iShares Morningstar Value ETF (ILCV) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for ILCV. 13F holdings as of 2026-06-30.
In 13F filings for the quarter ended June 30, 2026, 199 institutions reported holding ILCV, with 8.3 million shares worth $843.4 million in aggregate.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Steele Capital Management | 674,771 | $68M | INCREASED |
| Matrix Trust | 670,985 | $68M | INCREASED |
| Bank of America | 646,781 | $65M | INCREASED |
| Raymond James Financial | 479,160 | $49M | INCREASED |
| UBS Group | 429,915 | $44M | DECREASED |
Full institutional holdings, insider history, and congressional trades for iShares Morningstar Value ETF on SentiSense.