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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
1,866
shares
|
$171,709
0.01% of portfolio
|
Q1 2025
Added 16.63%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
1,500
shares
|
$138,030
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
1,404
shares
|
$129,196
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
1,395
shares
|
$128,367
0.08% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Jan 23, 2026 Q4 2025 |
1,273
shares
|
$117,141
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,192
shares
|
$109,687
0.0% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,080
shares
|
$99,381
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
966
shares
|
$88,891
0.0% of portfolio
|
Q3 2025
Added 92.05%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
935
shares
|
$86,038
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
931
shares
|
$85,670
0.01% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
798
shares
|
$73,431
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
788
shares
|
$72,511
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
720
shares
|
$66,254
0.0% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
695
shares
|
$63,953
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
668
shares
|
$61,469
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
564
shares
|
$51,899
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
561
shares
|
$51,623
0.0% of portfolio
|
Q3 2025
Reduced 20.2%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
537
shares
|
$49,414
0.0% of portfolio
|
Q1 2024
Reduced 67.12%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
516
shares
|
$47,482
0.0% of portfolio
|
Q3 2021
Reduced 16.64%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
478
shares
|
$43,985
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
400
shares
|
$36,808
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
377
shares
|
$34,691
0.0% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
336
shares
|
$30,918
0.0% of portfolio
|
Q4 2025
Reduced 94.71%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
305
shares
|
$28,066
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
303
shares
|
$27,882
0.0% of portfolio
|
Q3 2025
Reduced 93.41%
|
|