ILCV institutional holders

iShares Morningstar Large-Cap Value ETF · 213 reporting institutions · $794.3M reported value

Funds that can replace ILCV · ILCV return decomposition

Institutional holdings

Institutions reporting ILCV, largest first
InstitutionReported positionAdvisors at firmReport period
Steele Capital Management, Inc.$68.3M152026-06-30
Bank of America Corp /de$65.5M02026-06-30
Raymond James Financial Inc$48.5M02026-06-30
UBS Group AG$43.4M02026-06-30
Lpl Financial LLC$41M23,4582026-06-30
Morgan Stanley$34.5M23,1852026-06-30
Jpmorgan Chase & Co$31.2M02026-06-30
Woodard & Co Asset Management Group Inc /adv$23.9M52026-06-30
Royal Bank of Canada$23.3M02026-06-30
Alphacore Capital LLC$22.9M692026-06-30
Spc Financial, Inc.$22.1M02025-09-30
Wells Fargo & Company/mn$21.5M02026-06-30
Cetera Investment Advisers$19.7M10,3702026-06-30
West Invest$17.5M72026-06-30
Kingsview Wealth Management, LLC$17.3M1152026-06-30
Lauer Wealth Management$15.2M32026-06-30
Wealth Enhancement Advisory Services, LLC$14.3M1,0262026-06-30
Ameriprise Financial Inc$12.3M02026-06-30
Northwestern Mutual Wealth Management Co$12.1M02026-06-30
Osaic Holdings, Inc.$12M02026-06-30
Corient Private Wealth LP$11.9M6742026-06-30
Commonwealth Equity Services, LLC$11.8M2,8632026-06-30
Barrett & Company, Inc.$9.9M42026-06-30
Kiley Juergens Wealth Management, LLC$9M62026-06-30
Absolute Capital Management, LLC$8.5M32026-06-30
Northstar Asset Management LLC /NJ$7.6M82026-06-30
Tandem Financial, LLC$6.7M62026-06-30
Envestnet Pmc$6.4M602026-06-30
MML Investors Services, LLC$6.1M5,1202026-06-30
Sheridan Capital Management, LLC$5.6M12026-06-30
Assuredpartners Investment Advisors$5.4M292026-06-30
Strategic Blueprint, LLC$5.3M552026-06-30
Apex Wealth Management, LLC$5.2M22026-06-30
Sanctuary Advisors, LLC$4.5M4012026-06-30
Mather Group, Llc.$3.8M1102026-06-30
Mariner, LLC$3.8M02026-06-30
Oppenheimer & Co. Inc.$3.7M1,1662026-06-30
Ipsen Advisor Group LLC$3.7M32026-06-30
Madison Wealth Partners, Inc$3.5M412026-06-30
Van Diest Capital, LLC$3.4M82026-06-30
Prime Capital Financial$3.3M2652026-06-30
Dentgroup LLC$3M02025-12-31
Baird Financial Group, Inc.$2.4M02026-06-30
Two Sigma Investments, LP$2.4M02026-06-30
Systelligence, LLC$2.2M32026-06-30
Onedigital Investment Advisors LLC$2.2M3862026-06-30
Asset One Wealth Management LLC$2.2M182026-06-30
Savant Wealth Management$2.1M4052026-06-30
Cwm, LLC$2M6672026-03-31
Edge Financial Advisors LLC$2M02025-12-31
Flagship Harbor Advisors, LLC$1.9M602026-06-30
Rockefeller Capital Management LP$1.8M3462026-06-30
Asempa Wealth Advisors$1.7M32026-06-30
Genwealth Group, Inc.$1.7M52026-06-30
Caliber Wealth Management, LLC / Ks$1.6M142026-06-30
Jim Saulnier & Associates, LLC$1.6M52026-06-30
Citigroup Inc$1.6M02026-06-30
Truist Financial Corp$1.5M02026-06-30
Brand Asset Management Group, Inc.$1.5M152026-06-30
Global Retirement Partners LLC$1.5M4912026-06-30
Mercer Global Advisors Inc /adv$1.4M02026-06-30
Ellis Investment Partners, LLC$1.4M182026-06-30
Goldman Sachs Group Inc$1.4M02026-06-30
Horst & Graben Wealth Management, LLC$1.3M52026-06-30
Fmr LLC$1.3M02026-06-30
Comerica Bank$1.3M02025-12-31
Verum Partners LLC$1.3M162026-06-30
Fifth Third Bancorp$1.2M02026-06-30
Stratos Wealth Partners, Ltd.$1.2M3862026-06-30
Full Sail Capital, LLC$1.2M02025-09-30
Anb Bank$1.2M02026-06-30
Saxon Financial Group$1.1M152026-06-30
Waverly Advisors, LLC$1.1M2312026-06-30
Jones Financial Companies LLLP$1.1M02026-06-30
Hb Wealth Management, LLC$1.1M1692026-06-30
Detalus Advisors, LLC$1M132026-06-30
Key Financial, Inc.$1M82026-06-30
Regatta Research & Money Management LLC$1M62026-06-30
Perennial Investment Advisors, LLC$954.9K492026-06-30
Stifel Financial Corp$954.6K02026-06-30
Shared Vision Wealth Group LLC$928.5K32026-06-30
Gts Securities LLC$925.7K02026-06-30
International Assets Investment Management, LLC$909.3K1222026-06-30
Chesley Taft & Associates LLC$885K62026-06-30
Cedar Point Capital Partners, LLC$863K62026-06-30
Proactive Wealth Strategies, LLC$846K52026-06-30
&partners$752.6K5552026-06-30
One Wealth Advisors, LLC$733.8K112026-06-30
Key Capital Management, Inc$726.8K112026-06-30
Ullmann Wealth Partners Group, LLC$711.7K82026-06-30
Equitable Holdings, Inc.$684K02026-06-30
Kestra Advisory Services, LLC$680.6K1,4792026-06-30
Newedge Advisors$627K6012026-06-30
Gotham Asset Management, LLC$603.2K52026-06-30
Arkadios Wealth Advisors$601.3K2262026-06-30
Kelly Financial Services LLC$574.9K72026-06-30
Flagstar Securities, Inc$563.9K302026-06-30
Edelman Financial Engines$562.3K7222026-06-30
Security Financial Services, Inc.$553.4K102026-06-30
Steward Partners Investment Advisory, LLC$543.8K4812026-06-30
Pearl Planning$534.4K62026-06-30
Focus Partners Wealth$528.7K1,0482026-06-30
Silverlake Wealth Management LLC$518.3K92026-06-30
First Manhattan Co. Llc.$506.2K662026-06-30
Summit Asset Management, LLC$495.1K62026-06-30
Gilliland Jeter Wealth Management, LLC$492.2K32026-06-30
Farther Finance Advisors, LLC$475.3K3342026-06-30
Foundations Investment Advisors, LLC$473.4K3022026-06-30
Nvest Financial, LLC$468.5K62026-06-30
Towerpoint Wealth, LLC$459.6K52026-06-30
Orion Porfolio Solutions, LLC$452.8K1992026-06-30
Cerity Partners LLC$450.3K7772026-06-30
Creative Planning$446.3K1,1712026-06-30
Kickstand Ventures, Llc.$441.2K62026-06-30
Rcw Management, LLC$431.4K22026-06-30
Legacy Wealth Partners, LLC$402.9K92026-06-30
Mgo One Seven LLC$399.6K1182026-06-30
Arax Advisory Partners$399.2K2322026-06-30
Ewa, LLC$387.4K92026-06-30
Willis Johnson & Associates, Inc.$384.7K312026-06-30
Wealthbridge Capital Management, LLC$372.6K52026-06-30
Capital Investment Advisors, LLC$362.6K592026-06-30
Carrera Capital Advisors$342.8K92026-06-30
Hightower Advisors, LLC$341.5K1,0462026-06-30
The Wealth Alliance, LLC$338.3K122026-06-30
Quantinno Capital Management LP$333.5K02026-06-30
Tme Financial, Inc.$330.5K22026-06-30
Pinnacle Financial Partners, Inc.$327.9K02026-06-30
Means Investment Co., Inc.$327.6K132026-06-30
Courage Miller Partners, LLC$325.4K32026-06-30
Synovus Financial Corp$325.2K02025-09-30
American Financial & Tax Strategies Inc$324K12026-06-30
Chicago Partners Investment Group LLC$323.6K572026-06-30
Fifth Third Securities, Inc.$323.5K1,0142026-06-30
Mayflower Advisors$319.8K272026-06-30
Simplicity Wealth, LLC$306.2K02026-06-30
Aqr Capital Management LLC$302.4K12026-06-30
Lido Advisors, LLC$298.9K3202026-06-30
Harbor Investment Advisory, LLC$293.6K312026-06-30
One Advisory Partners, LLC$293.6K72026-06-30
Perigon Wealth Management, LLC$288.9K922026-06-30
The Ascent Group, LLC$285.9K202026-06-30
Cfs Investment Advisory Services LLC$284.3K102026-06-30
U.S. Capital Wealth Advisors, LLC$282.7K02026-03-31
Triad Wealth Partners, LLC$271.4K492026-06-30
Independent Wealth Advisors LLC$268.7K42026-06-30
Destination Wealth Management$264K372026-06-30
Nwam LLC$246.6K622026-06-30
Smi Advisory Services, LLC$244.7K72026-06-30
Merit Financial Group, LLC$238.9K2952026-06-30
Diversify Advisory Services, LLC$231K1162026-06-30
Diversify Wealth Management, LLC$231K782026-06-30
Moloney Securities Asset Management, LLC$224.8K02025-09-30
TSA Wealth Managment LLC$222.8K02026-06-30
Sigma Planning Corp$221.4K4742026-06-30
Accelerate Investment Advisors LLC$216.7K322026-06-30
Avid Wealth Partners LLC$214.6K72026-06-30
Integrated Wealth Concepts LLC$213.4K4802026-06-30
Ep Wealth Advisors, LLC$209.5K3382026-06-30
Firethorn Wealth Partners, LLC$203.8K72026-06-30
Brown Advisory Inc$202.6K02026-06-30
Geneos Wealth Management, Inc.$194.2K1932026-06-30
Lri Investments, LLC$188.9K252026-06-30
Mgb Wealth Management, LLC$188.8K02025-12-31
Ifg Advisory, LLC$169.7K1102026-06-30
Mcf Advisors LLC$163.8K332026-06-30
Flagship Wealth Advisors, LLC$151.9K92026-06-30
Cape Investment Advisory, Inc.$136.7K352026-06-30
Aspect Partners, LLC$128.9K52026-06-30
US Bancorp$104.5K02026-06-30
Planvest Financial, Inc$104.3K62026-06-30
Assetmark, Inc$95.6K2202026-06-30
Creative Financial Designs Inc /adv$93.5K02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$83.9K02026-06-30
Ifp Advisors, Inc$80.1K3182026-06-30
Mascoma Wealth Management$79.8K112026-06-30
Caitlin John, LLC$70.7K242026-06-30
Capital Investment Advisory Services, LLC$70.4K1032026-06-30
Matrix Trust Co$67.9K02026-06-30
City State Bank$67.6K02026-06-30
Daytona Street Capital$54.8K42026-06-30
Silicon Valley Capital Partners$53K52026-03-31
Parallel Advisors, LLC$52.2K752026-06-30
Vanguard Advisers Inc$50.2K2,4692026-06-30
Ae Wealth Management LLC$50.2K4712026-06-30
St Germain D J Co Inc$48.4K02026-06-30
Ima Advisory Services, Inc.$48K482026-06-30
Aptus Capital Advisors, LLC$38.5K212026-06-30
CIBC Private Wealth Group LLC$28.8K02025-12-31
Ashton Thomas Private Wealth, LLC$22.1K962026-06-30
Salomon & Ludwin, LLC$22.1K62026-06-30
Bank of Montreal /can$21.1K02026-06-30
Institute for Wealth Management, Llc.$20.7K132026-06-30
PNC Financial Services Group, Inc.$19.5K02026-06-30
Godfrey Financial Associates, Inc.$15.8K32026-06-30
Salem Investment Counselors Inc$13.1K132026-06-30
O'Shaughnessy Asset Management, LLC$10.8K582026-06-30
Corecap Advisors, LLC$10.1K1182026-06-30
Cambridge Investment Research Advisors, Inc.$8.6K3,9402026-03-31
Caldwell Trust Co$8.1K02026-06-30
Eversource Wealth Advisors, LLC$7.9K772026-06-30
Janney Montgomery Scott LLC$4.6K1,3422026-06-30
Jfs Wealth Advisors, LLC$4.5K332026-06-30
Gladwyn Financial Advisors, Inc.$4.4K22026-06-30
Aberdeen Wealth Management LLC$2K22026-06-30
Spire Wealth Management$2K32026-06-30
Allworth Financial, LP$1.8K3172026-06-30
New. Advisory Services, LLC$1.2K152026-06-30
Park Avenue Securities LLC$2641,9082026-06-30
Russell Investments Group, Ltd.$25402026-06-30
Capital Analysts, LLC$2386082026-06-30
Navigoe, LLC$14222026-06-30
Hazlett, Burt & Watson, Inc.$3202026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30