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 |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,870
shares
|
$242,720
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,820
shares
|
$240,228
0.06% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
4,808
shares
|
$239,630
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
4,801
shares
|
$239,281
0.0% of portfolio
|
Q1 2025
Reduced 87.11%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
4,719
shares
|
$235,194
0.07% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
4,578
shares
|
$228,167
0.01% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
4,374
shares
|
$218,000
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,168
shares
|
$207,733
0.0% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,157
shares
|
$207,184
0.01% of portfolio
|
Q2 2025
Reduced 40.78%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,777
shares
|
$188,245
0.01% of portfolio
|
Q1 2025
Added 18.59%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
3,709
shares
|
$184,856
0.01% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
3,146
shares
|
$156,796
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
3,054
shares
|
$152,211
0.04% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
2,924
shares
|
$145,732
0.05% of portfolio
|
Q1 2025
Reduced 13.97%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,922
shares
|
$145,632
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,620
shares
|
$130,580
0.01% of portfolio
|
Q1 2025
Added 34.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,541
shares
|
$126,643
0.0% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,373
shares
|
$118,270
0.01% of portfolio
|
Q1 2025
Added 23.21%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,354
shares
|
$117,323
0.0% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
2,077
shares
|
$103,517
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
1,944
shares
|
$96,888
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,516
shares
|
$75,557
0.02% of portfolio
|
Q2 2024
Added 38.83%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,416
shares
|
$70,573
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
1,410
shares
|
$70,274
0.01% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,063
shares
|
$52,979
0.01% of portfolio
|
Q1 2025
Added 7.92%
|