As of the latest SEC filings, ISHARES MORNINGSTAR U.S. EQUITY ETF (ILCB) is held by 5 institutional funds. The largest fund shareholder is Bluemonte Large Cap Core ETF (BLUC), holding an estimated $58,304,261.19 in market value, representing 19.81% of its portfolio.
Funds holding ISHARES MORNINGSTAR U.S. EQUITY ETF (ILCB)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ILCB
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
BLUC
Bluemonte Large Cap Core ETF
|
ETF | Independent / Boutique | 19.81% | $58,304,261.19 | 586,621 | Apr 30, 2026 | Jun 26, 2026 |
|
-
EQ/Large Cap Core Managed Volatility Portfolio
|
ETF | Independent / Boutique | 1.76% | $31,280,984.88 | 348,108 | Mar 31, 2026 | May 26, 2026 |
|
-
EQ/Large Cap Growth Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.04% | $1,410,083.12 | 15,692 | Mar 31, 2026 | May 26, 2026 |
|
-
EQ/Large Cap Value Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.01% | $486,681.76 | 5,416 | Mar 31, 2026 | May 26, 2026 |
|
BRES
Burney U.S. Equity Select ETF
|
ETF | Independent / Boutique | 0.01% | $44,526.72 | 448 | Apr 30, 2026 | Jun 29, 2026 |
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