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 |
|---|---|---|---|---|---|
| Equitable Holdings | 924k | $75M | -2% | Dec 2024 |
|
| Bank of America Corporation | 759k | $61M | -4% | Dec 2024 |
|
| Steele Capital Management | 691k | $56M | 0% | Mar 2025 |
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| Matrix Trust | 690k | $56M | 0% | Mar 2025 |
|
| Bank of New York Mellon | 618k | $50M | -1% | Dec 2024 |
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| UBS Group | 503k | $41M | 1% | Dec 2024 |
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| LPL Financial | 458k | $37M | 14% | Dec 2024 |
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| Raymond James Financial | 398k | $32M | 100% | Dec 2024 |
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| Morgan Stanley | 394k | $32M | 8% | Dec 2024 |
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| Woodard & Co Asset Management Group | 288k | $23M | 4585% | Dec 2024 |
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| SPC Financial | 250k | $20M | 2% | Dec 2024 |
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| Royal Bank of Canada | 226k | $18M | -2% | Dec 2024 |
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| Wells Fargo & Company | 202k | $16M | -2% | Dec 2024 |
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| Jpmorgan Chase & Co | 167k | $14M | 15% | Dec 2024 |
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| Commonwealth Equity Services | 143k | $12M | 8% | Dec 2024 |
|
| Lauer Wealth | 134k | $11M | 5% | Dec 2024 |
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| H D Vest Advisory Services | 134k | $11M | 1% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 119k | $9.7M | -2% | Mar 2025 |
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| CI Private Wealth | 105k | $8.5M | -4% | Dec 2024 |
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| Barrett & Company | 99k | $8.0M | 2% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 96k | $7.8M | 4% | Dec 2024 |
|
| Advisor Group Holdings | 90k | $7.4M | -5% | Dec 2024 |
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| Kiley Juergens Wealth Management | 88k | $7.1M | 1% | Dec 2024 |
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| Cambridge Investment Research Advisors | 86k | $6.9M | -1% | Dec 2024 |
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| Envestnet Asset Management | 72k | $5.8M | 17% | Dec 2024 |
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| Mml Investors Services | 61k | $4.9M | 3% | Dec 2024 |
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| NorthStar Asset Management | 59k | $4.8M | 5% | Dec 2024 |
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| Sheridan Capital Management | 59k | $4.7M | 1% | Dec 2024 |
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| Cetera Investment Advisers | 53k | $4.3M | -5% | Dec 2024 |
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| Janney Montgomery Scott | 53k | $4.3M | 52% | Dec 2024 |
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| Branch Banking & Trust Company | 47k | $3.8M | 26% | Dec 2024 |
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| Mather Group | 47k | $3.8M | 0% | Dec 2024 |
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| Jim Saulnier & Associates | 40k | $3.2M | 25% | Dec 2024 |
|
| Madison Wealth Partners | 38k | $3.1M | 3% | Dec 2024 |
|
| Dentgroup | 36k | $2.9M | 1% | Mar 2025 |
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| Mariner Wealth Advisors | 34k | $2.8M | 1% | Dec 2024 |
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| Sanctuary Advisors | 33k | $2.8M | 1% | Dec 2024 |
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| Prime Capital Investment Advisors | 29k | $2.4M | 0% | Dec 2024 |
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| Ameriprise Financial | 28k | $2.3M | 1% | Dec 2024 |
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| Baird Financial | 28k | $2.3M | -2% | Dec 2024 |
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| Savant Capital Management | 26k | $2.1M | -26% | Dec 2024 |
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| CWM | 23k | $1.9M | 113% | Dec 2024 |
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| Absolute Capital Management | 21k | $1.7M | 0% | Dec 2024 |
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| GenWealth Group | 19k | $1.5M | 0% | Mar 2025 |
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| Flagship Harbor Advisors | 18k | $1.5M | 19% | Dec 2024 |
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| Ellis Investment Partners | 16k | $1.3M | -2% | Dec 2024 |
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| Kelly Financial Services | 16k | $1.3M | 100% | Mar 2025 |
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| Brand Asset Management Group | 15k | $1.2M | 4% | Mar 2025 |
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| Brian McDonald | 14k | $1.1M | -2% | Dec 2024 |
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| Orion Portfolio Solutions | 13k | $1.1M | 65% | Dec 2024 |
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| Full Sail Capital | 13k | $1.1M | 0% | Dec 2024 |
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| Ipsen Advisor Group | 13k | $1.0M | 12% | Mar 2025 |
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| Warren Averett Asset Management | 13k | $1.0M | 0% | Dec 2024 |
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| Verum Partners | 12k | $1.0M | 0% | Mar 2025 |
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| Atria Wealth Solutions | 12k | $977k | 16% | Dec 2024 |
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| HB Wealth Management | 12k | $955k | -1% | Dec 2024 |
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| Saxon Interests | 11k | $914k | 0% | Dec 2024 |
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| Susquehanna International | 11k | $847k | -70% | Dec 2024 |
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| Lido Advisors | 9.8k | $795k | 232% | Dec 2024 |
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| Citigroup | 9.7k | $789k | 1% | Dec 2024 |
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| ONE Advisory Partners | 9.1k | $739k | 100% | Mar 2025 |
|
| Kestra Private Wealth Services | 8.9k | $724k | 1% | Dec 2024 |
|
| Synovus Financial Corp. | 8.9k | $718k | 100% | Dec 2024 |
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| Cedar Point Capital Partners | 8.9k | $717k | -8% | Dec 2024 |
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| Chesley, Taft & Associates | 8.7k | $712k | 100% | Mar 2025 |
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| Shared Vision Wealth Group | 8.3k | $671k | 0% | Dec 2024 |
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| Assetmark | 8.2k | $667k | 43247% | Dec 2024 |
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| Global Retirement Partners | 7.9k | $637k | -13% | Dec 2024 |
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| Horst & Graben Wealth Management | 7.7k | $627k | 6% | Dec 2024 |
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| Jane Street | 7.7k | $623k | 100% | Dec 2024 |
|
| FMR | 7.5k | $610k | -2% | Dec 2024 |
|
| Goss Wealth Management | 7.3k | $593k | 2% | Dec 2024 |
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| Ullmann Financial | 7.0k | $573k | 0% | Mar 2025 |
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| Tyler-Stone Wealth Management | 6.7k | $542k | -1% | Dec 2024 |
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| Detalus Advisors | 6.4k | $520k | 22% | Dec 2024 |
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| Stifel Financial | 6.2k | $505k | 0% | Dec 2024 |
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| Key FInancial | 6.2k | $500k | 14% | Dec 2024 |
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| Cypress Wealth Services | 6.0k | $490k | 100% | Mar 2025 |
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| Signature Securities Group Corporation | 5.7k | $461k | -4% | Mar 2025 |
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| Stephens Consulting | 5.3k | $428k | 0% | Dec 2024 |
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| Means Investment | 5.3k | $425k | 100% | Dec 2024 |
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| Resources Investment Advisors | 5.2k | $420k | 79% | Dec 2024 |
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| Summit Asset Management | 5.1k | $412k | 0% | Dec 2024 |
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| First Manhattan | 5.0k | $405k | 0% | Dec 2024 |
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| Citadel Advisors | 5.0k | $404k | 18% | Dec 2024 |
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| Creative Planning | 4.9k | $398k | -1% | Dec 2024 |
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| Towerpoint Wealth | 4.8k | $393k | 0% | Mar 2025 |
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| Courage Miller Partners | 4.7k | $378k | 0% | Dec 2024 |
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| Steward Partners Investment Advisory | 4.6k | $371k | 0% | Dec 2024 |
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| Proactive Wealth Strategies | 4.4k | $352k | 1% | Dec 2024 |
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| Bleakley Financial Group | 4.1k | $336k | 0% | Dec 2024 |
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| Diversify Advisory Services | 4.1k | $327k | -37% | Dec 2024 |
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| Willis Johnson & Associates | 3.8k | $308k | 0% | Dec 2024 |
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| Perennial Investment Advisors | 3.8k | $306k | 26% | Dec 2024 |
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| WealthBridge Capital Management | 3.7k | $298k | 0% | Dec 2024 |
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| Chicago Partners Investment | 3.6k | $296k | 1% | Dec 2024 |
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| HighTower Advisors | 3.6k | $292k | 0% | Dec 2024 |
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| Capital Investment Advisors | 3.5k | $288k | 0% | Mar 2025 |
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| Goldman Sachs Group | 3.5k | $286k | 30% | Dec 2024 |
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| Carrera Capital Advisors | 3.3k | $267k | 1% | Dec 2024 |
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| Colony | 3.3k | $264k | 100% | Dec 2024 |
|
| Harbor Investment Advisory | 3.3k | $265k | -24% | Mar 2025 |
|
| American Financial & Tax Strategies | 3.2k | $259k | 0% | Dec 2024 |
|
| Avid Wealth Partners | 3.2k | $257k | 100% | Dec 2024 |
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| Tme Financial | 3.2k | $260k | 100% | Dec 2024 |
|
| YCMNET Advisors | 3.0k | $239k | 0% | Dec 2024 |
|
| My Legacy Advisors | 2.9k | $237k | 100% | Mar 2025 |
|
| National Asset Management | 2.9k | $233k | -41% | Dec 2024 |
|
| Stratos Wealth Partners | 2.8k | $230k | 100% | Dec 2024 |
|
| Kestra Advisory Services | 2.8k | $226k | -15% | Dec 2024 |
|
| MGB Wealth Management | 2.0k | $162k | 0% | Dec 2024 |
|
| Geneos Wealth Management | 1.9k | $154k | 78% | Dec 2024 |
|
| LRI Investments | 1.6k | $130k | 0% | Dec 2024 |
|
| Flagship Wealth Advisors | 1.5k | $122k | 100% | Dec 2024 |
|
| Farther Finance Advisors | 1.5k | $121k | 100% | Mar 2025 |
|
| Navigoe | 1.4k | $112k | 100% | Dec 2024 |
|
| Cape Investment Advisory | 1.4k | $109k | 0% | Dec 2024 |
|
| Addison Advisors | 1.3k | $108k | 100% | Dec 2024 |
|
| Aspect Partners | 1.3k | $103k | 100% | Dec 2024 |
|
| SRS Capital Advisors | 1.1k | $91k | 1% | Dec 2024 |
|
| Creative Financial Designs | 920.00 | $75k | 0% | Dec 2024 |
|
| Halbert Hargrove Global Advisors | 880.00 | $71k | 100% | Dec 2024 |
|
| Caitlin John | 798.00 | $65k | 100% | Dec 2024 |
|
| Mascoma Wealth Management | 788.00 | $64k | 100% | Dec 2024 |
|
| City State Bank | 668.00 | $54k | 0% | Mar 2025 |
|
| Us Bancorp | 537.00 | $44k | 0% | Dec 2024 |
|
| Parallel Advisors | 516.00 | $42k | 0% | Mar 2025 |
|
| Jones Financial Companies, L.L | 500.00 | $41k | 0% | Dec 2024 |
|
| D. J. St. Germain | 478.00 | $39k | 0% | Mar 2025 |
|
| Archer Investment Corp | 400.00 | $32k | 0% | Dec 2024 |
|
| Aptus Capital Advisors | 397.00 | $32k | 100% | Dec 2024 |
|
| Atlantic Trust | 305.00 | $25k | 0% | Dec 2024 |
|
| Salomon & Ludwin | 228.00 | $19k | -5% | Dec 2024 |
|
| Tower Research Capital | 179.00 | $15k | 100% | Dec 2024 |
|
| Salem Investment Counselors | 129.00 | $11k | 0% | Mar 2025 |
|
| CoreCap Advisors | 100.00 | $8.1k | 0% | Dec 2024 |
|
| Pnc Financial Services | 96.00 | $7.8k | 0% | Dec 2024 |
|
| Russell Investments | 64.00 | $5.2k | 0% | Dec 2024 |
|
| Hazlett, Burt & Watson | 30.00 | $2.0k | 0% | Dec 2024 |
|
| IFP Advisors | 14.00 | $1.1k | 100% | Dec 2024 |
|
| Larson Financial Group | 13.00 | $1.1k | 0% | Dec 2024 |
|
| AE Wealth Management | 4.00 | $324.000000 | 100% | Dec 2024 |
|
| Legacy Investment Solutions | 3.00 | $251.000100 | 100% | Dec 2024 |
|
| Legacy Wealth Managment | 3.00 | $251.000100 | 100% | Dec 2024 |
|
| LGT Financial Advisors | 1.00 | $81.000000 | 100% | Dec 2024 |
|
Who sold out of iShares Morningstar Large Value?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Ashton Thomas Securities | Sep 2024 | 29k | $2.4M |
| Nelson, Van Denburg & Campbell Wealth Management | Sep 2024 | 814.00 | $67k |