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 133 institutions that hold shares in the stock, with a total of 4.47 Million shares, which have been reported (via 13F filing form) to have a value of $295 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
807,395
shares
|
$53.2 Million
0.52% of portfolio
|
Q3 2025
Added 154.58%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
312,066
shares
|
$20.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.55%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
290,658
shares
|
$19.2 Million
10.51% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
184,974
shares
|
$12.2 Million
1.93% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
184,974
shares
|
$12.2 Million
0.55% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
170,000
shares
|
$11.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
155,922
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
155,044
shares
|
$10.2 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
|
$9.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
135,063
shares
|
$8.91 Million
0.0% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
134,424
shares
|
$8.87 Million
0.0% of portfolio
|
Q3 2025
Added 58.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
109,613
shares
|
$7.23 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
97,530
shares
|
$6.43 Million
0.01% of portfolio
|
Q3 2025
Added 106.33%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
93,893
shares
|
$6.19 Million
3.97% of portfolio
|
Q3 2025
Added 301.0%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
80,256
shares
|
$5.29 Million
0.22% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
64,197
shares
|
$4.23 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
59,423
shares
|
$3.92 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
56,254
shares
|
$3.71 Million
2.7% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
55,624
shares
|
$3.67 Million
0.0% of portfolio
|
Q3 2025
Added 37.32%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
52,124
shares
|
$3.44 Million
0.05% of portfolio
|
Q3 2025
Added 13.54%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
51,605
shares
|
$3.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
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%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
51,082
shares
|
$3.37 Million
0.03% of portfolio
|
Q3 2025
Added 194.78%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
50,139
shares
|
$3.31 Million
0.1% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
45,590
shares
|
$3.01 Million
0.34% of portfolio
|
Q3 2025
Added 331.15%
|
|