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iShares Morningstar Value ETF (ILCV) Institutional Ownership

iShares Morningstar Value ETF logo
$108.16 +0.01 (+0.01%)
As of 01:03 PM Eastern
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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)
$134.59M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$89.30M
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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
7/10/2026 GenWealth Group Inc.16,786$1.70M0.3%-4.1%0.134%
7/9/2026 Matrix Trust Co670,985$67.93M9.9%+0.7%5.368%
6/3/2026 NewEdge Advisors LLC6,098$568K0.0%-7.6%0.049%
5/29/2026 Ipsen Advisor Group LLC11,622$1.08M0.8%-5.2%0.093%
5/27/2026 Security 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%
5/19/2026 Ashton Thomas Securities LLC28,232$2.63M0.3%N/A0.226%
5/19/2026 Arkadios Wealth Advisors4,799$447K0.0%N/A0.038%
5/18/2026Royal Bank of Canada217,765$20.28M0.0%+1.3%1.742%
5/15/2026 Gateway Wealth Partners LLC3,148$293K0.0%N/A0.025%
5/15/2026 Van Diest Capital LLC21,003$1.96M1.5%+305.9%0.168%
5/13/2026 Cetera Investment Advisers197,023$18.35M0.0%+7.2%1.576%
5/8/2026 PNC Financial Services Group Inc.306$29K0.0%+212.2%0.002%
5/6/2026 Quadrant Private Wealth Management LLC6,067$565K0.1%+10.0%0.049%
5/6/2026 Assetmark Inc.944$88K0.0%-57.2%0.008%
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%
3/9/2026 Corient Private Wealth LLC116,906$11.03M0.0%+5.3%0.954%
2/19/2026 Van Diest Capital LLC5,175$488K0.7%N/A0.042%
2/19/2026 Corient Private Wealth LLC116,906$11.03M0.0%+5.3%0.954%
2/18/2026 Mercer Global Advisors Inc. ADV14,954$1.41M0.0%-39.6%0.122%
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2/18/2026 NewEdge Advisors LLC6,601$623K0.0%-7.1%0.054%
2/18/2026Asset One Wealth Management LLC20,702$2.01M0.3%N/A0.169%
2/17/2026 Cetera 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%
2/16/2026 Arax Advisory Partners1,333$126K0.0%N/A0.011%
2/13/2026 Kestra Advisory Services LLC4,422$417K0.0%+26.3%0.036%
2/13/2026 ANB Bank9,837$928K0.4%-3.0%0.080%
2/13/2026 Stifel 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%
2/12/2026 Absolute Capital Management LLC32,900$3.10M1.1%+60.5%0.269%
2/11/2026 Cedar 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%
2/11/2026 Brand Asset Management Group Inc.15,015$1.42M0.4%-1.4%0.123%
2/11/2026 LPL Financial LLC394,428$37.22M0.0%+13.9%3.220%
2/11/2026 JPMorgan Chase & Co.280,538$26.47M0.0%-0.7%2.290%
2/11/2026 Ipsen 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%
2/10/2026 Northwestern 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%
2/9/2026 Summit Asset Management LLC4,890$461K0.1%-3.9%0.040%
2/6/2026 Northwest Wealth Advisors LLC130,560$12.32M9.6%N/A1.066%
2/6/2026 Global Retirement Partners LLC13,437$1.27M0.0%+18.3%0.110%
2/6/2026 IFP Advisors Inc373$35K0.0%+75.1%0.003%
2/6/2026 HighTower Advisors LLC5,865$553K0.0%+7.6%0.048%
2/5/2026 AlphaCore Capital LLC239,973$22.64M0.5%N/A1.959%
2/5/2026 Northwestern 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%
2/3/2026 MGO 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%
2/2/2026 Ellis 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%
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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%
1/26/2026 Key Capital Management INC7,134$673K0.7%N/A0.057%
1/26/2026 Quadrant 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%
1/23/2026 Assetmark 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%


ILCV Institutional Ownership - Frequently Asked Questions

During the previous two years, 179 institutional investors and hedge funds held shares of iShares Morningstar Value ETF. The most heavily invested institutionals were Matrix Trust Co ($67.93M), 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 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).

Institutional investors have bought a total of 1,453,474 shares in the last 24 months. This purchase volume represents approximately $134.59M in transactions.

Of the 58 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), Matrix Trust Co ($39.23K), and Osaic Holdings Inc. ($34.35K).

Institutional investors have sold a total of 965,826 shares in the last 24 months. This volume of shares sold represents approximately $89.30M 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 7/10/2026. New 13F filings are added each quarter as they're published.
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