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 |
|---|---|---|---|---|---|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
20,792
shares
|
$1.11 Million
0.53% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
20,254
shares
|
$1.08 Million
0.48% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
19,714
shares
|
$1.05 Million
0.42% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
18,277
shares
|
$975,260
0.0% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,109
shares
|
$806,216
0.02% of portfolio
|
Q2 2020
Added 25.0%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
14,991
shares
|
$799,919
0.04% of portfolio
|
Q3 2025
Added 51.78%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
14,337
shares
|
$765,022
0.08% of portfolio
|
Q4 2022
Reduced 47.45%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
13,957
shares
|
$744,745
0.0% of portfolio
|
Q3 2025
Added 177.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
13,690
shares
|
$730,498
0.02% of portfolio
|
Q2 2025
Added 106.27%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
13,498
shares
|
$720,253
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,465
shares
|
$718,492
0.01% of portfolio
|
Q3 2024
Added 162.68%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
13,361
shares
|
$712,942
0.12% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
13,062
shares
|
$696,988
0.02% of portfolio
|
Q3 2025
Reduced 10.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
12,973
shares
|
$692,239
0.0% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
12,952
shares
|
$691,118
0.01% of portfolio
|
Q3 2025
Added 46.68%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
12,382
shares
|
$660,703
0.0% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
12,093
shares
|
$645,282
0.09% of portfolio
|
Q2 2021
Added 499.85%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
11,910
shares
|
$635,517
0.05% of portfolio
|
Q3 2022
Reduced 24.61%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
11,241
shares
|
$599,819
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
11,091
shares
|
$591,815
0.0% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
11,066
shares
|
$590,481
0.18% of portfolio
|
Q3 2025
Reduced 19.5%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
10,984
shares
|
$586,106
0.18% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,486
shares
|
$559,532
0.0% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
10,328
shares
|
$551,102
0.01% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
10,114
shares
|
$539,683
0.04% of portfolio
|
Q3 2025
Added 0.46%
|
|