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 165 institutions that hold shares in the stock, with a total of 8.39 Million shares, which have been reported (via 13F filing form) to have a value of $448 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
823,072
shares
|
$43.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
515,241
shares
|
$27.5 Million
0.01% of portfolio
|
Q3 2025
Added 18.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
490,584
shares
|
$26.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
396,963
shares
|
$21.2 Million
0.03% of portfolio
|
Q3 2025
Added 852.06%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
378,433
shares
|
$20.2 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
343,099
shares
|
$18.3 Million
2.6% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
343,099
shares
|
$18.3 Million
2.6% of portfolio
|
Q4 2022
Added 36.65%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
324,586
shares
|
$17.3 Million
3.59% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
301,538
shares
|
$16.1 Million
0.61% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
297,748
shares
|
$15.9 Million
0.2% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
259,642
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.7%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
242,436
shares
|
$12.9 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
235,876
shares
|
$12.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
190,335
shares
|
$10.2 Million
1.16% of portfolio
|
Q3 2025
Added 78.09%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
176,783
shares
|
$9.43 Million
1.5% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
176,783
shares
|
$9.43 Million
0.43% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
161,595
shares
|
$8.62 Million
0.0% of portfolio
|
Q3 2025
Added 51.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
154,262
shares
|
$8.23 Million
0.0% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
128,013
shares
|
$6.83 Million
1.23% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
125,508
shares
|
$6.7 Million
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
118,961
shares
|
$6.35 Million
0.0% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
114,046
shares
|
$6.09 Million
0.0% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
113,133
shares
|
$6.04 Million
4.42% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
93,944
shares
|
$5.01 Million
2.44% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
83,645
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2025
Added 0.21%
|
|