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 133 institutions that hold shares in the stock, with a total of 8.18 Million shares, which have been reported (via 13F filing form) to have a value of $685 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
171
shares
|
$14,312
0.0% of portfolio
|
Q1 2024
Added 0.59%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
129
shares
|
$10,797
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 08, 2024 Q2 2024 |
71
shares
|
$5,942
0.0% of portfolio
|
Q2 2024
Reduced 8.97%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
30
shares
|
$2,511
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
19
shares
|
$1,590
0.0% of portfolio
|
Q3 2024
Reduced 40.63%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
13
shares
|
$1,088
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|