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 121 institutions that hold shares in the stock, with a total of 3.12 Million shares, which have been reported (via 13F filing form) to have a value of $205 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
398,633
shares
|
$26.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 31, 2024 Q3 2024 |
263,700
shares
|
$17.4 Million
9.99% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
186,308
shares
|
$12.3 Million
2.21% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
186,308
shares
|
$12.3 Million
0.62% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
155,564
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,082
shares
|
$9.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
126,292
shares
|
$8.33 Million
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
100,706
shares
|
$6.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.51%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
86,945
shares
|
$5.73 Million
0.0% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
85,789
shares
|
$5.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
84,363
shares
|
$5.56 Million
0.0% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
79,923
shares
|
$5.27 Million
0.21% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
70,529
shares
|
$4.65 Million
4.23% of portfolio
|
Q4 2022
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
63,436
shares
|
$4.18 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
51,460
shares
|
$3.39 Million
1.11% of portfolio
|
Q4 2023
Reduced 7.66%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
49,798
shares
|
$3.28 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
47,623
shares
|
$3.14 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
46,118
shares
|
$3.04 Million
1.65% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
43,420
shares
|
$2.86 Million
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
41,177
shares
|
$2.71 Million
0.01% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
40,396
shares
|
$2.66 Million
0.07% of portfolio
|
Q3 2024
Added 69.58%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
40,326
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
40,071
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2024
Added 125.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
37,800
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
34,477
shares
|
$2.27 Million
0.02% of portfolio
|
Q3 2024
New holding
|