ISHARES MORNINGSTAR VALUE ET (ILCV) Institutional Ownership and Insiders Activity
ISHARES MORNINGSTAR VALUE ET (ILCV) is widely held by institutional investors, with 198 firms reporting positions valued at approximately $821.55M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Steele Capital Management, Inc. is the largest disclosed holder, reporting approximately $68.31M in ILCV holdings in its latest filing.
Institutional Holders
198
Total Reported Value
$821.55M
Largest Holder
Steele Capital Management, Inc.
Largest Position
$68.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
22
Top Institutional Owners
View allInvestorReported Balance
- Steele Capital Management, Inc.$68.31M
- Matrix Trust Co$67.93M
- Bank Of America Corp$65.48M
- Raymond James Financial Inc$48.51M
- Ubs Group Ag$43.44M
ILCV News
All news- Lauer Wealth Investment Activity in Q2 2026
Jul 16, 2026 · valut.ai
- Matrix Trust Co Portfolio Shifts in Q3 2026: Focus on USFR and TFLR, Exit from XHLF
Jul 12, 2026 · valut.ai