Free Trial
→ $30 stock to buy before Starlink goes public (WATCH NOW!) (From Paradigm Press) (Ad)tc pixel Free ILCV Stock Alerts

iShares Morningstar Value ETF (ILCV) Institutional Ownership

iShares Morningstar Value ETF logo
$99.38 +0.81 (+0.82%)
As of 04:10 PM Eastern
Compare

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)
$165.63M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$87.87M
Get ILCV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Morningstar Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ILCV Institutional Buying and Selling by Quarter

iShares Morningstar Value ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Sanctuary Advisors LLC44,817$4.17M0.0%+1.7%0.359%
5/5/2026 Sigma Planning Corp53,116$4.95M0.1%N/A0.425%
5/5/2026 Nwam LLC2,516$234K0.0%N/A0.020%
5/4/2026 Chicago Partners Investment Group LLC3,451$337K0.0%-5.8%0.028%
5/2/2026 Diversify Wealth Management LLC2,220$217K0.0%N/A0.018%
5/1/2026 Fifth Third Bancorp12,891$1.20M0.0%N/A0.103%
5/1/2026 Simplicity Wealth LLC3,013$281K0.0%N/A0.024%
5/1/2026 Avid Wealth Partners LLC2,390$223K0.1%N/A0.019%
4/30/2026 Kestra Advisory Services LLC7,135$665K0.0%+61.4%0.057%
4/30/2026 CFS Investment Advisory Services LLC2,755$270K0.0%+13.1%0.022%
4/29/2026 Horst & Graben Wealth Management LLC12,857$1.26M0.2%+7.6%0.103%
4/29/2026 Northwest Wealth Advisors LLC154,510$14.39M10.3%+18.3%1.236%
4/24/2026 Key Financial Inc9,482$883K0.2%+3.0%0.076%
4/24/2026 Harbor Investment Advisory LLC2,900$270K0.0%-4.9%0.023%
4/23/2026 Flagstar Advisors Inc.5,535$516K0.2%+3.0%0.044%
4/23/2026 EWA LLC4,355$406K0.1%+7.7%0.035%
4/22/2026 Janney Montgomery Scott LLC54,207$5.05M0.0%-26.5%0.434%
4/22/2026 Jim Saulnier & Associates LLC35,164$3.28M1.6%-1.7%0.281%
4/22/2026 Systelligence LLC122,186$11.38M2.2%N/A0.977%
4/16/2026 Triad 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%
2/16/2026 MML Investors Services LLC59,749$5.64M0.0%+0.4%0.488%
2/16/2026Arax Advisory Partners1,333$126K0.0%N/A0.011%
2/13/2026 Kestra 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%
2/12/2026 Commonwealth 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%
2/11/2026 Janney 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%
2/10/2026 Nvest Financial LLC4,628$437K0.2%+6.1%0.038%
2/10/2026Goldman Sachs Group Inc.82,449$7.78M0.0%-16.7%0.673%
2/10/2026 Madison 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%
2/10/2026 Savant 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%
2/6/2026 Northwest Wealth Advisors LLC130,560$12.32M9.6%N/A1.066%
2/6/2026Global Retirement Partners LLC13,437$1.27M0.0%+18.3%0.110%
2/6/2026 IFP 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%
2/3/2026 EWA LLC4,043$382K0.1%-5.4%0.033%
2/3/2026 Pearl Planning LLC5,279$498K0.3%N/A0.043%
2/3/2026MGO One Seven LLC2,128$201K0.0%N/A0.017%
2/2/2026 Truist Financial Corp16,641$1.57M0.0%-28.7%0.136%
2/2/2026 Woodard & Co. Asset Management Group Inc. ADV246,478$23.26M3.7%-12.5%2.012%
2/2/2026Ellis Investment Partners LLC14,012$1.32M0.2%-1.1%0.114%
2/2/2026 One Wealth Advisors LLC6,948$656K0.1%+3.3%0.057%
1/30/2026 RCW Management LLC4,261$402K0.4%N/A0.035%
1/30/2026 Strategic 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%
1/28/2026 Barrett & Company Inc.94,632$8.93M3.0%-0.8%0.763%
1/28/2026 Caliber Wealth Management LLC KS15,911$1.50M0.2%-0.7%0.128%
1/28/2026Edge Financial Advisors LLC21,363$2.02M0.9%+5.4%0.172%
1/27/2026 Steele Capital Management Inc.670,081$63.23M2.7%+1.0%5.404%
1/26/2026 Merit Financial Group LLC8,067$761K0.0%+28.9%0.064%
1/26/2026Key Capital Management INC7,134$673K0.7%N/A0.057%
1/26/2026Quadrant Private Wealth Management LLC5,516$521K0.1%+9.2%0.044%
1/26/2026 Kiley Juergens Wealth Management LLC87,694$8.28M1.8%-0.3%0.696%
1/26/2026CWM LLC22,043$2.08M0.0%-2.2%0.175%
1/23/2026Assetmark Inc.2,204$208K0.0%+133.5%0.017%
1/23/2026 Sheridan Capital Management LLC53,871$5.08M2.6%-2.3%0.428%
1/22/2026 TSA Wealth Managment LLC2,585$244K0.1%+4.6%0.021%
1/21/2026Capital Investment Advisory Services LLC695$66K0.0%N/A0.006%
1/21/2026Prime Capital Investment Advisors LLC28,528$2.69M0.0%-3.3%0.226%
1/21/2026 Sound Income Strategies LLC336$32K0.0%-94.7%0.003%
1/20/2026 Stratos Wealth Partners LTD.8,989$848K0.0%+11.5%0.071%
1/15/2026 Towerpoint Wealth LLC5,438$513K0.2%+14.1%0.043%
1/14/2026 Global View Capital Management LLC28,382$2.68M0.5%N/A0.226%
1/13/2026 Matrix Trust Co666,393$62.88M10.4%+0.8%5.289%
1/13/2026 Kelly Financial Services LLC5,167$488K0.1%-8.8%0.041%
1/13/2026 Flagstar Advisors Inc.5,373$507K0.2%-3.0%0.043%
1/12/2026GenWealth Group Inc.17,524$1.68M0.3%-1.6%0.139%
1/12/2026 Lauer Wealth LLC141,901$13.62M10.2%+1.9%1.126%
1/12/2026 Accelerate Investment Advisors LLC2,170$205K0.1%N/A0.017%
1/8/2026 Asempa Wealth Advisors17,873$1.69M1.5%N/A0.142%
1/8/2026 Wealth Enhancement Advisory Services LLC117,828$11.30M0.0%-1.1%0.935%
1/7/2026 Harbor Investment Advisory LLC3,050$288K0.0%-6.2%0.024%


ILCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ILCV shares?

During the previous two years, 182 institutional investors and hedge funds held shares of iShares Morningstar Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($74.33M), Steele Capital Management Inc. ($63.23M), Matrix Trust Co ($62.88M), 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.

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

Of the 166 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), 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), Northwest Wealth Advisors LLC ($154.51K), and Systelligence LLC ($122.19K).

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

Institutional investors have bought a total of 1,841,534 shares in the last 24 months. This purchase volume represents approximately $165.63M in transactions.

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

Of the 73 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), Northwestern Mutual Wealth Management Co. ($96.64K), Assetmark Inc. ($74.45K), Woodard & Co. Asset Management Group Inc. ADV ($43.98K), Steele Capital Management Inc. ($39.42K), Matrix Trust Co ($39.23K), and Osaic Holdings Inc. ($34.35K).

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

Institutional investors have sold a total of 976,513 shares in the last 24 months. This volume of shares sold represents approximately $87.87M in transactions.


Related Companies

This page (NYSEARCA:ILCV) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel