Opes Wealth Management LLC Ishares Morningstar Small Cap Call Options Transaction History

Opes Wealth Management LLC

$553 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ISCG

# of Institutions

165

Shares Held

8.39M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

823K
Shares

$43.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

515K
Shares

$27.5 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

491K
Shares

$26.2 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

397K
Shares

$21.2 Million
0.03% of portfolio
Avantax Advisory Services, Inc.

378K
Shares

$20.2 Million
0.11% of portfolio

About ISHARES MORNINGSTAR SMALL CAP

Ticker ISCG
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