Q2 2018 13F Holders as of 6/30/2018
-
Type / Class
-
Equity / iShares Morningstar Value ETF
-
Number of holders
-
55
-
Total 13F shares, excl. options
-
1.61M
-
Shares change
-
+130K
-
Total reported value, excl. options
-
$164M
-
Value change
-
+$13.2M
-
Number of buys
-
22
-
Number of sells
-
-19
-
Price
-
$101.66
Significant Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q2 2018
64 filings reported holding ILCV - iSHARES TRUST - iShares Morningstar Value ETF as of Q2 2018.
iSHARES TRUST - iShares Morningstar Value ETF (ILCV) has 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.61M shares
.
Largest 10 shareholders include AXA (442K shares), BANK OF AMERICA CORP /DE/ (174K shares), GenWealth Group, Inc. (145K shares), ROYAL BANK OF CANADA (131K shares), UBS Group AG (106K shares), SPC Financial, Inc. (97.8K shares), MORGAN STANLEY (93.4K shares), WELLS FARGO & COMPANY/MN (65.8K shares), LPL Financial LLC (61.5K shares), and GOLDMAN SACHS GROUP INC (39.9K shares).
This table shows the top 55 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.