Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / MORNINGSTR US EQ
-
Total 13F shares
-
2,222,442
-
Share change
-
+70,984
-
Total reported value
-
$210,011,615
-
Price per share
-
$94.38
-
Number of holders
-
117
-
Value change
-
+$6,719,549
-
Number of buys
-
40
-
Number of sells
-
36
Institutional Holders of ISHARES TR - MORNINGSTR US EQ (ILCB) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - MORNINGSTR US EQ (ILCB) was held by
117 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,222,442 shares.
The largest 10 holders included
EXCHANGE TRADED CONCEPTS, LLC, LPL Financial LLC, JPMORGAN CHASE & CO, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, UBS Group AG, Wealth Forward, LLC, Merit Financial Group, LLC, GOLDMAN SACHS GROUP INC, Commonwealth Financial Services, LLC, and Crestwood Advisors Group, LLC.
This page lists
117
institutional shareholders reporting positions in this security
for the Q4 2025 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.