Q1 2020 13F Holders as of 3/31/2020
-
Type / Class
-
Equity / iShares Morningstar Value ETF
-
Number of holders
-
71
-
Total 13F shares, excl. options
-
2.17M
-
Shares change
-
-268K
-
Total reported value, excl. options
-
$188M
-
Value change
-
-$23.5M
-
Number of buys
-
29
-
Number of sells
-
-29
-
Price
-
$86.60
Significant Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q1 2020
79 filings reported holding ILCV - iSHARES TRUST - iShares Morningstar Value ETF as of Q1 2020.
iSHARES TRUST - iShares Morningstar Value ETF (ILCV) has 71 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.17M shares
.
Largest 10 shareholders include Equitable Holdings, Inc. (413K shares), Matrix Trust Co (318K shares), ROYAL BANK OF CANADA (195K shares), Bank of New York Mellon Corp (162K shares), Raymond James Financial Services Advisors, Inc. (123K shares), SPC Financial, Inc. (121K shares), WELLS FARGO & COMPANY/MN (99.2K shares), UBS Group AG (98.7K shares), LPL Financial LLC (67.8K shares), and BANK OF AMERICA CORP /DE/ (67.6K shares).
This table shows the top 71 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.