Ishares Morningstar Value Et
$108.81-0.3%
-$51.9M
Net Activity
-6.71% total shares
Institutions Holding
203
Popularity Rank
#2974
Avg Weight
0.35%
Total Value
$844.0M
203 institutions currently hold ILCV, with 92 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
92
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 21/100).
ILCV ranks #2974 out of 37696 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.
Matrix Trust Co has added to its ILCV position for two straight quarters, increasing it by $8.7M to reach $70.7M today.
MLG Wealth Management DBA Pine Grove Financial Group has trimmed its ILCV position for two straight quarters, cutting it by $57.5K while still holding $224.3K.
ILCV is down 0.3% today, and institutions have been net sellers of $51.9M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$42.0M
Total Buy Value
$102.5M
Total Sell Value
92
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 2026-09-30 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
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,283
Total reported value
$1.3T
Held by 5283 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,174
Total reported value
$671.0B
Held by 5174 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,106
Total reported value
$1.1T
Held by 5106 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