William Blair & Company
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William Blair & Company’s iShares Morningstar US Equity ETF ILCB Stock Holding History

William Blair & Company’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 		$137K Buy
1,528
+776
+103% +$72.9K ﹤0.01% 1540
2025
Q4 		$71K Buy
+752
New +$70.4K ﹤0.01% 1615

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

William Blair & Company's ILCB Position: Q1 2026 in Review

William Blair & Company increased its iShares Morningstar US Equity ETF (ILCB) stake by 103% in Q1 2026, buying an estimated $72.9K and bringing the position to 1,528 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

William Blair & Company first reported a position in ILCB in Q4 2025 and has held it in 2 quarters since. 181 funds tracked by Wall St. Rank hold ILCB as of Q1 2026.

  • William Blair & Company held 1,528 shares of iShares Morningstar US Equity ETF worth $137K as of Q1 2026.
  • William Blair & Company bought 776 iShares Morningstar US Equity ETF shares in Q1 2026, an estimated $72.9K.
  • iShares Morningstar US Equity ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1540 holding.
  • William Blair & Company first reported a position in iShares Morningstar US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.