ILCB

Ishares Morningstar U.s. Equ

Latest period2026 - Q2Total superinvestors55

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 55 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 16.63%
0.31%
$66.301M
639,665 shares@ 103.65 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -2.56%
0.03%
$17.205M
164,364 shares@ 104.68 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 6.05%
0.05%
$8.04M
77,566 shares@ 103.66 avg price
Michael Seese@Commonwealth Financial Services, Llc
Recent Activity
Increased 4.62%
0.65%
$4.799M
46,297 shares@ 103.65 avg price
Brian Dennen@Independent Financial Group, Llc
Recent Activity
Decreased -0.94%
0.07%
$3.624M
34,961 shares@ 103.66 avg price
Fernando Fussa@J.w. Cole Advisors, Inc.
Recent Activity
New Position
0.05%
$2.91M
28,072 shares@ 103.65 avg price
Brandon Silvia@Silvia Mccoll Wealth Management, Llc
Recent Activity
Decreased -9.82%
0.99%
$1.637M
15,795 shares@ 103.65 avg price
Reema Patel@Councilor Wealth, Llc
Recent Activity
0.65%
$1.603M
15,465 shares@ 103.66 avg price
Kenneth Carbaugh@Liberty Capital Management, Inc.
Recent Activity
0.22%
$1.271M
12,260 shares@ 103.65 avg price
David R. Hess@Wealth Management Associates, Inc.
Recent Activity
Decreased -0.17%
0.35%
$1.266M
12,213 shares@ 103.65 avg price

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