Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / MORNINGSTR US EQ
-
Total 13F shares
-
6,689,357
-
Share change
-
+1,182,933
-
Total reported value
-
$542,583,963
-
Price per share
-
$81.16
-
Number of holders
-
176
-
Value change
-
+$96,029,592
-
Number of buys
-
63
-
Number of sells
-
55
Institutional Holders of ISHARES TR - MORNINGSTR US EQ (ILCB) as of Q4 2024
As of 31 Dec 2024,
ISHARES TR - MORNINGSTR US EQ (ILCB) was held by
176 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,689,357 shares.
The largest 10 holders included
LPL Financial LLC, AdvisorShares Investments LLC, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, AMERIPRISE FINANCIAL INC, Equitable Holdings, Inc., OSAIC HOLDINGS, INC., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, BANK OF AMERICA CORP /DE/, and AVANTAX ADVISORY SERVICES, INC..
This page lists
179
institutional shareholders reporting positions in this security
for the Q4 2024 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.