iSHARES TRUST - iShares Morningstar Value ETF (ILCV) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / iShares Morningstar Value ETF
Symbol
ILCV
Price per share
$94.36
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
8,689,845
Total reported value
$782,060,293
% of total 13F portfolios
0.01%
Share change
-11,878
Value change
-$628,061
Number of holders
170
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Bank of New York Mellon Corp 0% $77.35 1 Bank of New York Mellon Corp 31 Mar 2025

As of 30 Sep 2025, 170 institutional investors reported holding 8,689,845 shares of iSHARES TRUST - iShares Morningstar Value ETF (ILCV).

Institutional Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,050,959 $99,617,843 +$910,379 $94.36 19
2025 Q3 8,689,845 $782,060,293 -$628,061 $90.02 170
2025 Q2 8,821,504 $736,034,348 -$3,517,227 $83.39 167
2025 Q1 8,869,806 $722,044,854 -$10,309,656 $81.45 171
2024 Q4 8,978,065 $727,277,038 +$35,010,225 $80.98 141
2024 Q3 8,500,178 $699,159,480 -$22,564,005 $82.20 123
2024 Q2 8,733,124 $666,745,014 -$4,179,901 $76.32 120
2024 Q1 8,754,520 $672,382,109 -$20,715,059 $76.86 117
2023 Q4 9,021,123 $637,086,738 -$18,415,126 $70.62 115
2023 Q3 8,319,933 $538,894,933 +$18,014,978 $64.77 111
2023 Q2 8,013,613 $533,259,324 +$27,727,851 $66.52 103
2023 Q1 6,877,103 $439,563,307 +$828,460 $63.90 105
2022 Q4 6,629,849 $419,251,759 +$32,334,286 $63.23 102
2022 Q3 6,958,581 $393,792,177 -$18,896,873 $56.47 90
2022 Q2 7,193,288 $434,487,596 -$6,639,665 $60.39 98
2022 Q1 7,298,115 $500,483,470 +$12,341,569 $68.58 97
2021 Q4 7,120,658 $495,196,729 +$4,517,450 $69.60 97
2021 Q3 6,970,684 $443,634,185 +$34,848,584 $63.64 92
2021 Q2 6,445,680 $416,121,600 +$240,036,844 $64.56 94
2021 Q1 2,720,903 $334,546,041 +$19,520,995 $122.84 85
2020 Q4 2,572,197 $288,778,398 +$15,208,193 $112.26 78
2020 Q3 2,248,750 $222,279,702 +$26,656,155 $98.84 71
2020 Q2 1,979,629 $191,166,209 -$18,166,726 $96.72 70
2020 Q1 2,172,516 $188,212,690 -$23,489,035 $86.60 71
2019 Q4 2,603,812 $305,150,074 -$18,758,992 $117.19 76
2019 Q3 2,417,577 $267,079,265 -$17,646,079 $110.45 67
2019 Q2 2,560,796 $276,504,068 -$21,434,264 $107.93 63
2019 Q1 2,458,372 $259,323,105 +$23,733,460 $105.41 68
2018 Q4 2,223,904 $214,221,128 +$57,831,426 $96.32 66
2018 Q3 1,577,195 $169,490,483 -$3,851,997 $107.38 59
2018 Q2 1,614,629 $164,046,066 +$13,233,772 $101.66 55
2018 Q1 1,477,125 $150,004,516 -$12,379,301 $101.55 61
2017 Q4 1,588,873 $168,427,243 +$1,395,893 $105.59 56
2017 Q3 1,556,765 $155,003,000 +$12,543,231 $99.61 50
2017 Q2 1,434,863 $137,753,000 -$24,714,102 $96.00 52
2017 Q1 1,584,062 $152,306,000 +$17,055,902 $96.20 52
2016 Q4 1,407,649 $132,543,000 +$7,828,349 $94.11 50
2016 Q3 1,317,307 $116,030,000 +$5,970,719 $88.14 44
2016 Q2 1,249,870 $108,395,000 +$5,335,427 $86.71 47
2016 Q1 1,186,040 $99,445,000 +$4,459,603 $83.91 48
2015 Q4 1,139,134 $92,946,000 +$10,259,931 $81.76 43
2015 Q3 1,014,743 $78,691,000 -$12,432,727 $77.17 41
2015 Q2 1,164,801 $97,738,476 +$74,836 $83.91 45
2015 Q1 1,166,765 $97,808,726 +$5,604,173 $83.78 47
2014 Q4 1,099,593 $94,704,500 -$21,246,296 $86.20 44
2014 Q3 1,326,894 $112,187,595 -$2,579,797 $84.62 43
2014 Q2 1,357,241 $115,006,677 +$13,200,606 $84.74 44
2014 Q1 1,198,834 $97,889,624 -$2,442,996 $81.64 40