Citadel Advisors
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Citadel Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Citadel Advisors’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 		$957K Buy
+10,647
New +$1M ﹤0.01% 7753
2025
Q2 		– Sell
-58,170
Closed -$4.49M – 13711
2025
Q1 		$4.49M Buy
58,170
+30,469
+110% +$2.48M ﹤0.01% 4054
2024
Q4 		$2.25M Buy
27,701
+21,394
+339% +$1.75M ﹤0.01% 5389
2024
Q3 		$500K Sell
6,307
-26,437
-81% -$2.02M ﹤0.01% 8258
2024
Q2 		$2.46M Buy
32,744
+14,825
+83% +$1.07M ﹤0.01% 4925
2024
Q1 		$1.3M Sell
17,919
-21,544
-55% -$1.48M ﹤0.01% 6393
2023
Q4 		$2.6M Buy
39,463
+21,154
+116% +$1.3M ﹤0.01% 4908
2023
Q3 		$1.08M Sell
18,309
-5,629
-24% -$345K ﹤0.01% 6410
2023
Q2 		$1.46M Buy
23,938
+685
+3% +$39.5K ﹤0.01% 5718
2023
Q1 		$1.31M Sell
23,253
-21,899
-49% -$1.2M ﹤0.01% 6212
2022
Q4 		$2.38M Buy
+45,152
New +$2.39M ﹤0.01% 5150
2022
Q3 		– Sell
-8,416
Closed -$437K – 13068
2022
Q2 		$437K Buy
+8,416
New +$476K ﹤0.01% 8948
2021
Q4 		– Sell
-44,330
Closed -$2.69M – 14243
2021
Q3 		$2.69M Buy
44,330
+10,488
+31% +$655K ﹤0.01% 5624
2021
Q2 		$2.06M Sell
33,842
-140,030
-81% -$8.26M ﹤0.01% 6555
2021
Q1 		$9.75M Buy
173,872
+152
+0.1% +$8.36K ﹤0.01% 3000
2020
Q4 		$9.42M Buy
173,720
+163,680
+1,630% +$8.37M ﹤0.01% 2719
2020
Q3 		$489K Sell
10,040
-69,504
-87% -$3.31M ﹤0.01% 7343
2020
Q2 		$3.47M Sell
79,544
-50,964
-39% -$2.11M ﹤0.01% 3616
2020
Q1 		$4.78M Buy
130,508
+40,052
+44% +$1.75M ﹤0.01% 2764
2019
Q4 		$4.17M Buy
90,456
+332
+0.4% +$14.6K ﹤0.01% 3304
2019
Q3 		$3.78M Sell
90,124
-74,972
-45% -$3.12M ﹤0.01% 3507
2019
Q2 		$6.82M Buy
165,096
+91,716
+125% +$3.75M ﹤0.01% 2663
2019
Q1 		$2.94M Sell
73,380
-10,772
-13% -$414K ﹤0.01% 3804
2018
Q4 		$3M Sell
84,152
-106,064
-56% -$4.14M ﹤0.01% 3513
2018
Q3 		$8M Buy
190,216
+182,172
+2,265% +$7.45M ﹤0.01% 2402
2018
Q2 		$309K Buy
8,044
+1,652
+26% +$64.2K ﹤0.01% 7161
2018
Q1 		$245K Buy
+6,392
New +$256K ﹤0.01% 7035
2017
Q4 		– Sell
-6,328
Closed -$238K – 8192
2017
Q3 		$238K Buy
+6,328
New +$235K ﹤0.01% 6432
2017
Q2 		– Sell
-34,228
Closed -$1.21M – 7741
2017
Q1 		$1.21M Buy
+34,228
New +$1.19M ﹤0.01% 3737
2015
Q4 		– Sell
-77,696
Closed -$2.17M – 8920
2015
Q3 		$2.17M Sell
77,696
-12,476
-14% -$370K ﹤0.01% 2831
2015
Q2 		$2.72M Sell
90,172
-52,232
-37% -$1.61M ﹤0.01% 2692
2015
Q1 		$4.32M Buy
+142,404
New +$4.36M ﹤0.01% 2180

Other funds holding ILCB

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Citadel Advisors's ILCB Position: Q1 2026 in Review

Citadel Advisors opened a new position in iShares Morningstar US Equity ETF (ILCB) in Q1 2026: 10,647 shares worth $957K. The stake represents ﹤0.01% of the portfolio and ranks #7753 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in ILCB as recently as Q1 2025.

Citadel Advisors first reported a position in ILCB in Q1 2015 and has held it in 32 quarters since. The position peaked at $9.75M in Q1 2021. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

  • Citadel Advisors held 10,647 shares of iShares Morningstar US Equity ETF worth $957K as of Q1 2026.
  • iShares Morningstar US Equity ETF was a new Citadel Advisors position in Q1 2026.
  • iShares Morningstar US Equity ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #7753 holding.
  • Citadel Advisors first reported a position in iShares Morningstar US Equity ETF in Q1 2015 and has held it in 32 quarters since.
  • Citadel Advisors's iShares Morningstar US Equity ETF position peaked at $9.75M in Q1 2021.
  • 181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.