Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / iShares Morningstar Value ETF
-
Total 13F shares
-
1,152,133
-
Share change
-
+33,427
-
Total reported value
-
$109,165,359
-
Price per share
-
$94.36
-
Number of holders
-
29
-
Value change
-
+$3,144,554
-
Number of buys
-
9
-
Number of sells
-
12
Institutional Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q4 2025
As of 31 Dec 2025,
iSHARES TRUST - iShares Morningstar Value ETF (ILCV) was held by
29 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,152,133 shares.
The largest 10 holders included
Matrix Trust Co, Lauer Wealth, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, MATHER GROUP, LLC., Prime Capital Investment Advisors, LLC, Global View Capital Management LLC, FLAGSHIP HARBOR ADVISORS, LLC, Asempa Wealth Advisors, GenWealth Group, Inc., and Verum Partners LLC.
This page lists
29
institutional shareholders reporting positions in this security
for the Q4 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.