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iShares Morningstar Value ETF (ILCV) Institutional Ownership

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(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Value ETF (NYSEARCA:ILCV)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$132.65M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$26.69M
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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
4/25/2024 Cambridge Investment Research Advisors Inc.86,958$6.68M0.0%-0.3%0.716%
4/24/2024 Simplicity Wealth LLC4,040$311K0.0%N/A0.033%
4/23/2024 Global Retirement Partners LLC7,182$552K0.0%+18.1%0.059%
4/23/2024 Raymond James Financial Services Advisors Inc.151,400$11.64M0.0%-7.2%1.246%
4/22/2024 Raymond James & Associates271,496$20.87M0.0%-3.4%2.235%
4/19/2024 Kiley Juergens Wealth Management LLC80,882$6.22M1.9%+1.8%0.671%
4/18/2024 Steele Capital Management Inc.820,266$63.05M3.6%-1.5%6.807%
4/16/2024 Wealth Enhancement Advisory Services LLC96,504$7.42M0.0%-3.1%0.801%
4/3/2024 Dentgroup LLC38,587$2.97M2.5%-3.8%0.320%
2/23/2024Chicago Partners Investment Group LLC3,574$253K0.0%-14.9%0.030%
2/17/2024Madison Wealth Partners Inc37,323$2.64M1.0%+1.1%0.310%
2/12/2024Steward Partners Investment Advisory LLC6,173$436K0.0%+91.8%0.051%
2/9/2024Orion Portfolio Solutions LLC8,582$608K0.0%N/A0.071%
2/9/2024 Cambridge Investment Research Advisors Inc.87,252$6.16M0.0%+1.7%0.724%
2/9/2024Corient Private Wealth LLC102,159$7.21M0.0%+0.9%0.848%
2/9/2024Wells Fargo & Company MN178,725$12.62M0.0%-4.5%1.483%
2/9/2024UBS Group AG507,423$35.83M0.0%-0.2%4.211%
2/8/2024Janney Montgomery Scott LLC105,244$7.43M0.0%-10.8%0.873%
2/8/2024Shared Vision Wealth Group LLC8,190$578K0.4%N/A0.068%
2/7/2024Avantax Advisory Services Inc.228,333$16.13M0.2%+5.9%1.895%
2/5/2024Savant Capital LLC17,137$1.21M0.0%-5.9%0.142%
2/5/2024 Steele Capital Management Inc.833,146$58.84M3.8%N/A6.914%
2/5/2024Matrix Trust Co825,582$58.30M13.6%+0.2%6.851%
2/3/2024Cedar Point Capital Partners LLC8,799$621K0.5%N/A0.073%
2/2/2024Truist Financial Corp35,827$2.53M0.0%-7.3%0.297%
2/1/2024 Stephens Consulting LLC5,579$394K0.1%-2.8%0.046%
2/1/2024 CWM LLC11,270$796K0.0%+6.7%0.094%
1/29/2024 Lauer Wealth LLC98,862$7.00M6.3%+2.5%0.820%
1/29/2024 Ellis Investment Partners LLC15,154$1.07M0.2%-1.6%0.126%
1/26/2024 Harbor Investment Advisory LLC4,250$300K0.0%N/A0.035%
1/25/2024Woodard & Co. Asset Management Group Inc. ADV5,899$417K0.1%+89.1%0.049%
1/24/2024 Barrett & Company Inc.92,050$6.50M3.5%+7.0%0.764%
1/24/2024 Detalus Advisors LLC4,462$315K0.1%-61.6%0.037%
1/24/2024Prime Capital Investment Advisors LLC24,127$1.70M0.0%+13.7%0.200%
1/23/2024Derbend Asset Management11,168$789K0.5%+12.7%0.093%
1/22/2024Brand Asset Management Group Inc.13,782$973K0.4%+15.6%0.114%
1/19/2024 Courage Miller Partners LLC5,138$363K0.1%-16.0%0.043%
1/18/2024 Global Retirement Partners LLC6,080$425K0.0%+16.0%0.050%
1/18/2024 Saxon Interests Inc.11,283$797K0.4%N/A0.094%
1/16/2024 Raymond James Financial Services Advisors Inc.163,163$11.52M0.0%+4.7%1.354%
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1/16/2024 Raymond James & Associates280,917$19.84M0.0%-7.5%2.331%
1/12/2024 Sweet Financial Partners LLC12,053$851K0.2%+1.3%0.100%
1/11/2024 GenWealth Group Inc.18,915$1.34M0.4%-5.2%0.157%
1/10/2024Dfpg Investments LLC13,499$949K0.1%-7.2%0.112%
1/2/2024 Dentgroup LLC40,113$2.83M2.5%-31.9%0.333%
12/6/2023Citigroup Inc.10,680$692K0.0%-19.4%0.089%
11/30/2023Modera Wealth Management LLC3,012$195K0.0%N/A0.025%
11/15/2023Lido Advisors LLC4,468$289K0.0%N/A0.037%
11/14/2023Woodard & Co. Asset Management Group Inc. ADV3,120$202K0.1%N/A0.026%
11/14/2023 Mather Group LLC.37,758$2.45M0.0%-1.4%0.313%
11/13/2023Mariner LLC33,906$2.20M0.0%+4.4%0.281%
11/13/2023LPL Financial LLC440,311$28.52M0.0%+14.6%3.654%
11/13/2023Envestnet Asset Management Inc.61,311$3.97M0.0%+32.0%0.509%
11/13/2023Kestra Advisory Services LLC5,355$347K0.0%+40.3%0.044%
11/9/2023SPC Financial Inc.257,840$16.70M1.9%-1.0%2.140%
11/9/2023Citigroup Inc.10,680$692K0.0%-19.4%0.089%
11/9/2023DB Wealth Management Group LLC937$61K0.0%-33.4%0.008%
11/9/2023UBS Group AG508,336$32.93M0.0%+1.7%4.219%
11/8/2023Janney Montgomery Scott LLC118,046$7.65M0.0%+6.4%0.980%
11/8/2023Atria Wealth Solutions Inc.5,513$359K0.0%+24.5%0.046%
11/8/2023J.P. Morgan Private Wealth Advisors LLC15,416$998K0.0%-7.7%0.128%
11/8/2023Avantax Advisory Services Inc.215,581$13.96M0.2%+1.0%1.789%
11/4/2023Corient Private Wealth LLC101,284$6.56M0.0%-1.0%0.841%
10/31/2023Allworth Financial LP9,359$606K0.0%N/A0.078%
10/30/2023Matrix Trust Co823,988$53.37M13.9%+2.5%6.838%
10/27/2023Assetmark Inc.655$42K0.0%-52.1%0.005%
10/26/2023 Detalus Advisors LLC11,610$752K0.3%N/A0.096%
10/25/2023 Stephens Consulting LLC5,742$372K0.2%-22.5%0.048%
10/24/2023Bank of New York Mellon Corp733,716$47.52M0.0%+0.5%6.089%
10/24/2023 Raymond James Financial Services Advisors Inc.155,786$10.09M0.0%-1.1%1.293%
10/24/2023 Raymond James & Associates303,593$19.66M0.0%+0.2%2.519%
10/24/2023 Cambridge Investment Research Advisors Inc.85,770$5.56M0.0%+1.6%0.712%
10/23/2023 Barrett & Company Inc.86,005$5.57M3.3%+2.7%0.714%
10/23/2023Commonwealth Equity Services LLC106,755$6.92M0.0%+8.8%0.886%
10/19/2023Derbend Asset Management9,908$642K0.4%N/A0.082%
10/19/2023Simplicity Solutions LLC4,203$272K0.0%-5.0%0.035%
10/18/2023Brand Asset Management Group Inc.11,921$772K0.4%-4.5%0.099%
10/17/2023 Kiley Juergens Wealth Management LLC79,594$5.16M1.9%-0.5%0.661%
10/17/2023 Lauer Wealth LLC96,431$6.28M6.8%+0.7%0.800%
10/16/2023 Capital Investment Advisors LLC3,532$229K0.0%N/A0.029%
10/13/2023 Global Retirement Partners LLC5,240$334K0.0%+6.1%0.043%
10/11/2023 CWM LLC10,561$684K0.0%+3.6%0.088%
10/11/2023 Towerpoint Wealth LLC4,842$314K0.2%-3.3%0.040%
10/10/2023 Dentgroup LLC58,931$3.82M2.8%-1.3%0.489%
9/7/2023 ST Germain D J Co. Inc.478$32K0.0%N/A0.004%
8/14/2023Fullerton Fund Management Co Ltd.448,200$29.78M2.1%N/A3.720%
8/14/2023MML Investors Services LLC83,535$5.56M0.0%+0.4%0.693%
8/10/2023Commonwealth Equity Services LLC98,116$6.53M0.0%-9.1%0.814%
8/10/2023Cetera Advisor Networks LLC38,004$2.53M0.0%+19.8%0.315%
8/10/2023Cetera Investment Advisers7,910$526K0.0%-2.9%0.066%
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8/8/2023Kestra Private Wealth Services LLC7,450$496K0.0%-5.1%0.062%
8/4/2023Envestnet Asset Management Inc.46,455$3.09M0.0%+1.0%0.386%
8/4/2023Savant Capital LLC18,221$1.21M0.0%-6.1%0.151%
8/3/2023Atria Wealth Solutions Inc.4,429$295K0.0%N/A0.037%
8/3/2023SPC Financial Inc.260,544$17.33M1.9%+1.8%2.162%
8/3/2023 Maltin Wealth Management Inc.7,086$471K0.1%N/A0.059%
8/3/2023 Lauer Wealth LLC95,777$6.58M6.8%-31.6%0.795%
8/3/2023Bank of New York Mellon Corp730,250$48.58M0.0%+0.2%6.060%
8/1/2023Truist Financial Corp76,353$5.08M0.0%+2.4%0.634%
7/31/2023LPL Financial LLC384,345$25.57M0.0%-1.4%3.190%
(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, 99 institutional investors and hedge funds held shares of iShares Morningstar Value ETF. The most heavily invested institutionals were Equitable Holdings Inc. ($69.57M), Steele Capital Management Inc. ($63.05M), Matrix Trust Co ($58.30M), Bank of New York Mellon Corp ($47.52M), UBS Group AG ($35.83M), Northwestern Mutual Wealth Management Co. ($32.14M), and Fullerton Fund Management Co Ltd. ($29.78M).Learn more on ILCV's institutional investors.

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

Of the 78 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. ($833.15K), Northwestern Mutual Wealth Management Co. ($476.93K), Fullerton Fund Management Co Ltd. ($448.20K), Raymond James & Associates ($221.57K), Lauer Wealth LLC ($143.21K), Janney Montgomery Scott LLC ($133.60K), and Barrett & Company Inc. ($95.17K).

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

Institutional investors have bought a total of 3,054,326 shares in the last 24 months. This purchase volume represents approximately $202.36M in transactions.

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

Of the 57 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: Equitable Holdings Inc. ($422.49K), Truist Financial Corp ($83.42K), Janney Montgomery Scott LLC ($47.37K), Lauer Wealth LLC ($44.34K), Bank of New York Mellon Corp ($41.02K), Raymond James Financial Services Advisors Inc. ($38.46K), and Raymond James & Associates ($37.25K).

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

Institutional investors have sold a total of 999,376 shares in the last 24 months. This volume of shares sold represents approximately $62.79M in transactions.


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This page (NYSEARCA:ILCV) was last updated on 4/27/2024 by MarketBeat.com Staff

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