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iShares Morningstar Value ETF (ILCV) Institutional Ownership

iShares Morningstar Value ETF logo
$81.11 +0.88 (+1.10%)
(As of 12/20/2024 04:33 PM ET)
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Value ETF (NYSEARCA:ILCV)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$82.44M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$46.38M
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ILCV Institutional Buying and Selling by Quarter

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
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%
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%
8/22/2024 Cetera Investment Advisers60,868$4.65M0.0%-1.4%0.501%
8/21/2024 SPC Financial Inc.253,480$19.35M1.8%-0.1%2.086%
8/21/2024 Truist Financial Corp34,942$2.67M0.0%-1.5%0.288%
8/19/2024 B. Riley Wealth Advisors Inc.4,841$369K0.0%+8.7%0.040%
8/10/2024 Madison Wealth Partners Inc37,246$2.84M1.0%-0.9%0.307%
8/9/2024 Prime Capital Investment Advisors LLC27,091$2.07M0.0%-5.9%0.223%
8/8/2024 Envestnet Asset Management Inc.57,562$4.39M0.0%-4.7%0.474%
8/7/2024 Wedbush Securities Inc.3,346$255K0.0%+24.9%0.028%
8/1/2024 Willis Johnson & Associates Inc.3,800$290K0.0%N/A0.031%
7/31/2024Commonwealth Equity Services LLC134,541$10.27M0.0%+2.4%1.107%
7/30/2024 Key Financial Inc5,419$414K0.1%N/A0.045%
7/30/2024Stephens Consulting LLC5,279$403K0.1%-5.4%0.043%
7/27/2024 Sheridan Capital Management LLC57,997$4.42M3.3%-2.1%0.477%
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7/26/2024 Detalus Advisors LLC5,192$396K0.1%+17.3%0.043%
7/26/2024 Cambridge Investment Research Advisors Inc.83,457$6.37M0.0%-4.0%0.687%
7/26/2024 Bank of New York Mellon Corp633,287$48.33M0.0%-1.4%5.212%
7/23/2024 Kiley Juergens Wealth Management LLC82,494$6.30M1.7%+2.0%0.679%
7/23/2024 Horst & Graben Wealth Management LLC7,148$546K0.1%N/A0.059%
7/20/2024Raymond James Financial Services Advisors Inc.150,382$11.48M0.0%-0.7%1.238%
7/20/2024Brand Asset Management Group Inc.14,492$1.11M0.5%+5.4%0.119%
7/19/2024Raymond James & Associates259,362$19.80M0.0%-4.5%2.135%
7/17/2024 GenWealth Group Inc.18,713$1.43M0.4%-1.1%0.154%
7/16/2024 Cedar Point Capital Partners LLC9,636$735K0.5%+3.2%0.079%
7/16/2024 Steele Capital Management Inc.816,670$62.33M3.5%-0.4%6.722%
7/16/2024 Wealth Enhancement Advisory Services LLC94,552$7.22M0.0%-2.0%0.778%
7/16/2024 Lauer Wealth LLC124,328$9.68M7.8%+9.2%1.023%
7/12/2024 Diversify Advisory Services LLC7,685$591K0.0%-4.9%0.063%
7/10/2024 Matrix Trust Co815,499$62.24M14.1%+0.1%6.712%
7/10/2024 CWM LLC11,760$898K0.0%+4.3%0.097%
7/9/2024 Mather Group LLC.47,070$3.62M0.0%+25.0%0.387%
7/8/2024 Dentgroup LLC38,000$2.90M2.3%-1.5%0.313%
5/24/2024Cetera Advisors LLC7,041$541K0.0%+11.8%0.058%
5/24/2024 Cetera Investment Advisers61,711$4.74M0.0%+945.4%0.508%
5/22/2024 Cedar Point Capital Partners LLC9,339$718K0.5%+6.1%0.077%
5/21/2024 LRI Investments LLC1,710$131K0.0%N/A0.014%
5/15/2024 LRI Investments LLC1,710$130K0.0%N/A0.014%
5/8/2024 Bleakley Financial Group LLC4,040$311K0.0%-3.8%0.033%
5/8/2024 Avantax Advisory Services Inc.130,781$10.05M0.1%-42.7%1.076%
5/4/2024 SPC Financial Inc.253,834$19.51M1.8%+0.7%2.089%
5/1/2024 Janney Montgomery Scott LLC60,463$4.65M0.0%-42.5%0.498%
5/1/2024 Diversify Advisory Services LLC8,079$619K0.0%N/A0.066%
4/30/2024 Madison Wealth Partners Inc37,581$2.89M1.0%+0.7%0.309%
4/29/2024Commonwealth Equity Services LLC131,431$10.10M0.0%+3.5%1.082%
4/25/2024 Cambridge Investment Research Advisors Inc.86,958$6.68M0.0%-0.3%0.716%
4/24/2024 Simplicity Wealth LLC4,040$311K0.0%N/A0.033%
4/23/2024 Global Retirement Partners LLC7,182$552K0.0%+18.1%0.059%
4/23/2024Raymond James Financial Services Advisors Inc.151,400$11.64M0.0%-7.2%1.246%
4/22/2024Raymond James & Associates271,496$20.87M0.0%-3.4%2.235%
4/19/2024 Kiley Juergens Wealth Management LLC80,882$6.22M1.9%+1.8%0.671%
4/18/2024 Steele Capital Management Inc.820,266$63.05M3.6%-1.5%6.807%
4/16/2024 Wealth Enhancement Advisory Services LLC96,504$7.42M0.0%-3.1%0.801%
4/3/2024 Dentgroup LLC38,587$2.97M2.5%-3.8%0.320%
2/23/2024 Chicago Partners Investment Group LLC3,574$253K0.0%-14.9%0.030%
2/17/2024 Madison Wealth Partners Inc37,323$2.64M1.0%+1.1%0.310%
2/12/2024 Steward Partners Investment Advisory LLC6,173$436K0.0%+91.8%0.051%
2/9/2024 Orion Portfolio Solutions LLC8,582$608K0.0%N/A0.071%
2/9/2024 Cambridge Investment Research Advisors Inc.87,252$6.16M0.0%+1.7%0.724%
2/9/2024 Corient Private Wealth LLC102,159$7.21M0.0%+0.9%0.848%
2/9/2024 Wells Fargo & Company MN178,725$12.62M0.0%-4.5%1.483%
2/9/2024 UBS Group AG507,423$35.83M0.0%-0.2%4.211%
2/8/2024 Janney Montgomery Scott LLC105,244$7.43M0.0%-10.8%0.873%
2/8/2024 Shared Vision Wealth Group LLC8,190$578K0.4%N/A0.068%
2/7/2024 Avantax Advisory Services Inc.228,333$16.13M0.2%+5.9%1.895%
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2/5/2024 Savant Capital LLC17,137$1.21M0.0%-5.9%0.142%
2/5/2024 Steele Capital Management Inc.833,146$58.84M3.8%N/A6.914%
2/5/2024 Matrix Trust Co825,582$58.30M13.6%+0.2%6.851%
2/3/2024 Cedar Point Capital Partners LLC8,799$621K0.5%N/A0.073%
2/2/2024 Truist Financial Corp35,827$2.53M0.0%-7.3%0.297%
2/1/2024Stephens Consulting LLC5,579$394K0.1%-2.8%0.046%
2/1/2024 CWM LLC11,270$796K0.0%+6.7%0.094%
1/29/2024 Lauer Wealth LLC98,862$7.00M6.3%+2.5%0.820%
1/29/2024 Ellis Investment Partners LLC15,154$1.07M0.2%-1.6%0.126%
1/26/2024 Harbor Investment Advisory LLC4,250$300K0.0%N/A0.035%
(Data available from 1/1/2016 forward)

ILCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ILCV shares?

During the previous two years, 95 institutional investors and hedge funds held shares of iShares Morningstar Value ETF. The most heavily invested institutionals were Equitable Holdings Inc. ($69.57M), Steele Capital Management Inc. ($57.38M), Matrix Trust Co ($56.97M), Bank of New York Mellon Corp ($48.33M), UBS Group AG ($35.83M), Northwestern Mutual Wealth Management Co. ($32.14M), and Fullerton Fund Management Co Ltd. ($29.78M).Learn more on ILCV's institutional investors.

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

Of the 79 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), Fullerton Fund Management Co Ltd. ($448.20K), Northwestern Mutual Wealth Management Co. ($353.23K), Raymond James & Associates ($179.61K), Lauer Wealth LLC ($156.78K), Barrett & Company Inc. ($104.58K), and Janney Montgomery Scott LLC ($98.15K).

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

Institutional investors have bought a total of 2,868,654 shares in the last 24 months. This purchase volume represents approximately $193.86M in transactions.

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

Of the 53 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. ($139.02K), Equitable Holdings Inc. ($126.10K), Matrix Trust Co ($122.46K), Janney Montgomery Scott LLC ($117.68K), Avantax Advisory Services Inc. ($97.55K), Truist Financial Corp ($55.91K), and Raymond James & Associates ($49.38K).

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

Institutional investors have sold a total of 954,706 shares in the last 24 months. This volume of shares sold represents approximately $69.96M in transactions.


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This page (NYSEARCA:ILCV) was last updated on 12/22/2024 by MarketBeat.com Staff
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