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iShares Morningstar Value ETF (ILCV) Institutional Ownership

iShares Morningstar Value ETF logo
$108.47 +0.02 (+0.02%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$108.69 +0.22 (+0.21%)
As of 07:58 AM 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 Massive. 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)
96
Total
Institutional Inflows
(last 12 months)
$212.36M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$84.57M
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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
10/14/2026Focus Financial Network Inc.24,636$2.63M0.1%N/A0.196%
10/13/2026Fluent Financial LLC41,175$4.39M1.6%N/A0.327%
10/13/2026Avior Wealth Management LLC2,707$288K0.0%N/A0.021%
10/10/2026ANB Bank12,254$1.29M0.5%N/A0.098%
10/9/2026Balefire LLC7,983$851K0.1%N/A0.064%
10/8/2026Farther Finance Advisors LLC4,752$501K0.0%N/A0.038%
10/7/2026Matrix Trust Co671,573$70.74M10.4%N/A5.373%
10/7/2026Asempa Wealth Advisors15,926$1.68M1.3%N/A0.127%
10/6/2026Legacy Private Trust Co.2,300$245K0.0%N/A0.018%
10/5/2026MassMutual Private Wealth & Trust FSB10,001$1.07M0.0%N/A0.080%
7/10/2026GenWealth Group Inc.16,786$1.70M0.3%-4.1%0.134%
7/9/2026Matrix Trust Co670,985$67.93M9.9%+0.7%5.368%
6/3/2026NewEdge Advisors LLC6,098$568K0.0%-7.6%0.049%
5/29/2026Ipsen Advisor Group LLC11,622$1.08M0.8%-5.2%0.093%
5/27/2026Security Financial Services INC.5,607$522K0.1%+87.8%0.045%
5/19/2026Bank of America Corp DE621,165$57.86M0.0%-27.3%4.969%
5/19/2026Ashton Thomas Securities LLC28,232$2.63M0.3%N/A0.226%
5/19/2026Arkadios Wealth Advisors4,799$447K0.0%N/A0.038%
5/18/2026Royal Bank of Canada217,765$20.28M0.0%+1.3%1.742%
5/15/2026Gateway Wealth Partners LLC3,148$293K0.0%N/A0.025%
5/15/2026Van Diest Capital LLC21,003$1.96M1.5%+305.9%0.168%
5/13/2026Cetera Investment Advisers197,023$18.35M0.0%+7.2%1.576%
5/8/2026PNC Financial Services Group Inc.306$29K0.0%+212.2%0.002%
5/6/2026Quadrant Private Wealth Management LLC6,067$565K0.1%+10.0%0.049%
5/6/2026Assetmark Inc.944$88K0.0%-57.2%0.008%
5/5/2026Sanctuary Advisors LLC44,817$4.17M0.0%+1.7%0.359%
5/5/2026Sigma Planning Corp53,116$4.95M0.1%N/A0.425%
5/5/2026Nwam LLC2,516$234K0.0%N/A0.020%
5/4/2026Chicago Partners Investment Group LLC3,451$337K0.0%-5.8%0.028%
5/2/2026Diversify Wealth Management LLC2,220$217K0.0%N/A0.018%
5/1/2026Fifth Third Bancorp12,891$1.20M0.0%N/A0.103%
5/1/2026Simplicity Wealth LLC3,013$281K0.0%N/A0.024%
5/1/2026Avid Wealth Partners LLC2,390$223K0.1%N/A0.019%
4/30/2026Kestra Advisory Services LLC7,135$665K0.0%+61.4%0.057%
4/30/2026CFS Investment Advisory Services LLC2,755$270K0.0%+13.1%0.022%
4/29/2026Horst & Graben Wealth Management LLC12,857$1.26M0.2%+7.6%0.103%
4/29/2026Northwest Wealth Advisors LLC154,510$14.39M10.3%+18.3%1.236%
4/24/2026Key Financial Inc9,482$883K0.2%+3.0%0.076%
4/24/2026Harbor Investment Advisory LLC2,900$270K0.0%-4.9%0.023%
4/23/2026Flagstar Advisors Inc.5,535$516K0.2%+3.0%0.044%
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4/23/2026EWA LLC4,355$406K0.1%+7.7%0.035%
4/22/2026Janney Montgomery Scott LLC54,207$5.05M0.0%-26.5%0.434%
4/22/2026Jim Saulnier & Associates LLC35,164$3.28M1.6%-1.7%0.281%
4/22/2026Systelligence LLC122,186$11.38M2.2%N/A0.977%
4/16/2026Triad Wealth Partners LLC2,621$244K0.0%N/A0.021%
3/17/2026Rockefeller Capital Management L.P.17,925$1.69M0.0%+160.8%0.146%
3/9/2026Corient Private Wealth LLC116,906$11.03M0.0%+5.3%0.954%
2/19/2026Van Diest Capital LLC5,175$488K0.7%N/A0.042%
2/19/2026Corient Private Wealth LLC116,906$11.03M0.0%+5.3%0.954%
2/18/2026Mercer Global Advisors Inc. ADV14,954$1.41M0.0%-39.6%0.122%
2/18/2026NewEdge Advisors LLC6,601$623K0.0%-7.1%0.054%
2/18/2026Asset One Wealth Management LLC20,702$2.01M0.3%N/A0.169%
2/17/2026Cetera Investment Advisers183,832$17.35M0.0%-4.8%1.501%
2/17/2026Equitable Holdings Inc.610,386$57.60M0.4%-16.2%4.983%
2/17/2026Osaic Holdings Inc.91,534$8.65M0.0%-27.3%0.747%
2/17/2026Royal Bank of Canada215,059$20.29M0.0%-10.2%1.756%
2/16/2026MML Investors Services LLC59,749$5.64M0.0%+0.4%0.488%
2/16/2026Arax Advisory Partners1,333$126K0.0%N/A0.011%
2/13/2026Kestra Advisory Services LLC4,422$417K0.0%+26.3%0.036%
2/13/2026ANB Bank9,837$928K0.4%-3.0%0.080%
2/13/2026Stifel Financial Corp7,075$668K0.0%+18.4%0.058%
2/13/2026Wells Fargo & Company MN202,096$19.07M0.0%-1.9%1.650%
2/12/2026Orion Porfolio Solutions LLC27,201$2.57M0.0%+32.3%0.222%
2/12/2026Financial Engines Advisors L.L.C.6,819$643K0.0%-1.7%0.056%
2/12/2026Commonwealth Equity Services LLC114,039$10.76M0.0%-1.6%0.931%
2/12/2026Absolute Capital Management LLC32,900$3.10M1.1%+60.5%0.269%
2/11/2026Cedar Point Capital Partners LLC7,988$754K0.5%-10.7%0.065%
2/11/2026Janney Montgomery Scott LLC73,784$6.96M0.0%+0.7%0.602%
2/11/2026Brand Asset Management Group Inc.15,015$1.42M0.4%-1.4%0.123%
2/11/2026LPL Financial LLC394,428$37.22M0.0%+13.9%3.220%
2/11/2026JPMorgan Chase & Co.280,538$26.47M0.0%-0.7%2.290%
2/11/2026Ipsen Advisor Group LLC12,263$1.16M0.8%-1.2%0.100%
2/10/2026Nvest Financial LLC4,628$437K0.2%+6.1%0.038%
2/10/2026Goldman Sachs Group Inc.82,449$7.78M0.0%-16.7%0.673%
2/10/2026Madison Wealth Partners Inc34,728$3.28M0.6%+1.0%0.283%
2/10/2026Northwestern Mutual Wealth Management Co.251,329$23.72M0.0%+117.5%2.052%
2/10/2026Savant Capital LLC22,845$2.16M0.0%-9.7%0.186%
2/9/2026Kingsview Wealth Management LLC6,592$622K0.0%+137.2%0.054%
2/9/2026Summit Asset Management LLC4,890$461K0.1%-3.9%0.040%
2/6/2026Northwest Wealth Advisors LLC130,560$12.32M9.6%N/A1.066%
2/6/2026Global Retirement Partners LLC13,437$1.27M0.0%+18.3%0.110%
2/6/2026IFP Advisors Inc373$35K0.0%+75.1%0.003%
2/6/2026HighTower Advisors LLC5,865$553K0.0%+7.6%0.048%
2/5/2026AlphaCore Capital LLC239,973$22.64M0.5%N/A1.959%
2/5/2026Northwestern Mutual Wealth Management Co.18,904$1.78M0.0%-83.6%0.154%
2/3/2026EWA LLC4,043$382K0.1%-5.4%0.033%
2/3/2026Pearl Planning LLC5,279$498K0.3%N/A0.043%
2/3/2026MGO One Seven LLC2,128$201K0.0%N/A0.017%
2/2/2026Truist Financial Corp16,641$1.57M0.0%-28.7%0.136%
2/2/2026Woodard & Co. Asset Management Group Inc. ADV246,478$23.26M3.7%-12.5%2.012%
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2/2/2026Ellis Investment Partners LLC14,012$1.32M0.2%-1.1%0.114%
2/2/2026One Wealth Advisors LLC6,948$656K0.1%+3.3%0.057%
1/30/2026RCW Management LLC4,261$402K0.4%N/A0.035%
1/30/2026Strategic Blueprint LLC33,650$3.18M0.2%+23.8%0.275%
1/29/2026Comerica Bank13,337$1.26M0.0%-1.9%0.108%
1/29/2026UBS Group AG536,832$50.66M0.0%+0.2%4.329%
1/29/2026Sanctuary Advisors LLC44,059$4.16M0.0%+1.9%0.355%
1/28/2026Dentgroup LLC31,611$2.98M2.0%+3.3%0.255%
1/28/2026Barrett & Company Inc.94,632$8.93M3.0%-0.8%0.763%
1/28/2026Caliber Wealth Management LLC KS15,911$1.50M0.2%-0.7%0.128%


ILCV Institutional Ownership - Frequently Asked Questions

During the previous two years, 185 institutional investors and hedge funds held shares of iShares Morningstar Value ETF. The most heavily invested institutionals were Matrix Trust Co ($70.74M), Steele Capital Management Inc. ($63.23M), Bank of America Corp DE ($57.86M), Equitable Holdings Inc. ($57.60M), UBS Group AG ($50.66M), Bank of New York Mellon Corp ($50.03M), and LPL Financial LLC ($37.22M).Learn more on iShares Morningstar Value ETF's institutional investors.

Of the 172 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: Raymond James Financial Inc. ($810.92K), Matrix Trust Co ($692.89K), Woodard & Co. Asset Management Group Inc. ADV ($284.50K), AlphaCore Capital LLC ($239.97K), LPL Financial LLC ($172.61K), Northwestern Mutual Wealth Management Co. ($155.15K), and Northwest Wealth Advisors LLC ($154.51K).

Institutional investors have bought a total of 2,177,564 shares in the last 24 months. This purchase volume represents approximately $212.36M in transactions.

Of the 53 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: Equitable Holdings Inc. ($294.15K), Bank of America Corp DE ($233.20K), Northwestern Mutual Wealth Management Co. ($96.64K), Woodard & Co. Asset Management Group Inc. ADV ($43.98K), Steele Capital Management Inc. ($39.42K), Osaic Holdings Inc. ($34.35K), and Commonwealth Equity Services LLC ($26.71K).

Institutional investors have sold a total of 912,330 shares in the last 24 months. This volume of shares sold represents approximately $84.57M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:ILCV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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