Q2 2025 13F Holders as of 6/30/2025
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Type / Class
-
Equity / iShares Morningstar Value ETF
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Number of holders
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167
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Total 13F shares, excl. options
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8.82M
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Shares change
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-43.8K
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Total reported value, excl. options
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$736M
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Value change
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-$3.52M
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Number of buys
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77
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Number of sells
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-77
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Price
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$83.39
Significant Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q2 2025
190 filings reported holding ILCV - iSHARES TRUST - iShares Morningstar Value ETF as of Q2 2025.
iSHARES TRUST - iShares Morningstar Value ETF (ILCV) has 167 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.82M shares
.
Largest 10 shareholders include Equitable Holdings, Inc. (905K shares), BANK OF AMERICA CORP /DE/ (812K shares), Steele Capital Management, Inc. (703K shares), Matrix Trust Co (700K shares), UBS Group AG (497K shares), LPL Financial LLC (436K shares), RAYMOND JAMES FINANCIAL INC (411K shares), MORGAN STANLEY (377K shares), WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV (290K shares), and JPMORGAN CHASE & CO (281K shares).
This table shows the top 167 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.