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 |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
468
shares
|
$30,756
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
467
shares
|
$30,691
0.0% of portfolio
|
Q2 2025
Reduced 66.76%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
450
shares
|
$29,574
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
372
shares
|
$24,447
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
351
shares
|
$23,067
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
330
shares
|
$21,687
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
330
shares
|
$21,687
0.01% of portfolio
|
Q3 2025
Reduced 19.71%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
287
shares
|
$18,861
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
279
shares
|
$18,335
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
222
shares
|
$14,589
0.0% of portfolio
|
Q3 2024
Reduced 57.63%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
204
shares
|
$13,406
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
204
shares
|
$13,406
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
175
shares
|
$11,501
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
136
shares
|
$8,937
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
117
shares
|
$7,689
0.0% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
92
shares
|
$6,046
0.0% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
83
shares
|
$5,454
0.0% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
79
shares
|
$5,191
0.0% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
72
shares
|
$4,731
0.0% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
54
shares
|
$3,548
0.0% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
45
shares
|
$2,957
0.0% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
45
shares
|
$2,957
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
42
shares
|
$2,760
0.0% of portfolio
|
Q2 2025
Reduced 45.45%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|