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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
569
shares
|
$25,678
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
450
shares
|
$20,308
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
433
shares
|
$19,541
0.0% of portfolio
|
Q4 2024
Added 37.9%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
390
shares
|
$17,600
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
387
shares
|
$17,465
0.0% of portfolio
|
Q4 2024
Added 105.85%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
343
shares
|
$15,479
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
261
shares
|
$11,778
0.0% of portfolio
|
Q4 2024
Reduced 8.1%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
233
shares
|
$10,515
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
210
shares
|
$9,477
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
200
shares
|
$9,026
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
127
shares
|
$5,731
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
120
shares
|
$5,415
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
76
shares
|
$3,429
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
72
shares
|
$3,249
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
50
shares
|
$2,256
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
48
shares
|
$2,166
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
30
shares
|
$1,353
0.0% of portfolio
|
Q4 2023
Reduced 76.56%
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
25
shares
|
$1,128
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
7
shares
|
$315
0.0% of portfolio
|
Q3 2024
Reduced 98.33%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$45
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|