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 190 institutions that hold shares in the stock, with a total of 9.48 Million shares, which have been reported (via 13F filing form) to have a value of $872 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
10,674
shares
|
$982,221
0.01% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
10,362
shares
|
$953,511
0.0% of portfolio
|
Q3 2025
Added 20.36%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
10,272
shares
|
$945,229
0.26% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
10,145
shares
|
$933,542
0.37% of portfolio
|
Q3 2025
Reduced 30.27%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
9,909
shares
|
$911,826
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
9,118
shares
|
$839,038
0.16% of portfolio
|
Q3 2025
Added 12.72%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
9,065
shares
|
$834,161
0.35% of portfolio
|
Q2 2025
Reduced 18.19%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
8,948
shares
|
$823,394
0.53% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
8,900
shares
|
$818,978
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
8,742
shares
|
$804,438
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
8,063
shares
|
$741,957
0.01% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
7,105
shares
|
$653,802
0.0% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
7,030
shares
|
$646,900
0.07% of portfolio
|
Q1 2024
Reduced 0.79%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
6,934
shares
|
$638,066
0.0% of portfolio
|
Q3 2025
Reduced 11.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,873
shares
|
$632,453
0.0% of portfolio
|
Q3 2025
Reduced 44.85%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
6,788
shares
|
$624,631
0.11% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
6,729
shares
|
$619,202
0.08% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
6,698
shares
|
$616,349
0.1% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,500
shares
|
$598,130
0.0% of portfolio
|
Q3 2022
Reduced 3.79%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
6,354
shares
|
$584,695
0.03% of portfolio
|
Q3 2025
Added 52.19%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
6,259
shares
|
$575,953
0.01% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
6,234
shares
|
$573,652
0.05% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
5,976
shares
|
$549,911
0.0% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
5,958
shares
|
$548,255
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
5,664
shares
|
$521,201
0.16% of portfolio
|
Q3 2025
Reduced 2.86%
|
|