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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
34,891
shares
|
$2.07 Million
0.01% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
33,664
shares
|
$2 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.4%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
33,652
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
31,690
shares
|
$1.88 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
29,640
shares
|
$1.76 Million
0.38% of portfolio
|
Q3 2022
Added 6.83%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
26,976
shares
|
$1.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
24,800
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
23,415
shares
|
$1.39 Million
1.04% of portfolio
|
Q4 2023
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
19,506
shares
|
$1.16 Million
0.14% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
18,611
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
17,976
shares
|
$1.07 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
17,279
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
15,843
shares
|
$941,232
0.14% of portfolio
|
Q1 2025
Added 38.48%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
15,443
shares
|
$917,468
0.17% of portfolio
|
Q2 2022
Reduced 3.45%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
14,569
shares
|
$865,544
0.0% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
13,754
shares
|
$817,125
0.55% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,978
shares
|
$711,612
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
10,602
shares
|
$629,864
0.49% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
10,404
shares
|
$618,101
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,293
shares
|
$611,507
0.0% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
10,229
shares
|
$607,704
0.21% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
10,199
shares
|
$605,922
0.37% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
9,848
shares
|
$585,069
0.0% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
9,432
shares
|
$560,355
0.01% of portfolio
|
Q4 2022
Reduced 0.35%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
9,406
shares
|
$558,810
0.0% of portfolio
|
Q1 2025
Added 7.68%
|