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iShares Morningstar Value ETF (ILCV) Institutional Ownership

iShares Morningstar Value ETF logo
$87.94 +0.16 (+0.18%)
As of 09:56 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Value ETF (NYSEARCA:ILCV)

Number of
Institutional Buyers
(last 12 months)
116
Total
Institutional Inflows
(last 12 months)
$178.82M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$53.69M
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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
8/27/2025 Orion Porfolio Solutions LLC15,783$1.32M0.0%+3.3%0.127%
8/19/2025 B. Riley Wealth Advisors Inc.2,522$210K0.0%N/A0.020%
8/15/2025 Tower Research Capital LLC TRC 4,601$384K0.0%+316.4%0.037%
8/15/2025 Corient Private Wealth LLC104,589$8.72M0.0%-6.0%0.840%
8/15/2025 Equitable Holdings Inc.904,531$75.43M0.6%+2.9%7.265%
8/15/2025 Orion Porfolio Solutions LLC15,783$1.32M0.0%+3.3%0.127%
8/15/2025 Monograph Wealth Advisors LLC8,915$743K0.1%N/A0.072%
8/15/2025 EP Wealth Advisors LLC2,936$245K0.0%N/A0.024%
8/15/2025 Bank of America Corp DE812,173$67.73M0.0%+2.5%6.523%
8/15/2025 Ameriprise Financial Inc.26,369$2.20M0.0%-0.8%0.212%
8/14/2025 Raymond James Financial Inc.410,991$34.27M0.0%+2.0%3.301%
8/13/2025 Baird Financial Group Inc.26,869$2.24M0.0%-1.6%0.216%
8/13/2025 Twin Peaks Wealth Advisors LLC542$46K0.0%N/A0.004%
8/13/2025 Northwestern Mutual Wealth Management Co.113,090$9.43M0.0%+14.2%0.908%
8/13/2025 Lauer Wealth LLC137,844$11.69M9.8%-4.1%1.107%
8/12/2025 J.W. Cole Advisors Inc.9,196$767K0.0%+2.1%0.074%
8/12/2025 Steward Partners Investment Advisory LLC5,485$457K0.0%+8.4%0.044%
8/12/2025 Global Retirement Partners LLC11,813$985K0.0%N/A0.095%
8/12/2025 JPMorgan Chase & Co.280,679$23.41M0.0%+22.7%2.254%
8/12/2025 NorthStar Asset Management LLC NJ 64,957$5.42M1.5%+6.8%0.522%
8/11/2025 Perennial Investment Advisors LLC6,395$533K0.1%+21.8%0.051%
8/11/2025 ANB Bank14,548$1.21M0.5%+2.2%0.117%
8/8/2025 Kingsview Wealth Management LLC2,770$231K0.0%N/A0.022%
8/8/2025 Avantax Advisory Services Inc.135,984$11.34M0.1%+2.1%1.092%
8/8/2025 Cetera Investment Advisers59,733$4.98M0.0%+8.1%0.480%
8/8/2025 Creative Planning5,105$426K0.0%+9.7%0.041%
8/8/2025 Security Financial Services INC.3,249$271K0.0%-87.6%0.026%
8/8/2025 Wealth Alliance LLC5,247$438K0.0%-80.1%0.042%
8/8/2025 Apex Wealth Management LLC50,509$4.21M3.4%+0.5%0.406%
8/7/2025 Nwam LLC2,602$221K0.0%-34.3%0.021%
8/7/2025 Shared Vision Wealth Group LLC9,065$761K0.4%-18.2%0.073%
8/6/2025 Quadrant Private Wealth Management LLC5,140$429K0.1%-67.3%0.041%
8/6/2025 Ipsen Advisor Group LLC12,970$1.08M0.8%+2.0%0.104%
8/5/2025 Sheridan Capital Management LLC58,445$4.87M3.4%+1.7%0.469%
8/5/2025 Key Financial Inc8,089$675K0.1%+28.3%0.065%
8/4/2025 Jim Saulnier & Associates LLC38,655$3.22M2.2%-6.2%0.310%
8/4/2025 Assetmark Inc.1,626$136K0.0%-97.8%0.013%
8/4/2025 Flagship Harbor Advisors LLC17,586$1.47M0.1%-5.3%0.141%
8/4/2025 Mayflower Financial Advisors LLC3,212$268K0.0%-65.6%0.026%
8/1/2025 Cedar Point Capital Partners LLC8,776$732K0.5%-1.5%0.070%
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8/1/2025 Envestnet Asset Management Inc.59,010$4.92M0.0%-12.1%0.474%
7/31/2025 TSA Wealth Managment LLC2,472$206K0.1%-62.8%0.020%
7/29/2025 Madison Wealth Partners Inc34,267$2.86M0.6%-2.4%0.275%
7/29/2025 Woodard & Co. Asset Management Group Inc. ADV290,457$24.22M4.4%+0.4%2.333%
7/29/2025 Stratos Wealth Partners LTD.7,910$660K0.0%+184.2%0.064%
7/29/2025 Horst & Graben Wealth Management LLC11,964$998K0.2%+17.4%0.096%
7/25/2025 Atria Wealth Solutions Inc.14,036$1.17M0.0%+7.3%0.113%
7/25/2025 Courage Miller Partners LLC3,606$301K0.1%-22.5%0.029%
7/25/2025 ONE Advisory Partners LLC3,126$268K0.1%-65.6%0.025%
7/25/2025 SPC Financial Inc.246,737$20.58M1.7%-0.9%1.982%
7/25/2025 CWM LLC23,383$1.95M0.0%+0.7%0.188%
7/24/2025 Robertson Stephens Wealth Management LLC10,016$835K0.0%N/A0.080%
7/24/2025 Edge Financial Advisors LLC6,750$569K0.3%N/A0.054%
7/23/2025 Detalus Advisors LLC10,825$903K0.3%+34.0%0.087%
7/23/2025 Prime Capital Investment Advisors LLC29,504$2.46M0.0%-22.1%0.237%
7/22/2025 Duncan Williams Asset Management LLC3,982$332K0.1%N/A0.032%
7/22/2025 Kickstand Ventures LLC.3,982$332K0.1%-16.9%0.032%
7/21/2025 Barrett & Company Inc.92,317$7.70M2.9%-0.8%0.742%
7/18/2025 EWA LLC4,531$378K0.1%+38.8%0.036%
7/18/2025 Truist Financial Corp25,729$2.15M0.0%-46.7%0.207%
7/17/2025 One Wealth Advisors LLC6,599$550K0.1%-75.3%0.053%
7/17/2025 Halbert Hargrove Global Advisors LLC703$59K0.0%-15.8%0.006%
7/17/2025 HB Wealth Management LLC10,124$844K0.0%-11.8%0.081%
7/17/2025 Janney Montgomery Scott LLC79,691$6.65M0.0%+50.8%0.640%
7/17/2025 Kelly Financial Services LLC5,831$486K0.1%-62.3%0.047%
7/17/2025 Sound Income Strategies LLC4,175$348K0.0%+81.3%0.034%
7/16/2025 Kiley Juergens Wealth Management LLC89,184$7.44M1.7%+0.7%0.716%
7/16/2025 GenWealth Group Inc.17,994$1.50M0.3%-2.6%0.145%
7/14/2025 Matrix Trust Co700,341$58.40M9.3%+1.6%5.625%
7/11/2025 Farther Finance Advisors LLC656$55K0.0%-55.9%0.005%
7/10/2025 Wealth Enhancement Advisory Services LLC116,842$9.93M0.0%-1.6%0.938%
7/9/2025 Brand 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%
5/20/2025 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%0.174%
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%
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“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 trillion vault of untapped American wealth. Former CIA advisor Jim Rickards calls it the “Old Testament Wealth Code” — and says it could transform your financial future. He’s revealing everything in a new presentation.tc pixel

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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 NJ60,837$4.96M1.5%+3.4%0.483%
5/6/2025 Quadrant Private Wealth Management LLC15,708$1.28M0.3%N/A0.125%
(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 136 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 2,198,616 shares in the last 24 months. This purchase volume represents approximately $178.82M in transactions.

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

Of the 56 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), Matrix Trust Co ($126.60K), Assetmark Inc. ($73.76K), Bank of America Corp DE ($32.62K), Janney Montgomery Scott LLC ($25.52K), Security Financial Services INC. ($22.92K), and Truist Financial Corp ($22.59K).

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

Institutional investors have sold a total of 650,991 shares in the last 24 months. This volume of shares sold represents approximately $53.69M in transactions.


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This page (NYSEARCA:ILCV) was last updated on 8/29/2025 by MarketBeat.com Staff
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