Ishares Morningstar Value Et
$108.36+0.5%
-$51.9M
Net Activity
-6.71% total shares
Institutions Holding
202
Popularity Rank
#2976
Avg Weight
0.35%
Total Value
$843.9M
202 institutions currently hold ILCV, with 89 net buyers and 83 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
83
Net Buying Institutions
89
Top 5 by Value
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Across its top 20 institutional holders, ILCV's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 23/100).
ILCV ranks #2976 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
ILCV is a top-conviction position for Northwest Wealth Advisors, LLC — at 10.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in ILCV belongs to Steele Capital Management, Inc., but the position matters far more to Northwest Wealth Advisors, LLC, who has 10.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Kingsview Wealth Management, LLC has added to its ILCV position for two straight quarters, increasing it by $16.7M to reach $17.3M today.
Goldman Sachs Group Inc has trimmed its ILCV position for two straight quarters, cutting it by $6.4M while still holding $1.4M.
ILCV is up 0.5% today, but institutions show net selling of $51.9M this quarter — a divergence between today's price move and the underlying institutional flow.
+$41.4M
Total Buy Value
$102.5M
Total Sell Value
89
Net Buyers
83
Net Sellers
ILCV
Q2 2026
Top 5 Institutional Movers
-$57.7M
+$12.2M
-$9.1M
+$7.6M
+$5.9M
ILCV does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
464288109
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,251
Total reported value
$1.3T
Held by 5251 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,144
Total reported value
$670.7B
Held by 5144 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,074
Total reported value
$1.1T
Held by 5074 institutions — one of the most-tracked stocks on AlphaSMO
Access ILCV's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/ILCVCLI
npx alphasmo stocks get ILCV