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iShares Morningstar Large Core Idx shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Core Idx by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 16k 92.42
2025-06-30 $1.1M 13k 85.78
2025-03-31 $1.1M 14k 77.26
2024-12-31 $8.8M 108k 81.16
2024-09-30 $10M 130k 79.23
2024-06-30 $1.0M 13k 75.17
2024-03-31 $1.1M 15k 72.47
2023-12-31 $1.1M 17k 65.76
2023-09-30 $969k 17k 58.90
2023-06-30 $1.0M 17k 61.08
2023-03-31 $942k 17k 56.41
2022-12-31 $887 17k 0.05
2022-09-30 $844k 17k 49.40
2022-06-30 $899k 17k 51.99
2022-03-31 $1.2M 18k 66.39
2021-12-31 $1.2M 18k 66.39
2021-09-30 $1.2M 19k 60.71
2021-06-30 $1.2M 20k 60.74
2021-03-31 $1.1M 5.1k 224.26
2020-12-31 $1.2M 5.6k 216.81
2020-09-30 $1.2M 6.0k 195.06
2020-06-30 $1.3M 7.6k 174.52
2020-03-31 $1.3M 8.6k 146.63
2019-12-31 $1.9M 10k 184.44
2019-09-30 $1.8M 11k 167.92
2019-06-30 $2.2M 13k 165.14
2019-03-31 $2.2M 14k 160.03
2018-12-31 $2.3M 16k 142.54
2018-09-30 $3.3M 20k 168.31
2018-06-30 $1.4M 8.8k 154.35
2018-03-31 $4.7M 31k 153.31
2017-12-31 $1.8M 11k 162.23
2017-09-30 $7.3M 48k 151.76
2017-06-30 $6.3M 43k 146.44
2017-03-31 $4.3M 30k 141.72
2016-12-31 $1.5M 11k 134.74
2016-09-30 $1.3M 10k 127.48
2016-06-30 $1.2M 9.8k 122.69
2016-03-31 $1.2M 9.7k 119.12
2015-12-31 $876k 7.4k 119.12
2015-09-30 $271k 2.4k 111.89
2015-06-30 $241k 2.0k 120.92
2015-03-31 $361k 3.0k 121.26
2014-12-31 $384k 3.1k 123.39
2014-09-30 $466k 4.0k 115.23
2014-06-30 $494k 4.3k 113.77
2014-03-31 $364k 3.3k 110.67
2013-12-31 $340k 3.2k 107.73

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View all positions for Private Advisor

Top funds holding iShares Morningstar Large Core Idx

Morgan Stanley
Ameriprise Financial
Exchange Traded Concepts
Equitable Holdings
Advisor Group Holdings
LPL Financial
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Jpmorgan Chase & Co
H D Vest Advisory Services
Commonwealth Equity Services
UBS Group
Wealth Forward
CI Private Wealth
Gladstone Institutional Advisory

View all funds holding iShares Morningstar Large Core Idx