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iShares Morningstar Large Value shares owned by Perennial Investment Advisors

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

Historical chart of Perennial 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 Perennial 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 Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $561k 6.2k 90.02
2025-06-30 $533k 6.4k 83.39
2025-03-31 $428k 5.2k 81.45
2024-12-31 $306k 3.8k 80.98
2024-09-30 $247k 3.0k 82.21

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Microsoft Corporation Call Option (MSFT)
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View all positions for Perennial Investment 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