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 9.5 Million shares, which have been reported (via 13F filing form) to have a value of $809 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
10,188
shares
|
$867,304
0.16% of portfolio
|
Q1 2025
Added 31.7%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
10,124
shares
|
$861,856
0.01% of portfolio
|
Q2 2025
Reduced 11.84%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
10,016
shares
|
$852,662
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
9,845
shares
|
$838,104
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
9,391
shares
|
$799,455
0.0% of portfolio
|
Q1 2025
Added 88.23%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
9,331
shares
|
$794,348
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
9,076
shares
|
$772,639
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
9,004
shares
|
$766,510
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
8,907
shares
|
$758,252
0.49% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
8,902
shares
|
$757,827
0.01% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
8,895
shares
|
$757,231
0.01% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
8,742
shares
|
$744,206
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,863
shares
|
$669,377
0.02% of portfolio
|
Q4 2024
Reduced 12.57%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
7,428
shares
|
$632,345
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
7,230
shares
|
$615,489
0.0% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
7,030
shares
|
$598,463
0.07% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
6,788
shares
|
$577,862
0.11% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
6,770
shares
|
$576,330
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
6,750
shares
|
$574,627
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
6,698
shares
|
$570,200
0.1% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,655
shares
|
$566,540
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
6,653
shares
|
$566,369
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
6,599
shares
|
$561,772
0.08% of portfolio
|
Q2 2025
Reduced 75.32%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,500
shares
|
$553,345
0.0% of portfolio
|
Q3 2022
Reduced 3.79%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
6,304
shares
|
$536,659
0.11% of portfolio
|
Q1 2025
Added 2.19%
|