Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / MORNINGSTR US EQ
-
Total 13F shares
-
795,792
-
Share change
-
+50,512
-
Total reported value
-
$75,360,335
-
Price per share
-
$94.38
-
Number of holders
-
22
-
Value change
-
+$4,767,407
-
Number of buys
-
11
-
Number of sells
-
6
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
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
795,792 shares.
The largest 10 holders included
EXCHANGE TRADED CONCEPTS, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, SILVER OAK SECURITIES, INCORPORATED, SILVIA MCCOLL WEALTH MANAGEMENT, LLC, Wealth Management Associates, Inc., ROCKLAND TRUST CO, SeaCrest Wealth Management, LLC, Richard P Slaughter Associates Inc, Focus Financial Network, Inc., and Aspen Wealth Management LLC.
This page lists
22
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.