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 |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 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%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
944
shares
|
$86,866
0.0% of portfolio
|
Q3 2025
Reduced 41.94%
|
|
|
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 |
Oct 14, 2025 Q3 2025 |
720
shares
|
$66,254
0.0% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
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
|
Oct 16, 2025 Q3 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%
|
|
|
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%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
266
shares
|
$24,477
0.01% of portfolio
|
Q4 2023
Reduced 71.61%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
228
shares
|
$20,980
0.0% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
213
shares
|
$19,600
0.0% of portfolio
|
Q3 2025
Added 108.82%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
208
shares
|
$19,140
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
200
shares
|
$18,404
0.0% of portfolio
|
Q2 2025
New holding
|
|