ISHARES MORNINGSTAR VALUE ET (ILCV) Institutional Shareholders
ISHARES MORNINGSTAR VALUE ET (ILCV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $736.24M in ILCV holdings during the latest filing period.
Steele Capital Management, Inc. is currently the largest disclosed institutional shareholder of ILCV tracked by InsiderSet, reporting ownership valued at approximately $68.31M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $70.34M, representing an estimated gain of +2.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed ILCV value among the investors covered in this analysis. Major shareholders include Steele Capital Management, Inc., Equitable Holdings, Inc., Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES MORNINGSTAR VALUE ET (ILCV).
This page ranks the largest institutional ILCV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
191
Total Reported Value
$736.24M
Largest Holder
Steele Capital Management, Inc.
Largest Position
$68.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
128
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Steele Capital Management, Inc. | 2.51% | 674,771 | $68,313,771 | $70,338,129 | +$2,024,358 | +2.96% | |
| Equitable Holdings, Inc. | 0.38% | 619,140 | $58,422,050 | $64,539,154 | +$6,117,104 | +10.47% | |
| Bank Of America Corp | 0.00% | 621,165 | $57,855,301 | $64,750,240 | +$6,894,939 | +11.92% | |
| Raymond James Financial Inc | 0.01% | 461,353 | $42,970,438 | $48,091,437 | +$5,120,999 | +11.92% | |
| Ubs Group Ag | 0.01% | 436,777 | $40,681,410 | $45,529,634 | +$4,848,224 | +11.92% | |
| Lpl Financial Llc | 0.01% | 428,345 | $39,896,087 | $44,650,683 | +$4,754,596 | +11.92% | |
| Morgan Stanley | 0.00% | 351,968 | $32,782,450 | $36,689,144 | +$3,906,694 | +11.92% | |
| Woodard & Co Asset Management Group Inc | 3.44% | 236,017 | $23,894,314 | $24,602,412 | +$708,098 | +2.96% | |
| Alphacore Capital Llc | 0.52% | 234,129 | $21,806,807 | $24,405,607 | +$2,598,800 | +11.92% | |
| Royal Bank Of Canada | 0.00% | 217,765 | $20,282,000 | $22,699,824 | +$2,417,824 | +11.92% | |
| Wells Fargo & Company/Mn | 0.00% | 213,510 | $19,886,341 | $22,256,282 | +$2,369,941 | +11.92% | |
| Cetera Investment Advisers | 0.02% | 197,023 | $18,350,735 | $20,537,678 | +$2,186,943 | +11.92% | |
| Northwest Wealth Advisors, Llc | 10.06% | 172,952 | $17,509,621 | $18,028,516 | +$518,895 | +2.96% | |
| Lauer Wealth, Llc | 10.39% | 147,394 | $15,228,748 | $15,364,351 | +$135,603 | +0.89% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 138,394 | $14,344,580 | $14,426,191 | +$81,611 | +0.57% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 129,284 | $12,041,484 | $13,476,564 | +$1,435,080 | +11.92% | |
| Commonwealth Equity Services, Llc | 0.01% | 116,814 | $11,826,224 | $12,176,691 | +$350,467 | +2.96% | |
| Ameriprise Financial Inc | 0.00% | 125,388 | $11,683,719 | $13,070,445 | +$1,386,726 | +11.87% | |
| Corient Private Wealth Llc | 0.02% | 117,759 | $10,968,070 | $12,275,198 | +$1,307,128 | +11.92% | |
| Osaic Holdings, Inc. | 0.02% | 110,482 | $10,297,969 | $11,516,644 | +$1,218,675 | +11.83% | |
| Barrett & Company, Inc. | 2.78% | 98,106 | $9,932,273 | $10,226,569 | +$294,296 | +2.96% | |
| Absolute Capital Management, Llc | 2.12% | 83,900 | $8,494,036 | $8,745,736 | +$251,700 | +2.96% | |
| Kiley Juergens Wealth Management, Llc | 1.44% | 87,592 | $8,158,310 | $9,130,590 | +$972,280 | +11.92% | |
| Tandem Financial, Llc | 2.55% | 80,837 | $7,529,138 | $8,426,449 | +$897,311 | +11.92% | |
| Northstar Asset Management Llc | 3.29% | 73,224 | $6,820,107 | $7,632,870 | +$812,763 | +11.92% | |
| Envestnet Asset Management Inc | 0.00% | 60,452 | $5,630,476 | $6,301,516 | +$671,040 | +11.92% | |
| Mml Investors Services, Llc | 0.02% | 58,883 | $5,484,349 | $6,137,964 | +$653,615 | +11.92% | |
| Strategic Blueprint, Llc | 0.26% | 52,359 | $5,300,796 | $5,457,902 | +$157,106 | +2.96% | |
| Assuredpartners Investment Advisors, Llc | 0.57% | 56,112 | $5,269,795 | $5,849,115 | +$579,320 | +10.99% | |
| Sheridan Capital Management, Llc | 2.73% | 55,639 | $5,182,216 | $5,799,809 | +$617,593 | +11.92% | |
| Kingsview Wealth Management, Llc | 0.07% | 55,292 | $5,149,868 | $5,763,638 | +$613,770 | +11.92% | |
| Sigma Planning Corp | 0.14% | 53,116 | $4,947,251 | $5,536,812 | +$589,561 | +11.92% | |
| Apex Wealth Management, Llc | 3.27% | 51,195 | $4,768,274 | $5,336,567 | +$568,293 | +11.92% | |
| Sanctuary Advisors, Llc | 0.02% | 44,817 | $4,174,255 | $4,671,724 | +$497,469 | +11.92% | |
| Mather Group, Llc. | 0.03% | 37,891 | $3,836,085 | $3,949,758 | +$113,673 | +2.96% | |
| Ipsen Advisor Group Llc | 2.38% | 36,517 | $3,696,941 | $3,806,532 | +$109,591 | +2.96% | |
| Mariner, Llc | 0.00% | 37,506 | $3,493,335 | $3,909,625 | +$416,290 | +11.92% | |
| Madison Wealth Partners, Inc | 0.52% | 35,064 | $3,265,899 | $3,655,071 | +$389,172 | +11.92% | |
| Prime Capital Investment Advisors, Llc | 0.03% | 32,447 | $3,022,145 | $3,382,275 | +$360,130 | +11.92% | |
| Baird Financial Group, Inc. | 0.00% | 24,421 | $2,274,572 | $2,545,645 | +$271,073 | +11.92% | |
| Systelligence, Llc | 0.37% | 22,045 | $2,231,836 | $2,297,971 | +$66,135 | +2.96% | |
| Onedigital Investment Advisors Llc | 0.02% | 22,223 | $2,069,860 | $2,316,526 | +$246,666 | +11.92% | |
| Cwm, Llc | 0.01% | 21,951 | $2,044,516 | $2,288,172 | +$243,656 | +11.92% | |
| Asset One Wealth Management Llc | 0.22% | 20,702 | $2,013,062 | $2,157,976 | +$144,914 | +7.20% | |
| Savant Capital, Llc | 0.01% | 21,409 | $1,994,081 | $2,231,674 | +$237,593 | +11.91% | |
| Van Diest Capital, Llc | 1.54% | 21,003 | $1,956,254 | $2,189,353 | +$233,099 | +11.92% | |
| Goldman Sachs Group Inc | 0.00% | 20,774 | $1,934,890 | $2,165,482 | +$230,592 | +11.92% | |
| Flagship Harbor Advisors, Llc | 0.07% | 18,603 | $1,883,318 | $1,939,177 | +$55,859 | +2.97% | |
| Asempa Wealth Advisors | 1.33% | 17,168 | $1,738,107 | $1,789,592 | +$51,485 | +2.96% | |
| Genwealth Group, Inc. | 0.26% | 16,786 | $1,699,415 | $1,749,773 | +$50,358 | +2.96% |
Frequently asked questions about ILCV
Who owns the most ILCV stock?
The largest holders of ILCV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MORNINGSTAR VALUE ET (ILCV).
Is ILCV widely held by superinvestors?
Many widely followed stocks like ILCV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ILCV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.