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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
910
shares
|
$40,595
0.0% of portfolio
|
Q4 2023
Reduced 9.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
886
shares
|
$39,524
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
750
shares
|
$33,457
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
569
shares
|
$25,383
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
450
shares
|
$20,074
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
406
shares
|
$18,111
0.0% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
390
shares
|
$17,397
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
366
shares
|
$16,327
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
343
shares
|
$15,301
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
261
shares
|
$11,643
0.0% of portfolio
|
Q4 2024
Reduced 8.1%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
233
shares
|
$10,394
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
210
shares
|
$9,368
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
200
shares
|
$8,922
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
143
shares
|
$6,379
0.09% of portfolio
|
Q1 2025
Reduced 95.67%
|
|
|
Gleason Group, Inc.
|
Apr 11, 2025 Q1 2025 |
127
shares
|
$5,665
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
112
shares
|
$4,996
0.0% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
76
shares
|
$3,390
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
76
shares
|
$3,390
0.0% of portfolio
|
Q1 2025
Reduced 36.67%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
72
shares
|
$3,211
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
50
shares
|
$2,230
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
48
shares
|
$2,141
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
25
shares
|
$1,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$44
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 |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|