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 130 institutions that hold shares in the stock, with a total of 7.21 Million shares, which have been reported (via 13F filing form) to have a value of $370 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
16,310
shares
|
$865,897
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,109
shares
|
$802,136
0.02% of portfolio
|
Q2 2020
Added 25.0%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
14,702
shares
|
$780,529
0.02% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
14,600
shares
|
$775,114
0.02% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
14,533
shares
|
$771,556
0.24% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
14,337
shares
|
$761,151
0.08% of portfolio
|
Q4 2022
Reduced 47.45%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,465
shares
|
$714,856
0.01% of portfolio
|
Q3 2024
Added 162.68%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
13,403
shares
|
$711,565
0.15% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
13,361
shares
|
$709,335
0.12% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
13,319
shares
|
$707,105
0.72% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
13,142
shares
|
$697,708
0.02% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
13,057
shares
|
$693,196
0.02% of portfolio
|
Q3 2024
Reduced 25.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
12,826
shares
|
$680,932
0.0% of portfolio
|
Q3 2024
Added 168.89%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
12,764
shares
|
$677,640
0.03% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
12,444
shares
|
$660,651
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
12,093
shares
|
$642,017
0.09% of portfolio
|
Q2 2021
Added 499.85%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
12,092
shares
|
$641,964
0.0% of portfolio
|
Q3 2024
Reduced 13.75%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
11,910
shares
|
$632,301
0.05% of portfolio
|
Q3 2022
Reduced 24.61%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
11,299
shares
|
$599,863
0.0% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
10,847
shares
|
$575,867
0.0% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
9,994
shares
|
$530,581
0.03% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
8,796
shares
|
$466,979
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
8,658
shares
|
$459,653
0.09% of portfolio
|
Q3 2024
Added 12.4%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
7,942
shares
|
$421,640
0.0% of portfolio
|
Q4 2022
Reduced 0.96%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
7,817
shares
|
$415,004
0.12% of portfolio
|
Q2 2024
Added 0.64%
|