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 131 institutions that hold shares in the stock, with a total of 7.22 Million shares, which have been reported (via 13F filing form) to have a value of $374 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
7,592
shares
|
$393,493
0.0% of portfolio
|
Q3 2024
Reduced 29.22%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
7,270
shares
|
$376,804
0.01% of portfolio
|
Q4 2024
Reduced 50.55%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
7,216
shares
|
$374,005
0.0% of portfolio
|
Q3 2024
Added 13.71%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
6,518
shares
|
$337,827
0.01% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
6,200
shares
|
$321,346
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
5,885
shares
|
$305,019
0.02% of portfolio
|
Q3 2024
Reduced 69.68%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,589
shares
|
$289,677
0.0% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
5,476
shares
|
$283,821
0.0% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
5,462
shares
|
$283,095
0.02% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
5,328
shares
|
$276,150
0.03% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
5,314
shares
|
$275,424
0.0% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
5,112
shares
|
$264,954
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
5,011
shares
|
$259,720
0.07% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,880
shares
|
$252,930
0.14% of portfolio
|
Q3 2024
Reduced 13.24%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
4,807
shares
|
$249,146
0.06% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
4,752
shares
|
$246,296
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
4,464
shares
|
$231,369
0.04% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
4,416
shares
|
$228,881
0.11% of portfolio
|
Q2 2024
Reduced 11.56%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
4,373
shares
|
$226,652
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
4,359
shares
|
$225,926
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
4,318
shares
|
$223,801
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,215
shares
|
$218,463
0.0% of portfolio
|
Q3 2024
Reduced 32.95%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
4,168
shares
|
$216,027
0.0% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
3,907
shares
|
$202,499
0.02% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
3,398
shares
|
$176,118
0.07% of portfolio
|
Q3 2024
Reduced 0.56%
|