Institutional Ownership Ishares Morningstar Value ETF (ILCV)
This table provides information about the institutional ownership of Ishares Morningstar Value ETF (ILCV). We have compiled data on the 194 institutions that hold shares in the stock, with a total of 9.54 Million shares, which have been reported (via 13F filing form) to have a value of $878 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
99,022
shares
|
$9.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
95,408
shares
|
$8.78 Million
2.94% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
92,627
shares
|
$8.52 Million
0.02% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
87,982
shares
|
$8.1 Million
1.82% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
73,257
shares
|
$6.74 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.07%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
68,089
shares
|
$6.27 Million
2.94% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
65,638
shares
|
$6.04 Million
2.2% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
59,539
shares
|
$5.48 Million
0.02% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
57,455
shares
|
$5.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jan 23, 2026 Q4 2025 |
53,871
shares
|
$4.96 Million
2.58% of portfolio
|
Q4 2025
Reduced 2.29%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
50,737
shares
|
$4.67 Million
3.27% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
38,530
shares
|
$3.55 Million
0.02% of portfolio
|
Q3 2025
Added 12.22%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
37,891
shares
|
$3.49 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
37,590
shares
|
$3.46 Million
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
36,271
shares
|
$3.34 Million
1.82% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
34,392
shares
|
$3.16 Million
0.7% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
30,608
shares
|
$2.82 Million
1.92% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
28,528
shares
|
$2.63 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
28,528
shares
|
$2.63 Million
0.03% of portfolio
|
Q4 2025
Reduced 3.26%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Jan 14, 2026 Q4 2025 |
28,382
shares
|
$2.61 Million
0.5% of portfolio
|
Q4 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
27,176
shares
|
$2.5 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
26,001
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
25,305
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
24,760
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2025
Added 802.99%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
23,350
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.25%
|
|