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 |
|---|---|---|---|---|---|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,880
shares
|
$260,396
0.14% of portfolio
|
Q3 2024
Reduced 13.24%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
4,874
shares
|
$260,076
0.0% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
4,834
shares
|
$257,942
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
4,776
shares
|
$254,847
0.01% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
4,754
shares
|
$253,673
0.14% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,685
shares
|
$249,991
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
4,551
shares
|
$242,841
0.07% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
4,545
shares
|
$242,521
0.0% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
4,500
shares
|
$240,120
0.08% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
4,396
shares
|
$234,570
0.0% of portfolio
|
Q3 2025
Reduced 25.34%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
4,374
shares
|
$233,396
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
4,358
shares
|
$232,542
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
4,010
shares
|
$213,973
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
4,006
shares
|
$213,760
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
4,004
shares
|
$213,653
0.04% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
3,914
shares
|
$208,851
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
3,850
shares
|
$205,436
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
3,820
shares
|
$203,835
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,801
shares
|
$202,821
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
3,713
shares
|
$198,125
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
3,300
shares
|
$176,088
0.12% of portfolio
|
Q2 2025
Added 2207.69%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
2,925
shares
|
$156,078
0.05% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,922
shares
|
$155,917
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,800
shares
|
$149,408
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,771
shares
|
$147,860
0.01% of portfolio
|
Q2 2025
Added 5.76%
|
|