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 |
|---|---|---|---|---|---|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
264
shares
|
$17,402
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
222
shares
|
$14,634
0.0% of portfolio
|
Q3 2024
Reduced 57.63%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
222
shares
|
$14,634
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
204
shares
|
$13,447
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
204
shares
|
$13,447
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$13,184
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
196
shares
|
$12,920
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
175
shares
|
$11,536
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
150
shares
|
$9,888
0.0% of portfolio
|
Q3 2024
Reduced 57.14%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
150
shares
|
$9,888
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
117
shares
|
$7,712
0.0% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
102
shares
|
$6,723
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
82
shares
|
$5,405
0.0% of portfolio
|
Q2 2024
Added 1.23%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
82
shares
|
$5,405
0.0% of portfolio
|
Q3 2024
Reduced 97.88%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
78
shares
|
$5,141
0.0% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
77
shares
|
$5,075
0.0% of portfolio
|
Q3 2024
Added 83.33%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
75
shares
|
$4,944
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
72
shares
|
$4,746
0.0% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
54
shares
|
$3,559
0.0% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
27
shares
|
$1,779
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|