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 |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
750
shares
|
$44,557
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
727
shares
|
$43,191
0.01% of portfolio
|
Q2 2024
Reduced 12.52%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
657
shares
|
$39,032
0.02% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
519
shares
|
$30,833
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
480
shares
|
$28,516
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
471
shares
|
$27,982
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
468
shares
|
$27,803
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
372
shares
|
$22,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
351
shares
|
$20,852
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
330
shares
|
$19,605
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
279
shares
|
$16,575
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
222
shares
|
$13,189
0.0% of portfolio
|
Q3 2024
Reduced 57.63%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
204
shares
|
$12,119
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
200
shares
|
$11,882
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
175
shares
|
$10,396
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
117
shares
|
$6,950
0.0% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
109
shares
|
$6,475
0.0% of portfolio
|
Q1 2025
Reduced 27.33%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
87
shares
|
$5,168
0.0% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
83
shares
|
$4,931
0.0% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
78
shares
|
$4,633
0.0% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
77
shares
|
$4,574
0.0% of portfolio
|
Q3 2024
Added 83.33%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
72
shares
|
$4,277
0.0% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
54
shares
|
$3,208
0.0% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
50
shares
|
$2,970
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|