ILCB

Ishares Morningstar U.s. Equ

Latest period2026 - Q1Total superinvestors181

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 181 superinvestors own shares of Ishares Morningstar U.s. Equ (ILCB), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Morningstar U.s. Equ (ILCB), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Morningstar U.s. Equ (ILCB) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Morningstar U.s. Equ (ILCB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Dennis Lowenfels@Exchange Traded Concepts, Llc
Recent Activity
Increased 5.51%
0.35%
$49.286M
548,477 shares@ 89.86 avg price
Michael G. Clarke@Ameriprise Financial Inc
Recent Activity
Decreased -1.55%
0.02%
$45.547M
506,881 shares@ 89.86 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -10.43%
0.01%
$44.066M
490,382 shares@ 89.87 avg price
Anthony Bruccoleri@Equitable Holdings, Inc.
Recent Activity
Decreased -0.55%
0.24%
$35.974M
381,156 shares@ 94.38 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 1.14%
0.01%
$22.398M
249,260 shares@ 89.86 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 4.95%
0.03%
$19.648M
218,649 shares@ 89.86 avg price
Michael T. Lees@Jpmorgan Chase & Co
Recent Activity
Increased 1.16%
0.01%
$15.195M
174,034 shares@ 87.32 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 1.94%
0.04%
$15.291M
168,688 shares@ 90.65 avg price
Mary Therese Walsh@Win Advisors, Inc
Recent Activity
New Position
6.8%
$14.862M
165,387 shares@ 89.87 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Increased 107.44%
0.02%
$13.643M
151,818 shares@ 89.87 avg price

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