Who owns iShares Morningstar U.S. Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ILCB from SEC Form 13F filings across 191 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 191 institutions disclosed 4.9M shares of iShares Morningstar U.S. Equity ETF worth $510.3M — about 40.9% of shares outstanding; the largest disclosed holder is EXCHANGE TRADED CONCEPTS, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
191
13F holders
$510.3M
value, 2026 filers
40.9%
of shares outstanding (4.9M sh)
21
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of ILCB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | EXCHANGE TRADED CONCEPTS, LLC | 639,665 | $66.3M | 0.3% | 5.3% | +16.6% |
| 2 | AMERIPRISE FINANCIAL INC | 505,474 | $52.4M | 0.0% | 4.2% | -0.3% |
| 3 | MORGAN STANLEY | 489,774 | $50.8M | 0.0% | 4.1% | -0.1% |
| 4 | LPL Financial LLC | 253,615 | $26.3M | 0.0% | 2.1% | +1.7% |
| 5 | Cetera Investment Advisers | 212,389 | $22.0M | 0.0% | 1.8% | -2.9% |
| 6 | JPMORGAN CHASE & CO | 172,960 | $17.8M | 0.0% | 1.4% | -0.6% |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 164,364 | $17.2M | 0.0% | 1.4% | -2.6% |
| 8 | OSAIC HOLDINGS, INC. | 158,577 | $16.4M | 0.0% | 1.3% | +4.5% |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 116,110 | $12.0M | 0.0% | 1% | -3.8% |
| 10 | BANK OF AMERICA CORP /DE/ | 112,434 | $11.7M | 0.0% | 0.9% | -1.5% |
| 11 | ROYAL BANK OF CANADA | 102,560 | $10.6M | 0.0% | 0.9% | -12.9% |
| 12 | Wealth Forward, LLC | 100,803 | $10.4M | 5.2% | 0.8% | +0.9% |
| 13 | UBS Group AG | 97,681 | $10.1M | 0.0% | 0.8% | -0.3% |
| 14 | Corient Private Wealth LP | 96,203 | $10.0M | 0.0% | 0.8% | +0.3% |
| 15 | Center for Wealth Management Advisory | 93,790 | $9.7M | 6.1% | 0.8% | +0.4% |
| 16 | Gladstone Institutional Advisory LLC | 79,144 | $8.2M | 0.3% | 0.7% | -5.0% |
| 17 | Merit Financial Group, LLC | 77,566 | $8.0M | 0.0% | 0.6% | +6.0% |
| 18 | WELLS FARGO & COMPANY/MN | 75,485 | $7.8M | 0.0% | 0.6% | -9.1% |
| 19 | MERCER GLOBAL ADVISORS INC /ADV | 63,048 | $6.5M | 0.0% | 0.5% | -0.5% |
| 20 | Commonwealth Financial Services, LLC | 46,297 | $4.8M | 0.6% | 0.4% | +4.6% |
| 21 | Crestwood Advisors Group, LLC | 41,992 | $4.4M | 0.1% | 0.3% | -0.7% |
| 22 | RAYMOND JAMES FINANCIAL INC | 41,277 | $4.3M | 0.0% | 0.3% | +6.9% |
| 23 | Brand Asset Management Group, Inc. | 39,027 | $4.0M | 0.9% | 0.3% | -0.3% |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 38,757 | $4.0M | 0.0% | 0.3% | -0.8% |
| 25 | WIN ADVISORS, INC | 38,468 | $4.0M | 1.4% | 0.3% | -76.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.