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 123 institutions that hold shares in the stock, with a total of 3.19 Million shares, which have been reported (via 13F filing form) to have a value of $209 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
34,477
shares
|
$2.26 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
33,457
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
32,691
shares
|
$2.14 Million
0.25% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
32,636
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
32,615
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
29,640
shares
|
$1.94 Million
0.38% of portfolio
|
Q3 2022
Added 6.83%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
23,415
shares
|
$1.53 Million
1.07% of portfolio
|
Q4 2023
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
19,506
shares
|
$1.28 Million
0.15% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
18,852
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
18,201
shares
|
$1.19 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
17,285
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
17,132
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
16,320
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
15,926
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
15,443
shares
|
$1.01 Million
0.17% of portfolio
|
Q2 2022
Reduced 3.45%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
14,791
shares
|
$969,254
0.0% of portfolio
|
Q4 2024
Added 9.82%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
13,702
shares
|
$897,892
0.57% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
11,452
shares
|
$750,449
0.01% of portfolio
|
Q4 2024
Reduced 13.02%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
11,189
shares
|
$733,215
0.12% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
10,962
shares
|
$718,339
0.41% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
10,364
shares
|
$679,152
0.23% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,293
shares
|
$674,500
0.0% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
10,190
shares
|
$667,750
0.56% of portfolio
|
Q4 2024
Added 26.21%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
9,466
shares
|
$620,306
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
9,432
shares
|
$618,078
0.01% of portfolio
|
Q4 2022
Reduced 0.35%
|