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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Who bought or sold iShares Morningstar Large Value this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Equitable Holdings | 1.4M | $89M | 19% | Sep 2023 |
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Steele Capital Management | 833k | $59M | 100% | Dec 2023 |
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Matrix Trust | 826k | $58M | 0% | Dec 2023 |
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Bank of America Corporation | 796k | $56M | 39% | Dec 2023 |
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Bank of New York Mellon | 725k | $51M | -1% | Dec 2023 |
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UBS Group | 507k | $36M | 0% | Dec 2023 |
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LPL Financial | 440k | $29M | 15% | Sep 2023 |
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Northwestern Mutual Wealth Management Company | 393k | $25M | -10% | Sep 2023 |
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Morgan Stanley | 312k | $20M | -3% | Sep 2023 |
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Raymond James & Associates | 281k | $20M | -7% | Dec 2023 |
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SPC Financial | 252k | $18M | -2% | Dec 2023 |
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Royal Bank of Canada | 230k | $16M | 4% | Dec 2023 |
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H D Vest Advisory Services | 228k | $16M | 6% | Dec 2023 |
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Wells Fargo & Company | 179k | $13M | -4% | Dec 2023 |
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Raymond James Financial Services Advisors | 163k | $12M | 5% | Dec 2023 |
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Commonwealth Equity Services | 127k | $9.0M | 19% | Dec 2023 |
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Janney Montgomery Scott | 105k | $7.4M | -11% | Dec 2023 |
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CI Private Wealth | 102k | $7.2M | 1% | Dec 2023 |
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Jpmorgan Chase & Co | 101k | $7.1M | 18% | Dec 2023 |
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Wealth Enhancement Advisory Services | 100k | $7.0M | 1% | Dec 2023 |
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Lauer Wealth | 99k | $7.0M | 3% | Dec 2023 |
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Barrett & Company | 92k | $6.5M | 7% | Dec 2023 |
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Cambridge Investment Research Advisors | 87k | $6.2M | 2% | Dec 2023 |
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Mml Investors Services | 81k | $5.3M | -3% | Sep 2023 |
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Kiley Juergens Wealth Management | 80k | $5.6M | 0% | Dec 2023 |
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Envestnet Asset Management | 61k | $4.0M | 32% | Sep 2023 |
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Advisor Group Holdings | 53k | $3.8M | 0% | Dec 2023 |
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NorthStar Asset Management | 48k | $3.4M | 100% | Dec 2023 |
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Dentgroup | 40k | $2.8M | -32% | Dec 2023 |
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Financial Network Investment Corporation | 40k | $2.6M | 5% | Sep 2023 |
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Mather Group | 38k | $2.7M | 0% | Dec 2023 |
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Madison Wealth Partners | 37k | $2.6M | 1% | Dec 2023 |
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Branch Banking & Trust Company | 36k | $2.5M | -7% | Dec 2023 |
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Mariner Wealth Advisors | 33k | $2.3M | -2% | Dec 2023 |
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Baird Financial | 31k | $2.2M | 0% | Dec 2023 |
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Prime Capital Investment Advisors | 24k | $1.7M | 14% | Dec 2023 |
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GenWealth Group | 19k | $1.3M | -5% | Dec 2023 |
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Savant Capital Management | 17k | $1.2M | -6% | Dec 2023 |
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Ameriprise Financial | 17k | $1.1M | 0% | Sep 2023 |
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Citadel Advisors | 16k | $1.1M | 100% | Dec 2023 |
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First Republic Investment Management | 15k | $999k | -8% | Sep 2023 |
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Ellis Investment Partners | 15k | $1.1M | -2% | Dec 2023 |
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Brian McDonald | 15k | $942k | 100% | Sep 2023 |
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Brand Asset Management Group | 14k | $973k | 16% | Dec 2023 |
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Dfpg Investments | 14k | $949k | -7% | Dec 2023 |
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Full Sail Capital | 13k | $853k | 0% | Sep 2023 |
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Verum Partners | 12k | $876k | 0% | Dec 2023 |
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HB Wealth Management | 12k | $861k | 0% | Dec 2023 |
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Sweet Financial Partners | 12k | $851k | 1% | Dec 2023 |
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Saxon Interests | 11k | $797k | 100% | Dec 2023 |
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CWM | 11k | $796k | 7% | Dec 2023 |
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Derbend Asset Management | 11k | $789k | 13% | Dec 2023 |
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Johnson Investment Counsel | 9.8k | $690k | 0% | Dec 2023 |
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Multi-Financial Securities | 9.4k | $611k | -8% | Sep 2023 |
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Citigroup | 9.4k | $664k | -12% | Dec 2023 |
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Cedar Point Capital Partners | 8.8k | $621k | 100% | Dec 2023 |
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Orion Portfolio Solutions | 8.6k | $608k | 100% | Dec 2023 |
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Shared Vision Wealth Group | 8.2k | $578k | 100% | Dec 2023 |
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Kestra Private Wealth Services | 7.5k | $526k | 0% | Dec 2023 |
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Ullmann Financial | 7.1k | $500k | 0% | Dec 2023 |
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Private Wealth Strategies | 6.7k | $475k | 1% | Dec 2023 |
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Signature Securities Group Corporation | 6.4k | $449k | 1% | Dec 2023 |
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Cetera Investment Advisers | 6.3k | $406k | -21% | Sep 2023 |
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Steward Partners Investment Advisory | 6.2k | $436k | 92% | Dec 2023 |
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Global Retirement Partners | 6.1k | $425k | 16% | Dec 2023 |
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FMR | 6.1k | $392k | -6% | Sep 2023 |
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Stifel Financial | 6.0k | $422k | 0% | Dec 2023 |
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Woodard & Co Asset Management Group | 5.9k | $417k | 89% | Dec 2023 |
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Kestra Advisory Services | 5.8k | $413k | 9% | Dec 2023 |
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Stephens Consulting | 5.6k | $394k | -3% | Dec 2023 |
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Atria Wealth Solutions | 5.4k | $385k | -1% | Dec 2023 |
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Courage Miller Partners | 5.1k | $363k | -16% | Dec 2023 |
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Summit Asset Management | 5.1k | $360k | 0% | Dec 2023 |
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First Manhattan | 5.0k | $324k | 0% | Sep 2023 |
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Creative Planning | 4.9k | $347k | -9% | Dec 2023 |
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Towerpoint Wealth | 4.8k | $342k | 0% | Dec 2023 |
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National Asset Management | 4.5k | $316k | 0% | Dec 2023 |
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Detalus Advisors | 4.5k | $315k | -62% | Dec 2023 |
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Harbor Investment Advisory | 4.3k | $300k | 100% | Dec 2023 |
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Bleakley Financial Group | 4.2k | $297k | 0% | Dec 2023 |
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Sawtooth Asset Management | 4.2k | $297k | 0% | Dec 2023 |
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Goss Wealth Management | 3.8k | $246k | 0% | Sep 2023 |
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WealthBridge Capital Management | 3.7k | $260k | 0% | Dec 2023 |
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Raymond James Trust | 3.7k | $259k | -1% | Dec 2023 |
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HighTower Advisors | 3.6k | $253k | 100% | Dec 2023 |
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Chicago Partners Investment | 3.6k | $253k | -15% | Dec 2023 |
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Tyler-Stone Wealth Management | 3.6k | $252k | -4% | Dec 2023 |
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Capital Investment Advisors | 3.5k | $249k | 0% | Dec 2023 |
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Windsor Group | 3.2k | $210k | 0% | Sep 2023 |
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Thrivent Financial for Lutherans | 3.1k | $205k | -2% | Sep 2023 |
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Lido Advisors | 3.0k | $209k | -34% | Dec 2023 |
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Tower Research Capital | 2.5k | $160k | -42% | Sep 2023 |
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Us Bancorp | 1.6k | $115k | 100% | Dec 2023 |
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Cape Investment Advisory | 1.4k | $95k | 0% | Dec 2023 |
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SRS Capital Advisors | 1.1k | $78k | 1% | Dec 2023 |
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Geneos Wealth Management | 1.1k | $76k | 0% | Dec 2023 |
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City State Bank | 668.00 | $47k | 0% | Dec 2023 |
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Creative Financial Designs | 605.00 | $43k | 23% | Dec 2023 |
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Parallel Advisors | 516.00 | $36k | 0% | Dec 2023 |
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D. J. St. Germain | 478.00 | $34k | 0% | Dec 2023 |
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Activest Wealth Management | 469.00 | $33k | 1% | Dec 2023 |
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Archer Investment Corp | 400.00 | $28k | 0% | Dec 2023 |
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Aptus Capital Advisors | 320.00 | $21k | 100% | Sep 2023 |
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DB Wealth Management Group | 266.00 | $19k | -72% | Dec 2023 |
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Salomon & Ludwin | 254.00 | $17k | 0% | Dec 2023 |
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Pnc Financial Services | 190.00 | $13k | 0% | Dec 2023 |
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Russell Investments | 187.00 | $13k | 2% | Dec 2023 |
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Westside Investment Management | 170.00 | $12k | 1% | Dec 2023 |
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Assetmark | 153.00 | $11k | -77% | Dec 2023 |
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Salem Investment Counselors | 129.00 | $9.1k | 0% | Dec 2023 |
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Advisory Services Network | 80.00 | $5.7k | 100% | Dec 2023 |
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Hazlett, Burt & Watson | 30.00 | $2.0k | 0% | Dec 2023 |
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Larson Financial Group | 13.00 | $918.000200 | 0% | Dec 2023 |
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Who sold out of iShares Morningstar Large Value?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Fullerton Fund Management | Jun 2023 | 448k | $30M |
Nations Financial Group | Sep 2023 | 44k | $2.8M |
Susquehanna International | Jun 2023 | 22k | $1.5M |
Hanson McClain Advisors | Sep 2023 | 9.4k | $606k |
Townsquare Capital | Sep 2023 | 4.1k | $268k |
Wedbush Morgan Securities | Sep 2023 | 4.1k | $262k |
Townsend Asset Management Corp | Sep 2023 | 1.0k | $65k |
Legacy Financial Group | Sep 2023 | 326.00 | $21M |
Concord Wealth Partners | Sep 2023 | 132.00 | $8.5k |
FNY Investment Advisers | Sep 2023 | 100.00 | $6.0k |
Atticus Wealth Management | Sep 2023 | 30.00 | $1.9k |