ILCV ISHARES TR
FollowMORNINGSTAR VALU (fund)
Filings received so far for Q3 2026: 6 13F filers report a position in ILCV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Matrix Trust Co | 671,573 | $70.7M | 10.29% | +588 | 13F-HRTimeline |
| Asempa Wealth Advisors | 15,926 | $1.68M | 1.31% | -1,242 | 13F-HRTimeline |
| ANB BANK | 12,254 | $1.29M | 0.46% | +876 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 4,605 | $485K | <0.01% | -90 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 100 | $10.5K | <0.01% | 0 | 13F-HRTimeline |
| Gladwyn Financial Advisors, Inc. | 44 | $4.63K | <0.01% | 0 | 13F-HRTimeline |