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iShares Morningstar Value ETF (ILCV) Institutional Ownership

iShares Morningstar Value ETF logo
$81.88 -0.15 (-0.18%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Value ETF (NYSEARCA:ILCV)

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$131.99M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$47.26M
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ILCV Institutional Buying and Selling by Quarter

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iShares Morningstar Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC120,910$9.79M0.0%+34.9%0.963%
2/25/2025 B. Riley Wealth Advisors Inc.2,880$233K0.0%-40.6%0.024%
2/17/2025 Royal Bank of Canada225,794$18.29M0.0%-1.7%1.858%
2/17/2025 Focus Partners Wealth3,256$264K0.0%N/A0.027%
2/17/2025 Cetera Investment Advisers52,902$4.28M0.0%-5.1%0.435%
2/17/2025 Citadel Advisors LLC4,989$404K0.0%+17.7%0.041%
2/17/2025 Baird Financial Group Inc.28,144$2.28M0.0%-2.1%0.232%
2/17/2025 Bank of America Corp DE758,802$61.45M0.0%-4.1%6.245%
2/17/2025 Ameriprise Financial Inc.28,343$2.30M0.0%+1.3%0.233%
2/17/2025 Aptus Capital Advisors LLC397$32K0.0%N/A0.003%
2/17/2025 Apex Wealth Management LLC49,905$4.04M3.5%N/A0.411%
2/14/2025 Jane Street Group LLC7,695$623K0.0%N/A0.063%
2/14/2025 Navigoe LLC1,393$112K0.1%N/A0.011%
2/14/2025 Comerica Bank13,947$1.13M0.0%-1.6%0.115%
2/14/2025 Lido Advisors LLC9,814$795K0.0%+232.5%0.081%
2/14/2025 OneDigital Investment Advisors LLC5,188$420K0.0%+79.1%0.043%
2/14/2025 MML Investors Services LLC60,936$4.94M0.0%+3.3%0.502%
2/13/2025 NewEdge Advisors LLC7,320$593K0.0%+2.3%0.060%
2/13/2025 Mariner LLC33,969$2.75M0.0%+0.8%0.280%
2/13/2025 TME Financial Inc.3,160$260K0.2%N/A0.026%
2/13/2025 Synovus Financial Corp8,860$718K0.0%N/A0.073%
2/13/2025 Raymond James Financial Inc.398,264$32.25M0.0%N/A3.278%
2/13/2025 Envestnet Asset Management Inc.71,672$5.80M0.0%+16.6%0.590%
2/13/2025 Perennial Investment Advisors LLC3,781$306K0.0%+25.9%0.031%
2/13/2025 Wells Fargo & Company MN201,853$16.35M0.0%-2.4%1.661%
2/12/2025 Orion Portfolio Solutions LLC13,193$1.07M0.0%+65.3%0.109%
2/12/2025 JPMorgan Chase & Co.166,499$13.48M0.0%+14.8%1.370%
2/12/2025 Ipsen Advisor Group LLC11,397$923K0.8%N/A0.094%
2/11/2025 LPL Financial LLC458,437$37.12M0.0%+13.8%3.773%
2/10/2025 Flagship Wealth Advisors LLC1,500$121K0.1%N/A0.012%
2/10/2025 Corient Private Wealth LLC104,536$8.47M0.0%-4.2%0.860%
2/10/2025 Commonwealth Equity Services LLC142,769$11.56M0.0%+7.7%1.175%
2/10/2025 Madison Wealth Partners Inc38,444$3.11M0.9%+2.6%0.316%
2/10/2025 Mascoma Wealth Management LLC788$64K0.0%N/A0.006%
2/10/2025 Avantax Advisory Services Inc.134,061$10.86M0.1%+0.7%1.103%
2/6/2025 Raymond James Financial Inc.398,264$32.25M0.0%N/A3.278%
2/6/2025 SPC Financial Inc.249,623$20.21M1.8%+2.4%2.055%
2/6/2025 Assetmark Inc.8,236$667K0.0%+43,247.4%0.068%
2/6/2025 Detalus Advisors LLC6,423$520K0.2%+22.0%0.053%
2/5/2025 Halbert Hargrove Global Advisors LLC880$71K0.0%N/A0.007%
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2/4/2025 Bank of New York Mellon Corp617,786$50.03M0.0%-0.7%5.085%
2/4/2025 Addison Advisors LLC1,335$108K0.0%N/A0.011%
2/3/2025 Aspect Partners LLC1,273$103K0.1%N/A0.010%
1/31/2025 Global Retirement Partners LLC7,863$637K0.0%-12.6%0.065%
1/31/2025 Steele Capital Management Inc.689,990$55.88M2.9%-0.6%5.679%
1/31/2025 Key Financial Inc6,169$500K0.1%+13.8%0.051%
1/31/2025 Atria Wealth Solutions Inc.12,059$977K0.0%+15.6%0.099%
1/31/2025 Truist Financial Corp47,141$3.82M0.0%+26.0%0.388%
1/31/2025 Woodard & Co. Asset Management Group Inc. ADV288,156$23.34M5.0%+4,585.5%2.372%
1/31/2025 Sanctuary Advisors LLC33,118$2.80M0.0%+1.4%0.273%
1/30/2025 Ellis Investment Partners LLC15,606$1.26M0.2%-1.9%0.128%
1/29/2025 Savant Capital LLC25,941$2.10M0.0%-26.1%0.214%
1/28/2025 Kestra Private Wealth Services LLC8,943$724K0.0%+1.5%0.074%
1/28/2025 Barrett & Company Inc.98,727$8.00M3.4%+2.5%0.813%
1/27/2025 Avid Wealth Partners LLC3,174$257K0.2%N/A0.026%
1/27/2025 Stratos Wealth Partners LTD.2,835$230K0.0%N/A0.023%
1/24/2025 Means Investment CO. Inc.5,250$425K0.0%N/A0.043%
1/24/2025 Horst & Graben Wealth Management LLC7,736$626K0.1%+6.1%0.064%
1/23/2025 NorthStar Asset Management LLC NJ58,816$4.76M1.5%+5.2%0.484%
1/22/2025 Sheridan Capital Management LLC58,542$4.74M3.3%+0.9%0.482%
1/22/2025 Jim Saulnier & Associates LLC39,663$3.21M2.9%+25.5%0.326%
1/21/2025 Flagship Harbor Advisors LLC18,296$1.48M0.1%+18.8%0.151%
1/21/2025 Geneos Wealth Management Inc.1,900$154K0.0%+77.6%0.016%
1/17/2025 Cedar Point Capital Partners LLC8,856$717K0.5%-8.4%0.073%
1/17/2025 Janney Montgomery Scott LLC52,743$4.27M0.0%+51.6%0.434%
1/16/2025 Kiley Juergens Wealth Management LLC87,455$7.08M1.8%+0.9%0.720%
1/16/2025 Diversify 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%
1/15/2025 HB Wealth Management LLC11,794$955K0.0%-1.3%0.097%
1/15/2025 Lauer 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%
12/26/2024 JPMorgan Chase & Co.144,983$11.92M0.0%+9.2%1.193%
11/25/2024 Sanctuary Advisors LLC32,654$2.76M0.0%+26.9%0.269%
11/15/2024 MML Investors Services LLC58,962$4.85M0.0%-0.3%0.485%
11/15/2024 Orion Portfolio Solutions LLC7,979$656K0.0%+34.3%0.066%
11/12/2024 Jim Saulnier & Associates LLC31,611$2.60M2.6%N/A0.260%
11/8/2024 Steele Capital Management Inc.694,130$57.38M3.0%-15.0%5.713%
11/6/2024 OneDigital Investment Advisors LLC2,897$238K0.0%N/A0.024%
11/5/2024 Prime Capital Investment Advisors LLC29,091$2.39M0.0%+7.4%0.239%
11/5/2024 Proactive Wealth Strategies LLC4,329$356K0.2%N/A0.036%
11/4/2024 Tyler Stone Wealth Management6,770$556K0.1%+97.7%0.056%
10/29/2024 Janney Montgomery Scott LLC34,793$2.86M0.0%-42.3%0.286%
10/28/2024 Creative Financial Designs Inc. ADV917$75K0.0%+86.4%0.008%
10/25/2024 Diversify Advisory Services LLC6,496$538K0.0%-15.5%0.053%
10/24/2024 Lauer Wealth LLC127,426$10.51M8.0%+2.5%1.049%
10/24/2024 Barrett & Company Inc.96,351$7.92M3.4%+10.8%0.793%
10/24/2024 Ellis Investment Partners LLC15,906$1.31M0.3%-1.5%0.131%
10/24/2024 Wealth Enhancement Advisory Services LLC89,640$7.37M0.0%-5.2%0.738%
10/23/2024 Woodard & Co. Asset Management Group Inc. ADV6,150$506K0.1%+3.3%0.051%
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10/21/2024 Horst & Graben Wealth Management LLC7,291$599K0.1%+2.0%0.060%
10/21/2024 Courage Miller Partners LLC4,664$383K0.1%-8.0%0.038%
10/18/2024Raymond James & Associates261,980$21.54M0.0%+1.0%2.156%
10/16/2024 Global Retirement Partners LLC8,993$739K0.0%+14.9%0.074%
10/16/2024 SPC Financial Inc.243,807$20.04M1.8%-3.8%2.007%
10/9/2024 Matrix Trust Co693,036$56.97M10.7%-15.0%5.704%
10/8/2024 CWM LLC10,846$892K0.0%-7.8%0.089%
10/8/2024 Mather Group LLC.46,549$3.83M0.0%-1.1%0.383%
10/2/2024 Dentgroup LLC36,954$3.04M2.3%-2.8%0.304%
9/5/2024 Sanctuary Advisors LLC25,736$1.92M0.0%N/A0.212%
(Data available from 1/1/2016 forward)

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ILCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ILCV shares?

During the previous two years, 116 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), Steele Capital Management Inc. ($55.88M), Matrix Trust Co ($55.79M), 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 98 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), Raymond James & Associates ($179.61K), Lauer Wealth LLC ($163.54K), and LPL Financial LLC ($121.48K).

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

Institutional investors have bought a total of 3,770,659 shares in the last 24 months. This purchase volume represents approximately $276.02M in transactions.

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

Of the 57 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 953,040 shares in the last 24 months. This volume of shares sold represents approximately $71.27M in transactions.


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This page (NYSEARCA:ILCV) was last updated on 3/25/2025 by MarketBeat.com Staff
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