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 |
|---|---|---|---|---|---|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
20,230
shares
|
$1.03 Million
0.48% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
20,210
shares
|
$1.02 Million
0.43% of portfolio
|
Q2 2025
Reduced 23.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
18,582
shares
|
$942,107
0.0% of portfolio
|
Q2 2025
Reduced 53.57%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
15,583
shares
|
$790,058
0.0% of portfolio
|
Q2 2025
Reduced 16.74%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,109
shares
|
$766,026
0.02% of portfolio
|
Q2 2020
Added 25.0%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
14,666
shares
|
$743,566
0.02% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
14,337
shares
|
$726,885
0.07% of portfolio
|
Q4 2022
Reduced 47.45%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
13,746
shares
|
$696,922
0.22% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
13,690
shares
|
$694,083
0.02% of portfolio
|
Q2 2025
Added 106.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,465
shares
|
$682,675
0.01% of portfolio
|
Q3 2024
Added 162.68%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
13,361
shares
|
$677,402
0.12% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
13,143
shares
|
$666,350
0.14% of portfolio
|
Q2 2025
Reduced 13.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
12,568
shares
|
$637,197
0.0% of portfolio
|
Q2 2025
Reduced 51.61%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
12,307
shares
|
$623,964
0.0% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,161
shares
|
$616,562
0.0% of portfolio
|
Q2 2025
Reduced 68.26%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
12,093
shares
|
$613,115
0.09% of portfolio
|
Q2 2021
Added 499.85%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
11,910
shares
|
$603,837
0.05% of portfolio
|
Q3 2022
Reduced 24.61%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
11,175
shares
|
$566,572
0.0% of portfolio
|
Q2 2025
Reduced 48.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
11,149
shares
|
$565,254
0.0% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
11,074
shares
|
$561,451
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
10,971
shares
|
$556,229
0.18% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
10,507
shares
|
$532,704
0.01% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,486
shares
|
$531,640
0.0% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
10,256
shares
|
$519,979
0.01% of portfolio
|
Q2 2025
Added 14.94%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
10,068
shares
|
$510,447
0.04% of portfolio
|
Q2 2025
New holding
|