Funds holding iShares Morningstar US Equity ETF
ISIN US4642871275 · United States
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 58.3M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Bluemonte Large Cap Core ETF EXCHANGE TRADED CONCEPTS TRUST | 586,621 | 58.3M $ | 19.81 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Bluemonte Large Cap Core ETF EXCHANGE TRADED CONCEPTS TRUST | 19.81 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 586,621 | +10.9 % |
| 2026Q1 | 1 | 0 | 528,809 | +7.0 % |
| 2025Q4 | 1 | 0 | 494,241 | +14.6 % |
| 2025Q3 | 1 | 0 | 431,254 | +21,462.7 % |
| 2025Q2 | 1 | 0 | 2,000 | -99.6 % |
| 2025Q1 | 1 | 0 | 506,111 | +36.1 % |
| 2024Q4 | 1 | 371,920 |
Institutional managers
181 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | 548,477 | 49.3M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 506,881 | 45.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 490,382 | 44.1M $ | as of Mar 31, 2026 |
| Equitable Holdings, Inc. | 381,156 | 36M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 249,260 | 22.4M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 218,649 | 19.6M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 174,034 | 15.2M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 168,688 | 15.3M $ | as of Mar 31, 2026 |
| WIN ADVISORS, INC | 165,387 | 14.9M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 151,818 | 13.6M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 120,674 | 10.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 117,728 | 10.6M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 114,117 | 10.3M $ | as of Mar 31, 2026 |
| Wealth Forward, LLC | 99,857 | 9M $ | as of Mar 31, 2026 |
| UBS Group AG | 97,944 | 8.8M $ | as of Mar 31, 2026 |
| Corient Private Wealth LLC | 95,912 | 8.6M $ | as of Mar 31, 2026 |
| Center for Wealth Management Advisory | 93,439 | 8.4M $ | as of Mar 31, 2026 |
| Gladstone Institutional Advisory LLC | 83,274 | 7.5M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 83,037 | 7.5M $ | as of Mar 31, 2026 |
| Merit Financial Group, LLC | 73,142 | 6.6M $ | as of Mar 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | 63,337 | 5.7M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 50,314 | 4.5K $ | as of Mar 31, 2026 |
| Commonwealth Financial Services, LLC | 44,255 | 4M $ | as of Mar 31, 2026 |
| Crestwood Advisors Group, LLC | 42,290 | 3.8M $ | as of Mar 31, 2026 |
| Brand Asset Management Group, Inc. | 39,160 | 3.5M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding iShares Morningstar US Equity ETF". https://titelia.com/en/stocks/ishares-morningstar-us-equity-etf-US4642871275