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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,062
shares
|
$52,930
0.0% of portfolio
|
Q2 2024
Added 60.91%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
982
shares
|
$48,942
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
910
shares
|
$45,354
0.0% of portfolio
|
Q4 2023
Reduced 9.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
750
shares
|
$37,380
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
569
shares
|
$28,358
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
450
shares
|
$22,428
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
406
shares
|
$20,235
0.0% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
390
shares
|
$19,437
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
343
shares
|
$17,095
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
337
shares
|
$16,796
0.0% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
261
shares
|
$13,008
0.0% of portfolio
|
Q4 2024
Reduced 8.1%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
234
shares
|
$11,662
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
210
shares
|
$10,466
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
200
shares
|
$9,968
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
143
shares
|
$7,127
0.09% of portfolio
|
Q1 2025
Reduced 95.67%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
135
shares
|
$6,728
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
127
shares
|
$6,329
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
112
shares
|
$5,582
0.0% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
76
shares
|
$3,787
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
76
shares
|
$3,787
0.0% of portfolio
|
Q1 2025
Reduced 36.67%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
72
shares
|
$3,588
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
50
shares
|
$2,492
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
48
shares
|
$2,392
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
25
shares
|
$1,246
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$49
0.0% of portfolio
|
Q2 2019
New holding
|