Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / iShares Morningstar Value ETF
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Number of holders
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171
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Total 13F shares, excl. options
-
8.87M
-
Shares change
-
-130K
-
Total reported value, excl. options
-
$722M
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Value change
-
-$10.3M
-
Number of buys
-
98
-
Number of sells
-
-39
-
Price
-
$81.45
Significant Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q1 2025
178 filings reported holding ILCV - iSHARES TRUST - iShares Morningstar Value ETF as of Q1 2025.
iSHARES TRUST - iShares Morningstar Value ETF (ILCV) has 171 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.87M shares
.
Largest 10 shareholders include Equitable Holdings, Inc. (879K shares), BANK OF AMERICA CORP /DE/ (792K shares), Steele Capital Management, Inc. (691K shares), Matrix Trust Co (690K shares), LPL Financial LLC (527K shares), UBS Group AG (501K shares), RAYMOND JAMES FINANCIAL INC (403K shares), MORGAN STANLEY (401K shares), WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV (289K shares), and SPC Financial, Inc. (249K shares).
This table shows the top 171 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.