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iShares Morningstar Value ETF (ILCV) Institutional Ownership

iShares Morningstar Value ETF logo
$81.47 -0.85 (-1.03%)
As of 03:43 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Value ETF (NYSEARCA:ILCV)

Number of
Institutional Buyers
(last 12 months)
105
Total
Institutional Inflows
(last 12 months)
$161.81M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$35.97M
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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
5/20/2025 Focus Partners Wealth3,056$249K0.0%-6.1%0.024%
5/16/2025 Ascent Group LLC9,607$782K0.0%N/A0.076%
5/16/2025 Goldman Sachs Group Inc.21,520$1.75M0.0%+509.3%0.171%
5/16/2025 Jones Financial Companies Lllp3,392$276K0.0%+578.4%0.027%
5/16/2025 Sheridan Capital Management LLC57,445$4.68M3.4%-1.9%0.456%
5/16/2025 Integrated Wealth Concepts LLC7,428$605K0.0%N/A0.059%
5/15/2025 Royal Bank of Canada225,251$18.35M0.0%-0.2%1.788%
5/15/2025 Baird Financial Group Inc.27,306$2.22M0.0%-3.0%0.217%
5/14/2025 Northwestern Mutual Wealth Management Co.99,071$8.07M0.0%+3.0%0.786%
5/13/2025 Raymond James Financial Inc.403,036$32.83M0.0%+1.2%3.199%
5/13/2025 HighTower Advisors LLC5,444$443K0.0%+50.8%0.043%
5/9/2025 Atria Wealth Solutions Inc.13,075$1.07M0.0%+8.4%0.104%
5/9/2025 Kickstand Ventures LLC.4,789$390K0.1%N/A0.038%
5/8/2025 SPC Financial Inc.248,943$20.28M1.8%-0.3%1.976%
5/8/2025 Hoxton Planning & Management LLC3,200$261K0.1%N/A0.025%
5/7/2025 Woodard & Co. Asset Management Group Inc. ADV289,348$23.57M4.9%+0.4%2.296%
5/7/2025 LPL Financial LLC527,309$42.95M0.0%+15.0%4.185%
5/7/2025 Security Financial Services INC.26,168$2.13M0.4%N/A0.208%
5/7/2025 HB Wealth Management LLC11,484$935K0.0%-2.6%0.091%
5/7/2025 Caliber Wealth Management LLC KS16,479$1.34M0.2%N/A0.131%
5/6/2025 Assetmark Inc.75,390$6.14M0.0%+815.4%0.598%
5/6/2025 ANB Bank14,241$1.16M0.5%-1.1%0.113%
5/6/2025 Cetera Investment Advisers55,255$4.50M0.0%+4.4%0.439%
5/6/2025 Avantax Advisory Services Inc.133,185$10.85M0.1%-0.7%1.057%
5/6/2025 One Wealth Advisors LLC26,743$2.18M0.3%N/A0.212%
5/6/2025 NorthStar Asset Management LLC NJ 60,837$4.96M1.5%+3.4%0.483%
5/6/2025 Quadrant Private Wealth Management LLC15,708$1.28M0.3%N/A0.125%
5/5/2025 Wealth Alliance LLC26,413$2.15M0.3%N/A0.210%
5/5/2025 Nwam LLC3,960$323K0.0%N/A0.031%
5/2/2025 Mayflower Financial Advisors LLC9,331$760K0.1%N/A0.074%
5/2/2025 Theory Financial LLC4,831$393K0.2%N/A0.038%
5/2/2025 Shared Vision Wealth Group LLC11,081$903K0.5%+33.7%0.088%
5/2/2025 Lauer 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%
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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%
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%
2/17/2025 Royal Bank of Canada225,794$18.29M0.0%-1.7%1.858%
2/17/2025 Focus Partners Wealth3,256$264K0.0%N/A0.027%
2/17/2025 Cetera Investment Advisers52,902$4.28M0.0%-5.1%0.435%
2/17/2025 Citadel Advisors LLC4,989$404K0.0%+17.7%0.041%
2/17/2025 Baird Financial Group Inc.28,144$2.28M0.0%-2.1%0.232%
2/17/2025 Bank of America Corp DE758,802$61.45M0.0%-4.1%6.245%
2/17/2025 Ameriprise Financial Inc.28,343$2.30M0.0%+1.3%0.233%
2/17/2025 Aptus Capital Advisors LLC397$32K0.0%N/A0.003%
2/17/2025 Apex Wealth Management LLC49,905$4.04M3.5%N/A0.411%
2/14/2025 Jane Street Group LLC7,695$623K0.0%N/A0.063%
2/14/2025 Navigoe LLC1,393$112K0.1%N/A0.011%
2/14/2025 Comerica Bank13,947$1.13M0.0%-1.6%0.115%
2/14/2025 Lido Advisors LLC9,814$795K0.0%+232.5%0.081%
2/14/2025 OneDigital Investment Advisors LLC5,188$420K0.0%+79.1%0.043%
Everyone’s watching Nvidia right now. Here’s why I’m excited. (Ad)

So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal with Saudi Arabia to power its new AI empire 🤯 We’re talking about hundreds of thousands of chips, including their latest Grace Blackwell supercomputer.

🎯 Click here to watch the video and get the free ticker XGPT just flagged.
2/14/2025 MML Investors Services LLC60,936$4.94M0.0%+3.3%0.502%
2/13/2025 NewEdge Advisors LLC7,320$593K0.0%+2.3%0.060%
2/13/2025 Mariner LLC33,969$2.75M0.0%+0.8%0.280%
2/13/2025 TME Financial Inc.3,160$260K0.2%N/A0.026%
2/13/2025 Synovus Financial Corp8,860$718K0.0%N/A0.073%
2/13/2025 Raymond 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%
2/13/2025 Perennial Investment Advisors LLC3,781$306K0.0%+25.9%0.031%
2/13/2025 Wells Fargo & Company MN201,853$16.35M0.0%-2.4%1.661%
2/12/2025 Orion Portfolio Solutions LLC13,193$1.07M0.0%+65.3%0.109%
(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, 147 institutional investors and hedge funds held shares of iShares Morningstar Value ETF. The most heavily invested institutionals were 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 ($42.95M), UBS Group AG ($35.83M), and Raymond James Financial Inc. ($32.83M).Learn more on ILCV's institutional investors.

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

Of the 127 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. ($801.30K), Fullerton Fund Management Co Ltd. ($448.20K), Woodard & Co. Asset Management Group Inc. ADV ($289.29K), LPL Financial LLC ($180.40K), Assetmark Inc. ($75.37K), and Cetera Investment Advisers ($58.16K).

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

Institutional investors have bought a total of 3,687,643 shares in the last 24 months. This purchase volume represents approximately $278.49M in transactions.

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

Of the 60 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. ($98.43K), Lauer Wealth LLC ($44.34K), Raymond James & Associates ($44.23K), and Bank of America Corp DE ($32.62K).

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

Institutional investors have sold a total of 839,786 shares in the last 24 months. This volume of shares sold represents approximately $64.60M in transactions.


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This page (NYSEARCA:ILCV) was last updated on 6/13/2025 by MarketBeat.com Staff
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