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 164 institutions that hold shares in the stock, with a total of 8 Million shares, which have been reported (via 13F filing form) to have a value of $440 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
9,877
shares
|
$543,531
0.03% of portfolio
|
Q2 2025
Added 82.1%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
9,617
shares
|
$529,223
0.02% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
9,448
shares
|
$519,923
0.1% of portfolio
|
Q3 2025
Reduced 28.11%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
8,952
shares
|
$492,628
0.03% of portfolio
|
Q2 2025
Reduced 65.62%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
8,830
shares
|
$485,914
0.0% of portfolio
|
Q2 2025
Added 35.24%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
8,796
shares
|
$484,043
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Oct 16, 2025 Q2 2025 |
8,343
shares
|
$459,115
0.32% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
7,942
shares
|
$437,048
0.0% of portfolio
|
Q4 2022
Reduced 0.96%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
7,931
shares
|
$436,442
0.0% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
7,700
shares
|
$423,731
0.07% of portfolio
|
Q3 2022
Added 12.49%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
7,618
shares
|
$419,218
0.07% of portfolio
|
Q2 2025
Added 21.0%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
7,368
shares
|
$405,461
0.09% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
7,210
shares
|
$396,766
0.06% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Synergy Financial Group, LTD
|
Aug 15, 2025 Q2 2025 |
7,192
shares
|
$395,775
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
6,822
shares
|
$375,414
0.0% of portfolio
|
Q2 2025
Added 42.1%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
6,200
shares
|
$341,186
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,060
shares
|
$333,481
0.0% of portfolio
|
Q3 2025
Reduced 83.93%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
6,060
shares
|
$333,481
0.0% of portfolio
|
Q3 2025
Added 33.92%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,888
shares
|
$324,016
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
5,742
shares
|
$315,982
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
5,649
shares
|
$310,864
0.0% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
5,527
shares
|
$304,150
0.0% of portfolio
|
Q3 2025
Added 14.24%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
5,506
shares
|
$302,995
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
5,391
shares
|
$296,666
0.02% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,075
shares
|
$279,277
0.0% of portfolio
|
Q1 2025
Added 20.4%
|