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 124 institutions that hold shares in the stock, with a total of 3.34 Million shares, which have been reported (via 13F filing form) to have a value of $217 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
399,380
shares
|
$26.2 Million
0.0% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
260,523
shares
|
$17.1 Million
10.01% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
186,096
shares
|
$12.2 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
186,096
shares
|
$12.2 Million
2.05% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
156,302
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
149,196
shares
|
$9.78 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
141,082
shares
|
$9.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
133,240
shares
|
$8.74 Million
0.0% of portfolio
|
Q4 2024
Added 57.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
116,631
shares
|
$7.65 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
91,676
shares
|
$6.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
89,124
shares
|
$5.84 Million
0.0% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
88,214
shares
|
$5.79 Million
0.0% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
80,256
shares
|
$5.26 Million
0.22% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
73,669
shares
|
$4.83 Million
1.88% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
64,233
shares
|
$4.21 Million
0.03% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 11, 2025 Q4 2024 |
54,064
shares
|
$3.55 Million
2.93% of portfolio
|
Q4 2024
Reduced 23.35%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
51,460
shares
|
$3.37 Million
1.11% of portfolio
|
Q4 2023
Reduced 7.66%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
49,857
shares
|
$3.27 Million
0.11% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
46,664
shares
|
$3.06 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
46,108
shares
|
$3.02 Million
1.55% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
43,420
shares
|
$2.85 Million
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
42,750
shares
|
$2.8 Million
0.0% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
42,113
shares
|
$2.76 Million
0.02% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
41,557
shares
|
$2.73 Million
0.01% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
40,270
shares
|
$2.64 Million
0.01% of portfolio
|
Q4 2024
Added 23.47%
|