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Ishares Large Cap VAL ACT (BLCV)

CUSIP: 09290C616 | NYSE | 37 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Skyline Advisors, Inc.213,942
2.8% of portfolio›$8.8M
Sigma Planning Corp139,417
0.1% of portfolio›$5.8M
Mcdonald Partners LLC135,164
1.3% of portfolio›$5.6M
Visionary Wealth Advisors35,855
0.1% of portfolio›$1.5M
Montag A & Associates Inc20,086
0.0% of portfolio›$830.8K
Commonwealth Equity Services, LLC18,954
0.0% of portfolio›$783.9K
Register Financial Advisors LLC13,983
0.2% of portfolio›$578.3K
Buckhead Capital Management LLC9,587
0.1% of portfolio›$396.5K
Roof Eidam Maycock Peralta, LLC6,395
0.0% of portfolio›$264.5K
StyleTurnoverLocationFiled
Skyline Advisors, Inc.
213,942$8.8M2.8%ETFMediumBellingham, WA2026-11-03
Sigma Planning Corp
139,417$5.8M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Mcdonald Partners LLC
135,164$5.6M1.3%CoreLowCleveland, OH2026-11-03
Visionary Wealth Advisors
35,855$1.5M0.1%ETFLowO'Fallon, IL2026-11-04
Montag A & Associates Inc
20,086$830.8K0.0%CoreLowAtlanta, GA2026-10-29
Commonwealth Equity Services, LLC
18,954$783.9K0.0%ETFLowWaltham, MA2026-11-02
Register Financial Advisors LLC
13,983$578.3K0.2%GARPLowAtlanta, GA2026-10-23
Buckhead Capital Management LLC
9,587$396.5K0.1%CoreLowAtlanta, GA2026-11-03
Roof Eidam Maycock Peralta, LLC
6,395$264.5K0.0%ETFVery LowSan Francisco, CA2026-10-15