Institutional Ownership Ishares Morningstar Small Cap (ISCG)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCG). We have compiled data on the 157 institutions that hold shares in the stock, with a total of 7.71 Million shares, which have been reported (via 13F filing form) to have a value of $391 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,061,866
shares
|
$53.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
465,332
shares
|
$23.6 Million
0.02% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
396,814
shares
|
$20.1 Million
0.01% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
378,433
shares
|
$19.2 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
371,435
shares
|
$18.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
353,061
shares
|
$17.9 Million
0.0% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
343,099
shares
|
$17.4 Million
2.6% of portfolio
|
Q4 2022
Added 36.65%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
343,099
shares
|
$17.4 Million
2.6% of portfolio
|
Q4 2022
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
295,476
shares
|
$15 Million
0.19% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
285,753
shares
|
$14.5 Million
0.43% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
264,481
shares
|
$13.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
167,423
shares
|
$8.49 Million
1.33% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
167,423
shares
|
$8.49 Million
0.4% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
141,042
shares
|
$7.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.59%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
127,069
shares
|
$6.44 Million
1.14% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
117,214
shares
|
$5.94 Million
0.0% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
112,232
shares
|
$5.69 Million
4.25% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
110,147
shares
|
$5.58 Million
0.0% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
106,873
shares
|
$5.42 Million
0.83% of portfolio
|
Q2 2025
Reduced 25.44%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
103,018
shares
|
$5.22 Million
0.0% of portfolio
|
Q1 2025
Added 51.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
100,523
shares
|
$5.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
86,679
shares
|
$4.39 Million
2.44% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
83,468
shares
|
$4.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
80,738
shares
|
$4.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
74,902
shares
|
$3.8 Million
0.59% of portfolio
|
Q1 2025
Added 4.96%
|