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 188 institutions that hold shares in the stock, with a total of 9.53 Million shares, which have been reported (via 13F filing form) to have a value of $770 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
6,221
shares
|
$503,154
0.0% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
6,018
shares
|
$486,735
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
5,663
shares
|
$458,023
0.12% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,540
shares
|
$448,075
0.01% of portfolio
|
Q2 2020
Added 3.83%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
5,444
shares
|
$440,310
0.0% of portfolio
|
Q1 2025
Added 50.8%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
5,279
shares
|
$426,965
0.11% of portfolio
|
Q2 2024
Reduced 5.38%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,249
shares
|
$424,539
0.05% of portfolio
|
Q1 2025
Added 38.83%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
5,090
shares
|
$411,679
0.07% of portfolio
|
Q3 2022
Reduced 6.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,062
shares
|
$409,414
0.0% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
5,000
shares
|
$404,400
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
4,831
shares
|
$390,731
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
4,822
shares
|
$390,003
0.2% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
4,789
shares
|
$387,334
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4,768
shares
|
$385,635
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,652
shares
|
$376,253
0.0% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
4,652
shares
|
$376,253
0.13% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
4,371
shares
|
$353,526
0.19% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,200
shares
|
$339,696
0.01% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
4,052
shares
|
$327,725
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
3,960
shares
|
$320,284
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
3,800
shares
|
$307,344
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
3,776
shares
|
$305,402
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
3,680
shares
|
$297,638
0.09% of portfolio
|
Q2 2021
Added 100.0%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
3,665
shares
|
$296,425
0.01% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,532
shares
|
$285,668
0.01% of portfolio
|
Q3 2023
New holding
|