ILCV

Ishares Morningstar Value EtETF
UnclassifiedUSCUSIP 464288109◍ Confluence graph
Tracked 13F Holders
187
-53 QoQ
13F Value (tracked)
$708.8M
13F Moves · latest Q
18 added
15 trimmed
Recent Filings
0

Who owns ILCV?

187 tracked 13F filers

187 tracked 13F filers disclose a position in ILCV as of the latest SEC 13F filings, a combined $708.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Steele Capital Management, Inc.
$62.4M
670K
~0%
Added · +94 sh
Q1 2026
2BANK OF AMERICA CORP /DE/
$57.9M
621K
−27%
Reduced · −233K sh
Q1 2026
3RAYMOND JAMES FINANCIAL INC
$43.0M
461K
+15%
Added · +61K sh
Q1 2026
4UBS Group AG
$40.7M
437K
−19%
Reduced · −100K sh
Q1 2026
5LPL Financial LLC
$39.9M
428K
+8.6%
Added · +34K sh
Q1 2026
6MORGAN STANLEY
$32.8M
352K
−2.3%
Reduced · −8K sh
Q1 2026
7JPMORGAN CHASE & CO
$29.6M
324K
+15%
Added · +43K sh
Q1 2026
8WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
$23.9M
236K
−1.1%
Reduced · −3K sh
Q2 2026
9AlphaCore Capital LLC
$22.9M
227K
−3.2%
Reduced · −7K sh
Q2 2026
10ROYAL BANK OF CANADA
$20.3M
218K
+1.3%
Added · +3K sh
Q1 2026
11WELLS FARGO & COMPANY/MN
$19.9M
214K
+5.6%
Added · +11K sh
Q1 2026
12Cetera Investment Advisers
$18.4M
197K
+7.2%
Added · +13K sh
Q1 2026
13Northwest Wealth Advisors, LLC
$17.5M
173K
+12%
Added · +18K sh
Q2 2026
14Kingsview Wealth Management, LLC
$17.3M
171K
+209%
Added · +116K sh
Q2 2026
15Lauer Wealth, LLC
$15.2M
147K
+2.4%
Added · +3K sh
Q2 2026
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$14.3M
138K
+0.2%
Added · +345 sh
Q2 2026
17NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$12.0M
129K
−49%
Reduced · −122K sh
Q1 2026
18AMERIPRISE FINANCIAL INC
$11.7M
125K
+6.5%
Added · +8K sh
Q1 2026
19Corient Private Wealth LLC
$11.0M
118K
+0.7%
Added · +853 sh
Q1 2026
20COMMONWEALTH EQUITY SERVICES, LLC
$10.5M
112K
−1.4%
Reduced · −2K sh
Q1 2026
21OSAIC HOLDINGS, INC.
$10.3M
110K
+21%
Added · +19K sh
Q1 2026
22BARRETT & COMPANY, INC.
$9.9M
98K
+4.8%
Added · +5K sh
Q2 2026
23KILEY JUERGENS WEALTH MANAGEMENT, LLC
$9.0M
89K
+1.0%
Added · +916 sh
Q2 2026
24ABSOLUTE CAPITAL MANAGEMENT, LLC
$8.5M
84K
Held
Q2 2026
25NorthStar Asset Management LLC /NJ/
$7.6M
75K
+3.0%
Added · +2K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ILCV being bought or sold by institutions?

Last quarter, 2 funds opened a new position in ILCV and 16 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
16
funds
Reduced
15
funds
Exited
0
funds

Funds that own ILCV also own

CompanyCo-held byCombined value
APPLE INCAAPL91 funds$44.2B
MICROSOFT CORPMSFT88 funds$35.8B
NVIDIA CORPNVDA87 funds$55.7B
AMAZON.COM INCAMZN87 funds$24.9B
ISHARES CORE S&P 500 ETFIVV87 funds$10.0B
VANGUARD S&P 500 ETFVOO87 funds$4.4B
INVESCO QQQ TRUST SERIES 1QQQ87 funds$3.3B
ALPHABET INC-CL AGOOGL86 funds$20.6B
SS SPDR S&P 500 ETF TRUST-USSPY86 funds$10.3B
BERKSHIRE HATHAWAY INC-CL BBRK/B84 funds$7.7B
ALPHABET INC-CL CGOOG83 funds$15.5B
JPMORGAN CHASE & COJPM81 funds$9.4B

Ranked by how many of ILCV's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

124 funds+30 since Q3 2024
089177Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $248.5M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for ILCV

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Ask your agent what changed in ILCV

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ILCV/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ILCV.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ILCV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.