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 |
|---|---|---|---|---|---|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
76
shares
|
$3,853
0.0% of portfolio
|
Q1 2025
Reduced 36.67%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
76
shares
|
$3,853
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
72
shares
|
$3,650
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
56
shares
|
$2,839
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
50
shares
|
$2,535
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
48
shares
|
$2,433
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
31
shares
|
$1,571
0.0% of portfolio
|
Q2 2025
Added 3000.0%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
25
shares
|
$1,267
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
20
shares
|
$1,014
0.0% of portfolio
|
Q2 2025
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 |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|