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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
4,838
shares
|
$245,286
0.0% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,837
shares
|
$245,235
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
4,808
shares
|
$243,765
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
4,766
shares
|
$241,636
0.06% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
4,719
shares
|
$239,253
0.07% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,684
shares
|
$237,478
0.0% of portfolio
|
Q2 2025
Added 84.34%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
4,578
shares
|
$232,104
0.01% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
4,525
shares
|
$229,417
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
4,509
shares
|
$228,606
0.15% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
4,374
shares
|
$221,761
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
4,318
shares
|
$218,922
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
4,277
shares
|
$216,843
0.06% of portfolio
|
Q2 2025
Added 40.05%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,157
shares
|
$210,759
0.01% of portfolio
|
Q2 2025
Reduced 40.78%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
4,122
shares
|
$208,985
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
3,709
shares
|
$188,046
0.01% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
3,300
shares
|
$167,310
0.09% of portfolio
|
Q2 2025
Added 2207.69%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
3,146
shares
|
$159,502
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
2,924
shares
|
$148,246
0.05% of portfolio
|
Q1 2025
Reduced 13.97%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,922
shares
|
$148,145
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,771
shares
|
$140,489
0.01% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,704
shares
|
$137,092
0.01% of portfolio
|
Q2 2025
Added 13.95%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,354
shares
|
$119,347
0.0% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
2,004
shares
|
$101,602
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,985
shares
|
$100,639
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
1,944
shares
|
$98,560
0.01% of portfolio
|
Q1 2022
New holding
|