ILCV

Ishares Morningstar Value EtETF$104.59 0.54%
UnclassifiedUSCUSIP 464288109· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
125
+18 QoQ
13F Value (tracked)
$627.7M
13F Moves · latest Q
19 added
11 trimmed
Recent Filings
0

Price & smart-money activity

$104.59 0.54%5Y +65.9%
$52.62$66.58$80.53$94.49$108.442021202220232024202520269375961026611277864665777996128269201618201322311325
Hover for who · click for detailEnd-of-day closing prices52w $82.86 – $104.59
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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.

Top institutional holders

125 tracked 13F filers
#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
3Equitable Holdings, Inc.
$58.4M
619K
+1.4%
Added · +9K sh
Q1 2026
4RAYMOND JAMES FINANCIAL INC
$43.0M
461K
+15%
Added · +61K sh
Q1 2026
5UBS Group AG
$40.7M
437K
−19%
Reduced · −100K sh
Q1 2026
6LPL Financial LLC
$39.9M
428K
+8.6%
Added · +34K sh
Q1 2026
7MORGAN STANLEY
$32.8M
352K
−2.3%
Reduced · −8K sh
Q1 2026
8JPMORGAN CHASE & CO
$29.6M
324K
+15%
Added · +43K sh
Q1 2026
9AlphaCore Capital LLC
$21.8M
234K
−2.4%
Reduced · −6K sh
Q1 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
13Lauer Wealth, LLC
$15.2M
147K
+2.4%
Added · +3K sh
Q2 2026
14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$14.3M
138K
+0.2%
Added · +345 sh
Q2 2026
15NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$12.0M
129K
−49%
Reduced · −122K sh
Q1 2026
16AMERIPRISE FINANCIAL INC
$11.7M
125K
+6.5%
Added · +8K sh
Q1 2026
17Corient Private Wealth LLC
$11.0M
118K
+0.7%
Added · +853 sh
Q1 2026
18COMMONWEALTH EQUITY SERVICES, LLC
$10.5M
112K
−1.4%
Reduced · −2K sh
Q1 2026
19OSAIC HOLDINGS, INC.
$10.3M
110K
+21%
Added · +19K sh
Q1 2026
20ENVESTNET ASSET MANAGEMENT INC
$5.6M
60K
+1.1%
Added · +635 sh
Q1 2026
21MML INVESTORS SERVICES, LLC
$5.5M
59K
−1.4%
Reduced · −866 sh
Q1 2026
22Kingsview Wealth Management, LLC
$5.1M
55K
+739%
Added · +49K sh
Q1 2026
23Sigma Planning Corp
$4.9M
53K
New
+53K sh
Q1 2026
24Sanctuary Advisors, LLC
$4.2M
45K
+1.7%
Added · +758 sh
Q1 2026
25MATHER GROUP, LLC.
$3.5M
38K
Held
Q1 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.

Fund activity: latest quarter

Opened (NEW)
9
funds
Added
10
funds
Reduced
11
funds
Exited
0
funds

Institutional ownership over time

125 funds+54 since Q3 2024
063125Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $633.5M

Funds that own ILCV also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA56 funds$18.5B
SS SPDR S&P 500 ETF TRUST-USSPY56 funds$16.4B
ISHARES CORE S&P 500 ETFIVV56 funds$16.4B
MICROSOFT CORPMSFT56 funds$14.5B
ALPHABET INC-CL AGOOGL56 funds$9.5B
BROADCOM INCAVGO56 funds$7.2B
ALPHABET INC-CL CGOOG56 funds$6.7B
JPMORGAN CHASE & COJPM56 funds$6.2B
META PLATFORMS INC-CLASS AMETA56 funds$6.2B
ISHARES CORE U.S. AGGREGATEAGG56 funds$4.7B
VANGUARD VALUE ETFVTV56 funds$4.1B
JOHNSON & JOHNSONJNJ56 funds$3.7B

Ranked by how many of ILCV's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

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

Browse more

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. Every panel above is one call to the Arkolith API & MCP server.