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 |
---|---|---|---|---|---|
Gleason Group, Inc.
|
Apr 12, 2024 Q1 2024 |
126
shares
|
$5,709
0.0% of portfolio
|
Q4 2023
Added 0.8%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
86
shares
|
$3,896
0.0% of portfolio
|
Q4 2023
Reduced 38.57%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
May 01, 2024 Q1 2024 |
76
shares
|
$3,443
0.0% of portfolio
|
Q4 2023
New holding
|
|
Investors Research Corp
|
May 06, 2024 Q1 2024 |
72
shares
|
$3,262
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
57
shares
|
$2,582
0.0% of portfolio
|
Q1 2024
Reduced 81.73%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
57
shares
|
$2,582
0.0% of portfolio
|
Q1 2024
Reduced 81.73%
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
May 02, 2024 Q1 2024 |
48
shares
|
$2,174
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 23, 2024 Q1 2024 |
30
shares
|
$1,359
0.0% of portfolio
|
Q4 2023
New holding
|
|
Tsfg, LLC
|
Apr 16, 2024 Q1 2024 |
30
shares
|
$1,359
0.0% of portfolio
|
Q4 2023
Reduced 76.56%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
18
shares
|
$815
0.0% of portfolio
|
Q1 2024
Reduced 99.1%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
1
shares
|
$45
0.0% of portfolio
|
Q2 2019
New holding
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|