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 | 675k | $68M | 1% | Jun 2026 |
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| Matrix Trust | 671k | $68M | 1% | Jun 2026 |
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| Bank of America Corporation | 647k | $66M | 4% | Jun 2026 |
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| Raymond James Financial | 479k | $49M | 4% | Jun 2026 |
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| UBS Group | 429k | $43M | -2% | Jun 2026 |
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| LPL Financial | 405k | $41M | -5% | Jun 2026 |
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| Morgan Stanley | 352k | $33M | -2% | Mar 2026 |
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| Jpmorgan Chase & Co | 308k | $31M | 100% | Jun 2026 |
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| Woodard & Co Asset Management Group | 236k | $24M | -1% | Jun 2026 |
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| Royal Bank of Canada | 230k | $23M | 6% | Jun 2026 |
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| AlphaCore Capital | 227k | $23M | -3% | Jun 2026 |
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| Wells Fargo & Company | 212k | $22M | -1% | Jun 2026 |
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| Cetera Investment Advisers | 194k | $20M | -1% | Jun 2026 |
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| Northwest Wealth Advisors | 173k | $18M | 12% | Jun 2026 |
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| Lauer Wealth | 147k | $15M | 2% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 138k | $14M | 100% | Jun 2026 |
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| Ameriprise Financial | 122k | $12M | -3% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 120k | $12M | -7% | Jun 2026 |
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| Advisor Group Holdings | 119k | $12M | 8% | Jun 2026 |
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| CI Private Wealth | 118k | $12M | 0% | Jun 2026 |
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| Commonwealth Equity Services | 117k | $12M | 4% | Jun 2026 |
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| Barrett & Company | 98k | $9.9M | 5% | Jun 2026 |
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| Cambridge Investment Research Advisors | 90k | $9.1M | -3% | Jun 2026 |
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| Kiley Juergens Wealth Management | 89k | $9.0M | 1% | Jun 2026 |
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| Absolute Capital Management | 84k | $8.5M | 0% | Jun 2026 |
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| NorthStar Asset Management | 75k | $7.6M | 3% | Jun 2026 |
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| Tandem Financial | 66k | $6.7M | -18% | Jun 2026 |
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| Envestnet Asset Management | 64k | $6.4M | 5% | Jun 2026 |
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| Mml Investors Services | 60k | $6.1M | 2% | Jun 2026 |
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| Sheridan Capital Management | 55k | $5.6M | 0% | Jun 2026 |
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| Kingsview Wealth Management | 55k | $5.1M | 739% | Mar 2026 |
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| AssuredPartners Investment Advisors | 54k | $5.4M | -4% | Jun 2026 |
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| Strategic Blueprint | 52k | $5.3M | 46% | Jun 2026 |
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| Apex Wealth Management | 51k | $5.2M | 0% | Jun 2026 |
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| Janney Montgomery Scott | 45k | $4.6M | -17% | Jun 2026 |
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| Sanctuary Advisors | 44k | $4.5M | -1% | Jun 2026 |
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| Mather Group | 38k | $3.8M | 0% | Jun 2026 |
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| Mariner Wealth Advisors | 37k | $3.8M | 0% | Jun 2026 |
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| Oppenheimer & Co | 37k | $3.7M | 199% | Jun 2026 |
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| Ipsen Advisor Group | 37k | $3.7M | 214% | Jun 2026 |
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| Madison Wealth Partners | 35k | $3.5M | 0% | Jun 2026 |
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| Van Diest Capital | 33k | $3.4M | 58% | Jun 2026 |
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| Prime Capital Investment Advisors | 33k | $3.3M | 2% | Jun 2026 |
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| Baird Financial | 24k | $2.4M | -2% | Jun 2026 |
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| Two Sigma Investments | 24k | $2.4M | 100% | Jun 2026 |
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| Systelligence | 22k | $2.2M | -82% | Jun 2026 |
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| CWM | 22k | $2.0M | 0% | Mar 2026 |
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| Resources Investment Advisors | 21k | $2.2M | -4% | Jun 2026 |
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| Asset One Wealth Management | 21k | $2.2M | 0% | Jun 2026 |
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| Savant Capital Management | 21k | $2.1M | -4% | Jun 2026 |
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| Flagship Harbor Advisors | 19k | $1.9M | 0% | Jun 2026 |
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| Rockefeller Capital Management | 18k | $1.8M | 0% | Jun 2026 |
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| Asempa Wealth Advisors | 17k | $1.7M | -1% | Jun 2026 |
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| GenWealth Group | 17k | $1.7M | -4% | Jun 2026 |
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| Caliber Wealth Management, Llc / Ks | 16k | $1.6M | 0% | Jun 2026 |
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| Jim Saulnier & Associates | 16k | $1.6M | -56% | Jun 2026 |
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| Branch Banking & Trust Company | 15k | $1.5M | -3% | Jun 2026 |
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| Brand Asset Management Group | 15k | $1.5M | -2% | Jun 2026 |
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| Global Retirement Partners | 14k | $1.5M | 7% | Jun 2026 |
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| Mercer Global Advisors | 14k | $1.4M | 2% | Jun 2026 |
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| Ellis Investment Partners | 14k | $1.4M | 2% | Jun 2026 |
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| Goldman Sachs Group | 14k | $1.4M | -34% | Jun 2026 |
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| FMR | 13k | $1.3M | 11% | Jun 2026 |
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| Horst & Graben Wealth Management | 13k | $1.3M | -2% | Jun 2026 |
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| Verum Partners | 12k | $1.3M | 0% | Jun 2026 |
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| Fifth Third Bancorp | 12k | $1.2M | -5% | Jun 2026 |
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| Citigroup | 12k | $1.1M | 100% | Mar 2026 |
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| Stratos Wealth Partners | 12k | $1.2M | -3% | Jun 2026 |
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| Anb Bank | 11k | $1.2M | 17% | Jun 2026 |
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| Saxon Interests | 11k | $1.1M | 0% | Jun 2026 |
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| Warren Averett Asset Management | 11k | $1.1M | -1% | Jun 2026 |
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| Jones Financial Companies, L.L | 11k | $1.1M | 16% | Jun 2026 |
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| HB Wealth Management | 10k | $1.1M | -3% | Jun 2026 |
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| Detalus Advisors | 10k | $1.0M | -1% | Jun 2026 |
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| Key FInancial | 10k | $1.0M | 7% | Jun 2026 |
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| Perennial Investment Advisors | 9.4k | $955k | 30% | Jun 2026 |
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| Stifel Financial | 9.4k | $955k | 38% | Jun 2026 |
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| Shared Vision Wealth Group | 9.2k | $929k | 1% | Jun 2026 |
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| Gts Securities | 9.1k | $926k | 100% | Jun 2026 |
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| International Assets Investment Management | 8.9k | $909k | 100% | Jun 2026 |
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| Chesley, Taft & Associates | 8.7k | $885k | 0% | Jun 2026 |
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| Cedar Point Capital Partners | 8.5k | $863k | 5% | Jun 2026 |
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| Proactive Wealth Strategies | 8.4k | $846k | -6% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 7.4k | $753k | 12% | Jun 2026 |
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| One Wealth Advisors | 7.2k | $734k | 1% | Jun 2026 |
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| Key Capital Management | 7.2k | $727k | 0% | Jun 2026 |
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| Ullmann Financial | 7.0k | $712k | 0% | Jun 2026 |
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| Equitable Holdings | 6.8k | $684k | -99% | Jun 2026 |
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| Kestra Advisory Services | 6.7k | $681k | -6% | Jun 2026 |
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| Goss Wealth Management | 6.2k | $627k | 2% | Jun 2026 |
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| Gotham Asset Management | 6.0k | $603k | 0% | Jun 2026 |
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| Arkadios Wealth Advisors | 5.9k | $601k | 24% | Jun 2026 |
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| Kelly Financial Services | 5.7k | $575k | -2% | Jun 2026 |
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| Signature Securities Group Corporation | 5.6k | $564k | 1% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 5.6k | $562k | -11% | Jun 2026 |
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| Security Financial Services | 5.5k | $553k | -3% | Jun 2026 |
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| Steward Partners Investment Advisory | 5.4k | $544k | 0% | Jun 2026 |
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| Pearl Planning | 5.3k | $534k | 0% | Jun 2026 |
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| Colony | 5.2k | $529k | 22% | Jun 2026 |
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| Silverlake Wealth Management | 5.1k | $518k | 129% | Jun 2026 |
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| First Manhattan | 5.0k | $506k | 0% | Jun 2026 |
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| Summit Asset Management | 4.9k | $495k | 0% | Jun 2026 |
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| Gilliland Jeter Wealth Management | 4.9k | $492k | 5% | Jun 2026 |
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| Farther Finance Advisors | 4.7k | $475k | 552% | Jun 2026 |
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| Foundations Investment Advisors | 4.7k | $473k | 12% | Jun 2026 |
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| Nvest Financial | 4.6k | $469k | 0% | Jun 2026 |
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| Towerpoint Wealth | 4.5k | $460k | 0% | Jun 2026 |
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| CLS Investments | 4.5k | $453k | -55% | Jun 2026 |
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| HPM Partners | 4.5k | $450k | 90% | Jun 2026 |
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| Creative Planning | 4.4k | $446k | 11% | Jun 2026 |
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| Kickstand Ventures | 4.4k | $441k | -21% | Jun 2026 |
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| RCW Management | 4.3k | $431k | 0% | Jun 2026 |
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| Legacy Wealth Partners | 4.0k | $403k | 0% | Jun 2026 |
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| We Are One Seven | 3.9k | $400k | 3% | Jun 2026 |
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| SRS Capital Advisors | 3.9k | $399k | 195% | Jun 2026 |
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| Ewa | 3.8k | $387k | -12% | Jun 2026 |
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| Willis Johnson & Associates | 3.8k | $385k | 0% | Jun 2026 |
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| WealthBridge Capital Management | 3.7k | $373k | 0% | Jun 2026 |
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| Capital Investment Advisors | 3.6k | $363k | 0% | Jun 2026 |
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| Carrera Capital Advisors | 3.4k | $343k | 0% | Jun 2026 |
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| HighTower Advisors | 3.4k | $342k | -38% | Jun 2026 |
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| Wealth Alliance | 3.3k | $338k | -31% | Jun 2026 |
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| Quantinno Capital Management | 3.3k | $334k | 100% | Jun 2026 |
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| Tme Financial | 3.3k | $331k | 0% | Jun 2026 |
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| Pinnacle Financial Partners | 3.2k | $328k | 0% | Jun 2026 |
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| Means Investment | 3.2k | $328k | 0% | Jun 2026 |
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| Courage Miller Partners | 3.2k | $325k | 0% | Jun 2026 |
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| American Financial & Tax Strategies | 3.2k | $324k | 0% | Jun 2026 |
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| Fifth Third Securities | 3.2k | $324k | 100% | Jun 2026 |
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| Mayflower Financial Advisors | 3.2k | $320k | 3% | Jun 2026 |
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| Chicago Partners Investment | 3.2k | $324k | -9% | Jun 2026 |
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| U.S. Capital Wealth Advisors | 3.0k | $283k | 100% | Mar 2026 |
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| Simplicity Wealth | 3.0k | $306k | 0% | Jun 2026 |
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| AQR Capital Management | 3.0k | $302k | -2% | Jun 2026 |
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| Lido Advisors | 3.0k | $299k | -70% | Jun 2026 |
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| Harbor Investment Advisory | 2.9k | $294k | 0% | Jun 2026 |
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| ONE Advisory Partners | 2.9k | $294k | -12% | Jun 2026 |
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| Perigon Wealth Management | 2.9k | $289k | 15% | Jun 2026 |
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| Ascent Group | 2.8k | $286k | -3% | Jun 2026 |
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| CFS Investment Advisory Services | 2.8k | $284k | 0% | Jun 2026 |
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| Independent Wealth Advisors | 2.7k | $269k | 0% | Jun 2026 |
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| YCMNET Advisors | 2.6k | $264k | 0% | Jun 2026 |
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| Park Avenue Securities | 2.6k | $264k | 0% | Jun 2026 |
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| Triad Wealth Partners | 2.6k | $271k | -3% | Jun 2026 |
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| Nwam | 2.5k | $234k | 100% | Mar 2026 |
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| SMI Advisory Services | 2.4k | $245k | 0% | Jun 2026 |
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| Merit Financial Group | 2.4k | $239k | -52% | Jun 2026 |
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| Capital Analysts | 2.3k | $238k | -3% | Jun 2026 |
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| MLG Wealth Management DBA Pine Grove Financial Group | 2.3k | $232k | -24% | Jun 2026 |
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| Diversify Wealth Management | 2.2k | $231k | 0% | Jun 2026 |
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| Diversify Advisory Services | 2.2k | $231k | 100% | Jun 2026 |
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| TSA Wealth Managment | 2.2k | $223k | -12% | Jun 2026 |
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| Sigma Planning | 2.2k | $221k | -96% | Jun 2026 |
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| Avid Wealth Partners | 2.1k | $215k | -11% | Jun 2026 |
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Who sold out of iShares Morningstar Large Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ashton Thomas Securities | Mar 2026 | 28k | $2.6M |
| Citadel Advisors | Mar 2026 | 11k | $974k |
| Kestra Private Wealth Services | Mar 2026 | 8.9k | $829k |
| Quadrant Private Wealth Management | Mar 2026 | 6.1k | $565k |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Mar 2026 | 4.1k | $377k |
| Gateway Wealth Partners | Mar 2026 | 3.1k | $293k |
| Beacon Pointe Advisors | Mar 2026 | 2.9k | $274k |
| Jane Street | Mar 2026 | 2.4k | $226k |
| National Asset Management | Mar 2026 | 2.2k | $203k |