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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,942
shares
|
$234,194
0.0% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
3,772
shares
|
$224,094
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
3,699
shares
|
$219,757
0.16% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
3,672
shares
|
$218,153
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,658
shares
|
$217,321
0.01% of portfolio
|
Q1 2025
Reduced 49.58%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
3,459
shares
|
$205,499
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
3,450
shares
|
$204,964
0.11% of portfolio
|
Q1 2025
Reduced 57.03%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
3,444
shares
|
$204,608
0.02% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
3,276
shares
|
$194,627
0.08% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,565
shares
|
$152,386
0.0% of portfolio
|
Q4 2024
Reduced 20.07%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
2,545
shares
|
$151,198
0.06% of portfolio
|
Q1 2025
Reduced 96.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,500
shares
|
$148,525
0.0% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,420
shares
|
$143,772
0.01% of portfolio
|
Q1 2025
Added 27.7%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
2,196
shares
|
$130,464
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
1,800
shares
|
$106,938
0.04% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,440
shares
|
$85,550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,405
shares
|
$83,471
0.01% of portfolio
|
Q3 2023
Reduced 0.35%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,200
shares
|
$71,292
0.01% of portfolio
|
Q1 2022
Reduced 20.95%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,075
shares
|
$63,865
0.01% of portfolio
|
Q1 2024
Added 147.7%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
May 08, 2025 Q1 2025 |
1,000
shares
|
$59,410
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
882
shares
|
$52,399
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
840
shares
|
$49,904
0.01% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
827
shares
|
$49,132
0.0% of portfolio
|
Q1 2025
Added 275.91%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
800
shares
|
$47,528
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
759
shares
|
$45,092
0.0% of portfolio
|
Q1 2024
Reduced 34.29%
|