Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / iShares Morningstar Value ETF
-
Number of holders
-
85
-
Total 13F shares, excl. options
-
2.72M
-
Shares change
-
+149K
-
Total reported value, excl. options
-
$335M
-
Value change
-
+$19.5M
-
Number of buys
-
39
-
Number of sells
-
-23
-
Price
-
$122.84
Significant Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q1 2021
87 filings reported holding ILCV - iSHARES TRUST - iShares Morningstar Value ETF as of Q1 2021.
iSHARES TRUST - iShares Morningstar Value ETF (ILCV) has 85 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.72M shares
.
Largest 10 shareholders include Equitable Holdings, Inc. (549K shares), Bank of New York Mellon Corp (346K shares), Matrix Trust Co (295K shares), LPL Financial LLC (151K shares), ROYAL BANK OF CANADA (139K shares), SPC Financial, Inc. (134K shares), MORGAN STANLEY (133K shares), WELLS FARGO & COMPANY/MN (108K shares), Raymond James Financial Services Advisors, Inc. (92K shares), and TRUIST FINANCIAL CORP (91.9K shares).
This table shows the top 85 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.