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 | 729k | $66M | -19% | Sep 2025 |
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| Steele Capital Management | 663k | $60M | -6% | Sep 2025 |
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| Matrix Trust | 661k | $60M | -6% | Sep 2025 |
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| UBS Group | 536k | $48M | 8% | Sep 2025 |
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| Raymond James Financial | 413k | $37M | 0% | Sep 2025 |
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| Morgan Stanley | 377k | $31M | 100% | Jun 2025 |
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| LPL Financial | 346k | $31M | -21% | Sep 2025 |
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| Jpmorgan Chase & Co | 283k | $25M | 23% | Sep 2025 |
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| Woodard & Co Asset Management Group | 282k | $25M | -3% | Sep 2025 |
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| SPC Financial | 246k | $22M | 0% | Sep 2025 |
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| Royal Bank of Canada | 239k | $22M | 3% | Sep 2025 |
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| Wells Fargo & Company | 206k | $19M | 1% | Sep 2025 |
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| Cetera Investment Advisers | 193k | $17M | 223% | Sep 2025 |
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| Lauer Wealth | 139k | $13M | 1% | Sep 2025 |
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| H D Vest Advisory Services | 136k | $11M | 2% | Jun 2025 |
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| Advisor Group Holdings | 126k | $11M | -11% | Sep 2025 |
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| Ameriprise Financial | 121k | $11M | 360% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 119k | $11M | 2% | Sep 2025 |
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| Commonwealth Equity Services | 116k | $10M | -18% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 116k | $10M | 2% | Sep 2025 |
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| CI Private Wealth | 111k | $10M | 6% | Sep 2025 |
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| Goldman Sachs Group | 99k | $8.9M | 360% | Sep 2025 |
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| Barrett & Company | 95k | $8.6M | 3% | Sep 2025 |
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| Cambridge Investment Research Advisors | 93k | $8.3M | 5% | Sep 2025 |
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| Kiley Juergens Wealth Management | 88k | $7.9M | -1% | Sep 2025 |
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| Janney Montgomery Scott | 73k | $6.6M | -8% | Sep 2025 |
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| NorthStar Asset Management | 68k | $6.1M | 5% | Sep 2025 |
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| Tandem Financial | 66k | $5.9M | 100% | Sep 2025 |
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| Mml Investors Services | 60k | $5.4M | 1% | Sep 2025 |
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| Envestnet Asset Management | 58k | $5.2M | -3% | Sep 2025 |
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| Sheridan Capital Management | 55k | $5.0M | -6% | Sep 2025 |
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| Apex Wealth Management | 51k | $4.6M | 0% | Sep 2025 |
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| Mather Group | 38k | $3.4M | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 38k | $3.4M | 0% | Sep 2025 |
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| Jim Saulnier & Associates | 36k | $3.3M | -6% | Sep 2025 |
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| Madison Wealth Partners | 34k | $3.1M | 0% | Sep 2025 |
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| Dentgroup | 31k | $2.8M | -1% | Sep 2025 |
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| Prime Capital Investment Advisors | 30k | $2.7M | 0% | Sep 2025 |
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| Ashton Thomas Securities | 29k | $2.6M | 100% | Sep 2025 |
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| Strategic Blueprint | 27k | $2.4M | 100% | Sep 2025 |
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| Baird Financial | 26k | $2.3M | -3% | Sep 2025 |
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| Savant Capital Management | 25k | $2.3M | -3% | Sep 2025 |
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| Mercer Global Advisors | 25k | $2.2M | 803% | Sep 2025 |
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| Branch Banking & Trust Company | 23k | $2.1M | -9% | Sep 2025 |
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| CWM | 23k | $2.0M | -4% | Sep 2025 |
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| CLS Investments | 21k | $1.9M | 30% | Sep 2025 |
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| Absolute Capital Management | 21k | $1.8M | 0% | Sep 2025 |
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| Edge Financial Advisors | 20k | $1.8M | 200% | Sep 2025 |
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| Flagship Harbor Advisors | 19k | $1.7M | 7% | Sep 2025 |
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| GenWealth Group | 18k | $1.6M | -1% | Sep 2025 |
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| Resources Investment Advisors | 17k | $1.5M | -2% | Sep 2025 |
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| Caliber Wealth Management, Llc / Ks | 16k | $1.4M | -3% | Sep 2025 |
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| Brand Asset Management Group | 15k | $1.4M | 0% | Sep 2025 |
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| Ellis Investment Partners | 14k | $1.3M | -7% | Sep 2025 |
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| Atria Wealth Solutions | 14k | $1.2M | 7% | Jun 2025 |
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| Brian McDonald | 14k | $1.2M | 0% | Sep 2025 |
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| Full Sail Capital | 13k | $1.2M | 0% | Sep 2025 |
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| Ipsen Advisor Group | 12k | $1.1M | -4% | Sep 2025 |
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| Verum Partners | 12k | $1.1M | 0% | Sep 2025 |
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| Horst & Graben Wealth Management | 12k | $1.1M | 0% | Sep 2025 |
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| Global Retirement Partners | 11k | $1.0M | -4% | Sep 2025 |
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| Saxon Interests | 11k | $992k | 0% | Sep 2025 |
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| Warren Averett Asset Management | 11k | $1.0M | -5% | Sep 2025 |
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| HB Wealth Management | 11k | $961k | 5% | Sep 2025 |
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| Citadel Advisors | 10k | $933k | 20% | Sep 2025 |
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| Detalus Advisors | 10k | $925k | -5% | Sep 2025 |
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| Lido Advisors | 9.9k | $892k | 0% | Sep 2025 |
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| FMR | 9.4k | $848k | 13% | Sep 2025 |
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| Key FInancial | 9.1k | $824k | 13% | Sep 2025 |
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| Shared Vision Wealth Group | 9.1k | $820k | 0% | Sep 2025 |
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| Cedar Point Capital Partners | 8.9k | $806k | 2% | Sep 2025 |
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| Kestra Private Wealth Services | 8.9k | $801k | 0% | Sep 2025 |
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| Chesley, Taft & Associates | 8.7k | $787k | 0% | Sep 2025 |
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| Stratos Wealth Partners | 8.1k | $726k | 2% | Sep 2025 |
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| Goss Wealth Management | 7.1k | $640k | -2% | Sep 2025 |
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| Ullmann Financial | 7.0k | $633k | 0% | Sep 2025 |
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| Financial Engines Advisors L.L.C | 6.9k | $624k | -12% | Sep 2025 |
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| Rockefeller Capital Management | 6.9k | $619k | -45% | Sep 2025 |
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| One Wealth Advisors | 6.7k | $606k | 2% | Sep 2025 |
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| Tyler-Stone Wealth Management | 6.7k | $559k | 0% | Jun 2025 |
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| Sound Income Strategies | 6.4k | $571k | 52% | Sep 2025 |
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| Merit Financial Group | 6.3k | $564k | -8% | Sep 2025 |
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| Perennial Investment Advisors | 6.2k | $561k | -3% | Sep 2025 |
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| Stifel Financial | 6.0k | $538k | 0% | Sep 2025 |
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| Gotham Asset Management | 6.0k | $536k | 100% | Sep 2025 |
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| Kelly Financial Services | 5.7k | $510k | -3% | Sep 2025 |
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| Signature Securities Group Corporation | 5.5k | $499k | -1% | Sep 2025 |
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| Steward Partners Investment Advisory | 5.5k | $494k | 0% | Sep 2025 |
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| HighTower Advisors | 5.5k | $491k | -3% | Sep 2025 |
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| Summit Asset Management | 5.1k | $458k | 0% | Sep 2025 |
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| Quadrant Private Wealth Management | 5.0k | $455k | -2% | Sep 2025 |
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| First Manhattan | 5.0k | $450k | 0% | Sep 2025 |
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| J.w. Cole Advisors | 4.9k | $444k | -46% | Sep 2025 |
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| Wealth Alliance | 4.9k | $441k | -7% | Sep 2025 |
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| Towerpoint Wealth | 4.8k | $429k | -1% | Sep 2025 |
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| Creative Planning | 4.6k | $416k | -10% | Sep 2025 |
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| Proactive Wealth Strategies | 4.4k | $395k | 0% | Sep 2025 |
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| Nvest Financial | 4.4k | $393k | 100% | Sep 2025 |
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| Ewa | 4.3k | $385k | -6% | Sep 2025 |
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| Kickstand Ventures | 4.0k | $359k | 0% | Sep 2025 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4.0k | $358k | 100% | Sep 2025 |
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| Willis Johnson & Associates | 3.8k | $342k | 0% | Sep 2025 |
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| Chicago Partners Investment | 3.7k | $340k | 0% | Sep 2025 |
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| WealthBridge Capital Management | 3.7k | $331k | 0% | Sep 2025 |
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| Capital Investment Advisors | 3.6k | $327k | 3% | Sep 2025 |
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| Synovus Financial Corp. | 3.6k | $325k | 0% | Sep 2025 |
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| Kestra Advisory Services | 3.5k | $315k | -4% | Sep 2025 |
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| Carrera Capital Advisors | 3.3k | $301k | 0% | Sep 2025 |
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| Colony | 3.3k | $293k | 0% | Sep 2025 |
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| Harbor Investment Advisory | 3.3k | $293k | 0% | Sep 2025 |
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| Courage Miller Partners | 3.2k | $290k | -11% | Sep 2025 |
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| Tme Financial | 3.2k | $290k | 0% | Sep 2025 |
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| Mayflower Financial Advisors | 3.2k | $289k | 0% | Sep 2025 |
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| American Financial & Tax Strategies | 3.2k | $288k | 0% | Sep 2025 |
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| Means Investment | 3.2k | $288k | 0% | Sep 2025 |
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| ONE Advisory Partners | 3.1k | $276k | -1% | Sep 2025 |
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| Security Financial Services | 3.0k | $272k | -7% | Sep 2025 |
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| EP Wealth Advisors | 2.9k | $245k | 100% | Jun 2025 |
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| Kingsview Wealth Management | 2.8k | $250k | 0% | Sep 2025 |
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| YCMNET Advisors | 2.6k | $235k | 0% | Sep 2025 |
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| Nwam | 2.6k | $236k | 0% | Sep 2025 |
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| National Asset Management | 2.5k | $227k | 0% | Sep 2025 |
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| Moloney Securities Asset Management | 2.5k | $225k | 0% | Sep 2025 |
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| TSA Wealth Managment | 2.5k | $222k | 0% | Sep 2025 |
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| CFS Investment Advisory Services | 2.4k | $224k | -2% | Sep 2025 |
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| SMI Advisory Services | 2.4k | $214k | 100% | Sep 2025 |
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| Diversify Advisory Services | 2.3k | $210k | 100% | Sep 2025 |
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| MGB Wealth Management | 2.0k | $180k | 0% | Sep 2025 |
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| Geneos Wealth Management | 1.9k | $171k | 0% | Sep 2025 |
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| LRI Investments | 1.9k | $168k | 0% | Sep 2025 |
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| Flagship Wealth Advisors | 1.5k | $135k | 0% | Sep 2025 |
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| Chilton Capital Management | 1.4k | $126k | 100% | Sep 2025 |
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| Navigoe | 1.4k | $125k | 0% | Sep 2025 |
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| Cape Investment Advisory | 1.4k | $113k | 0% | Jun 2025 |
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| Aspect Partners | 1.3k | $115k | 0% | Sep 2025 |
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| Principal Securities | 1.2k | $107k | -1% | Sep 2025 |
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| Advisory Services Network | 1.1k | $97k | 100% | Sep 2025 |
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| Jones Financial Companies, L.L | 966.00 | $87k | 92% | Sep 2025 |
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| Assetmark | 944.00 | $85k | -42% | Sep 2025 |
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| Root Financial Partners | 935.00 | $84k | 100% | Sep 2025 |
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| Creative Financial Designs | 931.00 | $84k | 0% | Sep 2025 |
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| Caitlin John | 798.00 | $72k | 100% | Sep 2025 |
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| Mascoma Wealth Management | 788.00 | $71k | 0% | Sep 2025 |
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| Farther Finance Advisors | 720.00 | $65k | 10% | Sep 2025 |
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| City State Bank | 668.00 | $60k | 0% | Sep 2025 |
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| Silicon Valley Capital Partners | 564.00 | $51k | 100% | Sep 2025 |
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| Halbert Hargrove Global Advisors | 561.00 | $51k | -20% | Sep 2025 |
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| Us Bancorp | 537.00 | $48k | 0% | Sep 2025 |
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| Parallel Advisors | 516.00 | $47k | 0% | Sep 2025 |
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| D. J. St. Germain | 478.00 | $43k | 0% | Sep 2025 |
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| Tower Research Capital | 303.00 | $27k | -93% | Sep 2025 |
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Who sold out of iShares Morningstar Large Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Jun 2025 | 21k | $1.8M |
| Gts Securities | Jun 2025 | 11k | $953k |
| Robertson Stephens Wealth Management | Jun 2025 | 10k | $835k |
| Monograph Wealth Advisors | Jun 2025 | 8.9k | $743k |
| Stephens Consulting | Jun 2025 | 5.3k | $440k |
| Duncan Williams Asset Management | Jun 2025 | 4.0k | $332k |
| Two Sigma Investments | Jun 2025 | 3.3k | $275k |
| My Legacy Advisors | Mar 2025 | 2.9k | $237k |
| SRS Capital Advisors | Jun 2025 | 1.1k | $110k |
| Twin Peaks Wealth Advisors | Jun 2025 | 542.00 | $47k |