Institutional Ownership Ishares Morningstar Value ETF (ILCV)
This table provides information about the institutional ownership of Ishares Morningstar Value ETF (ILCV). We have compiled data on the 187 institutions that hold shares in the stock, with a total of 9.39 Million shares, which have been reported (via 13F filing form) to have a value of $846 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
10,825
shares
|
$975,332
0.28% of portfolio
|
Q2 2025
Added 34.02%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
10,674
shares
|
$961,727
0.01% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
10,145
shares
|
$914,064
0.37% of portfolio
|
Q3 2025
Reduced 30.27%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
10,016
shares
|
$902,441
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
9,878
shares
|
$890,007
0.0% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
9,196
shares
|
$828,559
0.02% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
9,065
shares
|
$816,756
0.38% of portfolio
|
Q2 2025
Reduced 18.19%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
8,948
shares
|
$806,214
0.53% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
8,915
shares
|
$803,241
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
8,898
shares
|
$801,709
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
8,742
shares
|
$787,654
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
8,609
shares
|
$775,670
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
8,089
shares
|
$728,818
0.14% of portfolio
|
Q2 2025
Added 28.32%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
7,910
shares
|
$712,691
0.01% of portfolio
|
Q2 2025
Added 184.23%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
7,842
shares
|
$706,564
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
7,217
shares
|
$650,251
0.0% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
7,030
shares
|
$633,403
0.07% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
6,788
shares
|
$611,598
0.11% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
6,750
shares
|
$608,175
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
6,698
shares
|
$603,489
0.1% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
6,599
shares
|
$594,569
0.08% of portfolio
|
Q2 2025
Reduced 75.32%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,500
shares
|
$585,650
0.0% of portfolio
|
Q3 2022
Reduced 3.79%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
6,395
shares
|
$576,189
0.05% of portfolio
|
Q2 2025
Added 21.83%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
6,354
shares
|
$572,495
0.03% of portfolio
|
Q3 2025
Added 52.19%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
6,259
shares
|
$563,935
0.01% of portfolio
|
Q3 2025
Reduced 7.55%
|