Q2 2018 13F Holders as of 30 Jun 2018
-
Type / Class
-
Equity / iShares Morningstar Value ETF
-
Number of holders
-
55
-
Total 13F shares, excl. options
-
1,614,629
-
Shares change
-
+130,151
-
Total reported value, excl. options
-
$164,046,066
-
Value change
-
+$13,233,777
-
Number of buys
-
22
-
Number of sells
-
-19
-
Price
-
$101.66
Significant Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q2 2018
64 filings reported holding ILCV - iSHARES TRUST - iShares Morningstar Value ETF as of Q2 2018.
iSHARES TRUST - iShares Morningstar Value ETF (ILCV) has 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,614,629 shares
.
Largest 10 shareholders include AXA (441,936 shares), BANK OF AMERICA CORP /DE/ (173,613 shares), GenWealth Group, Inc. (144,671 shares), ROYAL BANK OF CANADA (131,402 shares), UBS Group AG (106,029 shares), SPC Financial, Inc. (97,755 shares), MORGAN STANLEY (93,355 shares), WELLS FARGO & COMPANY/MN (65,810 shares), LPL Financial LLC (61,464 shares), and GOLDMAN SACHS GROUP INC (39,896 shares).
This table shows the top 55 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.