We are live on ! Find out more
ILCB icon

iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Axa
1
Axa
France
$41.3M
Bank of America
2
Bank of America
North Carolina
$18.5M +$2.26M +54,392 +14%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.5M +$173K +4,156 +1%
Ameriprise
4
Ameriprise
Minnesota
$14.1M -$1.17M -28,016 -8%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.8M +$4.13M +99,248 +48%
LPL Financial
6
LPL Financial
California
$12.2M -$314K -7,552 -3%
JP Morgan Chase
7
JP Morgan Chase
New York
$11.6M -$298K -7,172 -3%
Morgan Stanley
8
Morgan Stanley
New York
$10.6M -$238K -5,712 -2%
UBS Group
9
UBS Group
Switzerland
$9.33M +$2.06M +49,628 +29%
Wells Fargo
10
Wells Fargo
California
$6.94M +$242K +5,808 +4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$5.68M +$3.55M +85,388 +171%
WCF
12
West Coast Financial
California
$5.04M -$199K -4,780 -4%
IDA
13
Intelligence Driven Advisers
California
$4.8M -$1.06M -25,524 -18%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.34M -$18.8K -452 -0.4%
CWM
15
Cornerstone Wealth Management
Missouri
$4.05M -$62K -1,492 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.84M -$417K -10,016 -10%
BAMG
17
Brand Asset Management Group
Missouri
$3.8M -$65.9K -1,584 -2%
Citadel Advisors
18
Citadel Advisors
Florida
$3.78M -$3.12M -74,972 -45%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.37M -$335K -8,052 -9%
CAG
20
Crestwood Advisors Group
Massachusetts
$2.95M -$62.2K -1,496 -2%
AG
21
Advisor Group
Arizona
$2.65M -$44.6K -1,072 -2%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$2.23M
AAS
23
Avantax Advisory Services
Texas
$1.96M +$232K +5,568 +14%
PAG
24
Private Advisor Group
New Jersey
$1.82M -$414K -9,960 -19%
AI
25
Atria Investments
North Carolina
$1.8M +$26.3K +632 +1%