Institutional Ownership Ishares Morningstar Small Cap (ISCV)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCV). We have compiled data on the 126 institutions that hold shares in the stock, with a total of 3.29 Million shares, which have been reported (via 13F filing form) to have a value of $196 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
387,730
shares
|
$23 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Vaughan & CO Securities, Inc.
|
Apr 29, 2025 Q1 2025 |
265,688
shares
|
$15.8 Million
9.84% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
186,326
shares
|
$11.1 Million
0.58% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
186,326
shares
|
$11.1 Million
1.86% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
150,439
shares
|
$8.94 Million
0.0% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
148,918
shares
|
$8.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
144,332
shares
|
$8.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,082
shares
|
$8.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
110,414
shares
|
$6.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
108,858
shares
|
$6.47 Million
0.0% of portfolio
|
Q1 2025
Added 18.74%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
95,261
shares
|
$5.66 Million
0.0% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
80,256
shares
|
$4.77 Million
0.22% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
64,446
shares
|
$3.83 Million
0.02% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
56,978
shares
|
$3.39 Million
0.0% of portfolio
|
Q1 2025
Added 33.28%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
54,531
shares
|
$3.24 Million
2.78% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
51,460
shares
|
$3.06 Million
1.11% of portfolio
|
Q4 2023
Reduced 7.66%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
49,900
shares
|
$2.96 Million
0.1% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
46,700
shares
|
$2.77 Million
0.22% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
46,677
shares
|
$2.77 Million
0.01% of portfolio
|
Q1 2025
Added 12.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
45,952
shares
|
$2.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 47.91%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
45,397
shares
|
$2.7 Million
1.47% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
43,420
shares
|
$2.58 Million
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
42,972
shares
|
$2.55 Million
0.01% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
38,558
shares
|
$2.29 Million
0.0% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
35,204
shares
|
$2.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.31%
|