Who owns ILCV?
iShares Morningstar Value ETF · iShares
201 institutions reported holding ILCV, worth $852.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ILCV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Steele Capital Management, Inc. | Dubuque, IA | $68.3M | 674,771 | +4,596 shares |
| Matrix Trust Co | Denver, CO | $67.9M | 670,985 | +4,585 shares |
| Bank of America Corp. | Charlotte, NC | $65.5M | 646,781 | +25,616 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $48.5M | 479,160 | +17,807 shares |
| UBS Group AG | Zurich, Switzerland | $43.4M | 429,086 | −7,691 shares |
| LPL Financial LLC | Fort Mill, SC | $41.0M | 404,796 | −23,549 shares |
| Morgan Stanley | New York, NY | $34.5M | 340,870 | −11,098 shares |
| JPMorgan Chase & Co | New York, NY | $31.2M | 308,139 | −15,620 shares |
| Woodard & Co Asset Management Group Inc. | Bermuda Run, NC | $23.9M | 236,017 | −2,607 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $23.3M | 229,942 | +12,177 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ILCV?
201 institutional managers reported holding ILCV in Form 13F filings for June 30, 2026, worth $852.8M in total. The largest reported position was held by Steele Capital Management, Inc., at $68.3M.
Did institutions buy or sell ILCV last quarter?
Reported 13F value rose 2.8% from March 31, 2026, which includes price moves as well as buying and selling. 25 firms reported a new position and 12 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ILCV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.