We are live on ! Find out more
ILCV icon

iShares Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Axa
1
Axa
France
$16.7M +$1.95M +48,800 +14%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$12.1M -$53.9K -1,350 -0.5%
Morgan Stanley
3
Morgan Stanley
New York
$8.98M +$1.55M +38,864 +22%
Wells Fargo
4
Wells Fargo
California
$8.85M -$954K -23,914 -10%
LPL Financial
5
LPL Financial
California
$8.69M +$865K +21,676 +12%
SFI
6
SPC Financial Inc
Maryland
$7.07M +$319K +7,996 +5%
Bank of America
7
Bank of America
North Carolina
$6.94M +$4.59M +115,126 +229%
Goldman Sachs
8
Goldman Sachs
New York
$5.03M +$2.08K +52 +0%
UBS Group
9
UBS Group
Switzerland
$4.9M -$220K -5,502 -5%
NPC
10
National Planning Corporation
California
$3.09M -$48.6K -1,218 -2%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.17M -$830K -20,810 -29%
CMP
12
Courage Miller Partners
Virginia
$2.02M -$178K -4,448 -8%
Ameriprise
13
Ameriprise
Minnesota
$1.4M -$380K -9,526 -22%
RJA
14
Raymond James & Associates
Florida
$1.4M +$11.3K +282 +0.9%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.38M -$35.5K -890 -3%
CAN
16
Cetera Advisor Networks
California
$1.29M -$353K -8,854 -22%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.28M +$1.21M +30,430 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$683K +$650K +16,288 New
JWM
19
Jacobus Wealth Management
Wisconsin
$618K
TFA
20
Transamerica Financial Advisors
Florida
$494K +$470K +11,770 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$470K +$239 +6 +0.1%
TH
22
Timber Hill
Connecticut
$439K +$417K +10,452 New
CA
23
Cetera Advisors
Colorado
$303K +$3.67K +92 +1%
SI
24
SII Investments
Wisconsin
$289K +$277K +6,940 New
AIG
25
American International Group
New York
$280K +$5.91K +148 +2%