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 |
|---|---|---|---|---|---|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
3,523
shares
|
$284,940
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,467
shares
|
$280,410
0.01% of portfolio
|
Q1 2024
Reduced 5.32%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
3,444
shares
|
$278,550
0.0% of portfolio
|
Q1 2025
Added 23.57%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
3,311
shares
|
$267,793
0.06% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
3,264
shares
|
$263,992
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
3,250
shares
|
$262,860
0.02% of portfolio
|
Q1 2025
Reduced 23.53%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,243
shares
|
$262,293
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
3,200
shares
|
$258,816
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
3,200
shares
|
$258,816
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
May 14, 2025 Q1 2025 |
3,192
shares
|
$258,168
0.23% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
3,165
shares
|
$255,985
0.03% of portfolio
|
Q1 2025
Reduced 39.71%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
3,021
shares
|
$244,338
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
3,003
shares
|
$242,882
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
2,955
shares
|
$239,000
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
2,915
shares
|
$235,765
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
2,880
shares
|
$232,934
0.01% of portfolio
|
Q4 2024
Reduced 40.59%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
2,783
shares
|
$225,089
0.0% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
2,535
shares
|
$205,030
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,477
shares
|
$200,339
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,465
shares
|
$199,369
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,303
shares
|
$186,266
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
2,000
shares
|
$161,760
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,900
shares
|
$153,672
0.01% of portfolio
|
Q4 2024
Added 77.57%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,866
shares
|
$150,922
0.01% of portfolio
|
Q1 2025
Added 16.63%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
1,500
shares
|
$121,320
0.07% of portfolio
|
Q4 2024
New holding
|