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 $193 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
3,420
shares
|
$212,313
0.0% of portfolio
|
Q3 2024
Reduced 84.73%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
3,413
shares
|
$211,879
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
3,276
shares
|
$203,374
0.09% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,229
shares
|
$200,456
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,209
shares
|
$199,214
0.0% of portfolio
|
Q3 2024
Added 21.32%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,700
shares
|
$167,616
0.01% of portfolio
|
Q4 2023
Reduced 10.0%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
2,196
shares
|
$136,327
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,956
shares
|
$121,428
0.0% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,865
shares
|
$115,779
0.01% of portfolio
|
Q3 2024
Added 20.4%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
1,800
shares
|
$111,744
0.04% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,554
shares
|
$96,472
0.01% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,440
shares
|
$89,395
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,405
shares
|
$87,222
0.01% of portfolio
|
Q3 2023
Reduced 0.35%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,200
shares
|
$74,496
0.01% of portfolio
|
Q1 2022
Reduced 20.95%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,075
shares
|
$66,736
0.01% of portfolio
|
Q1 2024
Added 147.7%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
882
shares
|
$54,754
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
840
shares
|
$52,147
0.01% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
759
shares
|
$47,118
0.0% of portfolio
|
Q1 2024
Reduced 34.29%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
750
shares
|
$46,560
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
727
shares
|
$45,132
0.01% of portfolio
|
Q2 2024
Reduced 12.52%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
654
shares
|
$40,600
0.02% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
471
shares
|
$29,239
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
468
shares
|
$29,053
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
351
shares
|
$21,790
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
279
shares
|
$17,320
0.01% of portfolio
|
Q4 2022
New holding
|