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 152 institutions that hold shares in the stock, with a total of 7.75 Million shares, which have been reported (via 13F filing form) to have a value of $386 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
22,005
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 119.76%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
21,698
shares
|
$1.08 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
21,642
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
20,612
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 106.76%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
20,205
shares
|
$1.01 Million
0.48% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
18,715
shares
|
$932,755
0.01% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
18,083
shares
|
$901,256
0.18% of portfolio
|
Q1 2025
Added 20.59%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
17,093
shares
|
$851,915
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
15,143
shares
|
$754,727
0.17% of portfolio
|
Q1 2025
Reduced 26.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,109
shares
|
$753,032
0.02% of portfolio
|
Q2 2020
Added 25.0%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
14,337
shares
|
$714,556
0.07% of portfolio
|
Q4 2022
Reduced 47.45%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
14,215
shares
|
$708,475
0.22% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
13,777
shares
|
$686,645
0.02% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,465
shares
|
$671,095
0.01% of portfolio
|
Q3 2024
Added 162.68%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
13,361
shares
|
$665,912
0.12% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
12,889
shares
|
$642,387
0.0% of portfolio
|
Q1 2025
Reduced 21.83%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
12,333
shares
|
$614,676
0.02% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
12,307
shares
|
$613,380
0.0% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
12,093
shares
|
$602,715
0.09% of portfolio
|
Q2 2021
Added 499.85%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
11,910
shares
|
$593,594
0.05% of portfolio
|
Q3 2022
Reduced 24.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
11,409
shares
|
$568,624
0.0% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
11,056
shares
|
$551,031
0.0% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
10,499
shares
|
$523,270
0.0% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
10,100
shares
|
$503,384
0.16% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
10,068
shares
|
$501,789
0.04% of portfolio
|
Q2 2025
New holding
|