Q4 2022 13F Holders as of 31 Dec 2022
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Type / Class
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Equity / MORNINGSTR US EQ
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Number of holders
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127
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Total 13F shares, excl. options
-
4,101,123
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Shares change
-
+5,512
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Total reported value, excl. options
-
$216,057,330
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Value change
-
+$342,791
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Number of buys
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49
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Number of sells
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39
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Price
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$52.64
Institutional Holders of ISHARES TR - MORNINGSTR US EQ (ILCB) as of Q4 2022
As of 31 Dec 2022 ISHARES TR - MORNINGSTR US EQ (ILCB) had 135 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,101,123 shares of stock of the company.
Largest 10 holders included Equitable Holdings, Inc., AMERIPRISE FINANCIAL INC, MORGAN STANLEY, LPL Financial LLC, BANK OF AMERICA CORP /DE/, COMMONWEALTH EQUITY SERVICES, LLC, AVANTAX ADVISORY SERVICES, INC., JPMORGAN CHASE & CO, UBS Group AG, and Gladstone Institutional Advisory LLC.
This table shows 135 institutional shareholders of the security as of 31 Dec 2022.
| 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.