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 161 institutions that hold shares in the stock, with a total of 8.14 Million shares, which have been reported (via 13F filing form) to have a value of $413 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
70,162
shares
|
$3.56 Million
0.02% of portfolio
|
Q2 2025
Added 4876.03%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
69,317
shares
|
$3.51 Million
0.51% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
66,711
shares
|
$3.38 Million
0.0% of portfolio
|
Q2 2025
Added 49.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
66,332
shares
|
$3.36 Million
0.0% of portfolio
|
Q2 2025
Added 18.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
65,462
shares
|
$3.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
64,931
shares
|
$3.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.38%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
59,549
shares
|
$3.02 Million
0.92% of portfolio
|
Q2 2025
Added 63.15%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
47,416
shares
|
$2.4 Million
0.1% of portfolio
|
Q3 2023
Reduced 16.31%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
46,497
shares
|
$2.36 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
43,364
shares
|
$2.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
41,695
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2025
Added 32.36%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
38,863
shares
|
$1.97 Million
0.01% of portfolio
|
Q2 2025
Added 88.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,513
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
37,718
shares
|
$1.91 Million
0.04% of portfolio
|
Q2 2025
Added 667.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
36,161
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
32,241
shares
|
$1.63 Million
0.01% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
31,858
shares
|
$1.62 Million
0.17% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
30,280
shares
|
$1.54 Million
0.15% of portfolio
|
Q2 2025
Added 33.39%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
29,689
shares
|
$1.51 Million
0.6% of portfolio
|
Q1 2025
Added 11.4%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
28,341
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 28.79%
|
|
|
Vaughan & CO Securities, Inc.
|
Jul 22, 2025 Q2 2025 |
24,995
shares
|
$1.27 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
24,203
shares
|
$1.23 Million
0.25% of portfolio
|
Q2 2025
Added 33.84%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
23,500
shares
|
$1.19 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
21,698
shares
|
$1.1 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
21,270
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.87%
|