Who owns Ishares Morningstar?

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Analyze quarterly positions in Ishares Morningstar with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Ishares Morningstar stock

Who bought or sold Ishares Morningstar this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Bank of America Corporation 250k $5.0M -7% Dec 2023
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Royal Bank of Canada 211k $4.2M 232% Dec 2023
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Morgan Stanley 147k $2.8M -1% Sep 2023
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LPL Financial 146k $2.8M 5% Sep 2023
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Advisor Group Holdings 72k $1.4M -15% Dec 2023
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Win Advisors 72k $1.4M 100% Dec 2023
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First Heartland Consultants 57k $1.2M -2% Dec 2023
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Commonwealth Equity Services 50k $1.0M 164% Dec 2023
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Steward Partners Investment Advisory 50k $1.0M 301% Dec 2023
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Baird Financial 44k $888k 100% Dec 2023
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Susquehanna International 43k $811k 234% Sep 2023
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LVW Advisors 43k $856k 100% Dec 2023
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Raymond James Financial Services Advisors 40k $812k 5% Dec 2023
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Cambridge Investment Research Advisors 35k $707k 0% Dec 2023
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Atria Wealth Solutions 34k $685k -6% Dec 2023
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Kestra Advisory Services 33k $657k 115% Dec 2023
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Mycio Wealth Partners 28k $568k 0% Dec 2023
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D.A. Davidson & Co. 27k $539k -20% Dec 2023
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Jpmorgan Chase & Co 25k $506k -1% Dec 2023
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Farther Finance Advisors 21k $431k 100% Dec 2023
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Hancock Bank Trust Department 19k $380k 8% Dec 2023
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Kovack Advisors 19k $372k 45% Dec 2023
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Mayflower Financial Advisors 18k $362k -8% Dec 2023
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Worth Financial Advisory Group 17k $350k -6% Dec 2023
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Cedar Brook Financial Partners 17k $334k 2% Dec 2023
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Mml Investors Services 16k $301k 1% Sep 2023
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Janney Montgomery Scott 16k $313k -5% Dec 2023
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HighTower Advisors 15k $298k -4% Dec 2023
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Financial Advocates Investment Management 14k $2.2M 100% Dec 2023
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Jane Street 13k $253k -14% Dec 2023
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Global Retirement Partners 12k $242k 0% Dec 2023
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IHT Wealth Management 12k $227k -1% Sep 2023
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Ameriprise Financial 11k $210k -39% Sep 2023
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FSC Wealth Advisors 9.8k $197k 100% Dec 2023
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Wells Fargo & Company 9.0k $182k -21% Dec 2023
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UBS Group 8.7k $176k -16% Dec 2023
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BlackRock 6.8k $129k 0% Sep 2023
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Geneos Wealth Management 5.4k $109k -50% Dec 2023
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Coconut Grove Bank 3.9k $79k 0% Dec 2023
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Harbour Investments 2.7k $54k 0% Dec 2023
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Goss Wealth Management 1.6k $31k -18% Sep 2023
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PSI Advisors 1.1k $21k 0% Dec 2023
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EverSource Wealth Advisors 769.00 $16k 0% Dec 2023
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Creekmur Asset Management 649.00 $13k 100% Dec 2023
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Bnp Paribas Arbitrage, Snc 600.00 $12k 100% Dec 2023
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JNBA Financial Advisors 437.00 $8.8k 0% Dec 2023
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IFP Advisors 401.00 $8.1k 0% Dec 2023
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Founders Financial Alliance 400.00 $8.0k -38% Dec 2023
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Aptus Capital Advisors 257.00 $4.9k 2% Sep 2023
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Guardian Wealth Advisors, Llc / Nc 257.00 $4.9k 2% Sep 2023
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Principal Securities 154.00 $3.1k 100% Dec 2023
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Emerald Investment Partners 62.00 $1.2k 0% Dec 2023
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Who sold out of Ishares Morningstar?

Fund or Company Name Date Sold Shares Held Valued At
Apollon Wealth Management Sep 2023 12k $233k
Stratos Wealth Partners Sep 2023 11k $200k
Parallel Advisors Sep 2023 2.5k $48k
Coastal Investment Advisors Sep 2023 300.00 $5.9k