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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,652
shares
|
$141,510
0.01% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
2,152
shares
|
$114,830
0.0% of portfolio
|
Q3 2025
Reduced 48.23%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
1,944
shares
|
$103,731
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
1,656
shares
|
$88,364
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,516
shares
|
$80,893
0.02% of portfolio
|
Q2 2024
Added 38.83%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,320
shares
|
$70,435
0.0% of portfolio
|
Q3 2025
Reduced 25.09%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,291
shares
|
$68,887
0.0% of portfolio
|
Q2 2025
Reduced 37.84%
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
1,257
shares
|
$67,073
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,063
shares
|
$56,721
0.01% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,062
shares
|
$56,668
0.0% of portfolio
|
Q2 2024
Added 60.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
986
shares
|
$52,612
0.0% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
910
shares
|
$48,557
0.0% of portfolio
|
Q4 2023
Reduced 9.0%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
871
shares
|
$46,476
0.0% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
852
shares
|
$45,462
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
569
shares
|
$30,361
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
464
shares
|
$24,759
0.0% of portfolio
|
Q3 2025
Reduced 80.83%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
450
shares
|
$24,012
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
442
shares
|
$23,585
0.02% of portfolio
|
Q2 2025
Reduced 41.07%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
390
shares
|
$20,810
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
361
shares
|
$19,262
0.0% of portfolio
|
Q2 2025
Added 38.31%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
343
shares
|
$18,302
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
257
shares
|
$13,713
0.0% of portfolio
|
Q3 2025
Reduced 23.74%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
234
shares
|
$12,486
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
210
shares
|
$11,205
0.0% of portfolio
|
Q2 2021
Added 500.0%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
201
shares
|
$10,725
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|