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 |
|---|---|---|---|---|---|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
5,029
shares
|
$276,745
0.01% of portfolio
|
Q2 2025
Reduced 45.06%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
5,021
shares
|
$276,305
0.0% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,880
shares
|
$268,546
0.14% of portfolio
|
Q3 2024
Reduced 13.24%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
4,874
shares
|
$268,216
0.0% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
4,837
shares
|
$266,180
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
4,766
shares
|
$262,272
0.06% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
4,719
shares
|
$259,686
0.07% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,684
shares
|
$257,760
0.0% of portfolio
|
Q2 2025
Added 84.34%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
4,509
shares
|
$248,130
0.15% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
4,374
shares
|
$240,701
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
4,358
shares
|
$239,820
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
4,318
shares
|
$237,619
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
4,277
shares
|
$235,363
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
|
$228,759
0.01% of portfolio
|
Q2 2025
Reduced 40.78%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
4,122
shares
|
$226,833
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
4,010
shares
|
$220,670
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
3,914
shares
|
$215,387
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
3,713
shares
|
$204,326
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
3,300
shares
|
$181,599
0.09% of portfolio
|
Q2 2025
Added 2207.69%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
2,925
shares
|
$160,962
0.05% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,922
shares
|
$160,797
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,771
shares
|
$152,488
0.01% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,704
shares
|
$148,801
0.01% of portfolio
|
Q2 2025
Added 13.95%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
2,004
shares
|
$110,280
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,985
shares
|
$109,234
0.01% of portfolio
|
Q2 2025
New holding
|