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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
9,165
shares
|
$544,492
0.01% of portfolio
|
Q1 2025
Reduced 19.97%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
8,576
shares
|
$509,500
0.11% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
7,051
shares
|
$418,899
0.01% of portfolio
|
Q1 2025
Added 58.38%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
6,644
shares
|
$394,720
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
6,298
shares
|
$374,164
0.0% of portfolio
|
Q1 2025
Added 70.63%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
6,109
shares
|
$362,935
0.04% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
6,004
shares
|
$356,697
0.03% of portfolio
|
Q2 2024
Added 28.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
5,890
shares
|
$349,924
0.0% of portfolio
|
Q4 2024
Added 77.35%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
5,868
shares
|
$348,617
0.0% of portfolio
|
Q1 2025
Reduced 90.36%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
5,727
shares
|
$340,241
0.02% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
5,713
shares
|
$339,409
0.03% of portfolio
|
Q1 2025
Added 5500.98%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
5,669
shares
|
$336,795
0.17% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
5,611
shares
|
$333,349
0.14% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
5,514
shares
|
$327,586
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
5,123
shares
|
$304,357
0.08% of portfolio
|
Q1 2025
Reduced 8.75%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
4,889
shares
|
$290,455
0.01% of portfolio
|
Q1 2022
Reduced 11.53%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,725
shares
|
$280,712
0.02% of portfolio
|
Q1 2025
Added 118025.0%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,621
shares
|
$274,533
0.02% of portfolio
|
Q4 2023
Reduced 4.49%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
4,473
shares
|
$265,740
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
4,208
shares
|
$249,997
0.15% of portfolio
|
Q1 2025
Added 26.9%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
4,200
shares
|
$249,522
0.0% of portfolio
|
Q1 2025
Reduced 28.0%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
4,155
shares
|
$246,848
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,113
shares
|
$244,353
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
4,051
shares
|
$240,669
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
4,047
shares
|
$240,432
0.28% of portfolio
|
Q4 2024
New holding
|