Institutional Ownership Ishares Morningstar Small Cap (ISCG)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCG). We have compiled data on the 147 institutions that hold shares in the stock, with a total of 7.42 Million shares, which have been reported (via 13F filing form) to have a value of $340 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
16,509
shares
|
$757,432
0.02% of portfolio
|
Q4 2024
Added 13.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
16,489
shares
|
$756,515
0.0% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,109
shares
|
$693,200
0.02% of portfolio
|
Q2 2020
Added 25.0%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
14,996
shares
|
$688,016
0.17% of portfolio
|
Q4 2024
Added 11.89%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
14,397
shares
|
$660,534
0.24% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
14,337
shares
|
$657,781
0.07% of portfolio
|
Q4 2022
Reduced 47.45%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,465
shares
|
$617,774
0.01% of portfolio
|
Q3 2024
Added 162.68%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
13,361
shares
|
$613,002
0.12% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
12,726
shares
|
$583,868
0.02% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
12,448
shares
|
$571,114
0.69% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
12,431
shares
|
$570,334
0.0% of portfolio
|
Q4 2024
Reduced 39.58%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
12,333
shares
|
$565,838
0.02% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
12,093
shares
|
$554,826
0.09% of portfolio
|
Q2 2021
Added 499.85%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
11,910
shares
|
$546,430
0.05% of portfolio
|
Q3 2022
Reduced 24.61%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
11,704
shares
|
$536,979
0.02% of portfolio
|
Q4 2024
Reduced 8.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
11,593
shares
|
$531,886
0.0% of portfolio
|
Q4 2024
Reduced 58.27%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,299
shares
|
$518,398
0.0% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
11,041
shares
|
$506,561
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,972
shares
|
$503,395
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
10,013
shares
|
$459,396
0.0% of portfolio
|
Q4 2024
Reduced 17.19%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
9,978
shares
|
$457,790
0.17% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
9,969
shares
|
$457,377
0.0% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
9,394
shares
|
$430,996
0.03% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
8,923
shares
|
$409,387
0.01% of portfolio
|
Q4 2024
Added 36.9%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
8,796
shares
|
$403,560
0.03% of portfolio
|
Q3 2022
New holding
|