Q3 2025 13F Holders as of 9/30/2025
-
Type / Class
-
Equity / iShares Morningstar Value ETF
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Number of holders
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168
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Total 13F shares, excl. options
-
8.65M
-
Shares change
-
-14K
-
Total reported value, excl. options
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$778M
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Value change
-
-$828K
-
Number of buys
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62
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Number of sells
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-68
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Price
-
$90.02
Significant Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q3 2025
177 filings reported holding ILCV - iSHARES TRUST - iShares Morningstar Value ETF as of Q3 2025.
iSHARES TRUST - iShares Morningstar Value ETF (ILCV) has 168 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.65M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (826K shares), Equitable Holdings, Inc. (729K shares), Steele Capital Management, Inc. (663K shares), Matrix Trust Co (661K shares), UBS Group AG (536K shares), RAYMOND JAMES FINANCIAL INC (413K shares), MORGAN STANLEY (360K shares), LPL Financial LLC (346K shares), JPMORGAN CHASE & CO (283K shares), and WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV (282K shares).
This table shows the top 168 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.