Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / iShares Morningstar Value ETF
-
Number of holders
-
143
-
Total 13F shares, excl. options
-
9,027,108
-
Shares change
-
+473,784
-
Total reported value, excl. options
-
$731,139,719
-
Value change
-
+$38,337,255
-
Number of buys
-
67
-
Number of sells
-
36
-
Price
-
$80.98
Institutional Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q4 2024
As of 31 Dec 2024 iSHARES TRUST - iShares Morningstar Value ETF (ILCV) had 145 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 9,027,108 shares of stock of the company.
Largest 10 holders included Equitable Holdings, Inc., BANK OF AMERICA CORP /DE/, Steele Capital Management, Inc., Matrix Trust Co, Bank of New York Mellon Corp, UBS Group AG, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, MORGAN STANLEY, and WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV.
This table shows 145 institutional shareholders of the security as of 31 Dec 2024.
| 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.