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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
33,457
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
32,636
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
32,615
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
32,267
shares
|
$2.13 Million
0.25% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
29,640
shares
|
$1.95 Million
0.38% of portfolio
|
Q3 2022
Added 6.83%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
23,415
shares
|
$1.54 Million
1.07% of portfolio
|
Q4 2023
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
19,506
shares
|
$1.29 Million
0.15% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
18,852
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
18,201
shares
|
$1.2 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
17,285
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
17,132
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
16,320
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
15,926
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
15,443
shares
|
$1.02 Million
0.17% of portfolio
|
Q2 2022
Reduced 3.45%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
13,475
shares
|
$888,272
0.59% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
13,469
shares
|
$887,876
0.0% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
13,166
shares
|
$867,902
0.02% of portfolio
|
Q3 2024
Reduced 12.86%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
11,189
shares
|
$737,578
0.12% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
10,962
shares
|
$722,615
0.41% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
10,404
shares
|
$685,831
0.22% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,293
shares
|
$678,514
0.0% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
9,466
shares
|
$623,998
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
9,432
shares
|
$621,757
0.01% of portfolio
|
Q4 2022
Reduced 0.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
9,000
shares
|
$593,280
0.0% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 12, 2024 Q3 2024 |
8,074
shares
|
$532,238
0.5% of portfolio
|
Q3 2024
New holding
|