iSHARES TRUST - iShares Morningstar Value ETF (ILCV)

CUSIP: 464288109

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / iShares Morningstar Value ETF
Total 13F shares
8,821,504
Share change
-43,810
Total reported value
$736,034,348
Price per share
$83.39
Number of holders
167
Value change
-$3,517,224
Number of buys
77
Number of sells
77

Quarterly Holders Quick Answers

What is CUSIP 464288109?
CUSIP 464288109 identifies ILCV - iSHARES TRUST - iShares Morningstar Value ETF in SEC institutional holdings data.

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Open the full security ownership history page.

Top shareholders of ILCV - iSHARES TRUST - iShares Morningstar Value ETF (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q2 2025

As of 30 Jun 2025, iSHARES TRUST - iShares Morningstar Value ETF (ILCV) was held by 167 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 8,821,504 shares. The largest 10 holders included Equitable Holdings, Inc., BANK OF AMERICA CORP /DE/, Steele Capital Management, Inc., Matrix Trust Co, UBS Group AG, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, MORGAN STANLEY, WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV, and JPMORGAN CHASE & CO. This page lists 168 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
171
Q2 2025 holders
167
Holder diff
-4
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 Value $ Q2 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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