Institutional Ownership Ishares Morningstar Small Cap (ISCG)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCG). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 7.73 Million shares, which have been reported (via 13F filing form) to have a value of $345 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
73,038
shares
|
$3.26 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
64,931
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.38%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
56,125
shares
|
$2.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
47,416
shares
|
$2.12 Million
0.09% of portfolio
|
Q3 2023
Reduced 16.31%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
46,497
shares
|
$2.07 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
44,483
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
43,490
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
40,020
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,513
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
38,309
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Added 249.15%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
37,257
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Added 814.96%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
36,500
shares
|
$1.63 Million
0.57% of portfolio
|
Q1 2025
Added 21.76%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
35,400
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
32,241
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
31,501
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
31,288
shares
|
$1.4 Million
0.17% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
29,689
shares
|
$1.32 Million
0.6% of portfolio
|
Q1 2025
Added 11.4%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
29,508
shares
|
$1.32 Million
0.07% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
26,367
shares
|
$1.18 Million
0.52% of portfolio
|
Q1 2025
Reduced 25.17%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
26,041
shares
|
$1.16 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
25,973
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Added 290.45%
|
|
|
Vaughan & CO Securities, Inc.
|
Apr 29, 2025 Q1 2025 |
24,995
shares
|
$1.12 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
23,865
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.12%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
22,701
shares
|
$1.01 Million
0.12% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
22,005
shares
|
$981,643
0.0% of portfolio
|
Q1 2025
Added 119.76%
|