ILCB icon

iShares Morningstar US Equity ETF
ILCB

81.94 USD
+0.97
1.20%
At close Dec 20, 4:00 PM EST
1 day
1.20%
5 days
-2.56%
1 month
0.09%
3 months
4.09%
6 months
8.93%
Year to date
25.50%
1 year
26.65%
5 years
78.64%
10 years
160.71%
0
Funds holding %
of 6,809 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 2 (+1) [Q3]

26% more capital invested

Capital invested by funds: $341M [Q2] → $429M (+$87.4M) [Q3]

13% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 48

6% more funds holding

Funds holding: 156 [Q2] → 166 (+10) [Q3]

3.88% more ownership

Funds ownership: 36.89% [Q2] → 40.76% (+3.88%) [Q3]

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Research analyst outlook

We haven’t received any recent analyst ratings for ILCB.

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Financial journalist opinion

Positive
Seeking Alpha
2 months ago
ILCB: The Little-Known Large Cap ETF With A Solid 20+ Year Track Record
iShares Morningstar U.S. Equity ETF is a well-diversified Index fund providing market-cap-weighted exposure to 600+ U.S. securities. Its expense ratio is just 0.03% and the ETF has over $1 billion in assets under management. Historically, ILCB's annual returns have differed from Russell 1000 and S&P 500 Index funds by nearly 5%. However, overlap is above 95% right now, suggesting similar short-term returns are likely. I've confirmed this using fundamental analysis. In this article, I'll highlight ILCB's diversification, risk, growth, valuation, and quality similarities with IWB and SPY.
ILCB: The Little-Known Large Cap ETF With A Solid 20+ Year Track Record
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