§ EQUITY
USDILCV
ISHARES MORNINGSTAR VALUE ET
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Steele Capital Management, Inc. | 670K | 2.6% | +0% |
| Equitable Holdings, Inc. | 612K | 0.4% | +1% |
| UBS Group AG | 437K | 0.0% | −19% |
| LPL Financial LLC | 428K | 0.0% | +9% |
| Bank of America Corp | 365K | 0.0% | −27% |
| Morgan Stanley IM | 349K | 0.0% | −51% |
◇ AC INTELLIGENCE
Top institutional owners for ILCV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER71.8% · 169 holders
DEALER / BANK25.0% · 16 holders
QUALITY / COMPOUNDER1.5% · 3 holders
INCOME / DEFENSIVE1.4% · 1 holder
TACTICAL / MACRO0.1% · 1 holder
DEEP VALUE0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for ILCV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention ILCV yet.