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 |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
74,640
shares
|
$3.98 Million
0.39% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
72,868
shares
|
$3.89 Million
0.53% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
70,646
shares
|
$3.77 Million
1.16% of portfolio
|
Q3 2025
Added 18.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
67,759
shares
|
$3.62 Million
0.01% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
67,358
shares
|
$3.59 Million
0.01% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
65,788
shares
|
$3.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
64,931
shares
|
$3.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.38%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
63,057
shares
|
$3.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
56,149
shares
|
$3 Million
0.75% of portfolio
|
Q3 2025
New holding
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
50,735
shares
|
$2.71 Million
1.3% of portfolio
|
Q3 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
46,497
shares
|
$2.48 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
46,496
shares
|
$2.48 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
41,771
shares
|
$2.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
38,820
shares
|
$2.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
38,513
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
35,688
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2025
Added 10.69%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
35,400
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
31,402
shares
|
$1.68 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
31,202
shares
|
$1.66 Million
0.15% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
29,410
shares
|
$1.57 Million
0.3% of portfolio
|
Q3 2025
Added 21.51%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
24,915
shares
|
$1.33 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
23,819
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Added 11.98%
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
23,500
shares
|
$1.25 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
23,368
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
22,435
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2025
Added 43.97%
|
|