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 |
|---|---|---|---|---|---|
| Matrix Trust | 826k | $58M | 0% | Dec 2023 |
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| Steele Capital Management | 820k | $63M | -2% | Mar 2024 |
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| Bank of America Corporation | 796k | $56M | 39% | Dec 2023 |
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| Bank of New York Mellon | 725k | $51M | -1% | Dec 2023 |
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| UBS Group | 507k | $36M | 0% | Dec 2023 |
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| Raymond James & Associates | 281k | $20M | -7% | Dec 2023 |
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| SPC Financial | 252k | $18M | -2% | Dec 2023 |
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| Royal Bank of Canada | 230k | $16M | 4% | Dec 2023 |
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| H D Vest Advisory Services | 228k | $16M | 6% | Dec 2023 |
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| Wells Fargo & Company | 179k | $13M | -4% | Dec 2023 |
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| Raymond James Financial Services Advisors | 163k | $12M | 5% | Dec 2023 |
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| Commonwealth Equity Services | 127k | $9.0M | 19% | Dec 2023 |
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| Lauer Wealth | 114k | $8.6M | 15% | Mar 2024 |
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| Janney Montgomery Scott | 105k | $7.4M | -11% | Dec 2023 |
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| CI Private Wealth | 102k | $7.2M | 1% | Dec 2023 |
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| Jpmorgan Chase & Co | 101k | $7.1M | 18% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 97k | $7.4M | -3% | Mar 2024 |
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| Barrett & Company | 88k | $6.8M | -4% | Mar 2024 |
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| Cambridge Investment Research Advisors | 87k | $6.2M | 2% | Dec 2023 |
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| Kiley Juergens Wealth Management | 80k | $5.6M | 0% | Dec 2023 |
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| Advisor Group Holdings | 53k | $3.8M | 0% | Dec 2023 |
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| NorthStar Asset Management | 48k | $3.4M | 100% | Dec 2023 |
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| Dentgroup | 39k | $3.0M | -4% | Mar 2024 |
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| Mather Group | 38k | $2.7M | 0% | Mar 2024 |
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| Madison Wealth Partners | 37k | $2.6M | 1% | Dec 2023 |
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| Branch Banking & Trust Company | 36k | $2.5M | -7% | Dec 2023 |
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| Mariner Wealth Advisors | 33k | $2.3M | -2% | Dec 2023 |
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| Baird Financial | 31k | $2.2M | 0% | Dec 2023 |
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| Prime Capital Investment Advisors | 24k | $1.7M | 14% | Dec 2023 |
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| GenWealth Group | 19k | $1.5M | 0% | Mar 2024 |
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| Savant Capital Management | 17k | $1.2M | -6% | Dec 2023 |
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| Citadel Advisors | 16k | $1.1M | 100% | Dec 2023 |
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| Ellis Investment Partners | 16k | $1.2M | 6% | Mar 2024 |
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| Brand Asset Management Group | 14k | $973k | 16% | Dec 2023 |
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| Dfpg Investments | 14k | $949k | -7% | Dec 2023 |
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| Verum Partners | 12k | $953k | 0% | Mar 2024 |
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| HB Wealth Management | 12k | $861k | 0% | Dec 2023 |
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| Sweet Financial Partners | 12k | $851k | 1% | Dec 2023 |
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| Flagship Harbor Advisors | 12k | $922k | 100% | Mar 2024 |
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| Saxon Interests | 11k | $867k | 0% | Mar 2024 |
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| CWM | 11k | $866k | 0% | Mar 2024 |
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| Derbend Asset Management | 11k | $789k | 13% | Dec 2023 |
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| Johnson Investment Counsel | 9.8k | $690k | 0% | Dec 2023 |
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| Citigroup | 9.4k | $664k | -12% | Dec 2023 |
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| Cedar Point Capital Partners | 8.8k | $621k | 100% | Dec 2023 |
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| Orion Portfolio Solutions | 8.6k | $608k | 100% | Dec 2023 |
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| Shared Vision Wealth Group | 8.2k | $578k | 100% | Dec 2023 |
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| Kestra Private Wealth Services | 7.5k | $526k | 0% | Dec 2023 |
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| Ullmann Financial | 7.1k | $500k | 0% | Dec 2023 |
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| Private Wealth Strategies | 6.7k | $475k | 1% | Dec 2023 |
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| Signature Securities Group Corporation | 6.3k | $483k | -1% | Mar 2024 |
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| Steward Partners Investment Advisory | 6.2k | $436k | 92% | Dec 2023 |
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| Global Retirement Partners | 6.1k | $425k | 16% | Dec 2023 |
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| Stifel Financial | 6.0k | $422k | 0% | Dec 2023 |
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| Woodard & Co Asset Management Group | 5.9k | $417k | 89% | Dec 2023 |
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| Kestra Advisory Services | 5.8k | $413k | 9% | Dec 2023 |
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| Stephens Consulting | 5.6k | $429k | 0% | Mar 2024 |
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| Atria Wealth Solutions | 5.4k | $385k | -1% | Dec 2023 |
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| Courage Miller Partners | 5.1k | $395k | 0% | Mar 2024 |
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| Summit Asset Management | 5.1k | $360k | 0% | Dec 2023 |
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| Creative Planning | 4.9k | $347k | -9% | Dec 2023 |
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| Towerpoint Wealth | 4.8k | $372k | 0% | Mar 2024 |
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| National Asset Management | 4.5k | $316k | 0% | Dec 2023 |
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| Detalus Advisors | 4.5k | $315k | -62% | Dec 2023 |
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| Harbor Investment Advisory | 4.3k | $327k | 0% | Mar 2024 |
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| Bleakley Financial Group | 4.2k | $297k | 0% | Dec 2023 |
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| Sawtooth Asset Management | 4.2k | $297k | 0% | Dec 2023 |
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| WealthBridge Capital Management | 3.7k | $260k | 0% | Dec 2023 |
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| Raymond James Trust | 3.7k | $259k | -1% | Dec 2023 |
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| HighTower Advisors | 3.6k | $253k | 100% | Dec 2023 |
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| Chicago Partners Investment | 3.6k | $253k | -15% | Dec 2023 |
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| Tyler-Stone Wealth Management | 3.6k | $252k | -4% | Dec 2023 |
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| Capital Investment Advisors | 3.5k | $272k | 0% | Mar 2024 |
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| Lido Advisors | 3.0k | $209k | -34% | Dec 2023 |
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| Us Bancorp | 1.6k | $115k | 100% | Dec 2023 |
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| Cape Investment Advisory | 1.4k | $95k | 0% | Dec 2023 |
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| SRS Capital Advisors | 1.1k | $78k | 1% | Dec 2023 |
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| Geneos Wealth Management | 1.1k | $76k | 0% | Dec 2023 |
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| City State Bank | 668.00 | $51k | 0% | Mar 2024 |
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| Creative Financial Designs | 605.00 | $43k | 23% | Dec 2023 |
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| Parallel Advisors | 516.00 | $36k | 0% | Dec 2023 |
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| D. J. St. Germain | 478.00 | $34k | 0% | Dec 2023 |
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| Activest Wealth Management | 469.00 | $33k | 1% | Dec 2023 |
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| Archer Investment Corp | 400.00 | $28k | 0% | Dec 2023 |
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| DB Wealth Management Group | 266.00 | $19k | -72% | Dec 2023 |
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| Salomon & Ludwin | 254.00 | $17k | 0% | Dec 2023 |
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| Pnc Financial Services | 190.00 | $13k | 0% | Dec 2023 |
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| Russell Investments | 187.00 | $13k | 2% | Dec 2023 |
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| Westside Investment Management | 170.00 | $12k | 1% | Dec 2023 |
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| Assetmark | 153.00 | $11k | -77% | Dec 2023 |
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| Salem Investment Counselors | 129.00 | $9.9k | 0% | Mar 2024 |
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| Advisory Services Network | 80.00 | $5.7k | 100% | Dec 2023 |
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| Hazlett, Burt & Watson | 30.00 | $2.0k | 0% | Dec 2023 |
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| Larson Financial Group | 13.00 | $918.000200 | 0% | Dec 2023 |
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Who sold out of iShares Morningstar Large Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Nations Financial Group | Sep 2023 | 44k | $2.8M |
| Hanson McClain Advisors | Sep 2023 | 9.4k | $606k |
| Townsquare Capital | Sep 2023 | 4.1k | $268k |
| Wedbush Morgan Securities | Sep 2023 | 4.1k | $262k |
| Townsend Asset Management Corp | Sep 2023 | 1.0k | $65k |
| Concord Wealth Partners | Sep 2023 | 132.00 | $8.5k |
| FNY Investment Advisers | Sep 2023 | 100.00 | $6.0k |