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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
7,638
shares
|
$503,496
0.01% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
6,826
shares
|
$449,969
0.1% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
6,794
shares
|
$447,860
0.0% of portfolio
|
Q3 2024
Reduced 86.94%
|
|
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
6,380
shares
|
$420,569
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
6,149
shares
|
$405,342
0.05% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
6,004
shares
|
$395,783
0.02% of portfolio
|
Q2 2024
Added 28.92%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
5,976
shares
|
$393,937
0.0% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,890
shares
|
$388,268
0.03% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
5,668
shares
|
$373,634
0.17% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
5,587
shares
|
$368,295
0.11% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
5,538
shares
|
$365,064
0.15% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,510
shares
|
$363,219
0.0% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
4,889
shares
|
$322,282
0.01% of portfolio
|
Q1 2022
Reduced 11.53%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
4,747
shares
|
$312,922
0.03% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,621
shares
|
$304,616
0.02% of portfolio
|
Q4 2023
Reduced 4.49%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,608
shares
|
$303,759
0.0% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
4,452
shares
|
$293,475
0.01% of portfolio
|
Q1 2024
Added 1.16%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,380
shares
|
$288,729
0.04% of portfolio
|
Q3 2024
Reduced 15.95%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
4,292
shares
|
$282,928
0.0% of portfolio
|
Q3 2024
Added 13.58%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
4,109
shares
|
$270,865
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
4,108
shares
|
$270,799
0.0% of portfolio
|
Q3 2024
Reduced 70.45%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 05, 2024 Q3 2024 |
3,699
shares
|
$243,838
0.19% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,695
shares
|
$243,574
0.0% of portfolio
|
Q3 2023
Added 13.62%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,658
shares
|
$241,135
0.01% of portfolio
|
Q1 2024
Reduced 9.95%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
3,650
shares
|
$240,608
0.05% of portfolio
|
Q3 2024
Added 43.14%
|