Q4 2021 13F Holders as of 12/31/2021
-
Type / Class
-
Equity / iShares Morningstar Value ETF
-
Number of holders
-
97
-
Total 13F shares, excl. options
-
7.12M
-
Shares change
-
+61.1K
-
Total reported value, excl. options
-
$495M
-
Value change
-
+$4.52M
-
Number of buys
-
39
-
Number of sells
-
-27
-
Price
-
$69.60
Significant Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q4 2021
103 filings reported holding ILCV - iSHARES TRUST - iShares Morningstar Value ETF as of Q4 2021.
iSHARES TRUST - iShares Morningstar Value ETF (ILCV) has 97 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.12M shares
.
Largest 10 shareholders include Equitable Holdings, Inc. (1.71M shares), Matrix Trust Co (826K shares), Bank of New York Mellon Corp (737K shares), UBS Group AG (516K shares), LPL Financial LLC (380K shares), MORGAN STANLEY (310K shares), TRUIST FINANCIAL CORP (274K shares), SPC Financial, Inc. (258K shares), ROYAL BANK OF CANADA (228K shares), and WELLS FARGO & COMPANY/MN (181K shares).
This table shows the top 97 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.