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Disclosery

ILCB ISHARES TR

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MORNINGSTR US EQ (fund)

189 managers (191 13F filers) reported a position in ILCB shares at 2026-06-30, 4,923,803 shares in all. 17 filers opened a position and 8 filers sold out during the quarter.

Managers
189
13F filers
191
New
17
Added
54
Reduced
57
Sold out
8
Shares held by filers
4,923,803

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
EXCHANGE TRADED CONCEPTS, LLC639,665$66.3M0.33%+91,18813F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC505,474$52.4M0.01%-1,40713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY489,774$50.8M<0.01%-60813F-HRTimelineGroup
LPL Financial LLC253,615$26.3M0.01%+4,35513F-HRTimeline
Cetera Investment Advisers212,389$22M0.02%-6,26013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO172,960$17.8M<0.01%-1,07413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…164,364$17.2M0.03%-4,32413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.158,577$16.4M0.02%+6,75913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC116,110$12M0.02%-4,56413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/112,434$11.7M<0.01%-1,68313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding103,881$10.8M-263Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA102,560$10.6M<0.01%-15,16813F-HRTimelineGroup
Wealth Forward, LLC100,803$10.4M5.2%+94613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP96,203$9.97M0.01%+29113F-HR/ATimelineGroup
Center for Wealth Management Advisory93,790$9.72M6.1%+35113F-HRTimeline
Gladstone Institutional Advisory LLC79,144$8.2M0.26%-4,13013F-HRTimeline
Merit Financial Group, LLC77,566$8.04M0.05%+4,42413F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN75,485$7.82M<0.01%-7,55213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV63,048$6.53M0.01%-28913F-HR/ATimeline
Commonwealth Financial Services, LLC46,297$4.8M0.64%+2,04213F-HRTimeline
Crestwood Advisors Group, LLC41,992$4.35M0.06%-29813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC41,277$4.28M<0.01%+2,67013F-HRTimelineGroup
Brand Asset Management Group, Inc.39,027$4.05M0.89%-13313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC38,757$4.02M<0.01%-32613F-HR/ATimelineGroup
WIN ADVISORS, INC38,468$3.99M1.42%-126,91913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC37,752$3.91M<0.01%+8,36313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC34,961$3.62M0.07%-33313F-HRTimeline
Global Retirement Partners, LLC33,892$3.51M0.05%13F-HRTimeline
Creative Planningin group Creative Planning32,548$3.37M<0.01%+24,47013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,610$3.17M<0.01%+1,57513F-HRTimelineGroup
Financial Engines Advisors L.L.C.29,839$3.09M0.01%+1,70013F-HRTimeline
Modern Wealth Management, LLC29,519$3.06M0.04%+87413F-HRTimeline
Cambridge Investment Research Advisors,…28,746$2.98M0.01%-21,56813F-HR/ATimeline
J.W. COLE ADVISORS, INC.28,072$2.91M0.05%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.26,085$2.7M<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC25,628$2.66M<0.01%+92513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC25,314$2.62M<0.01%+1,75013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC23,139$2.4M<0.01%+1,32613F-HRTimeline
American Trust19,065$1.98M0.15%+1,26413F-HRTimeline
Arkadios Wealth Advisors16,648$1.73M0.03%-17113F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC16,217$1.68M0.68%-18,79813F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC15,795$1.64M0.98%-1,72013F-HRTimeline
Councilor Wealth, LLC15,465$1.6M0.65%013F-HRTimeline
HighTower Advisors, LLC15,221$1.58M<0.01%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,120$1.36M<0.01%-313F-HRTimelineGroup
Private Advisor Group, LLC12,974$1.34M0.01%-3,10213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,699$1.32M0.06%-2,49813F-HRTimeline
Bawa N Mallick Trust12,400$1.29M0.42%013F-HRTimeline
Liberty Capital Management, Inc.12,260$1.27M0.22%13F-HRTimeline
Wealth Management Associates, Inc.12,213$1.27M0.35%-2113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,877$1.23M<0.01%+913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,448$1.19M0.01%-369,70813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,008$1.14M<0.01%+26913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,806$1.12M<0.01%+1,29913F-HRTimelineGroup
Keystone Financial Services, LLC10,772$1.12M0.67%-29913F-HRTimeline
Mariner, LLCin group Mariner, LLC10,731$1.11M<0.01%-5,55213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC10,446$1.08M<0.01%-41013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.10,374$1.08M0.39%+313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,220$1.06M0.01%013F-HRTimelineGroup
Rothschild Wealth LLC9,844$1.02M0.08%013F-HRTimeline
ROCKLAND TRUST CO9,385$973K0.04%-14113F-HRTimeline
OneDigital Investment Advisors LLC8,865$919K0.01%+2113F-HRTimeline
Capital Management Associates, Inc8,387$869K0.17%-43113F-HRTimeline
Pacific Sun Financial Corp7,820$811K0.33%013F-HRTimeline
SeaCrest Wealth Management, LLC7,660$794K0.09%-1,09513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,585$786K<0.01%-38513F-HRTimelineGroup
Sanctuary Advisors, LLC7,511$779K<0.01%+113F-HRTimeline
BIP Wealth, LLC7,492$777K0.02%new13F-HRTimeline
NewEdge Wealth, LLC7,215$748K0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,919$717K<0.01%+70313F-HRTimelineGroup
Chicago Partners Investment Group LLC6,723$688K0.01%+1,90013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,568$681K0.01%new13F-HRTimelineGroup
CHAPIN DAVIS, INC.6,191$642K0.11%+113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.6,153$638K<0.01%-16013F-HRTimelineGroup
Strategic Blueprint, LLC6,040$626K0.03%013F-HRTimeline
Dana Investment Advisors, Inc.5,948$617K0.02%013F-HRTimeline
IHT Wealth Management, LLC5,825$604K0.01%-88813F-HRTimeline
Quantinno Capital Management LP5,792$600K<0.01%+1,90013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,739$595K<0.01%-4,59813F-HRTimelineGroup
Choate Investment Advisors5,739$595K0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,713$592K<0.01%+1013F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding5,760$590K+2,880Timeline
Cape Investment Advisory, Inc.5,155$534K0.14%013F-HRTimeline
Mutual Advisors, LLC5,148$534K0.01%013F-HRTimeline
Aspen Wealth Management LLC4,963$514K0.09%+1213F-HRTimeline
Harbour Trust & Investment Management Co4,700$487K0.05%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,674$484K<0.01%+213F-HRTimeline
Richard P Slaughter Associates Inc4,650$482K0.1%-24113F-HRTimeline
Asset Management Group, Inc.4,633$480K0.07%-39913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,550$472K<0.01%013F-HRTimelineGroup
Brightwater Advisory LLC4,502$467K0.29%013F-HRTimeline
LANDAAS & CO /WI /ADV4,405$457K0.08%+513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,336$440K<0.01%+57813F-HRTimelineGroup
Focus Financial Network, Inc.4,227$438K0.01%-30813F-HRTimeline
MidAtlantic Capital Management, Inc.4,196$435K0.27%+113F-HRTimeline
Perigon Wealth Management, LLC4,142$429K0.01%-3113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,128$428K<0.01%+113F-HRTimelineGroup
Larson Financial Group LLC4,120$427K0.01%+1013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,109$426K<0.01%-1,54813F-HRTimelineGroup
Composition Wealth, LLC4,073$422K<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,008$415K0.03%-12113F-HRTimeline
Portland Financial Advisors Inc3,974$412K0.75%013F-HRTimeline
Asset Allocation Strategies LLC3,962$411K0.06%+913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,701$384K0.12%-513F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,616$375K<0.01%013F-HRTimelineGroup
Kera Capital Partners, Inc.3,578$371K0.04%new13F-HRTimeline
AlphaCore Capital LLC3,528$366K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,508$364K<0.01%013F-HRTimeline
Pure Financial Advisors, LLC3,408$353K<0.01%-2513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,384$351K<0.01%new13F-HRTimeline
Lutz Financial Services LLC3,306$343K0.02%013F-HRTimeline
Cornerstone Wealth Management, LLC3,273$339K0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC3,239$336K<0.01%+613F-HRTimeline
FMB WEALTH MANAGEMENT3,188$330K0.12%013F-HRTimeline
Foundry Financial LLC3,188$330K0.11%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,994$310K<0.01%new13F-HRTimelineGroup
Optivise Advisory Services LLC2,900$301K0.15%-6613F-HRTimeline
Index Fund Advisors, Inc.2,800$290K0.01%013F-HRTimeline
World Investment Advisors2,866$288K<0.01%013F-HRTimeline
Opus Capital Group, LLC2,728$283K0.03%013F-HRTimeline
Integrated Wealth Concepts LLC2,693$279K<0.01%013F-HR/ATimeline
Orion Porfolio Solutions, LLC2,673$277K<0.01%-7,50813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,638$273K<0.01%+613F-HRTimelineGroup
DAVENPORT & Co LLC2,624$272K<0.01%013F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC2,540$263K0.12%013F-HRTimeline
HCR Wealth Advisors2,536$263K0.02%013F-HRTimeline
Signal Advisors Wealth, LLC2,522$261K0.01%-1,21113F-HRTimeline
SCOTIA CAPITAL INC.2,511$260K<0.01%-9813F-HRTimeline
Evanson Financial, LLC2,500$259K0.01%13F-HRTimeline
Blue Sky Capital Consultants Group, Inc.2,487$258K0.11%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,450$254K0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,440$253K0.01%+513F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,351$244K0.04%+6613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,350$244K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,345$243K<0.01%+2,07013F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,250$233K<0.01%013F-HRTimeline
SAGE RHINO CAPITAL LLC2,248$233K0.04%013F-HRTimeline
Wealthspire Advisors, LLC2,220$230K<0.01%new13F-HRTimeline
Wealthquest Corp2,171$225K0.01%new13F-HRTimeline
IEQ CAPITAL, LLC2,124$220K<0.01%new13F-HRTimeline
NorthRock Partners, LLC2,109$219K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,064$214K0.01%013F-HRTimeline
PFG Advisors2,039$211K0.01%new13F-HRTimeline
Aurora Private Wealth, Inc.2,021$210K0.13%-68613F-HRTimeline
HHM Wealth Advisors, LLC2,000$207K0.02%013F-HRTimeline
High Point Wealth Management, LLC2,000$207K0.17%013F-HRTimeline
Janney Montgomery Scott LLC1,988$206K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC1,840$191K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,800$187K<0.01%-5413F-HRTimelineGroup
BOKF, NAin group BOKF, NA1,718$178K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,717$178K<0.01%+1213F-HRTimeline
Basepoint Wealth LLC1,692$175K0.1%+313F-HRTimeline
BLAIR WILLIAM & CO/IL1,528$158K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,493$155K<0.01%013F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC1,433$149K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC1,425$148K0.04%-813F-HRTimeline
City State Bank1,268$131K0.03%013F-HRTimeline
Trust Co1,134$118K0.01%013F-HRTimeline
Security National Bank1,052$109K0.01%013F-HRTimeline
MATHER GROUP, LLC.993$103K<0.01%013F-HRTimeline
AE Wealth Management LLC972$101K<0.01%+113F-HRTimeline
Realta Investment Advisors892$92.5K0.03%013F-HRTimeline
Creative Capital Management Investments…800$82.9K0.02%013F-HRTimeline
Salomon & Ludwin, LLC741$76.6K0.01%-2313F-HRTimeline
Monetary Solutions, Ltd718$74.4K0.06%+113F-HRTimeline
Farther Finance Advisors, LLC701$72.7K<0.01%+45913F-HRTimeline
Coston, McIsaac & Partners598$62K0.01%+113F-HRTimeline
Tidemark, LLC547$56.7K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…508$52.7K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\461$47.8K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC442$46K<0.01%+113F-HRTimelineGroup
Parallel Advisors, LLC414$42.9K<0.01%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC400$42.7K0.01%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…388$40.1K<0.01%+20013F-HRTimeline
Aptus Capital Advisors, LLC375$38.9K<0.01%+113F-HRTimeline
Olistico Wealth, LLC340$35.2K0.02%-14013F-HRTimeline
Cedar Mountain Advisors, LLC313$32.4K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.300$31.1K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…293$30.4K<0.01%-6713F-HRTimelineGroup
Key Financial Inc282$29.2K<0.01%+5413F-HRTimeline
Financial Perspectives, Inc276$28.6K0.01%+113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC180$18.7K<0.01%013F-HRTimeline
Westside Investment Management, Inc.150$15.6K<0.01%-7813F-HRTimeline
GAMMA Investing LLC121$12.5K<0.01%013F-HRTimeline
Arax Advisory Partners88$9.12K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC85$8.81K<0.01%-413F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV74$7.67K<0.01%013F-HRTimeline
RHL GROUP, LLC61$6.34K0.01%+1613F-HRTimeline
IFP Advisors, Inc38$3.94K<0.01%-12913F-HRTimeline