ILCB

Ishares Morningstar U.S. EquETF
UnclassifiedUSCUSIP 464287127◍ Confluence graph
Tracked 13F Holders
181
-51 QoQ
13F Value (tracked)
$461.1M
13F Moves · latest Q
17 added
16 trimmed
Recent Filings
0

Who owns ILCB?

181 tracked 13F filers

181 tracked 13F filers disclose a position in ILCB as of the latest SEC 13F filings, a combined $461.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1EXCHANGE TRADED CONCEPTS, LLC
$66.3M
640K
+17%
Added · +91K sh
Q2 2026
2AMERIPRISE FINANCIAL INC
$45.5M
507K
−1.6%
Reduced · −8K sh
Q1 2026
3MORGAN STANLEY
$44.1M
490K
−10%
Reduced · −57K sh
Q1 2026
4LPL Financial LLC
$22.4M
249K
+1.1%
Added · +3K sh
Q1 2026
5Cetera Investment Advisers
$19.6M
219K
+4.9%
Added · +10K sh
Q1 2026
6JPMORGAN CHASE & CO
$15.2M
174K
+1.1%
Added · +2K sh
Q1 2026
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$17.2M
164K
−2.6%
Reduced · −4K sh
Q2 2026
8OSAIC HOLDINGS, INC.
$13.6M
152K
+107%
Added · +79K sh
Q1 2026
9COMMONWEALTH EQUITY SERVICES, LLC
$10.8M
121K
−6.4%
Reduced · −8K sh
Q1 2026
10ROYAL BANK OF CANADA
$10.6M
118K
+163%
Added · +73K sh
Q1 2026
11BANK OF AMERICA CORP /DE/
$10.3M
114K
+13%
Added · +13K sh
Q1 2026
12Wealth Forward, LLC
$10.4M
101K
+0.9%
Added · +946 sh
Q2 2026
13UBS Group AG
$8.8M
98K
−2.2%
Reduced · −2K sh
Q1 2026
14Corient Private Wealth LLC
$8.6M
96K
+3.1%
Added · +3K sh
Q1 2026
15Center for Wealth Management Advisory
$9.7M
94K
+0.4%
Added · +351 sh
Q2 2026
16WELLS FARGO & COMPANY/MN
$7.5M
83K
−1.6%
Reduced · −1K sh
Q1 2026
17Gladstone Institutional Advisory LLC
$8.2M
79K
−5.0%
Reduced · −4K sh
Q2 2026
18Merit Financial Group, LLC
$8.0M
78K
+6.0%
Added · +4K sh
Q2 2026
19MERCER GLOBAL ADVISORS INC /ADV
$5.7M
63K
−0.5%
Reduced · −340 sh
Q1 2026
20Commonwealth Financial Services, LLC
$4.8M
46K
+4.6%
Added · +2K sh
Q2 2026
21Crestwood Advisors Group, LLC
$4.4M
42K
−0.7%
Reduced · −298 sh
Q2 2026
22ENVESTNET ASSET MANAGEMENT INC
$3.5M
39K
+8.0%
Added · +3K sh
Q1 2026
23Brand Asset Management Group, Inc.
$4.0M
39K
−0.3%
Reduced · −133 sh
Q2 2026
24RAYMOND JAMES FINANCIAL INC
$3.5M
39K
−65%
Reduced · −71K sh
Q1 2026
25WIN ADVISORS, INC
$4.0M
38K
−77%
Reduced · −127K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ILCB being bought or sold by institutions?

Last quarter, 5 funds opened a new position in ILCB and 12 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
12
funds
Reduced
16
funds
Exited
0
funds

Funds that own ILCB also own

CompanyCo-held byCombined value
SS SPDR S&P 500 ETF TRUST-USSPY86 funds$4.9B
NVIDIA CORPNVDA85 funds$58.8B
APPLE INCAAPL84 funds$46.7B
MICROSOFT CORPMSFT84 funds$37.2B
AMAZON.COM INCAMZN84 funds$25.9B
ALPHABET INC-CL AGOOGL83 funds$21.6B
ALPHABET INC-CL CGOOG83 funds$16.2B
TESLA INCTSLA82 funds$11.7B
ISHARES CORE S&P 500 ETFIVV82 funds$9.7B
JPMORGAN CHASE & COJPM81 funds$9.5B
BERKSHIRE HATHAWAY INC-CL BBRK/B81 funds$8.2B
CATERPILLAR INCCAT80 funds$4.0B

Ranked by how many of ILCB's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

118 funds-2 since Q3 2024
085169Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $197.1M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in ILCB

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ILCB/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ILCB.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ILCB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.