Who Owns ISHARES MORNINGSTAR (ISCB)? -- Institutional Holders (2026-06-30)

93 institutions reported holding $121.2M of ISHARES MORNINGSTAR (ISCB) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($26.4M), Cetera Investment Advisers ($20.5M), LPL Financial LLC ($15.0M), WELLS FARGO & COMPANY/MN ($5.4M), BANK OF AMERICA CORP /DE/ ($4.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$26.4M349,227Trimmed
2Cetera Investment Advisers$20.5M271,969Added
3LPL Financial LLC$15.0M198,078Added
4WELLS FARGO & COMPANY/MN$5.4M72,111Added
5BANK OF AMERICA CORP /DE/$4.8M63,984Added
6Goldstein Advisors, LLC$2.7M36,131Trimmed
7Gladstone Institutional Advisory LLC$2.6M34,130Trimmed
8RAYMOND JAMES FINANCIAL INC$2.5M33,640Trimmed
9Rockefeller Capital Management L.P.$2.2M29,413Hold
10HighTower Advisors, LLC$2.0M26,647Trimmed
11CITADEL ADVISORS LLC$2.0M26,509Trimmed
12COMMONWEALTH EQUITY SERVICES, LLC$2.0M26,267Trimmed
13MERCER GLOBAL ADVISORS INC /ADV$2.0M25,966Trimmed
14CHOREO, LLC$1.9M25,010Added
15AMERIPRISE FINANCIAL INC$1.7M22,567Added
16UBS Group AG$1.6M21,740Trimmed
17Brand Asset Management Group, Inc.$1.6M21,119Trimmed
18NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.5M20,184Trimmed
19Royal Bank of Canada$1.5M19,907Added
20NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.5M19,651Trimmed
21JPMORGAN CHASE & CO$1.3M17,214Trimmed
22JONES FINANCIAL COMPANIES LLLP$914,73312,208Added
23Perigon Wealth Management, LLC$826,03810,940Added
24OSAIC HOLDINGS, INC.$778,01010,299Added
25Richwood Investment Advisors, LLC$674,5838,934Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30