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iShares Morningstar Value ETF (ILCV) Institutional Ownership

iShares Morningstar Value ETF logo
$83.46 +0.66 (+0.80%)
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)
45
Total
Institutional Inflows
(last 12 months)
$84.42M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$43.95M
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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
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%
1/17/2025 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%
12/26/2024JPMorgan 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%
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%
10/29/2024 Janney Montgomery Scott LLC34,793$2.86M0.0%-42.3%0.286%
10/28/2024Creative Financial Designs Inc. ADV917$75K0.0%+86.4%0.008%
10/25/2024 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%
10/24/2024Barrett & 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%
10/24/2024 Wealth Enhancement Advisory Services LLC89,640$7.37M0.0%-5.2%0.738%
10/23/2024Woodard & Co. Asset Management Group Inc. ADV6,150$506K0.1%+3.3%0.051%
10/21/2024Horst & 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%
10/16/2024Global Retirement Partners LLC8,993$739K0.0%+14.9%0.074%
10/16/2024SPC 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%
10/8/2024CWM LLC10,846$892K0.0%-7.8%0.089%
10/8/2024Mather Group LLC.46,549$3.83M0.0%-1.1%0.383%
10/2/2024 Dentgroup LLC36,954$3.04M2.3%-2.8%0.304%
9/5/2024Sanctuary Advisors LLC25,736$1.92M0.0%N/A0.212%
8/22/2024Cetera Investment Advisers60,868$4.65M0.0%-1.4%0.501%
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8/21/2024SPC Financial Inc.253,480$19.35M1.8%-0.1%2.086%
8/21/2024Truist Financial Corp34,942$2.67M0.0%-1.5%0.288%
8/19/2024B. Riley Wealth Advisors Inc.4,841$369K0.0%+8.7%0.040%
8/10/2024Madison Wealth Partners Inc37,246$2.84M1.0%-0.9%0.307%
8/9/2024Prime Capital Investment Advisors LLC27,091$2.07M0.0%-5.9%0.223%
8/8/2024Envestnet Asset Management Inc.57,562$4.39M0.0%-4.7%0.474%
8/7/2024Wedbush Securities Inc.3,346$255K0.0%+24.9%0.028%
8/1/2024Willis Johnson & Associates Inc.3,800$290K0.0%N/A0.031%
7/31/2024Commonwealth Equity Services LLC134,541$10.27M0.0%+2.4%1.107%
7/30/2024Key Financial Inc5,419$414K0.1%N/A0.045%
7/30/2024Stephens Consulting LLC5,279$403K0.1%-5.4%0.043%
7/27/2024Sheridan Capital Management LLC57,997$4.42M3.3%-2.1%0.477%
7/26/2024Detalus Advisors LLC5,192$396K0.1%+17.3%0.043%
7/26/2024Cambridge Investment Research Advisors Inc.83,457$6.37M0.0%-4.0%0.687%
7/26/2024Bank 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%
7/23/2024Horst & 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%
7/20/2024 Brand 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%
7/16/2024Steele 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%
7/10/2024CWM LLC11,760$898K0.0%+4.3%0.097%
7/9/2024Mather 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%
5/24/2024Cetera 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%
5/21/2024LRI Investments LLC1,710$131K0.0%N/A0.014%
5/15/2024LRI Investments LLC1,710$130K0.0%N/A0.014%
5/8/2024Bleakley Financial Group LLC4,040$311K0.0%-3.8%0.033%
5/8/2024Avantax Advisory Services Inc.130,781$10.05M0.1%-42.7%1.076%
5/4/2024SPC 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%
4/30/2024Madison 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%
4/25/2024Cambridge Investment Research Advisors Inc.86,958$6.68M0.0%-0.3%0.716%
4/24/2024Simplicity Wealth LLC4,040$311K0.0%N/A0.033%
4/23/2024Global 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%
4/18/2024Steele 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%
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4/3/2024 Dentgroup LLC38,587$2.97M2.5%-3.8%0.320%
2/23/2024Chicago Partners Investment Group LLC3,574$253K0.0%-14.9%0.030%
2/17/2024Madison Wealth Partners Inc37,323$2.64M1.0%+1.1%0.310%
2/12/2024Steward Partners Investment Advisory LLC6,173$436K0.0%+91.8%0.051%
2/9/2024Orion Portfolio Solutions LLC8,582$608K0.0%N/A0.071%
2/9/2024Cambridge Investment Research Advisors Inc.87,252$6.16M0.0%+1.7%0.724%
2/9/2024Corient Private Wealth LLC102,159$7.21M0.0%+0.9%0.848%
2/9/2024Wells Fargo & Company MN178,725$12.62M0.0%-4.5%1.483%
2/9/2024UBS 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%
(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, 99 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 ($55.79M), 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 82 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 ($163.54K), Janney Montgomery Scott LLC ($116.10K), and Barrett & Company Inc. ($104.58K).

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

Institutional investors have bought a total of 2,907,606 shares in the last 24 months. This purchase volume represents approximately $197.07M in transactions.

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

Of the 55 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), Matrix Trust Co ($126.60K), Equitable Holdings Inc. ($126.10K), 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 962,460 shares in the last 24 months. This volume of shares sold represents approximately $70.61M in transactions.


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This page (NYSEARCA:ILCV) was last updated on 1/21/2025 by MarketBeat.com Staff
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