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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
3,250
shares
|
$299,065
0.02% of portfolio
|
Q1 2025
Reduced 23.53%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,243
shares
|
$298,420
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
3,226
shares
|
$296,856
0.09% of portfolio
|
Q3 2025
Reduced 10.54%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Nov 14, 2025 Q3 2025 |
3,223
shares
|
$296,580
0.22% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
3,212
shares
|
$295,568
0.03% of portfolio
|
Q2 2025
Reduced 65.58%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
3,200
shares
|
$294,464
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
3,195
shares
|
$294,003
0.03% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
One Advisory Partners, LLC
|
Nov 05, 2025 Q3 2025 |
3,098
shares
|
$285,077
0.1% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
3,021
shares
|
$277,992
0.05% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,936
shares
|
$270,170
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
2,779
shares
|
$255,723
0.0% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
2,608
shares
|
$239,988
0.01% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
2,602
shares
|
$239,436
0.02% of portfolio
|
Q2 2025
Reduced 34.29%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
2,523
shares
|
$232,166
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,497
shares
|
$229,773
0.03% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
2,471
shares
|
$227,381
0.08% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
2,446
shares
|
$225,080
0.02% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 06, 2025 Q3 2025 |
2,363
shares
|
$217,443
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
2,286
shares
|
$210,357
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$184,040
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,900
shares
|
$174,838
0.0% of portfolio
|
Q4 2024
Added 77.57%
|
|
|
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%
|
|