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 136 institutions that hold shares in the stock, with a total of 8.09 Million shares, which have been reported (via 13F filing form) to have a value of $656 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
240
shares
|
$19,466
0.0% of portfolio
|
Q2 2024
Reduced 5.51%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
129
shares
|
$10,463
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
100
shares
|
$8,111
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
96
shares
|
$7,786
0.0% of portfolio
|
Q3 2024
Reduced 49.47%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
64
shares
|
$5,191
0.0% of portfolio
|
Q3 2024
Reduced 9.86%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
30
shares
|
$2,433
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
19
shares
|
$1,541
0.0% of portfolio
|
Q3 2024
Reduced 40.63%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
13
shares
|
$1,054
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|