CI Private Wealth »

iShares Morningstar Large Core Idx shares owned by CI Private Wealth

Quarter-by-quarter ownership of iShares Morningstar Large Core Idx (ILCB) shares owned by CI Private Wealth from 13F filings

Historical chart of CI Private Wealth investment in iShares Morningstar Large Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Core Idx held by CI Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Large Core Idx by CI Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.0M 91k 65.76
2023-09-30 $5.2M 89k 58.90
2023-06-30 $5.6M 91k 61.08
2023-03-31 $5.5M 98k 56.41
2022-12-31 $63k 103k 0.61

More positions owned by CI Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
UnitedHealth (UNH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for CI Private Wealth

Top funds holding iShares Morningstar Large Core Idx

Wealth Enhancement Advisory Services
H D Vest Advisory Services
Commonwealth Equity Services
Jackson Wealth Management
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Gladstone Institutional Advisory
CI Private Wealth
Advisor Group Holdings
Merit Financial Group
Benchmark Wealth Management
Brand Asset Management Group
Crestwood Advisors

View all funds holding iShares Morningstar Large Core Idx