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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,735
shares
|
$311,184
0.02% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,621
shares
|
$303,692
0.02% of portfolio
|
Q4 2023
Reduced 4.49%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
4,324
shares
|
$284,173
0.0% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
4,047
shares
|
$265,968
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
3,676
shares
|
$241,586
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,617
shares
|
$237,709
0.0% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
3,550
shares
|
$233,306
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
3,356
shares
|
$220,556
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
3,276
shares
|
$215,298
0.08% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
3,156
shares
|
$207,412
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,621
shares
|
$172,252
0.01% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,565
shares
|
$168,571
0.0% of portfolio
|
Q4 2024
Reduced 20.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,500
shares
|
$164,300
0.0% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
2,196
shares
|
$144,321
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,440
shares
|
$94,636
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,075
shares
|
$70,649
0.01% of portfolio
|
Q1 2024
Added 147.7%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Aug 13, 2025 Q2 2025 |
1,000
shares
|
$65,720
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
882
shares
|
$57,965
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
870
shares
|
$57,176
0.0% of portfolio
|
Q2 2025
Added 67.63%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
800
shares
|
$52,576
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
759
shares
|
$49,881
0.0% of portfolio
|
Q1 2024
Reduced 34.29%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
750
shares
|
$49,290
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
727
shares
|
$47,778
0.01% of portfolio
|
Q2 2024
Reduced 12.52%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
480
shares
|
$31,545
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
471
shares
|
$30,954
0.0% of portfolio
|
Q4 2021
New holding
|