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iShares Morningstar Value ETF (ILCV) Institutional Ownership

iShares Morningstar Value ETF logo
$88.05 -1.83 (-2.04%)
Closing price 10/10/2025 04:10 PM Eastern
Extended Trading
$87.93 -0.12 (-0.14%)
As of 10/10/2025 04:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Value ETF (NYSEARCA:ILCV)

Number of
Institutional Buyers
(last 12 months)
118
Total
Institutional Inflows
(last 12 months)
$177.31M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$44.01M
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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
10/10/2025 Sound Income Strategies LLC6,354$571K0.0%+52.2%0.052%
10/6/2025 SMI Advisory Services LLC2,363$214K0.0%N/A0.019%
10/3/2025 Dentgroup LLC30,608$2.76M1.8%-1.4%0.249%
9/26/2025Corient Private Wealth LLC104,589$8.72M0.0%-6.0%0.840%
9/4/2025Osaic Holdings Inc.141,788$11.82M0.0%+0.4%1.139%
8/27/2025Orion Porfolio Solutions LLC15,783$1.32M0.0%+3.3%0.127%
8/19/2025B. Riley Wealth Advisors Inc.2,522$210K0.0%N/A0.020%
8/15/2025Tower Research Capital LLC TRC 4,601$384K0.0%+316.4%0.037%
8/15/2025Corient Private Wealth LLC104,589$8.72M0.0%-6.0%0.840%
8/15/2025Equitable Holdings Inc.904,531$75.43M0.6%+2.9%7.265%
8/15/2025Orion Porfolio Solutions LLC15,783$1.32M0.0%+3.3%0.127%
8/15/2025Monograph Wealth Advisors LLC8,915$743K0.1%N/A0.072%
8/15/2025EP Wealth Advisors LLC2,936$245K0.0%N/A0.024%
8/15/2025Bank of America Corp DE812,173$67.73M0.0%+2.5%6.523%
8/15/2025Ameriprise Financial Inc.26,369$2.20M0.0%-0.8%0.212%
8/14/2025Raymond James Financial Inc.410,991$34.27M0.0%+2.0%3.301%
8/13/2025Baird Financial Group Inc.26,869$2.24M0.0%-1.6%0.216%
8/13/2025Twin Peaks Wealth Advisors LLC542$46K0.0%N/A0.004%
8/13/2025Northwestern Mutual Wealth Management Co.113,090$9.43M0.0%+14.2%0.908%
8/13/2025Lauer Wealth LLC137,844$11.69M9.8%-4.1%1.107%
8/12/2025J.W. Cole Advisors Inc.9,196$767K0.0%+2.1%0.074%
8/12/2025Steward Partners Investment Advisory LLC5,485$457K0.0%+8.4%0.044%
8/12/2025Global Retirement Partners LLC11,813$985K0.0%N/A0.095%
8/12/2025JPMorgan Chase & Co.280,679$23.41M0.0%+22.7%2.254%
8/12/2025NorthStar Asset Management LLC NJ 64,957$5.42M1.5%+6.8%0.522%
8/11/2025Perennial Investment Advisors LLC6,395$533K0.1%+21.8%0.051%
8/11/2025ANB Bank14,548$1.21M0.5%+2.2%0.117%
8/8/2025Kingsview Wealth Management LLC2,770$231K0.0%N/A0.022%
8/8/2025Avantax Advisory Services Inc.135,984$11.34M0.1%+2.1%1.092%
8/8/2025Cetera Investment Advisers59,733$4.98M0.0%+8.1%0.480%
8/8/2025Creative Planning5,105$426K0.0%+9.7%0.041%
8/8/2025Security Financial Services INC.3,249$271K0.0%-87.6%0.026%
8/8/2025Wealth Alliance LLC5,247$438K0.0%-80.1%0.042%
8/8/2025Apex Wealth Management LLC50,509$4.21M3.4%+0.5%0.406%
8/7/2025Nwam LLC2,602$221K0.0%-34.3%0.021%
8/7/2025Shared Vision Wealth Group LLC9,065$761K0.4%-18.2%0.073%
8/6/2025Quadrant Private Wealth Management LLC5,140$429K0.1%-67.3%0.041%
8/6/2025Ipsen Advisor Group LLC12,970$1.08M0.8%+2.0%0.104%
8/5/2025Sheridan Capital Management LLC58,445$4.87M3.4%+1.7%0.469%
8/5/2025Key Financial Inc8,089$675K0.1%+28.3%0.065%
8/4/2025Jim Saulnier & Associates LLC38,655$3.22M2.2%-6.2%0.310%
8/4/2025Assetmark Inc.1,626$136K0.0%-97.8%0.013%
8/4/2025Flagship Harbor Advisors LLC17,586$1.47M0.1%-5.3%0.141%
8/4/2025Mayflower Financial Advisors LLC3,212$268K0.0%-65.6%0.026%
8/1/2025Cedar Point Capital Partners LLC8,776$732K0.5%-1.5%0.070%
8/1/2025Envestnet Asset Management Inc.59,010$4.92M0.0%-12.1%0.474%
7/31/2025TSA Wealth Managment LLC2,472$206K0.1%-62.8%0.020%
7/29/2025Madison Wealth Partners Inc34,267$2.86M0.6%-2.4%0.275%
7/29/2025Woodard & Co. Asset Management Group Inc. ADV290,457$24.22M4.4%+0.4%2.333%
7/29/2025Stratos Wealth Partners LTD.7,910$660K0.0%+184.2%0.064%
7/29/2025Horst & Graben Wealth Management LLC11,964$998K0.2%+17.4%0.096%
7/25/2025Atria Wealth Solutions Inc.14,036$1.17M0.0%+7.3%0.113%
7/25/2025Courage Miller Partners LLC3,606$301K0.1%-22.5%0.029%
7/25/2025ONE Advisory Partners LLC3,126$268K0.1%-65.6%0.025%
7/25/2025SPC Financial Inc.246,737$20.58M1.7%-0.9%1.982%
7/25/2025CWM LLC23,383$1.95M0.0%+0.7%0.188%
7/24/2025Robertson Stephens Wealth Management LLC10,016$835K0.0%N/A0.080%
7/24/2025Edge Financial Advisors LLC6,750$569K0.3%N/A0.054%
7/23/2025Detalus Advisors LLC10,825$903K0.3%+34.0%0.087%
7/23/2025Prime Capital Investment Advisors LLC29,504$2.46M0.0%-22.1%0.237%
7/22/2025Duncan Williams Asset Management LLC3,982$332K0.1%N/A0.032%
7/22/2025Kickstand Ventures LLC.3,982$332K0.1%-16.9%0.032%
7/21/2025Barrett & Company Inc.92,317$7.70M2.9%-0.8%0.742%
7/18/2025EWA LLC4,531$378K0.1%+38.8%0.036%
7/18/2025Truist Financial Corp25,729$2.15M0.0%-46.7%0.207%
7/17/2025One Wealth Advisors LLC6,599$550K0.1%-75.3%0.053%
7/17/2025Halbert Hargrove Global Advisors LLC703$59K0.0%-15.8%0.006%
7/17/2025HB Wealth Management LLC10,124$844K0.0%-11.8%0.081%
7/17/2025Janney Montgomery Scott LLC79,691$6.65M0.0%+50.8%0.640%
7/17/2025Kelly Financial Services LLC5,831$486K0.1%-62.3%0.047%
7/17/2025 Sound Income Strategies LLC4,175$348K0.0%+81.3%0.034%
7/16/2025Kiley Juergens Wealth Management LLC89,184$7.44M1.7%+0.7%0.716%
7/16/2025GenWealth Group Inc.17,994$1.50M0.3%-2.6%0.145%
7/14/2025Matrix Trust Co700,341$58.40M9.3%+1.6%5.625%
7/11/2025Farther Finance Advisors LLC656$55K0.0%-55.9%0.005%
7/10/2025Wealth Enhancement Advisory Services LLC116,842$9.93M0.0%-1.6%0.938%
7/9/2025Brand Asset Management Group Inc.15,233$1.27M0.5%+4.1%0.122%
7/2/2025 Dentgroup LLC31,053$2.59M1.8%-13.9%0.251%
5/20/2025Focus Partners Wealth3,056$249K0.0%-6.1%0.024%
5/16/2025Ascent Group LLC9,607$782K0.0%N/A0.076%
5/16/2025Goldman Sachs Group Inc.21,520$1.75M0.0%+509.3%0.174%
5/16/2025Jones Financial Companies Lllp3,392$276K0.0%+578.4%0.027%
5/16/2025Sheridan Capital Management LLC57,445$4.68M3.4%-1.9%0.456%
5/16/2025Integrated Wealth Concepts LLC7,428$605K0.0%N/A0.059%
5/15/2025Royal Bank of Canada225,251$18.35M0.0%-0.2%1.788%
5/15/2025Baird Financial Group Inc.27,306$2.22M0.0%-3.0%0.217%
5/14/2025Northwestern Mutual Wealth Management Co.99,071$8.07M0.0%+3.0%0.786%
5/13/2025Raymond James Financial Inc.403,036$32.83M0.0%+1.2%3.199%
5/13/2025HighTower Advisors LLC5,444$443K0.0%+50.8%0.043%
5/9/2025Atria Wealth Solutions Inc.13,075$1.07M0.0%+8.4%0.104%
5/9/2025Kickstand Ventures LLC.4,789$390K0.1%N/A0.038%
5/8/2025SPC Financial Inc.248,943$20.28M1.8%-0.3%1.976%
5/8/2025Hoxton Planning & Management LLC3,200$261K0.1%N/A0.025%
5/7/2025Woodard & Co. Asset Management Group Inc. ADV289,348$23.57M4.9%+0.4%2.296%
5/7/2025LPL Financial LLC527,309$42.95M0.0%+15.0%4.185%
5/7/2025Security Financial Services INC.26,168$2.13M0.4%N/A0.208%
5/7/2025HB Wealth Management LLC11,484$935K0.0%-2.6%0.091%
5/7/2025Caliber Wealth Management LLC KS16,479$1.34M0.2%N/A0.131%
5/6/2025Assetmark Inc.75,390$6.14M0.0%+815.4%0.598%
5/6/2025ANB Bank14,241$1.16M0.5%-1.1%0.113%
(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, 155 institutional investors and hedge funds held shares of iShares Morningstar Value ETF. The most heavily invested institutionals were Equitable Holdings Inc. ($75.43M), Bank of America Corp DE ($67.73M), Matrix Trust Co ($58.40M), Steele Capital Management Inc. ($56.29M), Bank of New York Mellon Corp ($50.03M), LPL Financial LLC ($42.95M), and UBS Group AG ($35.83M).Learn more on iShares Morningstar Value ETF's institutional investors.

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

Of the 137 institutional investors that purchased iShares Morningstar Value ETF's 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. ($809.26K), Woodard & Co. Asset Management Group Inc. ADV ($290.40K), LPL Financial LLC ($180.40K), JPMorgan Chase & Co. ($85.59K), Assetmark Inc. ($75.37K), and Cetera Investment Advisers ($62.64K).

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

Institutional investors have bought a total of 2,177,947 shares in the last 24 months. This purchase volume represents approximately $177.31M in transactions.

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

Of the 55 institutional investors that sold iShares Morningstar Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Steele Capital Management Inc. ($126.68K), Assetmark Inc. ($73.76K), Bank of America Corp DE ($32.62K), Janney Montgomery Scott LLC ($25.52K), Security Financial Services INC. ($22.92K), Truist Financial Corp ($22.59K), and Wealth Alliance LLC ($21.17K).

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

Institutional investors have sold a total of 533,184 shares in the last 24 months. This volume of shares sold represents approximately $44.01M in transactions.


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This page (NYSEARCA:ILCV) was last updated on 10/12/2025 by MarketBeat.com Staff
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