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 | $63M | 1% | Dec 2025 |
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| Matrix Trust | 666k | $63M | 1% | Dec 2025 |
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| Equitable Holdings | 610k | $58M | -16% | Dec 2025 |
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| UBS Group | 537k | $51M | 0% | Dec 2025 |
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| Raymond James Financial | 413k | $37M | 0% | Sep 2025 |
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| LPL Financial | 394k | $37M | 14% | Dec 2025 |
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| Jpmorgan Chase & Co | 283k | $25M | 100% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 251k | $24M | 118% | Dec 2025 |
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| Woodard & Co Asset Management Group | 247k | $23M | -12% | Dec 2025 |
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| SPC Financial | 246k | $22M | 0% | Sep 2025 |
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| AlphaCore Capital | 240k | $23M | 100% | Dec 2025 |
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| Royal Bank of Canada | 239k | $22M | 3% | Sep 2025 |
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| Wells Fargo & Company | 202k | $19M | -2% | Dec 2025 |
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| Cetera Investment Advisers | 184k | $17M | -5% | Dec 2025 |
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| Lauer Wealth | 142k | $14M | 2% | Dec 2025 |
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| Northwest Wealth Advisors | 131k | $12M | 100% | Dec 2025 |
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| Ameriprise Financial | 121k | $11M | 360% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 118k | $11M | -1% | Dec 2025 |
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| CI Private Wealth | 117k | $1.3M | 5% | Dec 2025 |
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| Commonwealth Equity Services | 114k | $11M | -2% | Dec 2025 |
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| Cambridge Investment Research Advisors | 95k | $8.9M | 2% | Dec 2025 |
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| Barrett & Company | 95k | $8.9M | -1% | Dec 2025 |
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| Advisor Group Holdings | 92k | $8.6M | -27% | Dec 2025 |
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| Kiley Juergens Wealth Management | 88k | $8.3M | 0% | Dec 2025 |
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| Goldman Sachs Group | 82k | $7.8M | -17% | Dec 2025 |
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| Janney Montgomery Scott | 74k | $7.0M | 1% | Dec 2025 |
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| NorthStar Asset Management | 70k | $6.6M | 3% | Dec 2025 |
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| Envestnet Asset Management | 60k | $5.6M | 4% | Dec 2025 |
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| Mml Investors Services | 60k | $5.6M | 0% | Dec 2025 |
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| Sheridan Capital Management | 54k | $5.1M | -2% | Dec 2025 |
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| Sanctuary Advisors | 44k | $4.2M | 14% | Dec 2025 |
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| Mather Group | 38k | $3.6M | 0% | Dec 2025 |
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| Mariner Wealth Advisors | 38k | $3.6M | 0% | Dec 2025 |
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| Jim Saulnier & Associates | 36k | $3.4M | -1% | Dec 2025 |
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| Madison Wealth Partners | 35k | $3.3M | 1% | Dec 2025 |
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| Strategic Blueprint | 34k | $3.2M | 24% | Dec 2025 |
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| Absolute Capital Management | 33k | $3.1M | 60% | Dec 2025 |
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| Dentgroup | 32k | $3.0M | 3% | Dec 2025 |
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| Prime Capital Investment Advisors | 29k | $2.7M | -3% | Dec 2025 |
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| Global View Capital Management | 28k | $2.7M | 100% | Dec 2025 |
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| CLS Investments | 27k | $2.6M | 32% | Dec 2025 |
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| Baird Financial | 26k | $2.5M | 0% | Dec 2025 |
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| Savant Capital Management | 23k | $2.2M | -10% | Dec 2025 |
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| CWM | 22k | $2.1M | -2% | Dec 2025 |
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| Edge Financial Advisors | 21k | $2.0M | 5% | Dec 2025 |
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| Flagship Harbor Advisors | 19k | $1.8M | 0% | Dec 2025 |
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| Rockefeller Capital Management | 18k | $1.7M | 161% | Dec 2025 |
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| Asempa Wealth Advisors | 18k | $1.7M | 100% | Dec 2025 |
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| GenWealth Group | 18k | $1.7M | -2% | Dec 2025 |
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| Branch Banking & Trust Company | 17k | $1.6M | -29% | Dec 2025 |
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| Caliber Wealth Management, Llc / Ks | 16k | $1.5M | -1% | Dec 2025 |
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| Brand Asset Management Group | 15k | $1.4M | -1% | Dec 2025 |
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| Mercer Global Advisors | 15k | $1.4M | -40% | Dec 2025 |
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| Resources Investment Advisors | 14k | $1.3M | -15% | Dec 2025 |
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| Ellis Investment Partners | 14k | $1.3M | -1% | Dec 2025 |
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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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| Full Sail Capital | 13k | $1.2M | 0% | Sep 2025 |
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| Verum Partners | 12k | $1.2M | 0% | Dec 2025 |
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| Ipsen Advisor Group | 12k | $1.2M | -1% | Dec 2025 |
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| Horst & Graben Wealth Management | 12k | $1.1M | 0% | Dec 2025 |
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| Saxon Interests | 11k | $1.1M | 0% | Dec 2025 |
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| Warren Averett Asset Management | 11k | $1.0M | -1% | Dec 2025 |
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| HB Wealth Management | 11k | $1.0M | 0% | Dec 2025 |
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| Citadel Advisors | 10k | $933k | 20% | Sep 2025 |
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| Detalus Advisors | 10k | $975k | 1% | Dec 2025 |
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| Lido Advisors | 9.9k | $892k | 0% | Dec 2025 |
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| FMR | 9.4k | $848k | 13% | Sep 2025 |
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| Key FInancial | 9.2k | $869k | 1% | Dec 2025 |
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| Shared Vision Wealth Group | 9.1k | $874k | 0% | Dec 2025 |
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| Stratos Wealth Partners | 9.0k | $848k | 11% | Dec 2025 |
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| Kestra Private Wealth Services | 8.9k | $840k | 0% | Dec 2025 |
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| Chesley, Taft & Associates | 8.7k | $825k | 0% | Dec 2025 |
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| Merit Financial Group | 8.1k | $761k | 29% | Dec 2025 |
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| Cedar Point Capital Partners | 8.0k | $754k | -11% | Dec 2025 |
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| Key Capital Management | 7.1k | $673k | 100% | Dec 2025 |
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| Stifel Financial | 7.1k | $668k | 18% | Dec 2025 |
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| Ullmann Financial | 7.0k | $646k | 0% | Dec 2025 |
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| One Wealth Advisors | 6.9k | $656k | 3% | Dec 2025 |
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| Financial Engines Advisors L.L.C | 6.8k | $643k | -2% | Dec 2025 |
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| Goss Wealth Management | 6.6k | $623k | -7% | Dec 2025 |
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| Kingsview Wealth Management | 6.6k | $622k | 137% | Dec 2025 |
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| Colony | 6.3k | $586k | 92% | Dec 2025 |
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| Perennial Investment Advisors | 6.1k | $574k | -2% | Dec 2025 |
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| Gotham Asset Management | 6.0k | $536k | 100% | Sep 2025 |
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| HighTower Advisors | 5.9k | $553k | 8% | Dec 2025 |
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| Quadrant Private Wealth Management | 5.5k | $521k | 9% | Dec 2025 |
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| Steward Partners Investment Advisory | 5.5k | $515k | -1% | Dec 2025 |
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| Towerpoint Wealth | 5.4k | $513k | 14% | Dec 2025 |
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| Signature Securities Group Corporation | 5.4k | $507k | -3% | Dec 2025 |
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| Van Diest Capital | 5.2k | $488k | 100% | Dec 2025 |
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| Kelly Financial Services | 5.2k | $488k | -9% | Dec 2025 |
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| Susquehanna International | 5.0k | $475k | 100% | Dec 2025 |
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| First Manhattan | 5.0k | $472k | 0% | Dec 2025 |
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| Summit Asset Management | 4.9k | $461k | -4% | Dec 2025 |
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| Wealth Alliance | 4.8k | $456k | -1% | Dec 2025 |
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| Nvest Financial | 4.6k | $437k | 6% | Dec 2025 |
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| Kestra Advisory Services | 4.4k | $417k | 26% | Dec 2025 |
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| Proactive Wealth Strategies | 4.4k | $416k | 1% | Dec 2025 |
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| Creative Planning | 4.3k | $406k | -7% | Dec 2025 |
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| RCW Management | 4.3k | $402k | 100% | Dec 2025 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4.2k | $392k | 4% | Dec 2025 |
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| Ewa | 4.0k | $382k | -5% | Dec 2025 |
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| Kickstand Ventures | 4.0k | $373k | -1% | Dec 2025 |
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| Willis Johnson & Associates | 3.8k | $359k | 0% | Dec 2025 |
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| WealthBridge Capital Management | 3.7k | $347k | 0% | Dec 2025 |
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| Chicago Partners Investment | 3.7k | $351k | -1% | Dec 2025 |
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| Synovus Financial Corp. | 3.6k | $325k | 0% | Sep 2025 |
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| Capital Investment Advisors | 3.5k | $333k | -3% | Dec 2025 |
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| Carrera Capital Advisors | 3.4k | $317k | 1% | Dec 2025 |
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| Tme Financial | 3.2k | $306k | 0% | Dec 2025 |
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| Courage Miller Partners | 3.2k | $303k | 0% | Dec 2025 |
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| Pinnacle Financial Partners | 3.2k | $303k | 100% | Dec 2025 |
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| Means Investment | 3.2k | $303k | 1% | Dec 2025 |
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| American Financial & Tax Strategies | 3.2k | $302k | 0% | Dec 2025 |
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| Mayflower Financial Advisors | 3.2k | $300k | -1% | Dec 2025 |
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| ONE Advisory Partners | 3.1k | $290k | -1% | Dec 2025 |
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| Harbor Investment Advisory | 3.1k | $288k | -6% | Dec 2025 |
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| Security Financial Services | 3.0k | $282k | -1% | Dec 2025 |
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| YCMNET Advisors | 2.6k | $246k | 0% | Dec 2025 |
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| TSA Wealth Managment | 2.6k | $244k | 5% | Dec 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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| CFS Investment Advisory Services | 2.4k | $230k | 0% | Dec 2025 |
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| Park Avenue Securities | 2.4k | $223k | 100% | Dec 2025 |
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| SMI Advisory Services | 2.4k | $228k | 0% | Dec 2025 |
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| Quantinno Capital Management | 2.4k | $222k | 100% | Dec 2025 |
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| Diversify Advisory Services | 2.3k | $220k | 0% | Dec 2025 |
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| Assetmark | 2.2k | $208k | 133% | Dec 2025 |
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| Accelerate Investment Advisors | 2.2k | $205k | 100% | Dec 2025 |
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| We Are One Seven | 2.1k | $201k | 100% | Dec 2025 |
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| MGB Wealth Management | 2.0k | $189k | 0% | Dec 2025 |
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| Tower Research Capital | 2.0k | $187k | 554% | Dec 2025 |
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| Geneos Wealth Management | 1.9k | $181k | 1% | Dec 2025 |
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| LRI Investments | 1.9k | $176k | 0% | Dec 2025 |
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| Flagship Wealth Advisors | 1.5k | $135k | 0% | Sep 2025 |
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| Navigoe | 1.4k | $125k | 0% | Sep 2025 |
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| Cape Investment Advisory | 1.4k | $127k | 100% | Dec 2025 |
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| SRS Capital Advisors | 1.3k | $126k | 100% | Dec 2025 |
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| Aspect Partners | 1.3k | $120k | 0% | Dec 2025 |
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| Us Bancorp | 1.0k | $97k | 92% | Dec 2025 |
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| Jones Financial Companies, L.L | 966.00 | $87k | 92% | Sep 2025 |
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| Creative Financial Designs | 935.00 | $88k | 0% | Dec 2025 |
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| Root Financial Partners | 935.00 | $88k | 0% | Dec 2025 |
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| Caitlin John | 798.00 | $75k | 0% | Dec 2025 |
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| Mascoma Wealth Management | 788.00 | $74k | 0% | Dec 2025 |
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| Farther Finance Advisors | 720.00 | $68k | 0% | Dec 2025 |
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| Capital Investment Advisory Services | 695.00 | $66k | 100% | Dec 2025 |
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| City State Bank | 668.00 | $63k | 0% | Dec 2025 |
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| Silicon Valley Capital Partners | 566.00 | $53k | 0% | Dec 2025 |
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| Sound Income Strategies | 336.00 | $32k | -95% | Dec 2025 |
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Who sold out of iShares Morningstar Large Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Tandem Financial | Sep 2025 | 66k | $5.9M |
| Apex Wealth Management | Sep 2025 | 51k | $4.6M |
| Ashton Thomas Securities | Sep 2025 | 29k | $2.6M |
| J.w. Cole Advisors | Sep 2025 | 4.9k | $444k |
| Two Sigma Investments | Jun 2025 | 3.3k | $275k |
| EP Wealth Advisors | Jun 2025 | 2.9k | $245k |
| Nwam | Sep 2025 | 2.6k | $237k |
| Chilton Capital Management | Sep 2025 | 1.4k | $126k |
| Principal Securities | Sep 2025 | 1.2k | $107k |
| Advisory Services Network | Sep 2025 | 1.1k | $97k |