We are live on ! Find out more
ILCB icon

iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1
Equitable Holdings
New York
$46.2M +$43.9M +1,001,204 New
Bank of America
2
Bank of America
North Carolina
$20.8M +$381K +8,692 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$19.6M +$383K +8,736 +2%
Ameriprise
4
Ameriprise
Minnesota
$15.2M -$370K -8,432 -2%
UBS Group
5
UBS Group
Switzerland
$15.1M +$4.66M +106,188 +48%
LPL Financial
6
LPL Financial
California
$13M -$309K -7,040 -2%
JP Morgan Chase
7
JP Morgan Chase
New York
$12.7M +$39.5K +900 +0.3%
Morgan Stanley
8
Morgan Stanley
New York
$11.7M +$77.5K +1,768 +0.7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.56M -$4.28M -97,664 -32%
Wells Fargo
10
Wells Fargo
California
$7.07M -$522K -11,912 -7%
BWM
11
Benchmark Wealth Management
Connecticut
$6.25M +$5.94M +135,544 New
WCF
12
West Coast Financial
California
$5.02M -$490K -11,172 -9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.82M +$47.9K +1,092 +1%
IDA
14
Intelligence Driven Advisers
California
$4.41M -$823K -18,764 -16%
Citadel Advisors
15
Citadel Advisors
Florida
$4.17M +$14.6K +332 +0.4%
BAMG
16
Brand Asset Management Group
Missouri
$3.98M -$182K -4,156 -5%
AWM
17
AE Wealth Management
Kansas
$3.9M +$3.71M +84,676 New
SS
18
Simplicity Solutions
Minnesota
$3.9M +$3.71M +84,596 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.43M -$263K -5,992 -7%
CAG
20
Crestwood Advisors Group
Massachusetts
$3.22M -$21.7K -496 -0.7%
AG
21
Advisor Group
Arizona
$3.05M +$131K +2,996 +5%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.74M -$1.41M -32,112 -35%
AAS
23
Avantax Advisory Services
Texas
$2.63M +$462K +10,528 +23%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$2.53M
MML Investors Services
25
MML Investors Services
Massachusetts
$2.08M +$184K +4,192 +10%