As of 30 Sep 2025, 167 institutional investors reported holding 5,008,077 shares of ISHARES TR - MORNINGSTR US EQ (ILCB).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 221,195 | $21,118,037 | +$99,339 | $94.38 | 12 |
| 2025 Q3 | 5,008,077 | $462,220,102 | +$37,089,584 | $92.42 | 167 |
| 2025 Q2 | 4,865,328 | $417,577,480 | +$20,169,463 | $85.78 | 169 |
| 2025 Q1 | 4,624,143 | $357,271,168 | -$169,052,422 | $77.26 | 168 |
| 2024 Q4 | 6,689,357 | $542,583,963 | +$96,029,592 | $81.16 | 176 |
| 2024 Q3 | 5,408,741 | $428,556,260 | +$105,460,577 | $79.23 | 165 |
| 2024 Q2 | 4,063,879 | $305,486,688 | +$2,015,716 | $75.17 | 155 |
| 2024 Q1 | 4,038,418 | $292,438,862 | -$21,531,551 | $72.47 | 145 |
| 2023 Q4 | 27,091 | $1,781,560 | +$211,945 | $65.76 | 4 |
| 2023 Q3 | 4,099,973 | $241,483,750 | +$3,329,363 | $58.90 | 133 |
| 2023 Q2 | 4,043,588 | $246,952,067 | -$5,786,811 | $61.08 | 133 |
| 2023 Q1 | 4,089,675 | $230,727,797 | -$5,518,965 | $56.41 | 121 |
| 2022 Q4 | 4,086,571 | $215,291,289 | +$469,900 | $52.64 | 125 |
| 2022 Q3 | 4,183,818 | $206,769,430 | -$16,009,417 | $49.39 | 115 |
| 2022 Q2 | 4,511,468 | $234,483,290 | +$8,991,292 | $51.96 | 118 |
| 2022 Q1 | 4,232,304 | $265,837,514 | +$4,739,773 | $62.85 | 131 |
| 2021 Q4 | 4,251,244 | $282,211,049 | -$14,617,373 | $66.40 | 136 |
| 2021 Q3 | 4,431,034 | $268,956,653 | -$6,038,323 | $60.69 | 126 |
| 2021 Q2 | 4,502,190 | $273,503,977 | +$198,139,313 | $60.74 | 119 |
| 2021 Q1 | 1,210,237 | $268,417,048 | -$19,629,582 | $224.27 | 114 |
| 2020 Q4 | 1,262,120 | $273,637,824 | -$29,968,268 | $216.81 | 118 |
| 2020 Q3 | 1,420,754 | $276,968,418 | +$9,106,079 | $195.00 | 110 |
| 2020 Q2 | 1,381,857 | $241,240,441 | +$13,027,168 | $174.54 | 109 |
| 2020 Q1 | 1,308,960 | $191,987,060 | -$20,654,271 | $146.58 | 105 |
| 2019 Q4 | 1,427,232 | $263,296,532 | -$46,445,870 | $184.48 | 118 |
| 2019 Q3 | 1,392,484 | $233,751,344 | +$4,705,046 | $167.94 | 108 |
| 2019 Q2 | 1,361,713 | $224,828,637 | +$1,834,729 | $165.14 | 99 |
| 2019 Q1 | 1,325,348 | $212,083,688 | -$47,416,753 | $160.01 | 95 |
| 2018 Q4 | 1,651,595 | $235,400,127 | +$3,931,511 | $142.53 | 92 |
| 2018 Q3 | 1,550,480 | $260,936,489 | +$2,261,783 | $168.32 | 91 |
| 2018 Q2 | 1,540,630 | $237,284,926 | -$15,780,848 | $153.89 | 93 |
| 2018 Q1 | 1,667,880 | $261,224,723 | +$8,953,778 | $153.31 | 94 |
| 2017 Q4 | 1,613,721 | $256,784,416 | -$4,976,187 | $158.90 | 89 |
| 2017 Q3 | 1,626,910 | $245,284,070 | +$19,006,093 | $150.69 | 84 |
| 2017 Q2 | 1,490,256 | $218,158,222 | +$8,902,469 | $146.37 | 75 |
| 2017 Q1 | 1,420,726 | $201,542,000 | +$19,560,520 | $141.84 | 67 |
| 2016 Q4 | 1,304,407 | $173,292,000 | +$16,268,603 | $132.69 | 66 |
| 2016 Q3 | 1,113,123 | $142,642,000 | +$11,325,467 | $128.23 | 61 |
| 2016 Q2 | 1,042,724 | $127,994,000 | -$7,158,170 | $122.76 | 60 |
| 2016 Q1 | 1,091,893 | $129,986,726 | -$3,308,160 | $119.09 | 56 |
| 2015 Q4 | 1,127,191 | $133,992,445 | +$2,388,914 | $119.07 | 58 |
| 2015 Q3 | 1,100,524 | $123,392,442 | -$3,243,367 | $111.89 | 57 |
| 2015 Q2 | 1,128,433 | $136,373,731 | -$30,947,110 | $120.85 | 58 |
| 2015 Q1 | 1,380,393 | $167,437,796 | +$28,589,929 | $121.34 | 62 |
| 2014 Q4 | 1,123,086 | $138,743,738 | +$32,998,930 | $123.53 | 57 |
| 2014 Q3 | 844,706 | $97,273,381 | -$9,003,386 | $115.19 | 47 |
| 2014 Q2 | 923,615 | $105,149,015 | +$6,563,031 | $113.85 | 47 |
| 2014 Q1 | 865,877 | $95,770,392 | -$4,609,516 | $110.61 | 42 |