Who owns iShares Morningstar Large Value?
- Ticker: ILCV
- CUSIP Number: 464288109
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Morningstar Large Value with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Morningstar Large Value stock
Who bought or sold iShares Morningstar Large Value this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Steele Capital Management | 670k | $62M | 0% | Mar 2026 |
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| Matrix Trust | 666k | $62M | 0% | Mar 2026 |
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| Bank of America Corporation | 621k | $58M | 100% | Mar 2026 |
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| Equitable Holdings | 619k | $58M | 1% | Mar 2026 |
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| UBS Group | 437k | $41M | -19% | Mar 2026 |
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| LPL Financial | 428k | $40M | 9% | Mar 2026 |
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| Raymond James Financial | 400k | $38M | -3% | Dec 2025 |
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| Morgan Stanley | 352k | $33M | -2% | Mar 2026 |
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| Woodard & Co Asset Management Group | 239k | $22M | -3% | Mar 2026 |
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| AlphaCore Capital | 234k | $22M | -2% | Mar 2026 |
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| Royal Bank of Canada | 218k | $20M | -9% | Mar 2026 |
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| Wells Fargo & Company | 214k | $20M | 6% | Mar 2026 |
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| Cetera Investment Advisers | 197k | $18M | 7% | Mar 2026 |
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| Northwest Wealth Advisors | 155k | $14M | 18% | Mar 2026 |
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| Lauer Wealth | 144k | $14M | 1% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 129k | $12M | -49% | Mar 2026 |
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| Ameriprise Financial | 125k | $12M | 7% | Mar 2026 |
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| Systelligence | 122k | $11M | 100% | Mar 2026 |
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| CI Private Wealth | 118k | $11M | 1% | Mar 2026 |
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| Commonwealth Equity Services | 112k | $11M | -1% | Mar 2026 |
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| Barrett & Company | 94k | $8.7M | -1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 93k | $8.6M | -2% | Mar 2026 |
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| Advisor Group Holdings | 92k | $8.6M | -27% | Dec 2025 |
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| Kiley Juergens Wealth Management | 88k | $8.2M | 0% | Mar 2026 |
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| Absolute Capital Management | 84k | $7.8M | 155% | Mar 2026 |
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| Tandem Financial | 81k | $7.5M | 100% | Mar 2026 |
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| NorthStar Asset Management | 73k | $6.8M | 4% | Mar 2026 |
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| Envestnet Asset Management | 61k | $5.6M | 1% | Mar 2026 |
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| Mml Investors Services | 59k | $5.5M | -1% | Mar 2026 |
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| AssuredPartners Investment Advisors | 56k | $5.3M | 100% | Mar 2026 |
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| Sheridan Capital Management | 56k | $5.2M | 3% | Mar 2026 |
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| Kingsview Wealth Management | 55k | $5.1M | 739% | Mar 2026 |
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| Janney Montgomery Scott | 54k | $5.0M | -27% | Mar 2026 |
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| Sigma Planning | 53k | $4.9M | 100% | Mar 2026 |
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| Apex Wealth Management | 51k | $4.8M | 100% | Mar 2026 |
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| Sanctuary Advisors | 45k | $4.2M | 2% | Mar 2026 |
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| Mather Group | 38k | $3.5M | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 38k | $3.5M | 0% | Mar 2026 |
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| Strategic Blueprint | 36k | $3.3M | 7% | Mar 2026 |
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| Jim Saulnier & Associates | 35k | $3.3M | -2% | Mar 2026 |
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| Madison Wealth Partners | 35k | $3.3M | 1% | Mar 2026 |
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| Prime Capital Investment Advisors | 32k | $3.0M | 14% | Mar 2026 |
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| Dentgroup | 32k | $3.0M | 3% | Dec 2025 |
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| Ashton Thomas Securities | 28k | $2.6M | 100% | Mar 2026 |
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| Baird Financial | 26k | $2.5M | 0% | Dec 2025 |
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| Resources Investment Advisors | 22k | $2.1M | 57% | Mar 2026 |
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| CWM | 22k | $2.1M | -2% | Dec 2025 |
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| Savant Capital Management | 21k | $2.0M | -6% | Mar 2026 |
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| Edge Financial Advisors | 21k | $2.0M | 5% | Dec 2025 |
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| Goldman Sachs Group | 21k | $1.9M | -75% | Mar 2026 |
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| Asset One Wealth Management | 21k | $2.0M | 100% | Mar 2026 |
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| Flagship Harbor Advisors | 19k | $1.7M | -1% | Mar 2026 |
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| Rockefeller Capital Management | 18k | $1.7M | 0% | Mar 2026 |
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| GenWealth Group | 18k | $1.6M | 0% | Mar 2026 |
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| Asempa Wealth Advisors | 17k | $1.6M | -3% | Mar 2026 |
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| Caliber Wealth Management, Llc / Ks | 16k | $1.5M | 0% | Mar 2026 |
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| Branch Banking & Trust Company | 16k | $1.5M | -6% | Mar 2026 |
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| Brand Asset Management Group | 15k | $1.4M | 0% | Mar 2026 |
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| Mercer Global Advisors | 14k | $1.3M | -6% | Mar 2026 |
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| Ellis Investment Partners | 14k | $1.3M | -2% | Mar 2026 |
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| Global Retirement Partners | 13k | $1.3M | 18% | Dec 2025 |
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| Brian McDonald | 13k | $1.3M | -2% | Dec 2025 |
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| Fifth Third Bancorp | 13k | $1.2M | 100% | Mar 2026 |
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| Horst & Graben Wealth Management | 13k | $1.3M | 8% | Mar 2026 |
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| Verum Partners | 12k | $1.2M | 0% | Mar 2026 |
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| Oppenheimer & Co | 12k | $1.1M | 100% | Mar 2026 |
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| Citigroup | 12k | $1.1M | 100% | Mar 2026 |
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| Stratos Wealth Partners | 12k | $1.1M | 36% | Mar 2026 |
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| Ipsen Advisor Group | 12k | $1.1M | -5% | Mar 2026 |
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| Saxon Interests | 11k | $1.1M | 0% | Mar 2026 |
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| Warren Averett Asset Management | 11k | $1.0M | -1% | Dec 2025 |
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| HB Wealth Management | 11k | $994k | 0% | Mar 2026 |
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| Citadel Advisors | 11k | $974k | 100% | Mar 2026 |
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| Detalus Advisors | 10k | $966k | 0% | Mar 2026 |
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| FMR | 10k | $966k | 9% | Dec 2025 |
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| CLS Investments | 10k | $934k | -63% | Mar 2026 |
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| Lido Advisors | 10k | $929k | 1% | Mar 2026 |
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| Anb Bank | 9.8k | $909k | 100% | Mar 2026 |
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| Key FInancial | 9.5k | $883k | 3% | Mar 2026 |
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| Shared Vision Wealth Group | 9.1k | $848k | 0% | Mar 2026 |
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| Kestra Private Wealth Services | 8.9k | $829k | 0% | Mar 2026 |
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| Proactive Wealth Strategies | 8.8k | $824k | 101% | Mar 2026 |
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| Chesley, Taft & Associates | 8.7k | $814k | 0% | Mar 2026 |
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| Cedar Point Capital Partners | 8.1k | $753k | 1% | Mar 2026 |
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| Jones Financial Companies, L.L | 7.5k | $711k | 680% | Dec 2025 |
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| Perennial Investment Advisors | 7.3k | $677k | 19% | Mar 2026 |
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| Key Capital Management | 7.2k | $667k | 0% | Mar 2026 |
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| One Wealth Advisors | 7.1k | $665k | 3% | Mar 2026 |
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| Kestra Advisory Services | 7.1k | $665k | 61% | Mar 2026 |
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| Ullmann Financial | 7.0k | $655k | 0% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 6.8k | $643k | -2% | Dec 2025 |
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| Stifel Financial | 6.8k | $635k | -4% | Mar 2026 |
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| Colony | 6.3k | $586k | 92% | Dec 2025 |
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| Goss Wealth Management | 6.1k | $568k | -8% | Mar 2026 |
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| Quadrant Private Wealth Management | 6.1k | $565k | 10% | Mar 2026 |
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| Gotham Asset Management | 6.0k | $555k | 0% | Mar 2026 |
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| Kelly Financial Services | 5.8k | $539k | 12% | Mar 2026 |
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| Security Financial Services | 5.6k | $522k | 88% | Mar 2026 |
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| Signature Securities Group Corporation | 5.5k | $516k | 3% | Mar 2026 |
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| Kickstand Ventures | 5.5k | $513k | 39% | Mar 2026 |
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| HighTower Advisors | 5.5k | $509k | -7% | Mar 2026 |
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| Steward Partners Investment Advisory | 5.4k | $500k | -2% | Mar 2026 |
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| Pearl Planning | 5.3k | $492k | 100% | Mar 2026 |
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| Van Diest Capital | 5.2k | $488k | 100% | Dec 2025 |
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| Susquehanna International | 5.0k | $475k | 100% | Dec 2025 |
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| First Manhattan | 5.0k | $466k | 0% | Mar 2026 |
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| Merit Financial Group | 4.9k | $457k | -39% | Mar 2026 |
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| Summit Asset Management | 4.9k | $456k | 0% | Mar 2026 |
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| Wealth Alliance | 4.8k | $456k | -1% | Dec 2025 |
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| Arkadios Wealth Advisors | 4.8k | $447k | 100% | Mar 2026 |
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| Nvest Financial | 4.6k | $431k | 0% | Mar 2026 |
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| Gilliland Jeter Wealth Management | 4.6k | $429k | 100% | Mar 2026 |
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| Towerpoint Wealth | 4.5k | $423k | -17% | Mar 2026 |
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| Ewa | 4.4k | $406k | 8% | Mar 2026 |
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| RCW Management | 4.3k | $397k | 0% | Mar 2026 |
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| Foundations Investment Advisors | 4.2k | $388k | 100% | Mar 2026 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4.1k | $377k | -3% | Mar 2026 |
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| Legacy Wealth Partners | 4.0k | $371k | 100% | Mar 2026 |
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| Creative Planning | 4.0k | $370k | -8% | Mar 2026 |
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| Willis Johnson & Associates | 3.8k | $354k | 0% | Mar 2026 |
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| WealthBridge Capital Management | 3.7k | $343k | 0% | Mar 2026 |
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| Capital Investment Advisors | 3.6k | $334k | 1% | Mar 2026 |
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| Chicago Partners Investment | 3.5k | $337k | -6% | Mar 2026 |
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| Carrera Capital Advisors | 3.4k | $314k | 0% | Mar 2026 |
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| ONE Advisory Partners | 3.3k | $308k | 8% | Mar 2026 |
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| Tme Financial | 3.3k | $303k | 0% | Mar 2026 |
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| Means Investment | 3.2k | $300k | 0% | Mar 2026 |
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| Courage Miller Partners | 3.2k | $299k | 0% | Mar 2026 |
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| Pinnacle Financial Partners | 3.2k | $303k | 100% | Dec 2025 |
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| American Financial & Tax Strategies | 3.2k | $298k | 0% | Mar 2026 |
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| Gateway Wealth Partners | 3.1k | $293k | 100% | Mar 2026 |
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| Mayflower Financial Advisors | 3.1k | $287k | -3% | Mar 2026 |
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| AQR Capital Management | 3.0k | $283k | 100% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 3.0k | $283k | 100% | Mar 2026 |
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| Simplicity Wealth | 3.0k | $281k | 100% | Mar 2026 |
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| Harbor Investment Advisory | 2.9k | $270k | -5% | Mar 2026 |
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| CFS Investment Advisory Services | 2.8k | $270k | 13% | Mar 2026 |
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| Independent Wealth Advisors | 2.6k | $247k | 0% | Mar 2026 |
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| Triad Wealth Partners | 2.6k | $244k | 100% | Mar 2026 |
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| YCMNET Advisors | 2.6k | $243k | 0% | Mar 2026 |
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| Park Avenue Securities | 2.6k | $243k | 10% | Mar 2026 |
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| Nwam | 2.5k | $234k | 100% | Mar 2026 |
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| TSA Wealth Managment | 2.5k | $234k | -3% | Mar 2026 |
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| Perigon Wealth Management | 2.5k | $231k | 100% | Mar 2026 |
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| Jane Street | 2.4k | $226k | 100% | Mar 2026 |
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| Capital Analysts | 2.4k | $225k | 100% | Mar 2026 |
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| Avid Wealth Partners | 2.4k | $223k | 100% | Mar 2026 |
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| SMI Advisory Services | 2.4k | $222k | 0% | Mar 2026 |
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| HPM Partners | 2.3k | $218k | 100% | Mar 2026 |
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| Silverlake Wealth Management | 2.2k | $208k | 100% | Mar 2026 |
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| National Asset Management | 2.2k | $203k | -12% | Mar 2026 |
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Who sold out of iShares Morningstar Large Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 283k | $25M |
| Wealth Enhancement Advisory Services | Dec 2025 | 118k | $11M |
| Global View Capital Management | Dec 2025 | 28k | $2.7M |
| Quantinno Capital Management | Dec 2025 | 2.4k | $222k |
| Diversify Advisory Services | Dec 2025 | 2.3k | $220k |