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 147 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 $335 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
64,931
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.38%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
60,289
shares
|
$2.72 Million
0.01% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
48,567
shares
|
$2.19 Million
0.23% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
47,416
shares
|
$2.14 Million
0.1% of portfolio
|
Q3 2023
Reduced 16.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
47,161
shares
|
$2.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
45,703
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
44,442
shares
|
$2.01 Million
0.0% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,513
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
35,400
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
35,236
shares
|
$1.59 Million
0.76% of portfolio
|
Q4 2024
Added 20.62%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
33,202
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
32,241
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
31,145
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Added 10.97%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
30,898
shares
|
$1.39 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
29,978
shares
|
$1.35 Million
0.48% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
29,170
shares
|
$1.32 Million
0.08% of portfolio
|
Q4 2024
Added 11.37%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
26,993
shares
|
$1.22 Million
0.38% of portfolio
|
Q3 2024
Reduced 29.02%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
26,833
shares
|
$1.21 Million
0.11% of portfolio
|
Q4 2024
Added 355.96%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
26,652
shares
|
$1.2 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
24,995
shares
|
$1.13 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
23,543
shares
|
$1.06 Million
0.62% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
21,653
shares
|
$977,199
0.01% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
21,238
shares
|
$958,470
0.54% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
19,870
shares
|
$896,733
0.12% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
18,673
shares
|
$842,712
0.01% of portfolio
|
Q4 2024
Added 145.96%
|