Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / iShares Morningstar Value ETF
-
Number of holders
-
66
-
Total 13F shares, excl. options
-
2,223,904
-
Shares change
-
+603,072
-
Total reported value, excl. options
-
$214,221,128
-
Value change
-
+$57,831,414
-
Number of buys
-
29
-
Number of sells
-
-26
-
Price
-
$96.32
Significant Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q4 2018
76 filings reported holding ILCV - iSHARES TRUST - iShares Morningstar Value ETF as of Q4 2018.
iSHARES TRUST - iShares Morningstar Value ETF (ILCV) has 66 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,223,904 shares
.
Largest 10 shareholders include Bank of New York Mellon Corp (486,416 shares), AXA (337,536 shares), MORGAN STANLEY (184,281 shares), ROYAL BANK OF CANADA (172,783 shares), GenWealth Group, Inc. (147,378 shares), BANK OF AMERICA CORP /DE/ (145,342 shares), SPC Financial, Inc. (104,440 shares), UBS Group AG (101,867 shares), WELLS FARGO & COMPANY/MN (77,926 shares), and LPL Financial LLC (62,130 shares).
This table shows the top 66 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.