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 138 institutions that hold shares in the stock, with a total of 7.06 Million shares, which have been reported (via 13F filing form) to have a value of $320 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Tompkins Financial Corp
|
Apr 08, 2024 Q1 2024 |
1,944
shares
|
$88,082
0.01% of portfolio
|
Q1 2022
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
1,771
shares
|
$80,244
0.02% of portfolio
|
Q1 2024
Reduced 3.22%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
1,607
shares
|
$72,813
0.0% of portfolio
|
Q1 2024
Added 243.38%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
May 13, 2024 Q1 2024 |
1,410
shares
|
$63,887
0.01% of portfolio
|
Q2 2021
Added 500.0%
|
|
Concord Wealth Partners
|
Apr 30, 2024 Q1 2024 |
1,396
shares
|
$63,252
0.01% of portfolio
|
Q1 2024
Reduced 7.43%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
1,360
shares
|
$61,621
0.0% of portfolio
|
Q3 2023
Reduced 2.16%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
1,208
shares
|
$54,734
0.0% of portfolio
|
Q1 2024
Reduced 14.02%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
1,111
shares
|
$50,339
0.0% of portfolio
|
Q1 2024
New holding
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
1,092
shares
|
$49,478
0.02% of portfolio
|
Q4 2023
Added 114.12%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
910
shares
|
$41,232
0.0% of portfolio
|
Q4 2023
Reduced 9.0%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
754
shares
|
$34,163
0.0% of portfolio
|
Q1 2024
Added 0.13%
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
695
shares
|
$31,490
0.0% of portfolio
|
Q3 2022
New holding
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
660
shares
|
$29,904
0.0% of portfolio
|
Q4 2021
Reduced 8.33%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
486
shares
|
$22,020
0.0% of portfolio
|
Q1 2024
Reduced 6.54%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
465
shares
|
$21,069
0.0% of portfolio
|
Q1 2024
Added 761.11%
|
|
Manchester Capital Management LLC
Manchester, VT |
May 06, 2024 Q1 2024 |
390
shares
|
$17,670
0.0% of portfolio
|
Q2 2023
New holding
|
|
Mcf Advisors LLC
Covington, KY |
Apr 16, 2024 Q1 2024 |
343
shares
|
$15,541
0.0% of portfolio
|
Q1 2022
New holding
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
336
shares
|
$15,224
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
300
shares
|
$13,593
0.01% of portfolio
|
Q3 2023
New holding
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
231
shares
|
$10,466
0.0% of portfolio
|
Q1 2024
New holding
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 15, 2024 Q1 2024 |
228
shares
|
$10,330
0.0% of portfolio
|
Q1 2024
Reduced 98.19%
|
|
Lowe Wealth Advisors, LLC
|
Apr 08, 2024 Q1 2024 |
210
shares
|
$9,515
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 06, 2024 Q1 2024 |
200
shares
|
$9,062
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
180
shares
|
$8,155
0.0% of portfolio
|
Q1 2024
New holding
|
|
Webster Bank, N. A.
|
Apr 16, 2024 Q1 2024 |
150
shares
|
$6,796
0.0% of portfolio
|
Q4 2023
New holding
|