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 |
|---|---|---|---|---|---|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
9,154
shares
|
$408,359
0.02% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
8,923
shares
|
$398,055
0.01% of portfolio
|
Q4 2024
Added 36.9%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
8,796
shares
|
$392,389
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
8,192
shares
|
$365,445
0.07% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
8,083
shares
|
$360,582
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
7,942
shares
|
$354,292
0.0% of portfolio
|
Q4 2022
Reduced 0.96%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
7,700
shares
|
$343,497
0.07% of portfolio
|
Q3 2022
Added 12.49%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
7,192
shares
|
$320,835
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
7,137
shares
|
$318,381
0.09% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
7,019
shares
|
$313,117
0.01% of portfolio
|
Q1 2025
Reduced 57.48%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
6,637
shares
|
$296,076
0.0% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
6,529
shares
|
$291,258
0.0% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
6,296
shares
|
$280,864
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
6,200
shares
|
$276,582
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
5,742
shares
|
$256,150
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
5,649
shares
|
$252,001
0.0% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
5,504
shares
|
$245,533
0.0% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
5,424
shares
|
$241,964
0.02% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
5,374
shares
|
$239,734
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
5,366
shares
|
$239,377
0.19% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
5,327
shares
|
$237,637
0.07% of portfolio
|
Q1 2025
Reduced 16.83%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
5,199
shares
|
$231,927
0.0% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,075
shares
|
$226,395
0.0% of portfolio
|
Q1 2025
Added 20.4%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
4,939
shares
|
$220,328
0.0% of portfolio
|
Q1 2025
Reduced 32.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,916
shares
|
$219,302
0.01% of portfolio
|
Q1 2025
Added 70128.57%
|