Who Owns iShares Morningstar Value ETF (ILCV)?Hedge Fund & Institutional Holders

$93.77-0.23 (-0.24%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -2

Price History

$72.16$78.65$85.14$91.63$98.12Sep 24Jun 25Mar 26

ILCV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+29K+$78.9B
Lauer Wealth, LLCNew Position+142K+$13.6B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+114K+$10.0B
BARRETT & COMPANY, INC.New Position+95K+$8.9B
KILEY JUERGENS WEALTH MANAGEMENT, LLCNew Position+88K+$8.3B
Sheridan Capital Management, LLCNew Position+54K+$5.1B
JIM SAULNIER & ASSOCIATES, LLCNew Position+36K+$3.4B
Strategic Blueprint, LLCNew Position+34K+$3.2B
ABSOLUTE CAPITAL MANAGEMENT, LLCNew Position+33K+$3.1B
Global View Capital Management LLCNew Position+28K+$2.7B
UBS Group AGIncreased+805+$2.4B
Edge Financial Advisors LLCNew Position+21K+$2.0B
CALIBER WEALTH MANAGEMENT, LLC / KSNew Position+16K+$1.5B
Ipsen Advisor Group LLCNew Position+12K+$1.2B
Horst & Graben Wealth Management LLCNew Position+12K+$1.1B

ILCV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-9K-$17.4B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-97K-$10.4B
Equitable Holdings, Inc.Decreased-118K-$8.6B
OSAIC HOLDINGS, INC.Decreased-34K-$3.1B
GOLDMAN SACHS GROUP INCDecreased-17K-$1.9B
ROYAL BANK OF CANADADecreased-24K-$1.6B
MERCER GLOBAL ADVISORS INC /ADVDecreased-10K-$1.2B
Full Sail Capital, LLCClosed Position-13K-$1.2B
RAYMOND JAMES FINANCIAL INCDecreased-13K-$1.1B
Waverly Advisors, LLCDecreased-109-$1.0B
CITADEL ADVISORS LLCClosed Position-10K-$932.8M
NewEdge Advisors, LLCDecreased-504-$639.7M
Financial Engines Advisors L.L.C.Decreased-115-$623.6M
WELLS FARGO & COMPANY/MNDecreased-4K-$546.4M
Sound Income Strategies, LLCDecreased-6K-$539.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Equitable Holdings, Inc.610,372$57.0B0.39%Share
2BANK OF AMERICA CORP /DE/591,581$55.0B0.00%Share
3UBS Group AG535,813$50.6B0.01%Share
4BANK OF AMERICA CORP /DE/261,327$24.0B0.00%Share
5RAYMOND JAMES FINANCIAL INC242,230$22.0B0.01%Share
6ROYAL BANK OF CANADA213,125$20.0B0.00%Share
7JPMORGAN CHASE & CO202,764$19.0B0.00%Share
8WELLS FARGO & COMPANY/MN183,736$17.0B0.00%Share
9RAYMOND JAMES FINANCIAL INC153,023$14.0B0.00%Share
10Lauer Wealth, LLC141,901$13.6B10.11%Share
11AMERIPRISE FINANCIAL INC116,656$11.0B0.00%Share
12COMMONWEALTH EQUITY SERVICES, LLC114,039$10.0B0.01%Share
13BARRETT & COMPANY, INC.94,632$8.9B2.98%Share
14KILEY JUERGENS WEALTH MANAGEMENT, LLC87,694$8.3B1.79%Share
15OSAIC HOLDINGS, INC.90,975$8.0B0.01%Share
16GOLDMAN SACHS GROUP INC82,449$7.0B0.00%Share
17NorthStar Asset Management LLC /NJ/70,304$6.6B2.98%Share
18JPMORGAN CHASE & CO72,004$6.0B0.00%Share
19Sheridan Capital Management, LLC53,871$5.1B2.58%Share
20JIM SAULNIER & ASSOCIATES, LLC35,786$3.4B1.75%Share
21Madison Wealth Partners, Inc34,728$3.3B0.60%Share
22Strategic Blueprint, LLC33,650$3.2B0.19%Share
23ABSOLUTE CAPITAL MANAGEMENT, LLC32,900$3.1B1.13%Share
24Dentgroup LLC31,611$3.0B2.05%Share
25Global View Capital Management LLC28,382$2.7B0.50%Share
26Edge Financial Advisors LLC21,363$2.0B0.85%Share
27Baird Financial Group, Inc.26,001$2.0B0.00%Share
28Orion Porfolio Solutions, LLC27,201$2.0B0.01%Share
29FLAGSHIP HARBOR ADVISORS, LLC18,741$1.8B0.08%Share
30CALIBER WEALTH MANAGEMENT, LLC / KS15,911$1.5B0.16%Share
31Brand Asset Management Group, Inc.15,015$1.4B0.40%Share
32Verum Partners LLC12,400$1.2B0.24%Share
33Ipsen Advisor Group LLC12,263$1.2B0.82%Share
34Horst & Graben Wealth Management LLC11,954$1.1B0.17%Share
35SAXON INTERESTS, INC.11,283$1.1B0.37%Share
36Rockefeller Capital Management L.P.17,925$1.0B0.00%Share
37WELLS FARGO & COMPANY/MN18,029$1.0B0.00%Share
38MERCER GLOBAL ADVISORS INC /ADV14,954$1.0B0.00%Share
39OneDigital Investment Advisors LLC14,169$1.0B0.01%Share
40CITIGROUP INC11,701$1.0B0.00%Share
41Detalus Advisors, LLC10,334$975.0M0.24%Share
42Shared Vision Wealth Group LLC9,065$873.0M0.35%Share
43Stratos Wealth Partners, LTD.8,989$848.0M0.01%Share
44Chesley Taft & Associates LLC8,742$824.0M0.03%Share
45COMERICA BANK8,067$761.0M0.00%Share
46Cedar Point Capital Partners, LLC7,988$753.0M0.48%Share
47ANB BANK6,586$621.0M0.25%Share
48Perennial Investment Advisors, LLC6,081$573.0M0.05%Share
49Quadrant Private Wealth Management, LLC5,516$520.0M0.09%Share
50Towerpoint Wealth, LLC5,438$513.0M0.20%Share

ILCV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025172$418.6B+77
Q3 202595$358.0B-58
Q2 2025153$486.2B-16
Q1 2025169$530.8B+53
Q4 2024116$63.0T+27
Q3 202489$156.1T+0
Q2 202489$123.7T+7
Q1 202482$124.7T—

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As of Q4 2025, 50 institutional investors hold ILCV (iShares Morningstar Value ETF). The largest holder is Equitable Holdings, Inc. with $57.0B in shares. This quarter, 13 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own ILCV?

As of Q4 2025, 50 institutional investors report holding ILCV (iShares Morningstar Value ETF) in their 13F filings.

Who is the largest institutional holder of ILCV?

The largest institutional holder of ILCV is Equitable Holdings, Inc. with $57.0B in shares.

Is institutional ownership of ILCV increasing or decreasing?

This quarter, 13 institutions opened new positions in ILCV and 2 closed their positions.