Institutional Ownership Ishares Morningstar Small Cap (ISCV)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCV). We have compiled data on the 123 institutions that hold shares in the stock, with a total of 3.89 Million shares, which have been reported (via 13F filing form) to have a value of $242 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
352,812
shares
|
$22 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
317,150
shares
|
$19.7 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Vaughan & CO Securities, Inc.
|
Jul 22, 2025 Q2 2025 |
281,895
shares
|
$17.6 Million
10.1% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
189,512
shares
|
$11.8 Million
1.85% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
189,512
shares
|
$11.8 Million
0.56% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
187,790
shares
|
$11.7 Million
0.0% of portfolio
|
Q2 2025
Added 24.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
162,873
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2025
Added 9.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
158,315
shares
|
$9.86 Million
0.0% of portfolio
|
Q2 2025
Added 43.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,082
shares
|
$8.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
130,493
shares
|
$8.12 Million
0.0% of portfolio
|
Q2 2025
Added 19.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
129,154
shares
|
$8.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.52%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
84,958
shares
|
$5.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.82%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
80,256
shares
|
$5 Million
0.22% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
64,197
shares
|
$4 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
60,270
shares
|
$3.75 Million
0.0% of portfolio
|
Q2 2025
Added 540.76%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
56,978
shares
|
$3.55 Million
0.0% of portfolio
|
Q1 2025
Added 33.28%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
56,034
shares
|
$3.49 Million
2.62% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
51,568
shares
|
$3.21 Million
0.01% of portfolio
|
Q2 2025
Added 6039.05%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
51,460
shares
|
$3.2 Million
1.11% of portfolio
|
Q4 2023
Reduced 7.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
50,332
shares
|
$3.13 Million
0.0% of portfolio
|
Q2 2025
Added 49.57%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
49,893
shares
|
$3.11 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
47,268
shares
|
$2.94 Million
0.01% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
45,910
shares
|
$2.86 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
45,399
shares
|
$2.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
45,274
shares
|
$2.82 Million
1.38% of portfolio
|
Q2 2025
Reduced 0.27%
|