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iShares Morningstar Value ETF (ILCV) Institutional Ownership

iShares Morningstar Value ETF logo
$79.63 +0.92 (+1.17%)
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Value ETF (NYSEARCA:ILCV)

Number of
Institutional Buyers
(last 12 months)
92
Total
Institutional Inflows
(last 12 months)
$141.07M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$43.10M
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ILCV Institutional Buying and Selling by Quarter

iShares Morningstar Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Mayflower Financial Advisors LLC9,331$760K0.1%N/A0.074%
5/2/2025Theory Financial LLC4,831$393K0.2%N/A0.038%
5/2/2025Shared Vision Wealth Group LLC11,081$903K0.5%+33.7%0.088%
5/2/2025Lauer Wealth LLC143,723$11.32M8.8%+7.1%1.141%
5/1/2025 Key Financial Inc6,304$513K0.1%+2.2%0.050%
5/1/2025 LRI Investments LLC1,866$152K0.0%+16.6%0.015%
4/30/2025 Moloney Securities Asset Management LLC2,477$202K0.0%N/A0.020%
4/30/2025 Horst & Graben Wealth Management LLC10,188$830K0.1%+31.7%0.082%
4/30/2025 Fullcircle Wealth LLC3,523$276K0.1%N/A0.028%
4/29/2025 Apex Wealth Management LLC50,261$4.09M3.7%+0.7%0.404%
4/29/2025 Envestnet Asset Management Inc.67,150$5.47M0.0%-6.3%0.539%
4/29/2025 Wayfinding Financial LLC1,253$102K0.0%N/A0.010%
4/29/2025 Strategic Blueprint LLC4,052$330K0.0%N/A0.033%
4/29/2025 OneDigital Investment Advisors LLC10,299$839K0.0%+98.5%0.083%
4/28/2025 Detalus Advisors LLC8,077$658K0.2%+25.8%0.065%
4/28/2025 Lansing Street Advisors6,489$529K0.2%N/A0.052%
4/25/2025 Mather Group LLC.37,936$3.09M0.0%-18.5%0.305%
4/25/2025 RCS Financial Planning LLC3,003$245K0.1%N/A0.024%
4/24/2025 Transcend Capital Advisors LLC4,768$388K0.0%N/A0.038%
4/23/2025 TSA Wealth Managment LLC6,653$542K0.2%N/A0.053%
4/23/2025 Perigon Wealth Management LLC3,776$308K0.0%N/A0.030%
4/22/2025 Flagship Harbor Advisors LLC18,562$1.51M0.1%+1.5%0.149%
4/22/2025 Cambridge Investment Research Advisors Inc.86,471$7.04M0.0%+1.2%0.695%
4/22/2025 Madison Wealth Partners Inc35,098$2.86M0.7%-8.7%0.282%
4/22/2025 EWA LLC3,264$266K0.1%N/A0.026%
4/22/2025 Ellis Investment Partners LLC15,231$1.24M0.3%-2.4%0.122%
4/21/2025 Jim Saulnier & Associates LLC41,214$3.36M2.7%+3.9%0.331%
4/21/2025 Means Investment CO. Inc.3,165$258K0.0%-39.7%0.025%
4/21/2025 Kiley Juergens Wealth Management LLC88,572$7.21M1.9%+1.3%0.711%
4/21/2025 Barrett & Company Inc.93,097$7.58M3.3%-5.7%0.748%
4/17/2025 Sound Income Strategies LLC2,303$188K0.0%N/A0.018%
4/16/2025 Wealth Enhancement Advisory Services LLC118,738$9.67M0.0%-1.8%0.954%
4/16/2025 Steele Capital Management Inc.691,144$56.29M2.9%+0.2%5.551%
4/15/2025 Kelly Financial Services LLC15,461$1.26M0.4%N/A0.124%
4/15/2025 My Legacy Advisors LLC2,915$237K0.1%N/A0.023%
4/15/2025 Ipsen Advisor Group LLC12,717$1.04M0.9%+11.6%0.102%
4/14/2025 Farther Finance Advisors LLC1,489$121K0.0%N/A0.012%
4/14/2025 Dentgroup LLC36,071$2.94M2.2%+1.0%0.290%
4/14/2025 ONE Advisory Partners LLC9,076$739K0.3%N/A0.073%
4/10/2025 Chesley Taft & Associates LLC8,742$712K0.0%N/A0.070%
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4/10/2025 Cypress Wealth Services LLC6,018$490K0.1%N/A0.048%
4/10/2025 Matrix Trust Co689,558$56.16M9.5%+0.1%5.539%
4/10/2025 Brand Asset Management Group Inc.14,628$1.19M0.5%+3.9%0.117%
4/9/2025 Harbor Investment Advisory LLC3,250$265K0.0%-23.5%0.026%
4/9/2025 Flagstar Advisors Inc.5,663$461K0.1%-4.0%0.045%
3/17/2025 Wealth Enhancement Advisory Services LLC120,910$9.79M0.0%+34.9%0.963%
2/25/2025B. Riley Wealth Advisors Inc.2,880$233K0.0%-40.6%0.024%
2/17/2025Royal Bank of Canada225,794$18.29M0.0%-1.7%1.858%
2/17/2025Focus Partners Wealth3,256$264K0.0%N/A0.027%
2/17/2025Cetera Investment Advisers52,902$4.28M0.0%-5.1%0.435%
2/17/2025Citadel Advisors LLC4,989$404K0.0%+17.7%0.041%
2/17/2025Baird Financial Group Inc.28,144$2.28M0.0%-2.1%0.232%
2/17/2025Bank of America Corp DE758,802$61.45M0.0%-4.1%6.245%
2/17/2025Ameriprise Financial Inc.28,343$2.30M0.0%+1.3%0.233%
2/17/2025Aptus Capital Advisors LLC397$32K0.0%N/A0.003%
2/17/2025 Apex Wealth Management LLC49,905$4.04M3.5%N/A0.411%
2/14/2025Jane Street Group LLC7,695$623K0.0%N/A0.063%
2/14/2025Navigoe LLC1,393$112K0.1%N/A0.011%
2/14/2025Comerica Bank13,947$1.13M0.0%-1.6%0.115%
2/14/2025Lido Advisors LLC9,814$795K0.0%+232.5%0.081%
2/14/2025 OneDigital Investment Advisors LLC5,188$420K0.0%+79.1%0.043%
2/14/2025MML Investors Services LLC60,936$4.94M0.0%+3.3%0.502%
2/13/2025NewEdge Advisors LLC7,320$593K0.0%+2.3%0.060%
2/13/2025Mariner LLC33,969$2.75M0.0%+0.8%0.280%
2/13/2025TME Financial Inc.3,160$260K0.2%N/A0.026%
2/13/2025Synovus Financial Corp8,860$718K0.0%N/A0.073%
2/13/2025Raymond James Financial Inc.398,264$32.25M0.0%N/A3.278%
2/13/2025 Envestnet Asset Management Inc.71,672$5.80M0.0%+16.6%0.590%
2/13/2025Perennial Investment Advisors LLC3,781$306K0.0%+25.9%0.031%
2/13/2025Wells Fargo & Company MN201,853$16.35M0.0%-2.4%1.661%
2/12/2025Orion Portfolio Solutions LLC13,193$1.07M0.0%+65.3%0.109%
2/12/2025JPMorgan Chase & Co.166,499$13.48M0.0%+14.8%1.370%
2/12/2025 Ipsen Advisor Group LLC11,397$923K0.8%N/A0.094%
2/11/2025LPL Financial LLC458,437$37.12M0.0%+13.8%3.773%
2/10/2025 Flagship Wealth Advisors LLC1,500$121K0.1%N/A0.012%
2/10/2025Corient Private Wealth LLC104,536$8.47M0.0%-4.2%0.860%
2/10/2025Commonwealth Equity Services LLC142,769$11.56M0.0%+7.7%1.175%
2/10/2025 Madison Wealth Partners Inc38,444$3.11M0.9%+2.6%0.316%
2/10/2025 Mascoma Wealth Management LLC788$64K0.0%N/A0.006%
2/10/2025Avantax Advisory Services Inc.134,061$10.86M0.1%+0.7%1.103%
2/6/2025Raymond James Financial Inc.398,264$32.25M0.0%N/A3.278%
2/6/2025SPC Financial Inc.249,623$20.21M1.8%+2.4%2.055%
2/6/2025Assetmark Inc.8,236$667K0.0%+43,247.4%0.068%
2/6/2025 Detalus Advisors LLC6,423$520K0.2%+22.0%0.053%
2/5/2025 Halbert Hargrove Global Advisors LLC880$71K0.0%N/A0.007%
2/4/2025 Bank of New York Mellon Corp617,786$50.03M0.0%-0.7%5.085%
2/4/2025Addison Advisors LLC1,335$108K0.0%N/A0.011%
2/3/2025 Aspect Partners LLC1,273$103K0.1%N/A0.010%
1/31/2025Global Retirement Partners LLC7,863$637K0.0%-12.6%0.065%
1/31/2025 Steele Capital Management Inc.689,990$55.88M2.9%-0.6%5.679%
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1/31/2025 Key Financial Inc6,169$500K0.1%+13.8%0.051%
1/31/2025Atria Wealth Solutions Inc.12,059$977K0.0%+15.6%0.099%
1/31/2025 Truist Financial Corp47,141$3.82M0.0%+26.0%0.388%
1/31/2025Woodard & Co. Asset Management Group Inc. ADV288,156$23.34M5.0%+4,585.5%2.372%
1/31/2025Sanctuary Advisors LLC33,118$2.80M0.0%+1.4%0.273%
1/30/2025 Ellis Investment Partners LLC15,606$1.26M0.2%-1.9%0.128%
1/29/2025Savant Capital LLC25,941$2.10M0.0%-26.1%0.214%
1/28/2025Kestra Private Wealth Services LLC8,943$724K0.0%+1.5%0.074%
1/28/2025 Barrett & Company Inc.98,727$8.00M3.4%+2.5%0.813%
1/27/2025 Avid Wealth Partners LLC3,174$257K0.2%N/A0.026%
(Data available from 1/1/2016 forward)

ILCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ILCV shares?

During the previous two years, 134 institutional investors and hedge funds held shares of iShares Morningstar Value ETF. The most heavily invested institutionals were Equitable Holdings Inc. ($69.57M), Bank of America Corp DE ($61.45M), Steele Capital Management Inc. ($56.29M), Matrix Trust Co ($56.16M), Bank of New York Mellon Corp ($50.03M), LPL Financial LLC ($37.12M), and UBS Group AG ($35.83M).Learn more on ILCV's institutional investors.

Which institutional investors have been buying iShares Morningstar Value ETF stock?

Of the 115 institutional investors that purchased iShares Morningstar Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Steele Capital Management Inc. ($834.30K), Raymond James Financial Inc. ($796.53K), Fullerton Fund Management Co Ltd. ($448.20K), Woodard & Co. Asset Management Group Inc. ADV ($288.10K), Lauer Wealth LLC ($173.07K), LPL Financial LLC ($121.48K), and Barrett & Company Inc. ($106.96K).

How much institutional buying is happening at iShares Morningstar Value ETF?

Institutional investors have bought a total of 3,657,765 shares in the last 24 months. This purchase volume represents approximately $271.08M in transactions.

Which iShares Morningstar Value ETF major shareholders have been selling company stock?

Of the 59 institutional investors that sold iShares Morningstar Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Steele Capital Management Inc. ($143.16K), Matrix Trust Co ($126.60K), Janney Montgomery Scott LLC ($117.68K), Avantax Advisory Services Inc. ($97.55K), Equitable Holdings Inc. ($83.90K), Truist Financial Corp ($55.91K), and Lauer Wealth LLC ($44.34K).

How much institutional selling is happening at iShares Morningstar Value ETF?

Institutional investors have sold a total of 974,914 shares in the last 24 months. This volume of shares sold represents approximately $73.16M in transactions.


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This page (NYSEARCA:ILCV) was last updated on 5/2/2025 by MarketBeat.com Staff
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