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 |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
8,214
shares
|
$370,697
0.08% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,079
shares
|
$364,605
0.0% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
7,982
shares
|
$360,227
0.01% of portfolio
|
Q4 2024
Reduced 51.06%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
7,942
shares
|
$358,422
0.0% of portfolio
|
Q4 2022
Reduced 0.96%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
7,845
shares
|
$354,044
0.11% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
7,700
shares
|
$347,501
0.07% of portfolio
|
Q3 2022
Added 12.49%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
7,270
shares
|
$328,095
0.01% of portfolio
|
Q4 2024
Reduced 50.55%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
7,236
shares
|
$326,560
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
7,192
shares
|
$324,574
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
6,652
shares
|
$300,204
0.0% of portfolio
|
Q4 2024
Reduced 48.14%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
6,405
shares
|
$289,057
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
6,228
shares
|
$281,069
0.0% of portfolio
|
Q4 2024
Reduced 49.95%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
6,200
shares
|
$279,806
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
6,177
shares
|
$278,768
0.0% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
5,649
shares
|
$254,939
0.0% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
5,527
shares
|
$249,433
0.0% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
5,419
shares
|
$244,559
0.02% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
5,362
shares
|
$241,987
0.03% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
5,112
shares
|
$230,704
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,880
shares
|
$220,234
0.14% of portfolio
|
Q3 2024
Reduced 13.24%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
4,865
shares
|
$219,557
0.07% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
4,808
shares
|
$216,985
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
4,752
shares
|
$214,457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
4,696
shares
|
$211,930
0.06% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
4,578
shares
|
$206,605
0.01% of portfolio
|
Q4 2024
Added 4.69%
|