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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,540
shares
|
$509,790
0.01% of portfolio
|
Q2 2020
Added 3.83%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
5,540
shares
|
$509,790
0.16% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,485
shares
|
$504,729
0.0% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
5,450
shares
|
$501,509
0.0% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
5,090
shares
|
$468,381
0.07% of portfolio
|
Q3 2022
Reduced 6.14%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
5,049
shares
|
$464,608
0.09% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$460,100
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
4,936
shares
|
$454,210
0.01% of portfolio
|
Q3 2025
Reduced 46.32%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
4,899
shares
|
$450,805
0.05% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
4,767
shares
|
$438,659
0.18% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,618
shares
|
$424,948
0.0% of portfolio
|
Q3 2025
Reduced 9.54%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
4,383
shares
|
$403,323
0.18% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
4,360
shares
|
$401,207
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
4,272
shares
|
$393,109
0.11% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
4,200
shares
|
$386,484
0.01% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
3,982
shares
|
$366,423
0.08% of portfolio
|
Q2 2025
Reduced 16.85%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
3,979
shares
|
$366,147
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
3,800
shares
|
$349,676
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
3,700
shares
|
$340,474
0.01% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
3,680
shares
|
$338,633
0.08% of portfolio
|
Q2 2021
Added 100.0%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,632
shares
|
$334,216
0.01% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
3,611
shares
|
$332,284
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
3,501
shares
|
$322,162
0.0% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,467
shares
|
$319,033
0.01% of portfolio
|
Q1 2024
Reduced 5.32%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
3,343
shares
|
$307,622
0.05% of portfolio
|
Q3 2025
Added 0.45%
|
|