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 4.41 Million shares, which have been reported (via 13F filing form) to have a value of $290 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
45,274
shares
|
$2.98 Million
1.35% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
44,190
shares
|
$2.9 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
43,430
shares
|
$2.85 Million
0.01% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
43,420
shares
|
$2.85 Million
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
43,078
shares
|
$2.83 Million
0.29% of portfolio
|
Q2 2025
Added 35.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
40,516
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
35,563
shares
|
$2.34 Million
0.01% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
33,839
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
29,640
shares
|
$1.95 Million
0.38% of portfolio
|
Q3 2022
Added 6.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
29,604
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.06%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
27,555
shares
|
$1.81 Million
0.05% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
23,415
shares
|
$1.54 Million
1.04% of portfolio
|
Q4 2023
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
20,613
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
19,506
shares
|
$1.28 Million
0.13% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
17,976
shares
|
$1.18 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
17,740
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
17,329
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
17,322
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 44.62%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
15,443
shares
|
$1.01 Million
0.17% of portfolio
|
Q2 2022
Reduced 3.45%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
13,442
shares
|
$883,408
0.5% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
12,799
shares
|
$841,150
0.0% of portfolio
|
Q3 2025
Reduced 10.03%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
12,399
shares
|
$814,862
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
10,652
shares
|
$700,049
0.3% of portfolio
|
Q2 2025
Added 153.14%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
10,574
shares
|
$694,923
0.1% of portfolio
|
Q2 2025
Reduced 33.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,293
shares
|
$676,455
0.0% of portfolio
|
Q3 2024
Reduced 10.02%
|