Q4 2018 13F Holders as of 12/31/2018
-
Type / Class
-
Equity / iShares Morningstar Value ETF
-
Number of holders
-
66
-
Total 13F shares, excl. options
-
2.22M
-
Shares change
-
+603K
-
Total reported value, excl. options
-
$214M
-
Value change
-
+$57.8M
-
Number of buys
-
29
-
Number of sells
-
-26
-
Price
-
$96.32
Significant Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q4 2018
76 filings reported holding ILCV - iSHARES TRUST - iShares Morningstar Value ETF as of Q4 2018.
iSHARES TRUST - iShares Morningstar Value ETF (ILCV) has 66 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.22M shares
.
Largest 10 shareholders include Bank of New York Mellon Corp (486K shares), AXA (338K shares), MORGAN STANLEY (184K shares), ROYAL BANK OF CANADA (173K shares), GenWealth Group, Inc. (147K shares), BANK OF AMERICA CORP /DE/ (145K shares), SPC Financial, Inc. (104K shares), UBS Group AG (102K shares), WELLS FARGO & COMPANY/MN (77.9K shares), and LPL Financial LLC (62.1K shares).
This table shows the top 66 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.