Who owns iShares Morningstar Large Core Idx?
- Ticker: ILCB
- CUSIP Number: 464287127
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Morningstar Large Core Idx with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Ameriprise Financial | 455k | $33M | 4% | Mar 2024 |
|
| Morgan Stanley | 438k | $36M | 9% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 213k | $15M | -1% | Mar 2024 |
|
| LPL Financial | 185k | $13M | -8% | Mar 2024 |
|
| H D Vest Advisory Services | 156k | $11M | -6% | Mar 2024 |
|
| Jackson Wealth Management | 151k | $9.9M | 100% | Dec 2023 |
|
| Commonwealth Equity Services | 148k | $11M | -3% | Mar 2024 |
|
| Bank of America Corporation | 137k | $9.9M | -3% | Mar 2024 |
|
| Jpmorgan Chase & Co | 115k | $8.4M | -11% | Mar 2024 |
|
| Wells Fargo & Company | 115k | $8.4M | 3% | Mar 2024 |
|
| UBS Group | 110k | $8.0M | 10% | Mar 2024 |
|
| Gladstone Institutional Advisory | 96k | $6.3M | 0% | Dec 2023 |
|
| CI Private Wealth | 91k | $6.6M | 0% | Mar 2024 |
|
| Benchmark Wealth Management | 67k | $4.8M | -5% | Mar 2024 |
|
| Merit Financial Group | 66k | $4.6M | -5% | Mar 2024 |
|
| Advisor Group Holdings | 61k | $4.4M | -13% | Mar 2024 |
|
| Brand Asset Management Group | 57k | $4.1M | 0% | Mar 2024 |
|
| Crestwood Advisors | 49k | $3.6M | -1% | Mar 2024 |
|
| Envestnet Asset Management | 47k | $3.4M | 1% | Mar 2024 |
|
| Royal Bank of Canada | 43k | $3.1M | -8% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 39k | $2.8M | 3% | Mar 2024 |
|
| Quantitative Strategies | 36k | $2.6M | 1% | Mar 2024 |
|
| Atria Wealth Solutions | 27k | $2.0M | 14% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 26k | $1.9M | -11% | Mar 2024 |
|
| J.w. Cole Advisors | 26k | $1.9M | -4% | Mar 2024 |
|
| Susquehanna International | 26k | $1.9M | 96% | Mar 2024 |
|
| West Coast Financial | 23k | $1.7M | -15% | Mar 2024 |
|
| Global Retirement Partners | 23k | $1.7M | -1% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 22k | $1.6M | -37% | Mar 2024 |
|
| Silvia Mccoll Wealth Management | 19k | $1.4M | 0% | Mar 2024 |
|
| Goldman Sachs Group | 19k | $1.4M | 0% | Mar 2024 |
|
| Citadel Advisors | 18k | $1.3M | -55% | Mar 2024 |
|
| HighTower Advisors | 17k | $1.2M | 0% | Mar 2024 |
|
| PFG Advisors | 16k | $1.2M | 0% | Mar 2024 |
|
| Dentgroup | 16k | $1.1M | 0% | Mar 2024 |
|
| Arete Wealth Advisors | 16k | $1.1M | 2% | Mar 2024 |
|
| Focus Financial Network | 16k | $1.0M | 100% | Dec 2023 |
|
| Private Advisor | 15k | $1.1M | -10% | Mar 2024 |
|
| American Trust | 15k | $961k | -4% | Dec 2023 |
|
| FMR | 14k | $1.0M | 6% | Mar 2024 |
|
| Strategic Wealth Partners | 14k | $1.0M | -8% | Mar 2024 |
|
| Mariner Wealth Advisors | 14k | $979k | 125% | Mar 2024 |
|
| Money Concepts Capital Corp | 13k | $953k | 100% | Mar 2024 |
|
| Liberty Capital Management | 12k | $889k | 0% | Mar 2024 |
|
| Proequities | 12k | $863M | -1% | Mar 2024 |
|
| Citigroup | 11k | $789k | 5% | Mar 2024 |
|
| Rockland Trust | 11k | $773k | -2% | Mar 2024 |
|
| Dfpg Investments | 11k | $687k | -6% | Dec 2023 |
|
| Apollon Wealth Management | 10k | $741k | 0% | Mar 2024 |
|
| Scotia Capital | 10k | $659k | 0% | Dec 2023 |
|
| SeaCrest Wealth Management | 9.9k | $715k | -47% | Mar 2024 |
|
| Strategic Blueprint | 8.9k | $647k | 24% | Mar 2024 |
|
| Brian McDonald | 8.6k | $620k | 58% | Mar 2024 |
|
| Wealthsource Partners | 8.5k | $558k | 1% | Dec 2023 |
|
| Vantage Financial Partners | 8.4k | $612k | -16% | Mar 2024 |
|
| NewEdge Wealth | 8.1k | $568k | -1% | Mar 2024 |
|
| Pacific Sun Financial Corp | 7.9k | $574k | 0% | Mar 2024 |
|
| Chapin Davis | 7.9k | $571k | 3% | Mar 2024 |
|
| Creative Planning | 7.6k | $550k | 0% | Mar 2024 |
|
| Red Tortoise | 7.3k | $530k | 0% | Mar 2024 |
|
| CWM | 7.3k | $527k | -19% | Mar 2024 |
|
| Resources Investment Advisors | 7.0k | $507k | 100% | Mar 2024 |
|
| Thrivent Financial for Lutherans | 6.6k | $478k | 1% | Mar 2024 |
|
| Capital Management Associates | 6.5k | $473k | 0% | Mar 2024 |
|
| Good Life Advisors | 6.5k | $473k | 0% | Mar 2024 |
|
| Landaas & Co | 6.3k | $453k | 0% | Mar 2024 |
|
| Richard P Slaughter Associates | 6.2k | $448k | -1% | Mar 2024 |
|
| Dana Investment Advisors | 5.9k | $431k | -33% | Mar 2024 |
|
| Harbour Trust & Investment Management | 5.9k | $425k | 0% | Mar 2024 |
|
| Choate Investment Advisors | 5.7k | $416k | 100% | Mar 2024 |
|
| Windham Capital Management | 5.7k | $377k | 1% | Dec 2023 |
|
| Diversify Advisory Services | 5.7k | $411k | 100% | Mar 2024 |
|
| Raymond James & Associates | 5.6k | $408k | 0% | Mar 2024 |
|
| Signature Securities Group Corporation | 5.6k | $405k | -34% | Mar 2024 |
|
| Focus Financial Network | 5.4k | $373k | 100% | Mar 2024 |
|
| Orion Portfolio Solutions | 5.4k | $391k | 18% | Mar 2024 |
|
| HPM Partners | 5.4k | $388k | -6% | Mar 2024 |
|
| Cape Investment Advisory | 5.3k | $346k | 0% | Dec 2023 |
|
| Chicago Partners Investment | 4.8k | $337k | 0% | Mar 2024 |
|
| M^T Bank Corporation | 4.6k | $330k | 0% | Mar 2024 |
|
| Captrust Financial Advisors | 4.5k | $327k | 0% | Mar 2024 |
|
| Baird Financial | 4.5k | $296k | 0% | Dec 2023 |
|
| Ameritas Advisory Services | 4.4k | $302k | -30% | Dec 2023 |
|
| Asset Allocation Strategies | 4.3k | $309k | -19% | Mar 2024 |
|
| TFB Advisors | 4.2k | $290k | -10% | Mar 2024 |
|
| Perigon Wealth Management | 4.1k | $300k | 0% | Mar 2024 |
|
| Tyler-Stone Wealth Management | 4.1k | $296k | 24% | Mar 2024 |
|
| Raymond James Trust | 3.9k | $286k | 0% | Mar 2024 |
|
| Kestra Advisory Services | 3.8k | $250k | 100% | Dec 2023 |
|
| Aurora Private Wealth | 3.7k | $266k | -2% | Mar 2024 |
|
| HoyleCohen | 3.5k | $232k | 0% | Dec 2023 |
|
| Harbour Investments | 3.5k | $229k | 2% | Dec 2023 |
|
| Lutz Financial Services | 3.4k | $243k | 0% | Mar 2024 |
|
| Cornerstone Wealth Management | 3.3k | $242k | 0% | Mar 2024 |
|
| Mercer Global Advisors | 3.3k | $242k | -1% | Mar 2024 |
|
| Wealthquest | 3.3k | $241k | -21% | Mar 2024 |
|
| Opus Capital Group | 3.3k | $236k | -24% | Mar 2024 |
|
| Geneos Wealth Management | 3.1k | $225k | 0% | Mar 2024 |
|
| Harbor Investment Advisory | 3.1k | $224k | 0% | Mar 2024 |
|
| TAP Consulting | 3.0k | $218k | 100% | Mar 2024 |
|
| Mutual Advisors | 2.9k | $213k | 100% | Mar 2024 |
|
| Stifel Financial | 2.8k | $204k | -13% | Mar 2024 |
|
| Index Fund Advisors | 2.8k | $203k | 100% | Mar 2024 |
|
| Farmers & Merchants Investment | 2.1k | $151k | 0% | Mar 2024 |
|
| HHM Wealth Advisors | 2.0k | $145k | 0% | Mar 2024 |
|
| Qube Research & Technologies | 1.8k | $134k | -9% | Mar 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 1.7k | $126k | 100% | Mar 2024 |
|
| Avalon Trust | 1.7k | $123k | 0% | Mar 2024 |
|
| Atlantic Trust | 1.5k | $107k | 100% | Mar 2024 |
|
| Steward Partners Investment Advisory | 1.5k | $106k | 689% | Mar 2024 |
|
| Security National Bank | 1.3k | $94k | 100% | Mar 2024 |
|
| City State Bank | 1.3k | $92k | 0% | Mar 2024 |
|
| Mather Group | 1.2k | $76k | 100% | Mar 2024 |
|
| TSFG | 1.1k | $80k | 0% | Mar 2024 |
|
| Pnc Financial Services | 1.1k | $78k | 67% | Mar 2024 |
|
| Assetmark | 1.0k | $74k | -98% | Mar 2024 |
|
| PSI Advisors | 896.00 | $65k | 0% | Mar 2024 |
|
| Coastal Investment Advisors | 892.00 | $65k | 100% | Mar 2024 |
|
| Salomon & Ludwin | 876.00 | $64k | 0% | Mar 2024 |
|
| Vima | 728.00 | $41k | 0% | Mar 2024 |
|
| Federation des caisses Desjardins du Quebec | 711.00 | $52k | 100% | Mar 2024 |
|
| FinTrust Capital Advisors | 700.00 | $51k | 0% | Mar 2024 |
|
| Tidemark | 608.00 | $44k | 0% | Mar 2024 |
|
| Coston, McIsaac & Partners | 604.00 | $43k | 0% | Mar 2024 |
|
| Fifth Third Bancorp | 520.00 | $38k | -17% | Mar 2024 |
|
| Capital Analysts | 482.00 | $35k | 0% | Mar 2024 |
|
| Us Bancorp | 461.00 | $33k | -93% | Mar 2024 |
|
| Cedar Mountain Advisors | 346.00 | $25k | 0% | Mar 2024 |
|
| Archer Investment Corp | 316.00 | $23k | 0% | Mar 2024 |
|
| Morris Financial Concepts | 300.00 | $22k | 0% | Mar 2024 |
|
| Financial Perspectives | 268.00 | $20k | 0% | Mar 2024 |
|
| Farther Finance Advisors | 242.00 | $18k | 0% | Mar 2024 |
|
| Westside Investment Management | 222.00 | $16k | 0% | Mar 2024 |
|
| Bartlett & Co. Wealth Management | 180.00 | $13k | 0% | Mar 2024 |
|
| Bartlett & Co. | 180.00 | $12k | 0% | Dec 2023 |
|
| Efficient Wealth Management | 160.00 | $12k | 0% | Mar 2024 |
|
| Bank Of Montreal | 156.00 | $11k | 100% | Mar 2024 |
|
| Tower Research Capital | 141.00 | $10k | -98% | Mar 2024 |
|
| Ancora Advisors | 136.00 | $9.9k | 0% | Mar 2024 |
|
| Principal Securities | 124.00 | $9.0k | 0% | Mar 2024 |
|
| Russell Investments | 101.00 | $7.3k | -63% | Mar 2024 |
|
| Creative Financial Designs | 92.00 | $6.7k | -72% | Mar 2024 |
|
| Laurel Wealth Advisors | 48.00 | $3.5k | 0% | Mar 2024 |
|
| PrairieView Partners | 36.00 | $3.0k | 0% | Mar 2024 |
|
Who sold out of iShares Morningstar Large Core Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| GeoWealth Management | Sep 2023 | 3.6k | $214k |
| Strategic Investment Advisors / MI | Dec 2023 | 3.6k | $237k |
| SOA Wealth Advisors | Dec 2023 | 1.2k | $81k |
| Advisory Services Network | Dec 2023 | 1.2k | $78k |
| IFP Advisors | Sep 2023 | 761.00 | $45k |
| Cullen Frost Bankers | Dec 2023 | 196.00 | $13k |