Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / iShares Morningstar Value ETF
-
Number of holders
-
105
-
Total 13F shares, excl. options
-
6.88M
-
Shares change
-
+12.7K
-
Total reported value, excl. options
-
$440M
-
Value change
-
+$828K
-
Number of buys
-
40
-
Number of sells
-
-36
-
Price
-
$63.90
Significant Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q1 2023
110 filings reported holding ILCV - iSHARES TRUST - iShares Morningstar Value ETF as of Q1 2023.
iSHARES TRUST - iShares Morningstar Value ETF (ILCV) has 105 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.88M shares
.
Largest 10 shareholders include Equitable Holdings, Inc. (1.09M shares), Matrix Trust Co (795K shares), UBS Group AG (495K shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (453K shares), LPL Financial LLC (390K shares), MORGAN STANLEY (313K shares), RAYMOND JAMES & ASSOCIATES (291K shares), SPC Financial, Inc. (256K shares), Royal Bank of Canada (236K shares), and AVANTAX ADVISORY SERVICES, INC. (211K shares).
This table shows the top 105 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.