Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / iShares Morningstar Value ETF
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Number of holders
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120
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Total 13F shares, excl. options
-
8.73M
-
Shares change
-
-55K
-
Total reported value, excl. options
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$667M
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Value change
-
-$4.18M
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Number of buys
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48
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Number of sells
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-39
-
Price
-
$76.32
Significant Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q2 2024
124 filings reported holding ILCV - iSHARES TRUST - iShares Morningstar Value ETF as of Q2 2024.
iSHARES TRUST - iShares Morningstar Value ETF (ILCV) has 120 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.73M shares
.
Largest 10 shareholders include Equitable Holdings, Inc. (971K shares), BANK OF AMERICA CORP /DE/ (879K shares), Steele Capital Management, Inc. (817K shares), Matrix Trust Co (815K shares), Bank of New York Mellon Corp (633K shares), UBS Group AG (502K shares), LPL Financial LLC (381K shares), MORGAN STANLEY (362K shares), RAYMOND JAMES & ASSOCIATES (259K shares), and SPC Financial, Inc. (253K shares).
This table shows the top 120 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.