Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Cetera Investment Advisers’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.6M Buy
218,649
+10,298
+5% +$968K 0.02% 689
2025
Q4 		$19.7M Buy
208,351
+11,151
+6% +$1.04M 0.02% 676
2025
Q3 		$18.2M Buy
197,200
+151,925
+336% +$13.5M 0.02% 680
2025
Q2 		$3.88M Buy
45,275
+1,331
+3% +$105K 0.01% 1352
2025
Q1 		$3.4M Sell
43,944
-4,065
-8% -$331K 0.01% 1367
2024
Q4 		$3.9M Sell
48,009
-1,136
-2% -$92.7K 0.01% 1188
2024
Q3 		$3.89M Sell
49,145
-2,353
-5% -$180K 0.01% 1148
2024
Q2 		$3.87M Sell
51,498
-505
-1% -$36.5K 0.01% 1136
2024
Q1 		$3.77M Buy
52,003
+15,804
+44% +$1.09M 0.01% 1141
2023
Q4 		$2.38M Sell
36,199
-1,868
-5% -$115K 0.02% 722
2023
Q3 		$2.24M Sell
38,067
-472
-1% -$29K 0.02% 705
2023
Q2 		$2.35M Sell
38,539
-200
-0.5% -$11.5K 0.02% 699
2023
Q1 		$2.19M Sell
38,739
-1,864
-5% -$103K 0.02% 699
2022
Q4 		$2.14M Sell
40,603
-2,140
-5% -$113K 0.02% 681
2022
Q3 		$2.11M Sell
42,743
-197
-0.5% -$10.8K 0.04% 438
2022
Q2 		$2.23M Sell
42,940
-13,676
-24% -$774K 0.04% 496
2022
Q1 		$3.56M Sell
56,616
-983
-2% -$60.9K 0.05% 377
2021
Q4 		$3.83M Sell
57,599
-2,740
-5% -$177K 0.05% 359
2021
Q3 		$3.66M Buy
60,339
+2,144
+4% +$134K 0.06% 347
2021
Q2 		$3.54M Buy
58,195
+343
+0.6% +$20.2K 0.06% 350
2021
Q1 		$3.24M Sell
57,852
-38,072
-40% -$2.09M 0.06% 317
2020
Q4 		$5.2M Buy
95,924
+1,524
+2% +$78K 0.1% 215
2020
Q3 		$4.6M Buy
94,400
+10,840
+13% +$517K 0.38% 67
2020
Q2 		$3.65M Buy
83,560
+72,880
+682% +$3.01M 0.34% 74
2020
Q1 		$391K Buy
10,680
+844
+9% +$37K 0.05% 346
2019
Q4 		$455K Buy
9,836
+56
+0.6% +$2.46K 0.05% 360
2019
Q3 		$409K Sell
9,780
-1,380
-12% -$57.4K 0.05% 339
2019
Q2 		$460K Buy
11,160
+748
+7% +$30.6K 0.06% 311
2019
Q1 		$420K Sell
10,412
-696
-6% -$26.7K 0.06% 308
2018
Q4 		$396K Buy
11,108
+84
+0.8% +$3.28K 0.06% 294
2018
Q3 		$463K Buy
11,024
+448
+4% +$18.3K 0.07% 280
2018
Q2 		$406K Buy
10,576
+620
+6% +$24.1K 0.07% 274
2018
Q1 		$382K Buy
9,956
+1,312
+15% +$52.5K 0.07% 265
2017
Q4 		$344K Sell
8,644
-1,420
-14% -$55.3K 0.06% 298
2017
Q3 		$380K Buy
10,064
+1,752
+21% +$65.2K 0.08% 281
2017
Q2 		$303K Buy
8,312
+2,124
+34% +$76.8K 0.07% 297
2017
Q1 		$219K Sell
6,188
-120
-2% -$4.16K 0.06% 324
2016
Q4 		$210K Buy
+6,308
New +$205K 0.07% 302

Other funds holding ILCB

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers's ILCB Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares Morningstar US Equity ETF (ILCB) stake by 4.9% in Q1 2026, buying an estimated $968K and bringing the position to 218,649 shares worth $19.6M. The position accounts for 0.02% of the portfolio, ranked #689.

Cetera Investment Advisers first reported a position in ILCB in Q4 2016 and has held it in 38 quarters since. The position peaked at $19.7M in Q4 2025. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

  • Cetera Investment Advisers held 218,649 shares of iShares Morningstar US Equity ETF worth $19.6M as of Q1 2026.
  • Cetera Investment Advisers bought 10,298 iShares Morningstar US Equity ETF shares in Q1 2026, an estimated $968K.
  • iShares Morningstar US Equity ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #689 holding.
  • Cetera Investment Advisers first reported a position in iShares Morningstar US Equity ETF in Q4 2016 and has held it in 38 quarters since.
  • Cetera Investment Advisers's iShares Morningstar US Equity ETF position peaked at $19.7M in Q4 2025.
  • 181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.