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 118 institutions that hold shares in the stock, with a total of 3.14 Million shares, which have been reported (via 13F filing form) to have a value of $198 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
204
shares
|
$12,815
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
204
shares
|
$12,815
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$12,564
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
196
shares
|
$12,312
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 12, 2024 Q2 2024 |
175
shares
|
$10,993
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
150
shares
|
$9,423
0.0% of portfolio
|
Q3 2024
Reduced 57.14%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
150
shares
|
$9,423
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
117
shares
|
$7,349
0.0% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
102
shares
|
$6,407
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 08, 2024 Q2 2024 |
82
shares
|
$5,151
0.0% of portfolio
|
Q2 2024
Added 1.23%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
82
shares
|
$5,151
0.0% of portfolio
|
Q3 2024
Reduced 97.88%
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
80
shares
|
$5,025
0.0% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
77
shares
|
$4,837
0.0% of portfolio
|
Q3 2024
Added 83.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
77
shares
|
$4,837
0.0% of portfolio
|
Q1 2024
Added 1.32%
|
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
72
shares
|
$4,523
0.0% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
54
shares
|
$3,392
0.0% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
30
shares
|
$1,884
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|