Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / MORNINGSTR US EQ
-
Number of holders
-
129
-
Total 13F shares, excl. options
-
4,448,811
-
Shares change
-
-99,536
-
Total reported value, excl. options
-
$270,035,565
-
Value change
-
-$6,041,300
-
Number of buys
-
45
-
Number of sells
-
-47
-
Price
-
$60.69
Significant Holders of ISHARES TR - MORNINGSTR US EQ (ILCB) as of Q3 2021
134 filings reported holding ILCB - ISHARES TR - MORNINGSTR US EQ as of Q3 2021.
ISHARES TR - MORNINGSTR US EQ (ILCB) has 129 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,448,811 shares
.
Largest 10 shareholders include Equitable Holdings, Inc. (754,868 shares), AMERIPRISE FINANCIAL INC (597,178 shares), MORGAN STANLEY (325,416 shares), COMMONWEALTH EQUITY SERVICES, LLC (240,906 shares), LPL Financial LLC (226,597 shares), BANK OF AMERICA CORP /DE/ (221,238 shares), JPMORGAN CHASE & CO (193,549 shares), UBS Group AG (137,577 shares), ADVISOR GROUP HOLDINGS, INC. (123,930 shares), and AVANTAX ADVISORY SERVICES, INC. (121,253 shares).
This table shows the top 129 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.