Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / iShares Morningstar Value ETF
-
Total 13F shares
-
8,689,845
-
Share change
-
-11,878
-
Total reported value
-
$782,060,293
-
Price per share
-
$90.02
-
Number of holders
-
170
-
Value change
-
-$628,061
-
Number of buys
-
64
-
Number of sells
-
69
Institutional Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q3 2025
As of 30 Sep 2025,
iSHARES TRUST - iShares Morningstar Value ETF (ILCV) was held by
170 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,689,845 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, Equitable Holdings, Inc., Steele Capital Management, Inc., Matrix Trust Co, UBS Group AG, RAYMOND JAMES FINANCIAL INC, MORGAN STANLEY, LPL Financial LLC, JPMORGAN CHASE & CO, and WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV.
This page lists
170
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| 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.