Free Trial
→ Trump Orders 'National Digital Asset Stockpile' (From Crypto 101 Media) (Ad) Buy ILCV Stock  Free ILCV Stock Alerts

iShares Morningstar Value ETF (ILCV) Institutional Ownership

iShares Morningstar Value ETF logo
$77.14 -0.19 (-0.25%)
Closing price 04:10 PM Eastern
Extended Trading
$76.89 -0.25 (-0.32%)
As of 04:11 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares Morningstar Value ETF (NYSEARCA:ILCV)

Number of
Institutional Buyers
(last 12 months)
78
Total
Institutional Inflows
(last 12 months)
$135.78M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$47.24M
Get ILCV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Morningstar Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

ILCV Institutional Buying and Selling by Quarter

Remove Ads

iShares Morningstar Value ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Kelly Financial Services LLC15,461$1.26M0.4%N/A0.124%
4/15/2025My Legacy Advisors LLC2,915$237K0.1%N/A0.023%
4/15/2025Ipsen Advisor Group LLC12,717$1.04M0.9%+11.6%0.102%
4/14/2025 Farther Finance Advisors LLC1,489$121K0.0%N/A0.012%
4/14/2025 Dentgroup LLC36,071$2.94M2.2%+1.0%0.290%
4/14/2025 ONE Advisory Partners LLC9,076$739K0.3%N/A0.073%
4/10/2025 Chesley Taft & Associates LLC8,742$712K0.0%N/A0.070%
4/10/2025 Cypress Wealth Services LLC6,018$490K0.1%N/A0.048%
4/10/2025 Matrix Trust Co689,558$56.16M9.5%+0.1%5.539%
4/10/2025 Brand Asset Management Group Inc.14,628$1.19M0.5%+3.9%0.117%
4/9/2025 Harbor Investment Advisory LLC3,250$265K0.0%-23.5%0.026%
4/9/2025 Flagstar Advisors Inc.5,663$461K0.1%-4.0%0.045%
3/17/2025Wealth Enhancement Advisory Services LLC120,910$9.79M0.0%+34.9%0.963%
2/25/2025B. Riley Wealth Advisors Inc.2,880$233K0.0%-40.6%0.024%
2/17/2025Royal Bank of Canada225,794$18.29M0.0%-1.7%1.858%
2/17/2025Focus Partners Wealth3,256$264K0.0%N/A0.027%
2/17/2025Cetera Investment Advisers52,902$4.28M0.0%-5.1%0.435%
2/17/2025Citadel Advisors LLC4,989$404K0.0%+17.7%0.041%
2/17/2025Baird Financial Group Inc.28,144$2.28M0.0%-2.1%0.232%
2/17/2025Bank of America Corp DE758,802$61.45M0.0%-4.1%6.245%
2/17/2025Ameriprise Financial Inc.28,343$2.30M0.0%+1.3%0.233%
2/17/2025Aptus Capital Advisors LLC397$32K0.0%N/A0.003%
2/17/2025Apex Wealth Management LLC49,905$4.04M3.5%N/A0.411%
2/14/2025Jane Street Group LLC7,695$623K0.0%N/A0.063%
2/14/2025Navigoe LLC1,393$112K0.1%N/A0.011%
2/14/2025Comerica Bank13,947$1.13M0.0%-1.6%0.115%
2/14/2025Lido Advisors LLC9,814$795K0.0%+232.5%0.081%
2/14/2025OneDigital Investment Advisors LLC5,188$420K0.0%+79.1%0.043%
2/14/2025MML Investors Services LLC60,936$4.94M0.0%+3.3%0.502%
2/13/2025NewEdge Advisors LLC7,320$593K0.0%+2.3%0.060%
2/13/2025Mariner LLC33,969$2.75M0.0%+0.8%0.280%
2/13/2025TME Financial Inc.3,160$260K0.2%N/A0.026%
2/13/2025Synovus Financial Corp8,860$718K0.0%N/A0.073%
2/13/2025Raymond James Financial Inc.398,264$32.25M0.0%N/A3.278%
2/13/2025Envestnet Asset Management Inc.71,672$5.80M0.0%+16.6%0.590%
2/13/2025Perennial Investment Advisors LLC3,781$306K0.0%+25.9%0.031%
2/13/2025Wells Fargo & Company MN201,853$16.35M0.0%-2.4%1.661%
2/12/2025Orion Portfolio Solutions LLC13,193$1.07M0.0%+65.3%0.109%
2/12/2025JPMorgan Chase & Co.166,499$13.48M0.0%+14.8%1.370%
2/12/2025Ipsen Advisor Group LLC11,397$923K0.8%N/A0.094%
Trump Orders 'National Digital Asset Stockpile' (Ad)

‘Digital Asset Reserve’ for THIS Coin??? Get all the details before this story gains even more traction

SHOW ME THE #1 CRYPTO TO OWN RIGHT NOW
2/11/2025LPL Financial LLC458,437$37.12M0.0%+13.8%3.773%
2/10/2025Flagship Wealth Advisors LLC1,500$121K0.1%N/A0.012%
2/10/2025Corient Private Wealth LLC104,536$8.47M0.0%-4.2%0.860%
2/10/2025Commonwealth Equity Services LLC142,769$11.56M0.0%+7.7%1.175%
2/10/2025Madison Wealth Partners Inc38,444$3.11M0.9%+2.6%0.316%
2/10/2025Mascoma Wealth Management LLC788$64K0.0%N/A0.006%
2/10/2025Avantax Advisory Services Inc.134,061$10.86M0.1%+0.7%1.103%
2/6/2025Raymond James Financial Inc.398,264$32.25M0.0%N/A3.278%
2/6/2025SPC Financial Inc.249,623$20.21M1.8%+2.4%2.055%
2/6/2025Assetmark Inc.8,236$667K0.0%+43,247.4%0.068%
2/6/2025Detalus Advisors LLC6,423$520K0.2%+22.0%0.053%
2/5/2025Halbert Hargrove Global Advisors LLC880$71K0.0%N/A0.007%
2/4/2025Bank of New York Mellon Corp617,786$50.03M0.0%-0.7%5.085%
2/4/2025Addison Advisors LLC1,335$108K0.0%N/A0.011%
2/3/2025Aspect Partners LLC1,273$103K0.1%N/A0.010%
1/31/2025Global Retirement Partners LLC7,863$637K0.0%-12.6%0.065%
1/31/2025Steele Capital Management Inc.689,990$55.88M2.9%-0.6%5.679%
1/31/2025Key Financial Inc6,169$500K0.1%+13.8%0.051%
1/31/2025Atria Wealth Solutions Inc.12,059$977K0.0%+15.6%0.099%
1/31/2025Truist Financial Corp47,141$3.82M0.0%+26.0%0.388%
1/31/2025Woodard & Co. Asset Management Group Inc. ADV288,156$23.34M5.0%+4,585.5%2.372%
1/31/2025Sanctuary Advisors LLC33,118$2.80M0.0%+1.4%0.273%
1/30/2025Ellis Investment Partners LLC15,606$1.26M0.2%-1.9%0.128%
1/29/2025Savant Capital LLC25,941$2.10M0.0%-26.1%0.214%
1/28/2025Kestra Private Wealth Services LLC8,943$724K0.0%+1.5%0.074%
1/28/2025Barrett & Company Inc.98,727$8.00M3.4%+2.5%0.813%
1/27/2025Avid Wealth Partners LLC3,174$257K0.2%N/A0.026%
1/27/2025Stratos Wealth Partners LTD.2,835$230K0.0%N/A0.023%
1/24/2025Means Investment CO. Inc.5,250$425K0.0%N/A0.043%
1/24/2025Horst & Graben Wealth Management LLC7,736$626K0.1%+6.1%0.064%
1/23/2025NorthStar Asset Management LLC NJ58,816$4.76M1.5%+5.2%0.484%
1/22/2025Sheridan Capital Management LLC58,542$4.74M3.3%+0.9%0.482%
1/22/2025Jim Saulnier & Associates LLC39,663$3.21M2.9%+25.5%0.326%
1/21/2025Flagship Harbor Advisors LLC18,296$1.48M0.1%+18.8%0.151%
1/21/2025Geneos Wealth Management Inc.1,900$154K0.0%+77.6%0.016%
1/17/2025Cedar Point Capital Partners LLC8,856$717K0.5%-8.4%0.073%
1/17/2025Janney Montgomery Scott LLC52,743$4.27M0.0%+51.6%0.434%
1/16/2025Kiley Juergens Wealth Management LLC87,455$7.08M1.8%+0.9%0.720%
1/16/2025Diversify Advisory Services LLC4,087$327K0.0%-37.1%0.034%
1/15/2025 GenWealth Group Inc.18,480$1.50M0.3%-1.0%0.152%
1/15/2025HB Wealth Management LLC11,794$955K0.0%-1.3%0.097%
1/15/2025Lauer Wealth LLC134,186$10.87M7.2%+5.3%1.104%
1/13/2025 Matrix Trust Co688,896$55.79M9.7%-0.6%5.670%
1/3/2025 Dentgroup LLC35,719$2.89M2.2%-3.3%0.294%
12/26/2024JPMorgan Chase & Co.144,983$11.92M0.0%+9.2%1.193%
11/25/2024Sanctuary Advisors LLC32,654$2.76M0.0%+26.9%0.269%
11/15/2024MML Investors Services LLC58,962$4.85M0.0%-0.3%0.485%
11/15/2024Orion Portfolio Solutions LLC7,979$656K0.0%+34.3%0.066%
11/12/2024Jim Saulnier & Associates LLC31,611$2.60M2.6%N/A0.260%
11/8/2024Steele Capital Management Inc.694,130$57.38M3.0%-15.0%5.713%
Trump Orders 'National Digital Asset Stockpile' (Ad)

‘Digital Asset Reserve’ for THIS Coin??? Get all the details before this story gains even more traction

SHOW ME THE #1 CRYPTO TO OWN RIGHT NOW
11/6/2024OneDigital Investment Advisors LLC2,897$238K0.0%N/A0.024%
11/5/2024Prime Capital Investment Advisors LLC29,091$2.39M0.0%+7.4%0.239%
11/5/2024Proactive Wealth Strategies LLC4,329$356K0.2%N/A0.036%
11/4/2024Tyler Stone Wealth Management6,770$556K0.1%+97.7%0.056%
10/29/2024Janney Montgomery Scott LLC34,793$2.86M0.0%-42.3%0.286%
10/28/2024Creative Financial Designs Inc. ADV917$75K0.0%+86.4%0.008%
10/25/2024Diversify Advisory Services LLC6,496$538K0.0%-15.5%0.053%
10/24/2024Lauer Wealth LLC127,426$10.51M8.0%+2.5%1.049%
10/24/2024Barrett & Company Inc.96,351$7.92M3.4%+10.8%0.793%
10/24/2024Ellis Investment Partners LLC15,906$1.31M0.3%-1.5%0.131%
(Data available from 1/1/2016 forward)

Remove Ads

ILCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ILCV shares?

During the previous two years, 123 institutional investors and hedge funds held shares of iShares Morningstar Value ETF. The most heavily invested institutionals were Equitable Holdings Inc. ($69.57M), Bank of America Corp DE ($61.45M), Matrix Trust Co ($56.16M), Steele Capital Management Inc. ($55.88M), Bank of New York Mellon Corp ($50.03M), LPL Financial LLC ($37.12M), and UBS Group AG ($35.83M).Learn more on ILCV's institutional investors.

Which institutional investors have been buying iShares Morningstar Value ETF stock?

Of the 104 institutional investors that purchased iShares Morningstar Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Steele Capital Management Inc. ($833.15K), Raymond James Financial Inc. ($796.53K), Fullerton Fund Management Co Ltd. ($448.20K), Woodard & Co. Asset Management Group Inc. ADV ($288.10K), Lauer Wealth LLC ($163.54K), LPL Financial LLC ($121.48K), and Barrett & Company Inc. ($106.96K).

How much institutional buying is happening at iShares Morningstar Value ETF?

Institutional investors have bought a total of 3,636,164 shares in the last 24 months. This purchase volume represents approximately $268.24M in transactions.

Which iShares Morningstar Value ETF major shareholders have been selling company stock?

Of the 59 institutional investors that sold iShares Morningstar Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Steele Capital Management Inc. ($143.16K), Matrix Trust Co ($126.60K), Janney Montgomery Scott LLC ($117.68K), Avantax Advisory Services Inc. ($97.55K), Equitable Holdings Inc. ($83.90K), Truist Financial Corp ($55.91K), and Lauer Wealth LLC ($44.34K).

How much institutional selling is happening at iShares Morningstar Value ETF?

Institutional investors have sold a total of 951,112 shares in the last 24 months. This volume of shares sold represents approximately $71.17M in transactions.


Related Companies

This page (NYSEARCA:ILCV) was last updated on 4/15/2025 by MarketBeat.com Staff
From Our Partners
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech sh...
InvestorPlace | Sponsored
America’s Retirement Accounts Are at Risk—Here’s Why
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
My friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...
Crypto Swap Profits | Sponsored