Who Owns ISHARES MORNINGSTAR (ILCV)? -- Institutional Holders (2026-06-30)

215 institutions reported holding $844.0M of ISHARES MORNINGSTAR (ILCV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Steele Capital Management, Inc. ($68.3M), Matrix Trust Co ($67.9M), BANK OF AMERICA CORP /DE/ ($65.5M), RAYMOND JAMES FINANCIAL INC ($48.5M), UBS Group AG ($43.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Steele Capital Management, Inc.$68.3M674,771Added
2Matrix Trust Co$67.9M670,985Added
3BANK OF AMERICA CORP /DE/$65.5M646,781Added
4RAYMOND JAMES FINANCIAL INC$48.5M479,160Added
5UBS Group AG$43.4M429,086Trimmed
6LPL Financial LLC$41.0M404,796Trimmed
7MORGAN STANLEY$34.5M340,870Trimmed
8JPMORGAN CHASE & CO$31.2M308,139Trimmed
9WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$23.9M236,017Trimmed
10Royal Bank of Canada$23.3M229,942Added
11AlphaCore Capital LLC$22.9M226,633Trimmed
12WELLS FARGO & COMPANY/MN$21.5M212,212Trimmed
13Cetera Investment Advisers$19.7M194,434Trimmed
14Northwest Wealth Advisors, LLC$17.5M172,952Added
15Kingsview Wealth Management, LLC$17.3M171,059Added
16Lauer Wealth, LLC$15.2M147,394Added
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$14.3M138,394Added
18AMERIPRISE FINANCIAL INC$12.3M121,730Trimmed
19NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12.1M119,949Trimmed
20OSAIC HOLDINGS, INC.$12.0M118,911Added
21Corient Private Wealth LLC$11.9M117,526Trimmed
22COMMONWEALTH EQUITY SERVICES, LLC$11.8M116,814Added
23BARRETT & COMPANY, INC.$9.9M98,106Added
24Cambridge Investment Research Advisors, Inc.$9.1M89,845Trimmed
25KILEY JUERGENS WEALTH MANAGEMENT, LLC$9.0M88,508Added

Source: SEC Form 13F filings · as of 2026-06-30