Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / MORNINGSTR US EQ
-
Total 13F shares
-
4,086,571
-
Share change
-
+7,948
-
Total reported value
-
$215,291,289
-
Price per share
-
$52.64
-
Number of holders
-
125
-
Value change
-
+$469,900
-
Number of buys
-
50
-
Number of sells
-
36
Institutional Holders of ISHARES TR - MORNINGSTR US EQ (ILCB) as of Q4 2022
As of 31 Dec 2022,
ISHARES TR - MORNINGSTR US EQ (ILCB) was held by
125 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,086,571 shares.
The 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 page lists
127
institutional shareholders reporting positions in this security
for the Q4 2022 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.