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 135 institutions that hold shares in the stock, with a total of 4.58 Million shares, which have been reported (via 13F filing form) to have a value of $302 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
750
shares
|
$49,462
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
727
shares
|
$47,945
0.01% of portfolio
|
Q2 2024
Reduced 12.52%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
641
shares
|
$42,273
0.0% of portfolio
|
Q3 2025
Reduced 40.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
553
shares
|
$36,470
0.0% of portfolio
|
Q3 2025
Added 22.89%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
480
shares
|
$31,656
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
471
shares
|
$31,062
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
468
shares
|
$30,864
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
467
shares
|
$30,798
0.0% of portfolio
|
Q2 2025
Reduced 66.76%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
428
shares
|
$28,226
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
372
shares
|
$24,533
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
351
shares
|
$23,148
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
330
shares
|
$21,763
0.01% of portfolio
|
Q3 2025
Reduced 19.71%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
330
shares
|
$21,763
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
279
shares
|
$18,400
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
257
shares
|
$16,949
0.0% of portfolio
|
Q4 2025
Added 188.76%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
240
shares
|
$15,828
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
222
shares
|
$14,640
0.0% of portfolio
|
Q3 2024
Reduced 57.63%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
204
shares
|
$13,453
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
204
shares
|
$13,453
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
187
shares
|
$12,332
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
175
shares
|
$11,541
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 23, 2026 Q4 2025 |
130
shares
|
$8,573
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
128
shares
|
$8,441
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
117
shares
|
$7,716
0.0% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
84
shares
|
$5,539
0.0% of portfolio
|
Q3 2025
Added 1.2%
|
|