ISHARES TR - MORNINGSTR US EQ (ILCB)

Q4 2020 13F Holders as of 31 Dec 2020

Type / Class
Equity / MORNINGSTR US EQ
Total 13F shares
1,542,549
Share change
+103,121
Total reported value
$280,592,884
Price per share
$216.81
Number of holders
122
Value change
-$25,885,271
Number of buys
40
Number of sells
44

Institutional Holders of ISHARES TR - MORNINGSTR US EQ (ILCB) as of Q4 2020

As of 31 Dec 2020, ISHARES TR - MORNINGSTR US EQ (ILCB) was held by 122 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,542,549 shares. The largest 10 holders included Benchmark Wealth Management, LLC, Equitable Holdings, Inc., AMERIPRISE FINANCIAL INC, MORGAN STANLEY, COMMONWEALTH EQUITY SERVICES, LLC, BANK OF AMERICA CORP /DE/, LPL Financial LLC, JPMORGAN CHASE & CO, ROYAL BANK OF CANADA, and CITADEL ADVISORS LLC. This page lists 122 institutional shareholders reporting positions in this security for the Q4 2020 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.