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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
10,065
shares
|
$537,068
0.0% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
9,555
shares
|
$509,854
0.02% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
9,448
shares
|
$504,145
0.1% of portfolio
|
Q3 2025
Reduced 28.11%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
9,423
shares
|
$502,811
0.04% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
9,326
shares
|
$497,635
0.0% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
8,796
shares
|
$469,354
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
8,653
shares
|
$461,724
0.01% of portfolio
|
Q3 2025
Reduced 15.63%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
8,350
shares
|
$445,556
0.32% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
8,014
shares
|
$427,627
0.1% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
7,942
shares
|
$423,785
0.0% of portfolio
|
Q4 2022
Reduced 0.96%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
7,936
shares
|
$423,464
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
7,850
shares
|
$418,876
0.1% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
7,700
shares
|
$410,872
0.07% of portfolio
|
Q3 2022
Added 12.49%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
7,614
shares
|
$406,283
0.0% of portfolio
|
Q3 2025
Added 11.61%
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
7,556
shares
|
$403,188
0.29% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
6,200
shares
|
$330,832
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
6,115
shares
|
$326,296
0.05% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,060
shares
|
$323,361
0.0% of portfolio
|
Q3 2025
Reduced 83.93%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
6,060
shares
|
$323,361
0.0% of portfolio
|
Q3 2025
Added 33.92%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
5,742
shares
|
$306,393
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
5,609
shares
|
$299,296
0.0% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
5,527
shares
|
$294,920
0.0% of portfolio
|
Q3 2025
Added 14.24%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
5,391
shares
|
$287,663
0.02% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
5,290
shares
|
$282,274
0.0% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
5,075
shares
|
$270,802
0.0% of portfolio
|
Q1 2025
Added 20.4%
|
|