Public ownership evidence

iShares Morningstar Value ETF (ILCV) Ownership Disclosures

Read ILCV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Morningstar Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
3,436
Value (USD)
$279,886
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read ILCV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read ILCV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-293,436$279,886None
Corient Private Wealth LP2026-06-302026-08-28117,526$11,898,381None
Kingsview Wealth Management, LLC2026-06-302026-08-20171,059$17,317,981None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2014,279$1,445,606None
Caitlin John, LLC2026-06-302026-08-18698$70,666None
Corient Private Wealth LP2026-06-302026-08-18117,526$11,898,381None
Equitable Holdings, Inc.2026-06-302026-08-186,756$683,980None
Perennial Investment Advisors, LLC2026-06-302026-08-159,432$954,889None
Foundations Investment Advisors, LLC2026-06-302026-08-15396$40,091None
Foundations Investment Advisors, LLC2026-06-302026-08-154,280$433,307None
IFG Advisory, LLC2026-06-302026-08-151,676$169,712None
OSAIC HOLDINGS, INC.2026-06-302026-08-15581$58,820None
OSAIC HOLDINGS, INC.2026-06-302026-08-15118,330$11,987,961None
Orion Porfolio Solutions, LLC2026-06-302026-08-154,473$452,847None
GTS SECURITIES LLC2026-06-302026-08-159,144$925,739None
Tandem Financial, LLC2026-06-302026-08-1566,287$6,710,888None
Gotham Asset Management, LLC2026-06-302026-08-155,958$603,188None
Waverly Advisors, LLC2026-06-302026-08-1510,912$1,104,707None
BROWN ADVISORY INC2026-06-302026-08-152,001$202,581None
Destination Wealth Management2026-06-302026-08-152,608$264,034None
&PARTNERS2026-06-302026-08-157,434$752,646None
Financial Engines Advisors L.L.C.2026-06-302026-08-155,554$562,287None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1510,453$1,054,708None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15121,730$12,323,990None
Pinnacle Financial Partners, Inc.2026-06-302026-08-153,238$327,852None
Cerity Partners LLC2026-06-302026-08-152,225$225,155None
Cerity Partners LLC2026-06-302026-08-152,225$225,155None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15561$56,820None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-152,426$245,608None
ROYAL BANK OF CANADA2026-06-302026-08-151,050$106,000None
ROYAL BANK OF CANADA2026-06-302026-08-15227,878$23,070,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,014$103,000None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1523,500$2,379,140None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1513,664$1,383,343None
FIRST MANHATTAN CO. LLC.2026-06-302026-08-155,000$506,200None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-155,214$527,866None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15268,431$27,175,910None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15205,515$20,806,370None
MEANS INVESTMENT CO., INC.2026-06-302026-08-153,236$327,612None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15193,980$19,638,571None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1518,232$1,845,828None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15374,150$37,878,946None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15272,631$27,601,208None
Asset One Wealth Management LLC2026-06-302026-08-1420,752$2,158,831None
Willis Johnson & Associates, Inc.2026-06-302026-08-143,800$384,712None
Sanctuary Advisors, LLC2026-06-302026-08-1444,347$4,489,667None
Quantinno Capital Management LP2026-06-302026-08-143,294$333,527None
Rockefeller Capital Management L.P.2026-06-302026-08-1418,019$1,824,309None
Steward Partners Investment Advisory, LLC2026-06-302026-08-145,371$543,760None
UBS Group AG2026-06-302026-08-141,366$138,294None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Caitlin John, LLC ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗Perennial Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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