026 |
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| Apollon Wealth Management | 10k | $1.1M | 0% | Jun 2026 |
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| Sentinus | 9.8k | $1.0M | 0% | Jun 2026 |
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| Rockland Trust | 9.4k | $973k | -1% | Jun 2026 |
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| Resources Investment Advisors | 8.9k | $919k | 0% | Jun 2026 |
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| Capital Management Associates | 8.4k | $869k | -5% | Jun 2026 |
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| CWM | 8.3k | $748k | 0% | Mar 2026 |
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| Pacific Sun Financial Corp | 7.8k | $811k | 0% | Jun 2026 |
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| SeaCrest Wealth Management | 7.7k | $794k | -13% | Jun 2026 |
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| Fifth Third Bancorp | 7.6k | $786k | -5% | Jun 2026 |
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| Sanctuary Advisors | 7.5k | $779k | 0% | Jun 2026 |
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| BIP Wealth | 7.5k | $777k | 100% | Jun 2026 |
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| Red Tortoise | 7.2k | $650k | -1% | Mar 2026 |
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| NewEdge Wealth | 7.2k | $748k | 0% | Jun 2026 |
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| AQR Capital Management | 6.9k | $717k | 11% | Jun 2026 |
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| Chicago Partners Investment | 6.7k | $688k | 39% | Jun 2026 |
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| Ameritas Advisory Services | 6.6k | $681k | 100% | Jun 2026 |
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| Ubs Global Asset Management Americas | 6.2k | $643k | 0% | Jun 2026 |
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| Chapin Davis | 6.2k | $642k | 0% | Jun 2026 |
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| Baird Financial | 6.2k | $638k | -3% | Jun 2026 |
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| Strategic Blueprint | 6.0k | $626k | 0% | Jun 2026 |
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| Dana Investment Advisors | 5.9k | $617k | 0% | Jun 2026 |
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| IHT Wealth Management | 5.8k | $604k | -13% | Jun 2026 |
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| Quantinno Capital Management | 5.8k | $600k | 49% | Jun 2026 |
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| Choate Investment Advisors | 5.7k | $595k | 0% | Jun 2026 |
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| Susquehanna International | 5.7k | $595k | -44% | Jun 2026 |
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| Thrivent Financial for Lutherans | 5.7k | $592k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 5.4k | $557k | 99% | Jun 2026 |
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| Cape Investment Advisory | 5.2k | $534k | 0% | Jun 2026 |
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| Mutual Advisors | 5.1k | $534k | 0% | Jun 2026 |
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| Helen Stephens Group | 5.0k | $514k | 0% | Jun 2026 |
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| Harbour Trust & Investment Management | 4.7k | $487k | 0% | Jun 2026 |
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| Captrust Financial Advisors | 4.7k | $484k | 0% | Jun 2026 |
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| Richard P Slaughter Associates | 4.7k | $482k | -5% | Jun 2026 |
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| Asset Managment | 4.6k | $480k | -8% | Jun 2026 |
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| M^T Bank Corporation | 4.6k | $472k | 0% | Jun 2026 |
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| Brightwater Advisory | 4.5k | $467k | 0% | Jun 2026 |
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| Landaas & Co | 4.4k | $457k | 0% | Jun 2026 |
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| Jones Financial Companies, L.L | 4.3k | $440k | 15% | Jun 2026 |
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| Focus Financial Network | 4.2k | $438k | -7% | Jun 2026 |
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| MidAtlantic Capital Management | 4.2k | $435k | 0% | Jun 2026 |
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| Perigon Wealth Management | 4.1k | $429k | -1% | Jun 2026 |
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| Pnc Financial Services | 4.1k | $428k | 0% | Jun 2026 |
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| Larson Financial Group | 4.1k | $427k | 0% | Jun 2026 |
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| Savant Capital Management | 4.1k | $426k | -27% | Jun 2026 |
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| Miracle Mile Advisors | 4.1k | $422k | 100% | Jun 2026 |
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| Silver Oak Securities | 4.0k | $415k | -3% | Jun 2026 |
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| Portland Financial Advisors | 4.0k | $412k | 0% | Jun 2026 |
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| Asset Allocation Strategies | 4.0k | $411k | 0% | Jun 2026 |
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| Signature Securities Group Corporation | 3.7k | $384k | 0% | Jun 2026 |
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| United Capital Financial Advisers | 3.6k | $375k | 0% | Jun 2026 |
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| Kera Capital Partners | 3.6k | $371k | 100% | Jun 2026 |
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| AlphaCore Capital | 3.5k | $366k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 3.5k | $364k | 0% | Jun 2026 |
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| Pure Financial Advisors | 3.4k | $353k | -1% | Jun 2026 |
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| Mission Wealth Management | 3.4k | $351k | 100% | Jun 2026 |
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| Lutz Financial Services | 3.3k | $343k | 0% | Jun 2026 |
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| Cornerstone Wealth Management | 3.3k | $339k | 0% | Jun 2026 |
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| Beacon Pointe Advisors | 3.2k | $336k | 0% | Jun 2026 |
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| Fmb Wealth Management | 3.2k | $330k | 0% | Jun 2026 |
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| Foundry Financial | 3.2k | $330k | 0% | Jun 2026 |
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| XTX Topco | 3.0k | $310k | 100% | Jun 2026 |
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| Optivise Advisory Services | 2.9k | $301k | -2% | Jun 2026 |
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| Diversify Wealth Management | 2.9k | $295k | 0% | Jun 2026 |
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| Diversify Advisory Services | 2.9k | $295k | 100% | Jun 2026 |
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| Pensionmark Financial Group | 2.9k | $288k | 0% | Jun 2026 |
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| Index Fund Advisors | 2.8k | $290k | 0% | Jun 2026 |
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| Opus Capital Group | 2.7k | $283k | 0% | Jun 2026 |
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| CLS Investments | 2.7k | $277k | -74% | Jun 2026 |
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| Great Valley Advisor Group | 2.6k | $274k | 0% | Jun 2026 |
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| Davenport & Co | 2.6k | $272k | 0% | Jun 2026 |
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| Keynote Financial Services | 2.5k | $263k | 0% | Jun 2026 |
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| HCR Wealth Advisors | 2.5k | $263k | 0% | Jun 2026 |
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| Signal Advisors Wealth | 2.5k | $261k | -32% | Jun 2026 |
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| Scotia Capital | 2.5k | $260k | -4% | Jun 2026 |
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| Evanson Financial | 2.5k | $259k | 100% | Jun 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 | $258k | 0% | Jun 2026 |
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| Kingswood Wealth Advisors | 2.5k | $254k | 0% | Jun 2026 |
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| Geneos Wealth Management | 2.4k | $253k | 0% | Jun 2026 |
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| Laurel Oak Wealth Management | 2.4k | $244k | 3% | Jun 2026 |
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| Wealthcare Advisory Partners | 2.4k | $244k | 0% | Jun 2026 |
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| O'shaughnessy Asset Management | 2.3k | $243k | 753% | Jun 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 2.3k | $233k | 0% | Jun 2026 |
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| Sage Rhino Capital | 2.2k | $233k | 0% | Jun 2026 |
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| Sontag Advisory | 2.2k | $230k | 100% | Jun 2026 |
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| Wealthquest | 2.2k | $225k | 100% | Jun 2026 |
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| Ieq Capital | 2.1k | $220k | 100% | Jun 2026 |
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| NorthRock Partners | 2.1k | $219k | 100% | Jun 2026 |
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| Harbor Investment Advisory | 2.1k | $214k | 0% | Jun 2026 |
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| PFG Advisors | 2.0k | $211k | 100% | Jun 2026 |
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| Aurora Private Wealth | 2.0k | $210k | -25% | Jun 2026 |
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| HHM Wealth Advisors | 2.0k | $207k | 0% | Jun 2026 |
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| High Point Wealth Management | 2.0k | $207k | 0% | Jun 2026 |
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Who sold out of iShares Morningstar Large Core Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Elevation Capital Advisory | Mar 2026 | 25k | $2.2M |
| Citadel Advisors | Mar 2026 | 11k | $957k |
| Soltis Investment Advisors | Mar 2026 | 5.5k | $494k |
| S&A Financial Services | Mar 2026 | 2.4k | $219k |