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 |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
4,481
shares
|
$205,588
0.04% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
4,416
shares
|
$202,606
0.11% of portfolio
|
Q2 2024
Reduced 11.56%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
4,318
shares
|
$198,109
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
4,251
shares
|
$195,035
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
4,215
shares
|
$193,384
0.0% of portfolio
|
Q3 2024
Reduced 32.95%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
4,168
shares
|
$191,227
0.0% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
4,112
shares
|
$188,658
0.0% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4,072
shares
|
$186,823
0.0% of portfolio
|
Q4 2024
Added 34.3%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
3,907
shares
|
$179,253
0.02% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
3,399
shares
|
$155,946
0.07% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
3,313
shares
|
$152,000
0.05% of portfolio
|
Q2 2024
Added 1.04%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
3,300
shares
|
$151,404
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,185
shares
|
$146,127
0.0% of portfolio
|
Q4 2024
Added 40.31%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
2,922
shares
|
$134,061
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,249
shares
|
$103,184
0.0% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,950
shares
|
$89,466
0.01% of portfolio
|
Q1 2024
Reduced 36.69%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
1,944
shares
|
$89,190
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,926
shares
|
$88,364
0.01% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,516
shares
|
$69,554
0.02% of portfolio
|
Q2 2024
Added 38.83%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,416
shares
|
$64,966
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
1,410
shares
|
$64,690
0.01% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,062
shares
|
$48,724
0.0% of portfolio
|
Q2 2024
Added 60.91%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
985
shares
|
$45,191
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
910
shares
|
$41,750
0.0% of portfolio
|
Q4 2023
Reduced 9.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
750
shares
|
$34,410
0.03% of portfolio
|
Q4 2024
New holding
|