Parallel Advisors »

iShares Morningstar Large Value shares owned by Parallel Advisors

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

Historical chart of Parallel 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 Parallel Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Morningstar Large Value by Parallel Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $47k 516 90.02
2025-06-30 $43k 516 83.39
2025-03-31 $42k 516 81.45
2024-12-31 $42k 516 80.98
2024-09-30 $42k 516 82.20
2024-06-30 $39k 516 76.32
2024-03-31 $40k 516 76.86
2023-12-31 $36k 516 70.62
2023-09-30 $33k 516 64.77
2023-06-30 $34k 516 66.52
2023-03-31 $33k 516 63.90
2022-12-31 $33k 516 63.23
2022-09-30 $29k 516 56.20
2022-06-30 $31k 516 60.08
2022-03-31 $36k 516 69.77
2021-12-31 $36k 516 69.77
2021-09-30 $40k 619 64.62
2021-06-30 $40k 619 64.62
2021-03-31 $38k 310 122.58
2020-12-31 $35k 309 113.27
2020-09-30 $31k 309 100.32
2020-06-30 $29k 308 94.16
2020-03-31 $26k 308 84.42
2019-12-31 $36k 308 116.88
2019-09-30 $34k 307 110.75
2019-06-30 $33k 307 107.49
2019-03-31 $32k 307 104.23
2018-12-31 $29k 306 94.77
2018-09-30 $33k 308 107.14
2018-06-30 $31k 307 100.98
2018-03-31 $31k 307 100.98
2017-12-31 $32k 307 104.23
2017-09-30 $31k 307 100.98
2017-06-30 $30k 306 98.04
2017-03-31 $25k 258 96.90
2016-12-31 $24k 258 93.02

More positions owned by Parallel Advisors

Ishares S&p 500 Index Etf (IVV)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Corcept Therapeutics Stock (CORT)
Apple Stock (AAPL)
Nvidia Corp Stock (NVDA)
Microsoft Stock (MSFT)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Amazon.com Stock (AMZN)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Google Stock (GOOGL)
Cvb Finl Corp Stock (CVBF)
Vanguard Large Cap Etf (VV)
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS)
Ishares Core Msci Eafe Etf Etf (IEFA)
Avantis International Equity Etf Etf (AVDE)

View all positions for Parallel Advisors

Top funds holding iShares Morningstar Large Value

Equitable Holdings
Steele Capital Management
Matrix Trust
UBS Group
Raymond James Financial
Morgan Stanley
LPL Financial
Jpmorgan Chase & Co
Woodard & Co Asset Management Group
SPC Financial
Royal Bank of Canada
Wells Fargo & Company
Cetera Investment Advisers
Lauer Wealth
H D Vest Advisory Services

View all funds holding iShares Morningstar Large Value