Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / iShares Morningstar Value ETF
-
Number of holders
-
102
-
Total 13F shares, excl. options
-
6.63M
-
Shares change
-
+511K
-
Total reported value, excl. options
-
$419M
-
Value change
-
+$32.3M
-
Number of buys
-
54
-
Number of sells
-
-26
-
Price
-
$63.23
Significant Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q4 2022
106 filings reported holding ILCV - iSHARES TRUST - iShares Morningstar Value ETF as of Q4 2022.
iSHARES TRUST - iShares Morningstar Value ETF (ILCV) has 102 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.63M shares
.
Largest 10 shareholders include Equitable Holdings, Inc. (1.17M shares), Matrix Trust Co (786K shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (508K shares), UBS Group AG (501K shares), LPL Financial LLC (380K shares), MORGAN STANLEY (328K shares), WELLS FARGO & COMPANY/MN (245K shares), SPC Financial, Inc. (241K shares), Royal Bank of Canada (230K shares), and AVANTAX ADVISORY SERVICES, INC. (196K shares).
This table shows the top 102 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.