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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,762
shares
|
$89,333
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,516
shares
|
$76,861
0.02% of portfolio
|
Q2 2024
Added 38.83%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,291
shares
|
$65,453
0.0% of portfolio
|
Q2 2025
Reduced 37.84%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,063
shares
|
$53,894
0.01% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,062
shares
|
$53,843
0.0% of portfolio
|
Q2 2024
Added 60.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
950
shares
|
$48,165
0.0% of portfolio
|
Q2 2025
Reduced 74.85%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
910
shares
|
$46,137
0.0% of portfolio
|
Q4 2023
Reduced 9.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
899
shares
|
$45,579
0.0% of portfolio
|
Q2 2025
Added 121.43%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
760
shares
|
$38,532
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
569
shares
|
$28,848
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
450
shares
|
$22,815
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
442
shares
|
$22,409
0.01% of portfolio
|
Q2 2025
Reduced 41.07%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
390
shares
|
$19,773
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
384
shares
|
$19,468
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
361
shares
|
$18,302
0.0% of portfolio
|
Q2 2025
Added 38.31%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
343
shares
|
$17,390
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
337
shares
|
$17,085
0.0% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
293
shares
|
$14,855
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
234
shares
|
$11,863
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
210
shares
|
$10,647
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
200
shares
|
$10,140
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
135
shares
|
$6,844
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
127
shares
|
$6,438
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
112
shares
|
$5,678
0.0% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
112
shares
|
$5,678
0.0% of portfolio
|
Q2 2025
New holding
|