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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 861k | $66M | 8% | Mar 2024 |
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| Steele Capital Management | 820k | $63M | -2% | Mar 2024 |
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| Matrix Trust | 815k | $63M | -1% | Mar 2024 |
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| Bank of New York Mellon | 642k | $49M | -11% | Mar 2024 |
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| UBS Group | 498k | $38M | -2% | Mar 2024 |
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| LPL Financial | 341k | $26M | -23% | Mar 2024 |
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| Morgan Stanley | 331k | $26M | 6% | Mar 2024 |
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| Raymond James & Associates | 272k | $21M | -3% | Mar 2024 |
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| SPC Financial | 254k | $20M | 1% | Mar 2024 |
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| Royal Bank of Canada | 225k | $17M | -2% | Mar 2024 |
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| Wells Fargo & Company | 178k | $14M | 0% | Mar 2024 |
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| Raymond James Financial Services Advisors | 151k | $12M | -7% | Mar 2024 |
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| Commonwealth Equity Services | 131k | $10M | 3% | Mar 2024 |
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| H D Vest Advisory Services | 131k | $10M | -43% | Mar 2024 |
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| Lauer Wealth | 114k | $8.6M | 15% | Mar 2024 |
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| CI Private Wealth | 102k | $7.8M | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 100k | $7.7M | -1% | Mar 2024 |
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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 | $6.7M | 0% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 82k | $6.3M | -79% | Mar 2024 |
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| Kiley Juergens Wealth Management | 81k | $6.2M | 2% | Mar 2024 |
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| Advisor Group Holdings | 75k | $5.8M | 41% | Mar 2024 |
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| Janney Montgomery Scott | 61k | $4.6M | -43% | Mar 2024 |
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| Envestnet Asset Management | 60k | $4.6M | -2% | Mar 2024 |
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| Sheridan Capital Management | 59k | $4.6M | -1% | Mar 2024 |
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| NorthStar Asset Management | 50k | $3.9M | 6% | Mar 2024 |
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| Ameriprise Financial | 46k | $3.5M | 178% | Mar 2024 |
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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 | 38k | $2.9M | 1% | Mar 2024 |
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| Branch Banking & Trust Company | 36k | $2.7M | -1% | Mar 2024 |
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| Mariner Wealth Advisors | 33k | $2.6M | 0% | Mar 2024 |
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| Baird Financial | 31k | $2.2M | 0% | Dec 2023 |
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| Susquehanna International | 27k | $2.0M | 100% | Mar 2024 |
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| Citadel Advisors | 24k | $1.9M | 51% | Mar 2024 |
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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 | $1.3M | 0% | Mar 2024 |
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| Ellis Investment Partners | 16k | $1.2M | 6% | Mar 2024 |
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| Brian McDonald | 15k | $1.1M | 0% | Mar 2024 |
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| Brand Asset Management Group | 14k | $1.1M | 0% | Mar 2024 |
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| Dfpg Investments | 14k | $949k | -7% | Dec 2023 |
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| Full Sail Capital | 13k | $1.0M | 0% | Mar 2024 |
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| Verum Partners | 12k | $953k | 0% | Mar 2024 |
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| HB Wealth Management | 12k | $937k | 0% | Mar 2024 |
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| Sweet Financial Partners | 12k | $930k | 0% | Mar 2024 |
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| Flagship Harbor Advisors | 12k | $922k | 100% | Mar 2024 |
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| Derbend Asset Management | 11k | $873k | 2% | 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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| Orion Portfolio Solutions | 10k | $784k | 19% | Mar 2024 |
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| Johnson Investment Counsel | 9.8k | $751k | 0% | Mar 2024 |
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| Citigroup | 9.7k | $742k | 3% | Mar 2024 |
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| Atria Wealth Solutions | 9.0k | $688k | 64% | Mar 2024 |
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| Cedar Point Capital Partners | 8.8k | $621k | 100% | Dec 2023 |
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| Shared Vision Wealth Group | 8.2k | $630k | 0% | Mar 2024 |
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| Diversify Advisory Services | 8.1k | $619k | 100% | Mar 2024 |
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| Kestra Private Wealth Services | 7.5k | $573k | 0% | Mar 2024 |
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| FMR | 7.4k | $569k | 22% | Mar 2024 |
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| Global Retirement Partners | 7.2k | $552k | 18% | Mar 2024 |
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| Ullmann Financial | 7.0k | $540k | -1% | Mar 2024 |
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| Private Wealth Strategies | 6.8k | $519k | 0% | Mar 2024 |
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| Signature Securities Group Corporation | 6.3k | $483k | -1% | Mar 2024 |
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| Stifel Financial | 6.0k | $459k | 0% | Mar 2024 |
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| Kestra Advisory Services | 5.8k | $413k | 9% | Dec 2023 |
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| Woodard & Co Asset Management Group | 5.6k | $432k | -5% | Mar 2024 |
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| Stephens Consulting | 5.6k | $429k | 0% | Mar 2024 |
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| Courage Miller Partners | 5.1k | $395k | 0% | Mar 2024 |
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| Summit Asset Management | 5.1k | $391k | 0% | Mar 2024 |
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| First Manhattan | 5.0k | $384k | 0% | Mar 2024 |
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| Creative Planning | 4.9k | $378k | 0% | Mar 2024 |
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| Towerpoint Wealth | 4.8k | $372k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 4.6k | $353k | -26% | Mar 2024 |
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| National Asset Management | 4.5k | $291k | 0% | Mar 2024 |
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| Detalus Advisors | 4.4k | $340k | -1% | Mar 2024 |
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| Harbor Investment Advisory | 4.3k | $327k | 0% | Mar 2024 |
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| Sawtooth Asset Management | 4.2k | $297k | 0% | Dec 2023 |
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| Simplicity Wealth | 4.0k | $311k | 100% | Mar 2024 |
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| Bleakley Financial Group | 4.0k | $311k | -4% | Mar 2024 |
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| Goss Wealth Management | 4.0k | $304k | 4% | Mar 2024 |
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| WealthBridge Capital Management | 3.7k | $283k | 0% | Mar 2024 |
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| HighTower Advisors | 3.6k | $275k | 0% | Mar 2024 |
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| Chicago Partners Investment | 3.6k | $268k | 0% | Mar 2024 |
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| Capital Investment Advisors | 3.5k | $272k | 0% | Mar 2024 |
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| Raymond James Trust | 3.5k | $267k | -5% | Mar 2024 |
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| Tyler-Stone Wealth Management | 3.4k | $263k | -4% | Mar 2024 |
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| Lido Advisors | 3.0k | $227k | 0% | Mar 2024 |
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| Tower Research Capital | 2.2k | $168k | -11% | Mar 2024 |
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| MGB Wealth Management | 2.0k | $154k | 0% | Mar 2024 |
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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 | $82k | 0% | Mar 2024 |
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| City State Bank | 668.00 | $51k | 0% | Mar 2024 |
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| Us Bancorp | 537.00 | $41k | -67% | Mar 2024 |
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| Parallel Advisors | 516.00 | $40k | 0% | Mar 2024 |
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| Creative Financial Designs | 492.00 | $38k | -19% | Mar 2024 |
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| D. J. St. Germain | 478.00 | $34k | 0% | Dec 2023 |
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| Activest Wealth Management | 470.00 | $36k | 0% | Mar 2024 |
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| Archer Investment Corp | 400.00 | $31k | 0% | Mar 2024 |
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| Aptus Capital Advisors | 320.00 | $25k | 0% | Mar 2024 |
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| Atlantic Trust | 305.00 | $23k | 100% | Mar 2024 |
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| DB Wealth Management Group | 266.00 | $19k | -72% | Dec 2023 |
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| Salomon & Ludwin | 254.00 | $20k | 0% | Mar 2024 |
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| Pnc Financial Services | 190.00 | $15k | 0% | Mar 2024 |
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| Westside Investment Management | 171.00 | $13k | 1% | Mar 2024 |
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| Salem Investment Counselors | 129.00 | $9.9k | 0% | Mar 2024 |
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| Russell Investments | 78.00 | $6.0k | -58% | Mar 2024 |
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| Assetmark | 57.00 | $4.4k | -63% | Mar 2024 |
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| Hazlett, Burt & Watson | 30.00 | $2.0k | 0% | Mar 2024 |
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| Larson Financial Group | 13.00 | $1.0k | 0% | Mar 2024 |
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Who sold out of iShares Morningstar Large Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wedbush Morgan Securities | Sep 2023 | 4.1k | $262k |
| Thrivent Financial for Lutherans | Sep 2023 | 3.1k | $205k |
| Advisory Services Network | Dec 2023 | 80.00 | $5.7k |