Who owns iShares Morningstar Large Value?

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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
Equitable Holdings 1.4M $89M 19% Sep 2023
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Steele Capital Management 833k $59M 100% Dec 2023
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Matrix Trust 826k $58M 0% Dec 2023
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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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LPL Financial 440k $29M 15% Sep 2023
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Northwestern Mutual Wealth Management Company 393k $25M -10% Sep 2023
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Morgan Stanley 312k $20M -3% Sep 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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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 100k $7.0M 1% Dec 2023
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Lauer Wealth 99k $7.0M 3% Dec 2023
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Barrett & Company 92k $6.5M 7% Dec 2023
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Cambridge Investment Research Advisors 87k $6.2M 2% Dec 2023
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Mml Investors Services 81k $5.3M -3% Sep 2023
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Kiley Juergens Wealth Management 80k $5.6M 0% Dec 2023
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Envestnet Asset Management 61k $4.0M 32% Sep 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 40k $2.8M -32% Dec 2023
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Financial Network Investment Corporation 40k $2.6M 5% Sep 2023
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Mather Group 38k $2.7M 0% Dec 2023
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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 $1.3M -5% Dec 2023
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Savant Capital Management 17k $1.2M -6% Dec 2023
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Ameriprise Financial 17k $1.1M 0% Sep 2023
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Citadel Advisors 16k $1.1M 100% Dec 2023
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First Republic Investment Management 15k $999k -8% Sep 2023
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Ellis Investment Partners 15k $1.1M -2% Dec 2023
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Brian McDonald 15k $942k 100% Sep 2023
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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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Full Sail Capital 13k $853k 0% Sep 2023
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Verum Partners 12k $876k 0% Dec 2023
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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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Saxon Interests 11k $797k 100% Dec 2023
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CWM 11k $796k 7% Dec 2023
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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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Multi-Financial Securities 9.4k $611k -8% Sep 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 6.4k $449k 1% Dec 2023
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Cetera Investment Advisers 6.3k $406k -21% Sep 2023
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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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FMR 6.1k $392k -6% Sep 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 $394k -3% Dec 2023
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Atria Wealth Solutions 5.4k $385k -1% Dec 2023
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Courage Miller Partners 5.1k $363k -16% Dec 2023
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Summit Asset Management 5.1k $360k 0% Dec 2023
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First Manhattan 5.0k $324k 0% Sep 2023
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Creative Planning 4.9k $347k -9% Dec 2023
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Towerpoint Wealth 4.8k $342k 0% Dec 2023
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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 $300k 100% Dec 2023
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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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Goss Wealth Management 3.8k $246k 0% Sep 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 $249k 0% Dec 2023
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Windsor Group 3.2k $210k 0% Sep 2023
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Thrivent Financial for Lutherans 3.1k $205k -2% Sep 2023
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Lido Advisors 3.0k $209k -34% Dec 2023
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Tower Research Capital 2.5k $160k -42% Sep 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 $47k 0% Dec 2023
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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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Aptus Capital Advisors 320.00 $21k 100% Sep 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 $9.1k 0% Dec 2023
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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
Fullerton Fund Management Jun 2023 448k $30M
Nations Financial Group Sep 2023 44k $2.8M
Susquehanna International Jun 2023 22k $1.5M
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
Legacy Financial Group Sep 2023 326.00 $21M
Concord Wealth Partners Sep 2023 132.00 $8.5k
FNY Investment Advisers Sep 2023 100.00 $6.0k
Atticus Wealth Management Sep 2023 30.00 $1.9k