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iShares Morningstar Large Value shares owned by Capital Investment Advisors

Quarter-by-quarter ownership of iShares Morningstar Large Value (ILCV) shares owned by Capital Investment Advisors from 13F filings

Historical chart of Capital Investment Advisors investment in iShares Morningstar Large Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Value held by Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Value by Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $272k 3.5k 76.86
2023-12-31 $249k 3.5k 70.62
2023-09-30 $229k 3.5k 64.77

More positions owned by Capital Investment Advisors

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Intl Qualty (IQLT)
Proshares Tr Russ 2000 Divd (SMDV)
First Tr Exchange-traded No Amer Energy (EMLP)
Home Depot (HD)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Select Sector Spdr Tr Financial (XLF)
Microsoft Corporation (MSFT)
Spdr Ser Tr S&p Divid Etf (SDY)
Apple (AAPL)
Johnson & Johnson (JNJ)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Ibds Dec28 Etf (IBDT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ibonds 25 Trm Ts (IBTF)

View all positions for Capital Investment Advisors

Top funds holding iShares Morningstar Large Value

Matrix Trust
Steele Capital Management
Bank of America Corporation
Bank of New York Mellon
UBS Group
Raymond James & Associates
SPC Financial
Royal Bank of Canada
H D Vest Advisory Services
Wells Fargo & Company
Raymond James Financial Services Advisors
Commonwealth Equity Services
Lauer Wealth
Janney Montgomery Scott
CI Private Wealth

View all funds holding iShares Morningstar Large Value