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 155 institutions that hold shares in the stock, with a total of 8.97 Million shares, which have been reported (via 13F filing form) to have a value of $728 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
7,320
shares
|
$593,798
0.0% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
7,030
shares
|
$570,273
0.07% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
6,788
shares
|
$550,642
0.11% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
6,698
shares
|
$543,341
0.1% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,500
shares
|
$527,280
0.0% of portfolio
|
Q3 2022
Reduced 3.79%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
6,423
shares
|
$521,033
0.18% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
6,237
shares
|
$505,945
0.0% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
6,169
shares
|
$500,429
0.12% of portfolio
|
Q4 2024
Added 13.84%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
5,899
shares
|
$478,526
0.12% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,540
shares
|
$449,404
0.01% of portfolio
|
Q2 2020
Added 3.83%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
5,279
shares
|
$428,232
0.11% of portfolio
|
Q2 2024
Reduced 5.38%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
5,250
shares
|
$425,880
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,188
shares
|
$420,850
0.01% of portfolio
|
Q4 2024
Added 79.08%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
5,090
shares
|
$412,900
0.05% of portfolio
|
Q3 2022
Reduced 6.14%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
5,000
shares
|
$405,600
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
4,989
shares
|
$404,707
0.0% of portfolio
|
Q4 2024
Added 17.69%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
4,914
shares
|
$398,623
0.0% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
4,822
shares
|
$391,160
0.19% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
4,662
shares
|
$378,181
0.13% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
4,576
shares
|
$371,205
0.0% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
4,351
shares
|
$352,953
0.18% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
4,250
shares
|
$344,760
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,200
shares
|
$340,704
0.01% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
4,142
shares
|
$335,999
0.01% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,087
shares
|
$331,537
0.02% of portfolio
|
Q4 2024
Reduced 37.08%
|