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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
9,897
shares
|
$501,777
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
9,877
shares
|
$500,763
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
|
$487,581
0.02% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
8,952
shares
|
$453,866
0.03% of portfolio
|
Q2 2025
Reduced 65.62%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
8,830
shares
|
$447,681
0.0% of portfolio
|
Q2 2025
Added 35.24%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
8,796
shares
|
$445,957
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
7,942
shares
|
$402,659
0.0% of portfolio
|
Q4 2022
Reduced 0.96%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
7,931
shares
|
$402,101
0.0% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
7,700
shares
|
$390,390
0.07% of portfolio
|
Q3 2022
Added 12.49%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
7,618
shares
|
$386,232
0.07% of portfolio
|
Q2 2025
Added 21.0%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
7,368
shares
|
$373,557
0.09% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
7,210
shares
|
$365,547
0.06% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
7,192
shares
|
$364,634
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
6,822
shares
|
$345,875
0.0% of portfolio
|
Q2 2025
Added 42.1%
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
6,683
shares
|
$338,828
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
6,200
shares
|
$314,340
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
5,888
shares
|
$298,521
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
5,742
shares
|
$291,119
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
5,649
shares
|
$286,404
0.0% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
5,506
shares
|
$279,154
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
5,382
shares
|
$272,867
0.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,075
shares
|
$257,302
0.0% of portfolio
|
Q1 2025
Added 20.4%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
5,029
shares
|
$254,970
0.01% of portfolio
|
Q2 2025
Reduced 45.06%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
5,021
shares
|
$254,564
0.0% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,880
shares
|
$247,416
0.14% of portfolio
|
Q3 2024
Reduced 13.24%
|