IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Morningstar Value ET (ILCV)

CUSIP: 464288109 | NYSE | 433 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Steele Capital Management, Inc.675,359
2.6% of portfolio›$71.1M
Matrix Trust Co671,573
0.2% of portfolio›$70.7K
AlphaCore Capital LLC211,302
0.4% of portfolio›$22.3M
Northwest Wealth Advisors, LLC211,074
11.0% of portfolio›$22.2M
Woodard & Co Asset Management Group Inc199,733
3.1% of portfolio›$21.0M
Lauer Wealth, LLC147,616
9.9% of portfolio›$15.8M
Wealth Enhancement Advisory Services, LLC137,950
0.0% of portfolio›$14.8M
Barrett & Company, Inc.94,122
2.7% of portfolio›$9.9M
Cambridge Investment Research Advisors, Inc.88,035
0.0% of portfolio›$9.3K
Absolute Capital Management, LLC83,900
2.1% of portfolio›$8.8M
Strategic Blueprint, LLC64,434
0.3% of portfolio›$6.8M
Parallel Advisors, LLC54,297
0.1% of portfolio›$5.7M
Commonwealth Equity Services, LLC53,687
0.0% of portfolio›$5.7M
Apex Wealth Management, LLC51,594
3.2% of portfolio›$5.4M
Oppenheimer & Co Inc42,594
0.0% of portfolio›$4.5M
Mather Group, Llc.37,921
0.0% of portfolio›$4.0M
Ipsen Advisor Group LLC34,532
2.5% of portfolio›$3.6M
Prime Capital Investment Advisors, LLC32,724
0.0% of portfolio›$3.4M
Ashton Thomas Securities, LLC26,586
0.3% of portfolio›$2.8M
Asset One Wealth Management LLC20,092
0.2% of portfolio›$2.1M
Flagship Harbor Advisors, LLC19,169
0.1% of portfolio›$2.0M
GenWealth Group, Inc.16,659
0.3% of portfolio›$1.8M
Asempa Wealth Advisors15,926
1.3% of portfolio›$1.7M
Citigroup Inc15,449
0.0% of portfolio›$1.6M
Caliber Wealth Management, LLC / KS15,445
0.2% of portfolio›$1.6M
Ellis Investment Partners, LLC14,753
0.2% of portfolio›$1.6M
Horst & Graben Wealth Management LLC14,365
0.2% of portfolio›$1.5M
Truist Financial Corp13,851
0.0% of portfolio›$1.5M
Key Capital Management, Inc13,671
0.5% of portfolio›$1.5M
Verum Partners LLC12,400
0.2% of portfolio›$1.3M
ANB Bank12,254
0.5% of portfolio›$1.3M
Saxon Interests, Inc.11,283
0.4% of portfolio›$1.2M
Key FInancial Inc10,617
0.2% of portfolio›$1.1M
HB Wealth Management, LLC10,394
0.0% of portfolio›$1.1M
JIM Saulnier & Associates, LLC10,337
0.4% of portfolio›$1.1M
Lido Advisors, LLC10,159
0.0% of portfolio›$1.1M
Silverlake Wealth Management LLC9,511
0.2% of portfolio›$1.0M
International Assets Investment Management, LLC8,904
0.1% of portfolio›$937.6K
Chesley Taft & Associates LLC8,742
0.0% of portfolio›$920.9K
Cedar Point Capital Partners, LLC8,709
0.5% of portfolio›$917.5K
Detalus Advisors, LLC7,981
0.2% of portfolio›$840.7K
Kestra Advisory Services, LLC7,636
0.0% of portfolio›$804.3K
Ullmann Wealth Partners Group, LLC7,030
0.1% of portfolio›$740.5K
Quadrant Private Wealth Management, LLC5,887
0.1% of portfolio›$620.2K
Security Financial Services, Inc.5,571
0.1% of portfolio›$586.8K
Pearl Planning LLC5,317
0.2% of portfolio›$560.1K
Kelly Financial Services LLC4,866
0.1% of portfolio›$512.6K
Farther Finance Advisors, LLC4,605
0.0% of portfolio›$485.1K
Towerpoint Wealth, LLC4,453
0.2% of portfolio›$469.0K
RCW Management, LLC4,099
0.4% of portfolio›$431.8K
Gilliland Jeter Wealth Management LLC4,007
0.1% of portfolio›$422.1K
Legacy Wealth Partners, LLC3,980
0.1% of portfolio›$419.3K
Creative Planning3,970
0.0% of portfolio›$418.2K
Willis Johnson Wealth, Inc.3,800
0.0% of portfolio›$400.3K
WealthBridge Capital Management, LLC3,680
0.1% of portfolio›$387.7K
Financial Council, LLC3,538
0.1% of portfolio›$372.7K
Capital Investment Advisors, LLC3,532
0.0% of portfolio›$372.1K
Carrera Capital Advisors3,399
0.1% of portfolio›$358.1K
Flagstar Securities, Inc3,316
0.1% of portfolio›$349.3K
TME Financial, Inc.3,277
0.2% of portfolio›$345.2K
MGO One Seven LLC3,269
0.0% of portfolio›$344.4K
Means Investment Co., Inc.3,249
0.0% of portfolio›$342.2K
American Financial & TAX Strategies Inc3,200
0.2% of portfolio›$337.1K
Perigon Wealth Management, LLC3,190
0.0% of portfolio›$336.0K
Chicago Partners Investment Group LLC3,091
0.0% of portfolio›$337.2K
Courage Miller Partners, LLC3,048
0.1% of portfolio›$321.1K
Simplicity Wealth,LLC3,037
0.0% of portfolio›$319.9K
Harbor Investment Advisory, LLC2,900
0.0% of portfolio›$305.5K
One Advisory Partners, LLC2,791
0.1% of portfolio›$294.0K
CFS Investment Advisory Services, LLC2,754
0.0% of portfolio›$294.4K
Ascent Group, LLC2,722
0.0% of portfolio›$286.7K
Independent Wealth Advisors LLC2,660
0.2% of portfolio›$280.2K
Park Avenue Securities LLC2,549
0.0% of portfolio›$269
Triad Wealth Partners, LLC2,426
0.0% of portfolio›$255.5K
SMI Advisory Services, LLC2,363
0.0% of portfolio›$254.8K
TSA Wealth Managment LLC2,233
0.1% of portfolio›$235.2K
Diversify Wealth Management, LLC2,170
0.0% of portfolio›$236.8K
Diversify Advisory Services, LLC2,170
0.0% of portfolio›$236.8K
Accelerate Investment Advisors LLC2,165
0.1% of portfolio›$228.1K
MLG Wealth Management DBA Pine Grove Financial Group2,129
0.0% of portfolio›$224.3K
Avid Wealth Partners LLC2,091
0.1% of portfolio›$220.3K
Firethorn Wealth Partners, LLC1,992
0.1% of portfolio›$209.8K
Flagship Wealth Advisors, LLC1,500
0.0% of portfolio›$158.0K
Navigoe, LLC1,409
0.1% of portfolio›$148.0K
Cape Investment Advisory, Inc.1,350
0.0% of portfolio›$142.2K
Aspect Partners, LLC1,273
0.1% of portfolio›$134.1K
Assetmark, Inc959
0.0% of portfolio›$101.0K
Creative Financial Designs Inc935
0.0% of portfolio›$98.5K
IFP Advisors, Inc794
0.0% of portfolio›$83.6K
Mascoma Wealth Management LLC788
0.0% of portfolio›$83.0K
City State Bank668
0.0% of portfolio›$70.4K
Ashton Thomas Private Wealth, LLC310
0.0% of portfolio›$32.7K
Salomon & Ludwin, LLC216
0.0% of portfolio›$22.8K
CoreCap Advisors, LLC100
0.0% of portfolio›$10.5K
Caldwell Trust Co80
0.0% of portfolio›$8.4K
EverSource Wealth Advisors, LLC78
0.0% of portfolio›$8.2K
Gladwyn Financial Advisors, Inc.44
0.0% of portfolio›$4.6K
JFS Wealth Advisors, LLC44
0.0% of portfolio›$4.6K
Hazlett, Burt & Watson, Inc.30
0.0% of portfolio›$3
Spire Wealth Management20
0.0% of portfolio›$2.1K
StyleTurnoverLocationFiled
Steele Capital Management, Inc.
675,359$71.1M2.6%ETFVery LowDubuque, IA2026-11-02
Matrix Trust Co
671,573$70.7K0.2%ETFLowDenver, CO2026-10-07
AlphaCore Capital LLC
211,302$22.3M0.4%ETFLowLa Jolla, CA2026-11-04
Northwest Wealth Advisors, LLC
211,074$22.2M11.0%ETFVery LowBellingham, WA2026-11-02
Woodard & Co Asset Management Group Inc
199,733$21.0M3.1%ETFMediumBermuda Run, NC2026-11-03
Lauer Wealth, LLC
147,616$15.8M9.9%ETFMediumValparaiso, IN2026-10-13
Wealth Enhancement Advisory Services, LLC
137,950$14.8M0.0%CoreLowPlymouth, MN2026-10-13
Barrett & Company, Inc.
94,122$9.9M2.7%ETFLowProvidence, RI2026-10-22
Cambridge Investment Research Advisors, Inc.
88,035$9.3K0.0%ETFLowFairfield, IA2026-11-02
Absolute Capital Management, LLC
83,900$8.8M2.1%ETFMediumPittsburgh, PA2026-10-16
Strategic Blueprint, LLC
64,434$6.8M0.3%ETFLowAtlanta, GA2026-10-22
Parallel Advisors, LLC
54,297$5.7M0.1%IndexLowSan Francisco, CA2026-11-03
Commonwealth Equity Services, LLC
53,687$5.7M0.0%ETFLowWaltham, MA2026-11-02
Apex Wealth Management, LLC
51,594$5.4M3.2%ETFMediumBedford, NH2026-10-20
Oppenheimer & Co Inc
42,594$4.5M0.0%CoreLowNew York, NY2026-10-26
Mather Group, Llc.
37,921$4.0M0.0%ETFMediumChicago, IL2026-10-14
Ipsen Advisor Group LLC
34,532$3.6M2.5%ETFLowLittle Rock, AR2026-10-29
Prime Capital Investment Advisors, LLC
32,724$3.4M0.0%ETFLowOverland Park, KS2026-10-20
Ashton Thomas Securities, LLC
26,586$2.8M0.3%ETFMediumRochester, NY2026-10-26
Asset One Wealth Management LLC
20,092$2.1M0.2%GrowthLowBellevue, WA2026-11-02
Flagship Harbor Advisors, LLC
19,169$2.0M0.1%ETFMediumBoston, MA2026-10-26
GenWealth Group, Inc.
16,659$1.8M0.3%ETFMediumMaplewood, NJ2026-10-16
Asempa Wealth Advisors
15,926$1.7M1.3%ETFLowBaton Rouge, LA2026-10-07
Citigroup Inc
15,449$1.6M0.0%CoreMediumNew York, NY2026-11-04
Caliber Wealth Management, LLC / KS
15,445$1.6M0.2%ETFLowOverland Park, KS2026-11-04
Ellis Investment Partners, LLC
14,753$1.6M0.2%ETFLowBerwyn, PA2026-10-21
Horst & Graben Wealth Management LLC
14,365$1.5M0.2%ETFMediumPortland, OR2026-11-02
Truist Financial Corp
13,851$1.5M0.0%CoreLowCharlotte, NC2026-10-30
Key Capital Management, Inc
13,671$1.5M0.5%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Verum Partners LLC
12,400$1.3M0.2%ETFLowCharlotte, NC2026-10-21
ANB Bank
12,254$1.3M0.5%CoreLowDenver, CO2026-10-09
Saxon Interests, Inc.
11,283$1.2M0.4%ETFMediumHouston, TX2026-10-26
Key FInancial Inc
10,617$1.1M0.2%ETFLowWest Chester, PA2026-11-02
HB Wealth Management, LLC
10,394$1.1M0.0%IndexVery LowAtlanta, GA2026-10-23
JIM Saulnier & Associates, LLC
10,337$1.1M0.4%ETFLowFort Collins, CO2026-11-04
Lido Advisors, LLC
10,159$1.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Silverlake Wealth Management LLC
9,511$1.0M0.2%ETFLowWilliston, VT2026-10-21
International Assets Investment Management, LLC
8,904$937.6K0.1%CoreVery HighOrlando, FL2026-11-02
Chesley Taft & Associates LLC
8,742$920.9K0.0%CoreLowChicago, IL2026-10-13
Cedar Point Capital Partners, LLC
8,709$917.5K0.5%ETFMediumCedar Rapids, IA2026-10-29
Detalus Advisors, LLC
7,981$840.7K0.2%ETFLowSt. Louis, MO2026-10-15
Kestra Advisory Services, LLC
7,636$804.3K0.0%CoreLowAustin, TX2026-11-02
Ullmann Wealth Partners Group, LLC
7,030$740.5K0.1%ETFLowJacksonville Beach, FL2026-11-02
Quadrant Private Wealth Management, LLC
5,887$620.2K0.1%GrowthLowCenter Valley, PA2026-11-04
Security Financial Services, Inc.
5,571$586.8K0.1%ETFMediumFort Wayne, IN2026-10-29
Pearl Planning LLC
5,317$560.1K0.2%ETFLowDexter, MI2026-10-13
Kelly Financial Services LLC
4,866$512.6K0.1%ETFMediumBraintree, MA2026-10-20
Farther Finance Advisors, LLC
4,605$485.1K0.0%IndexLowSan Francisco, CA2026-10-08
Towerpoint Wealth, LLC
4,453$469.0K0.2%ETFLowSacramento, CA2026-10-13
RCW Management, LLC
4,099$431.8K0.4%ETFVery LowJacksonville, FL2026-10-30
Gilliland Jeter Wealth Management LLC
4,007$422.1K0.1%GrowthVery LowLittle Rock, AR2026-10-28
Legacy Wealth Partners, LLC
3,980$419.3K0.1%ETFHighLakewood, CO2026-10-15
Creative Planning
3,970$418.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Willis Johnson Wealth, Inc.
3,800$400.3K0.0%ETFLowHouston, TX2026-11-03
WealthBridge Capital Management, LLC
3,680$387.7K0.1%ETFLowWesterville, OH2026-10-16
Financial Council, LLC
3,538$372.7K0.1%ETFVery LowTowson, MD2026-11-02
Capital Investment Advisors, LLC
3,532$372.1K0.0%CoreLowAtlanta, GA2026-10-22
Carrera Capital Advisors
3,399$358.1K0.1%ETFMediumTroy, MI2026-11-03
Flagstar Securities, Inc
3,316$349.3K0.1%ETFVery LowNew York, NY2026-10-15
TME Financial, Inc.
3,277$345.2K0.2%ETFMediumHuntington Beach, CA2026-10-14
MGO One Seven LLC
3,269$344.4K0.0%GrowthLowBeachwood, OH2026-10-28
Means Investment Co., Inc.
3,249$342.2K0.0%GrowthVery LowBangor, ME2026-11-03
American Financial & TAX Strategies Inc
3,200$337.1K0.2%ETFVery LowNew York, NY2026-10-16
Perigon Wealth Management, LLC
3,190$336.0K0.0%GrowthLowSan Francisco, CA2026-10-22
Chicago Partners Investment Group LLC
3,091$337.2K0.0%GARPLowChicago, IL2026-10-27
Courage Miller Partners, LLC
3,048$321.1K0.1%ETFVery LowNorfolk, VA2026-10-21
Simplicity Wealth,LLC
3,037$319.9K0.0%ETFLowSummit, NJ2026-10-23
Harbor Investment Advisory, LLC
2,900$305.5K0.0%GrowthLowLutherville, MD2026-10-13
One Advisory Partners, LLC
2,791$294.0K0.1%ETFMediumOverland Park, KS2026-10-22
CFS Investment Advisory Services, LLC
2,754$294.4K0.0%ETFMediumTotowa, NJ2026-10-19
Ascent Group, LLC
2,722$286.7K0.0%CoreLowVirginia Beach, VA2026-10-30
Independent Wealth Advisors LLC
2,660$280.2K0.2%ETFLowCary, NC2026-10-27
Park Avenue Securities LLC
2,549$2690.0%ETFMediumNew York, NY2026-10-26
Triad Wealth Partners, LLC
2,426$255.5K0.0%ETFMediumLawrence, KS2026-10-26
SMI Advisory Services, LLC
2,363$254.8K0.0%ETFMediumColumbus, IN2026-10-13
TSA Wealth Managment LLC
2,233$235.2K0.1%ETFMediumHouston, TX2026-10-22
Diversify Wealth Management, LLC
2,170$236.8K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
2,170$236.8K0.0%GrowthLowSandy, UT2026-10-20
Accelerate Investment Advisors LLC
2,165$228.1K0.1%ETFLowAliso Viejo, CA2026-11-02
MLG Wealth Management DBA Pine Grove Financial Group
2,129$224.3K0.0%ETFMediumWoodbury, MN2026-10-13
Avid Wealth Partners LLC
2,091$220.3K0.1%ETFMediumSan Antonio, TX2026-11-03
Firethorn Wealth Partners, LLC
1,992$209.8K0.1%ETFLowAugusta, GA2026-10-14
Flagship Wealth Advisors, LLC
1,500$158.0K0.0%ETFLowWakefield, MA2026-11-03
Navigoe, LLC
1,409$148.0K0.1%ETFVery LowRedondo Beach, CA2026-11-04
Cape Investment Advisory, Inc.
1,350$142.2K0.0%ETFLowMcdonough, GA2026-10-13
Aspect Partners, LLC
1,273$134.1K0.1%ETFMediumFairfax, VA2026-10-20
Assetmark, Inc
959$101.0K0.0%ETFLowConcord, CA2026-10-21
Creative Financial Designs Inc
935$98.5K0.0%ETFMediumKokomo, IN2026-11-04
IFP Advisors, Inc
794$83.6K0.0%GrowthLowTampa, FL2026-10-16
Mascoma Wealth Management LLC
788$83.0K0.0%ETFVery LowHanover, NH2026-10-23
City State Bank
668$70.4K0.0%GrowthVery LowNorwalk, IA2026-10-20
Ashton Thomas Private Wealth, LLC
310$32.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Salomon & Ludwin, LLC
216$22.8K0.0%ETFVery LowRichmond, VA2026-10-29
CoreCap Advisors, LLC
100$10.5K0.0%ETFMediumSouthfield, MI2026-10-08
Caldwell Trust Co
80$8.4K0.0%GrowthLowVenice, FL2026-10-30
EverSource Wealth Advisors, LLC
78$8.2K0.0%CoreMediumBirmingham, AL2026-11-04
Gladwyn Financial Advisors, Inc.
44$4.6K0.0%ETFVery LowChantilly, VA2026-10-05
JFS Wealth Advisors, LLC
44$4.6K0.0%ETFVery LowHermitage, PA2026-11-03
Hazlett, Burt & Watson, Inc.
30$30.0%CoreVery LowWheeling, WV2026-11-04
Spire Wealth Management
20$2.1K0.0%GrowthMediumMclean, VA2026-10-30