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 146 institutions that hold shares in the stock, with a total of 7.42 Million shares, which have been reported (via 13F filing form) to have a value of $359 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,087,416
shares
|
$51.4 Million
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
438,869
shares
|
$20.7 Million
0.02% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
412,775
shares
|
$19.5 Million
0.0% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
394,518
shares
|
$18.6 Million
0.13% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
388,941
shares
|
$18.4 Million
0.01% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
347,958
shares
|
$16.4 Million
0.0% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
343,099
shares
|
$16.2 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
|
$16.2 Million
2.6% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
281,596
shares
|
$13.3 Million
2.87% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
279,454
shares
|
$13.2 Million
0.18% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
165,751
shares
|
$7.83 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
165,751
shares
|
$7.83 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
165,142
shares
|
$7.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
163,037
shares
|
$7.71 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
150,248
shares
|
$7.1 Million
1.11% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
115,954
shares
|
$5.48 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
108,275
shares
|
$5.12 Million
0.0% of portfolio
|
Q4 2024
Added 22.25%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
107,024
shares
|
$5.06 Million
4.52% of portfolio
|
Q4 2024
Added 24.78%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
104,461
shares
|
$4.94 Million
1.06% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
81,479
shares
|
$3.85 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
80,954
shares
|
$3.83 Million
2.55% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
78,135
shares
|
$3.69 Million
0.01% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
74,474
shares
|
$3.52 Million
0.4% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
71,365
shares
|
$3.37 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
67,943
shares
|
$3.21 Million
0.0% of portfolio
|
Q4 2024
Added 0.54%
|