Q1 2025 13F Holders as of 31 Mar 2025
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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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168
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Total 13F shares, excl. options
-
4,624,143
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Shares change
-
-2,154,932
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Total reported value, excl. options
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$357,271,168
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Value change
-
-$169,052,434
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Number of buys
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62
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Number of sells
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69
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Price
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$77.26
Institutional Holders of ISHARES TR - MORNINGSTR US EQ (ILCB) as of Q1 2025
As of 31 Mar 2025 ISHARES TR - MORNINGSTR US EQ (ILCB) had 168 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,624,143 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, AMERIPRISE FINANCIAL INC, Equitable Holdings, Inc., OSAIC HOLDINGS, INC., Corient Private Wealth LLC, LPL Financial LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, AVANTAX ADVISORY SERVICES, INC., COMMONWEALTH EQUITY SERVICES, LLC, and JPMORGAN CHASE & CO.
This table shows 169 institutional shareholders of the security as of 31 Mar 2025.
| 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.