As of 30 Sep 2025, 167 institutional investors reported holding 5,007,962 shares of ISHARES TR - MORNINGSTR US EQ (ILCB).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 813,255 | $77,008,504 | +$4,802,989 | $94.38 | 27 |
| 2025 Q3 | 5,007,962 | $462,324,583 | +$37,078,898 | $92.42 | 167 |
| 2025 Q2 | 4,865,328 | $417,577,480 | +$20,169,464 | $85.78 | 169 |
| 2025 Q1 | 4,624,143 | $357,271,168 | -$169,052,434 | $77.26 | 168 |
| 2024 Q4 | 6,872,183 | $557,822,172 | +$108,593,351 | $81.16 | 179 |
| 2024 Q3 | 5,452,889 | $432,054,160 | +$105,908,687 | $79.23 | 169 |
| 2024 Q2 | 4,102,581 | $308,395,912 | +$2,038,764 | $75.17 | 160 |
| 2024 Q1 | 4,076,267 | $295,216,800 | -$19,549,754 | $72.47 | 149 |
| 2023 Q4 | 4,385,754 | $288,374,813 | +$15,378,194 | $65.76 | 148 |
| 2023 Q3 | 4,117,978 | $242,543,224 | +$3,479,265 | $58.90 | 137 |
| 2023 Q2 | 4,063,534 | $248,170,404 | -$5,800,492 | $61.08 | 137 |
| 2023 Q1 | 4,105,844 | $231,639,916 | -$4,908,054 | $56.41 | 124 |
| 2022 Q4 | 4,101,123 | $216,057,330 | +$342,791 | $52.64 | 127 |
| 2022 Q3 | 4,198,982 | $207,512,768 | -$16,008,919 | $49.39 | 117 |
| 2022 Q2 | 4,526,722 | $235,275,915 | +$9,149,531 | $51.96 | 121 |
| 2022 Q1 | 4,364,856 | $274,169,693 | +$4,047,356 | $62.85 | 135 |
| 2021 Q4 | 4,267,534 | $283,292,985 | -$14,716,109 | $66.40 | 139 |
| 2021 Q3 | 4,448,811 | $270,035,565 | -$6,041,300 | $60.69 | 129 |
| 2021 Q2 | 4,520,016 | $274,586,695 | +$199,810,355 | $60.74 | 122 |
| 2021 Q1 | 1,200,321 | $269,358,957 | -$76,149,410 | $224.27 | 116 |
| 2020 Q4 | 1,542,549 | $280,592,884 | -$25,885,271 | $216.81 | 122 |
| 2020 Q3 | 1,425,337 | $277,862,170 | +$8,988,398 | $195.00 | 112 |
| 2020 Q2 | 1,386,587 | $242,065,967 | +$12,842,614 | $174.54 | 111 |
| 2020 Q1 | 1,313,697 | $192,681,131 | -$20,731,647 | $146.58 | 108 |
| 2019 Q4 | 1,431,983 | $264,172,972 | -$46,445,874 | $184.48 | 120 |
| 2019 Q3 | 1,397,235 | $234,549,191 | +$4,714,780 | $167.94 | 110 |
| 2019 Q2 | 1,366,292 | $225,584,756 | +$1,865,732 | $165.14 | 101 |
| 2019 Q1 | 1,329,937 | $212,817,971 | -$47,402,998 | $160.01 | 97 |
| 2018 Q4 | 1,658,477 | $236,381,477 | +$3,904,098 | $142.53 | 95 |
| 2018 Q3 | 1,551,073 | $261,036,305 | +$2,338,366 | $168.32 | 92 |
| 2018 Q2 | 1,541,223 | $237,376,183 | -$15,780,855 | $153.89 | 94 |
| 2018 Q1 | 1,668,473 | $261,315,636 | +$8,953,780 | $153.31 | 95 |
| 2017 Q4 | 1,614,314 | $256,878,644 | -$4,976,185 | $158.90 | 90 |
| 2017 Q3 | 1,627,503 | $245,373,429 | +$18,975,956 | $150.69 | 85 |
| 2017 Q2 | 1,491,049 | $218,274,293 | +$9,911,538 | $146.37 | 76 |
| 2017 Q1 | 1,420,726 | $201,542,000 | +$19,555,277 | $141.84 | 67 |
| 2016 Q4 | 1,304,407 | $173,292,000 | +$16,216,326 | $132.69 | 66 |
| 2016 Q3 | 1,113,123 | $142,642,000 | +$11,325,466 | $128.23 | 61 |
| 2016 Q2 | 1,042,724 | $127,994,000 | -$6,179,173 | $122.76 | 60 |
| 2016 Q1 | 1,091,893 | $129,986,726 | -$3,401,155 | $119.09 | 56 |
| 2015 Q4 | 1,127,191 | $133,992,445 | +$2,481,915 | $119.07 | 58 |
| 2015 Q3 | 1,100,524 | $123,392,442 | -$3,240,122 | $111.89 | 57 |
| 2015 Q2 | 1,128,433 | $136,373,731 | -$30,815,680 | $120.85 | 58 |
| 2015 Q1 | 1,380,393 | $167,437,796 | +$28,625,253 | $121.34 | 62 |
| 2014 Q4 | 1,123,086 | $138,743,738 | +$32,998,925 | $123.53 | 57 |
| 2014 Q3 | 844,706 | $97,273,381 | -$9,003,384 | $115.19 | 47 |
| 2014 Q2 | 923,615 | $105,149,015 | +$6,563,030 | $113.85 | 47 |
| 2014 Q1 | 865,877 | $95,770,392 | -$4,609,517 | $110.61 | 42 |