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 118 institutions that hold shares in the stock, with a total of 3.14 Million shares, which have been reported (via 13F filing form) to have a value of $198 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
6,826
shares
|
$428,809
0.1% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
6,626
shares
|
$416,245
0.0% of portfolio
|
Q2 2024
Added 8.66%
|
|
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
Aug 13, 2024 Q2 2024 |
6,380
shares
|
$400,791
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
6,149
shares
|
$386,280
0.05% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
6,004
shares
|
$377,171
0.02% of portfolio
|
Q2 2024
Added 28.92%
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
5,976
shares
|
$375,412
0.0% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,890
shares
|
$370,009
0.03% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
5,668
shares
|
$356,063
0.17% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
5,587
shares
|
$350,975
0.11% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
5,544
shares
|
$348,274
0.0% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
5,538
shares
|
$347,897
0.15% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
5,211
shares
|
$327,355
0.04% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
5,097
shares
|
$320,193
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
4,889
shares
|
$307,126
0.01% of portfolio
|
Q1 2022
Reduced 11.53%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
4,747
shares
|
$298,206
0.03% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 01, 2024 Q2 2024 |
4,710
shares
|
$295,882
0.1% of portfolio
|
Q2 2024
Reduced 75.94%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,621
shares
|
$290,291
0.02% of portfolio
|
Q4 2023
Reduced 4.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
4,452
shares
|
$279,674
0.01% of portfolio
|
Q1 2024
Added 1.16%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
4,292
shares
|
$269,623
0.0% of portfolio
|
Q3 2024
Added 13.58%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
4,109
shares
|
$258,127
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,695
shares
|
$232,119
0.0% of portfolio
|
Q3 2023
Added 13.62%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Aug 14, 2024 Q2 2024 |
3,665
shares
|
$230,235
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
3,658
shares
|
$229,795
0.01% of portfolio
|
Q1 2024
Reduced 9.95%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
3,413
shares
|
$214,404
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
3,276
shares
|
$205,798
0.09% of portfolio
|
Q3 2024
Added 5.92%
|