Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / iShares Morningstar Value ETF
-
Total 13F shares
-
3,708,374
-
Share change
-
+173,453
-
Total reported value
-
$350,381,936
-
Price per share
-
$94.36
-
Number of holders
-
91
-
Value change
-
+$16,711,239
-
Number of buys
-
38
-
Number of sells
-
35
Institutional Holders of iSHARES TRUST - iShares Morningstar Value ETF (ILCV) as of Q4 2025
As of 31 Dec 2025,
iSHARES TRUST - iShares Morningstar Value ETF (ILCV) was held by
91 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,708,374 shares.
The largest 10 holders included
Steele Capital Management, Inc., Matrix Trust Co, UBS Group AG, WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV, AlphaCore Capital LLC, Lauer Wealth, LLC, Northwest Wealth Advisors, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Cambridge Investment Research Advisors, Inc., and BARRETT & COMPANY, INC..
This page lists
91
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.