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 161 institutions that hold shares in the stock, with a total of 9.02 Million shares, which have been reported (via 13F filing form) to have a value of $727 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
1,500
shares
|
$120,854
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,489
shares
|
$119,968
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
1,393
shares
|
$112,234
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,350
shares
|
$108,769
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,335
shares
|
$107,560
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
1,273
shares
|
$102,565
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,121
shares
|
$90,318
0.01% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
920
shares
|
$74,124
0.01% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
835
shares
|
$67,275
0.0% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
798
shares
|
$64,294
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
788
shares
|
$63,489
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
668
shares
|
$53,820
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
537
shares
|
$43,266
0.0% of portfolio
|
Q1 2024
Reduced 67.12%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
516
shares
|
$41,574
0.0% of portfolio
|
Q3 2021
Reduced 16.64%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
500
shares
|
$40,285
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
478
shares
|
$38,512
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
400
shares
|
$32,227
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
397
shares
|
$31,986
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
305
shares
|
$24,573
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
266
shares
|
$21,431
0.01% of portfolio
|
Q4 2023
Reduced 71.61%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
228
shares
|
$18,369
0.0% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
179
shares
|
$14,422
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
129
shares
|
$10,393
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
100
shares
|
$8,056
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
96
shares
|
$7,734
0.0% of portfolio
|
Q3 2024
Reduced 49.47%
|