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 | 971k | $74M | -18% | Jun 2024 |
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| Bank of America Corporation | 791k | $65M | -10% | Sep 2024 |
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| Steele Capital Management | 694k | $57M | -15% | Sep 2024 |
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| Matrix Trust | 693k | $57M | -15% | Sep 2024 |
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| Bank of New York Mellon | 622k | $51M | -2% | Sep 2024 |
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| LPL Financial | 403k | $33M | 6% | Sep 2024 |
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| Morgan Stanley | 362k | $28M | 9% | Jun 2024 |
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| Raymond James & Associates | 262k | $22M | 1% | Sep 2024 |
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| SPC Financial | 244k | $20M | -4% | Sep 2024 |
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| Royal Bank of Canada | 230k | $19M | -1% | Sep 2024 |
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| Wells Fargo & Company | 207k | $17M | 15% | Sep 2024 |
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| Raymond James Financial Services Advisors | 157k | $13M | 5% | Sep 2024 |
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| Jpmorgan Chase & Co | 145k | $12M | 9% | Sep 2024 |
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| H D Vest Advisory Services | 135k | $10M | 3% | Jun 2024 |
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| Commonwealth Equity Services | 133k | $11M | -1% | Sep 2024 |
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| Lauer Wealth | 127k | $11M | 2% | Sep 2024 |
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| CI Private Wealth | 109k | $9.0M | 9% | Sep 2024 |
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| Barrett & Company | 96k | $7.9M | 11% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 95k | $7.2M | -2% | Jun 2024 |
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| Advisor Group Holdings | 94k | $7.7M | 25% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 92k | $7.6M | 12% | Sep 2024 |
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| Kiley Juergens Wealth Management | 87k | $7.1M | 5% | Sep 2024 |
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| Cambridge Investment Research Advisors | 86k | $7.1M | 3% | Sep 2024 |
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| Envestnet Asset Management | 61k | $5.1M | 7% | Sep 2024 |
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| Cetera Investment Advisers | 61k | $4.6M | -1% | Jun 2024 |
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| Mml Investors Services | 59k | $4.8M | 0% | Sep 2024 |
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| Sheridan Capital Management | 58k | $4.8M | 0% | Sep 2024 |
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| NorthStar Asset Management | 56k | $4.6M | 2% | Sep 2024 |
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| Mather Group | 47k | $3.8M | -1% | Sep 2024 |
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| Madison Wealth Partners | 38k | $3.1M | 1% | Sep 2024 |
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| Dentgroup | 37k | $3.0M | -3% | Sep 2024 |
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| Savant Capital Management | 35k | $2.9M | 105% | Sep 2024 |
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| Susquehanna International | 35k | $2.9M | 80% | Sep 2024 |
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| Branch Banking & Trust Company | 35k | $2.7M | -1% | Jun 2024 |
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| Janney Montgomery Scott | 35k | $2.9M | -42% | Sep 2024 |
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| Mariner Wealth Advisors | 34k | $2.8M | 1% | Sep 2024 |
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| Sanctuary Advisors | 33k | $2.8M | 27% | Sep 2024 |
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| Jim Saulnier & Associates | 32k | $2.6M | 100% | Sep 2024 |
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| Prime Capital Investment Advisors | 29k | $2.4M | 7% | Sep 2024 |
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| Ashton Thomas Securities | 29k | $2.4M | 100% | Sep 2024 |
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| Absolute Capital Management | 21k | $1.7M | 100% | Sep 2024 |
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| GenWealth Group | 19k | $1.5M | 0% | Sep 2024 |
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| Ellis Investment Partners | 16k | $1.3M | -1% | Sep 2024 |
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| Flagship Harbor Advisors | 15k | $1.3M | 29% | Sep 2024 |
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| Brian McDonald | 14k | $1.2M | -2% | Sep 2024 |
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| Brand Asset Management Group | 14k | $1.2M | -2% | Sep 2024 |
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| Full Sail Capital | 13k | $1.1M | 0% | Sep 2024 |
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| Verum Partners | 12k | $1.0M | 0% | Sep 2024 |
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| Sweet Financial Partners | 12k | $1000k | 0% | Sep 2024 |
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| HB Wealth Management | 12k | $982k | -2% | Sep 2024 |
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| Saxon Interests | 11k | $927k | 0% | Sep 2024 |
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| CWM | 11k | $892k | -8% | Sep 2024 |
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| Atria Wealth Solutions | 10k | $857k | 9% | Sep 2024 |
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| Cedar Point Capital Partners | 9.7k | $794k | 0% | Sep 2024 |
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| Citigroup | 9.6k | $793k | 3% | Sep 2024 |
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| Global Retirement Partners | 9.0k | $739k | 15% | Sep 2024 |
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| Kestra Private Wealth Services | 8.8k | $725k | 6% | Sep 2024 |
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| Shared Vision Wealth Group | 8.3k | $678k | 0% | Sep 2024 |
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| Orion Portfolio Solutions | 8.0k | $656k | -22% | Sep 2024 |
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| Horst & Graben Wealth Management | 7.3k | $599k | 2% | Sep 2024 |
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| Goss Wealth Management | 7.1k | $540k | 79% | Jun 2024 |
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| Ullmann Financial | 7.0k | $578k | 0% | Sep 2024 |
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| Private Wealth Strategies | 6.8k | $518k | 0% | Jun 2024 |
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| Tyler-Stone Wealth Management | 6.8k | $557k | 98% | Sep 2024 |
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| Diversify Advisory Services | 6.5k | $539k | -15% | Sep 2024 |
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| Stifel Financial | 6.2k | $477k | 5% | Jun 2024 |
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| Woodard & Co Asset Management Group | 6.2k | $506k | 3% | Sep 2024 |
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| Signature Securities Group Corporation | 5.9k | $485k | -1% | Sep 2024 |
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| Key FInancial | 5.4k | $445k | 0% | Sep 2024 |
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| Stephens Consulting | 5.3k | $434k | 0% | Sep 2024 |
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| Detalus Advisors | 5.3k | $433k | 1% | Sep 2024 |
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| Summit Asset Management | 5.1k | $418k | 0% | Sep 2024 |
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| First Manhattan | 5.0k | $382k | 0% | Jun 2024 |
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| Creative Planning | 5.0k | $407k | -1% | Sep 2024 |
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| National Asset Management | 4.8k | $396k | 0% | Sep 2024 |
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| Towerpoint Wealth | 4.8k | $396k | 0% | Sep 2024 |
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| Courage Miller Partners | 4.7k | $383k | -8% | Sep 2024 |
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| Steward Partners Investment Advisory | 4.6k | $351k | 0% | Jun 2024 |
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| Proactive Wealth Strategies | 4.3k | $356k | 100% | Sep 2024 |
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| Harbor Investment Advisory | 4.3k | $349k | 0% | Sep 2024 |
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| Citadel Advisors | 4.2k | $348k | -86% | Sep 2024 |
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| Bleakley Financial Group | 4.1k | $341k | 3% | Sep 2024 |
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| Tower Research Capital | 4.1k | $316k | 90% | Jun 2024 |
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| Willis Johnson & Associates | 3.8k | $312k | 0% | Sep 2024 |
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| WealthBridge Capital Management | 3.7k | $303k | 0% | Sep 2024 |
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| Chicago Partners Investment | 3.6k | $299k | 1% | Sep 2024 |
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| HighTower Advisors | 3.6k | $274k | 0% | Jun 2024 |
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| Capital Investment Advisors | 3.5k | $290k | 0% | Sep 2024 |
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| Raymond James Trust | 3.5k | $285k | 0% | Sep 2024 |
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| Kestra Advisory Services | 3.3k | $270k | 0% | Sep 2024 |
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| Carrera Capital Advisors | 3.3k | $270k | 1% | Sep 2024 |
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| American Financial & Tax Strategies | 3.2k | $263k | 0% | Sep 2024 |
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| YCMNET Advisors | 3.0k | $243k | 0% | Sep 2024 |
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| Lido Advisors | 3.0k | $225k | 0% | Jun 2024 |
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| Resources Investment Advisors | 2.9k | $238k | 100% | Sep 2024 |
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| MGB Wealth Management | 2.0k | $164k | 0% | Sep 2024 |
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| LRI Investments | 1.6k | $133k | 0% | Sep 2024 |
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| Cape Investment Advisory | 1.4k | $103k | 0% | Jun 2024 |
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| SRS Capital Advisors | 1.1k | $92k | 1% | Sep 2024 |
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| Geneos Wealth Management | 1.1k | $82k | 0% | Jun 2024 |
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| Creative Financial Designs | 917.00 | $75k | 86% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 814.00 | $67k | 1% | Sep 2024 |
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| City State Bank | 668.00 | $55k | 0% | Sep 2024 |
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| Us Bancorp | 537.00 | $44k | 0% | Sep 2024 |
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| Parallel Advisors | 516.00 | $42k | 0% | Sep 2024 |
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| Jones Financial Companies, L.L | 500.00 | $41k | 100% | Sep 2024 |
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| D. J. St. Germain | 478.00 | $39k | 0% | Sep 2024 |
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| Archer Investment Corp | 400.00 | $33k | 0% | Sep 2024 |
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| Atlantic Trust | 305.00 | $25k | 0% | Sep 2024 |
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| Salomon & Ludwin | 240.00 | $20k | 0% | Sep 2024 |
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| Salem Investment Counselors | 129.00 | $11k | 0% | Sep 2024 |
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| CoreCap Advisors | 100.00 | $8.2k | 100% | Sep 2024 |
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| Pnc Financial Services | 96.00 | $7.9k | -49% | Sep 2024 |
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| Russell Investments | 71.00 | $5.4k | -9% | Jun 2024 |
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| Hazlett, Burt & Watson | 30.00 | $2.0k | 0% | Sep 2024 |
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| Assetmark | 19.00 | $1.6k | -41% | Sep 2024 |
|
| Larson Financial Group | 13.00 | $1.1k | 0% | Sep 2024 |
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| Activest Wealth Management | 0 | $0 | -100% | Sep 2024 |
|
Who sold out of iShares Morningstar Large Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Simplicity Wealth | Jun 2024 | 4.0k | $308k |
| Wedbush Morgan Securities | Jun 2024 | 3.3k | $255k |
| Westside Investment Management | Jun 2024 | 171.00 | $13k |