Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MORNINGSTR US EQ
-
Total 13F shares
-
4,385,754
-
Share change
-
+230,127
-
Total reported value
-
$288,374,813
-
Price per share
-
$65.76
-
Number of holders
-
148
-
Value change
-
+$15,378,194
-
Number of buys
-
61
-
Number of sells
-
54
Institutional Holders of ISHARES TR - MORNINGSTR US EQ (ILCB) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - MORNINGSTR US EQ (ILCB) was held by
148 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,385,754 shares.
The largest 10 holders included
Equitable Holdings, Inc., AMERIPRISE FINANCIAL INC, MORGAN STANLEY, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, LPL Financial LLC, AVANTAX ADVISORY SERVICES, INC., COMMONWEALTH EQUITY SERVICES, LLC, Jackson Wealth Management, LLC, BANK OF AMERICA CORP /DE/, and JPMORGAN CHASE & CO.
This page lists
148
institutional shareholders reporting positions in this security
for the Q4 2023 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.