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 |
|---|---|---|---|---|---|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
10,199
shares
|
$670,278
0.35% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
10,075
shares
|
$662,129
0.42% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
9,854
shares
|
$647,604
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
9,399
shares
|
$617,702
0.01% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
9,317
shares
|
$612,313
0.01% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
9,311
shares
|
$611,918
0.12% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
9,190
shares
|
$603,966
0.0% of portfolio
|
Q2 2025
Added 12.79%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
8,687
shares
|
$570,909
0.17% of portfolio
|
Q3 2025
Reduced 12.29%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
7,624
shares
|
$501,049
0.13% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
7,255
shares
|
$476,798
0.01% of portfolio
|
Q2 2025
Added 98.33%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
7,196
shares
|
$472,921
0.0% of portfolio
|
Q2 2025
Reduced 30.83%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
7,051
shares
|
$463,391
0.01% of portfolio
|
Q1 2025
Added 58.38%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,793
shares
|
$446,435
0.0% of portfolio
|
Q2 2025
Added 23.2%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
6,021
shares
|
$395,700
0.0% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
6,004
shares
|
$394,582
0.03% of portfolio
|
Q2 2024
Added 28.92%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
5,741
shares
|
$377,298
0.03% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
5,727
shares
|
$376,378
0.03% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
5,648
shares
|
$371,186
0.16% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
5,639
shares
|
$370,595
0.13% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
5,561
shares
|
$365,468
0.11% of portfolio
|
Q2 2025
Added 33.84%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
5,307
shares
|
$348,776
0.08% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
5,249
shares
|
$344,964
0.08% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
5,160
shares
|
$339,115
0.03% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
4,955
shares
|
$325,642
0.0% of portfolio
|
Q2 2025
Added 20.47%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
4,889
shares
|
$321,305
0.01% of portfolio
|
Q1 2022
Reduced 11.53%
|