Institutional Ownership Ishares Morningstar Small Cap (ISCV)
This table provides information about the institutional ownership of Ishares Morningstar Small Cap (ISCV). We have compiled data on the 133 institutions that hold shares in the stock, with a total of 4.47 Million shares, which have been reported (via 13F filing form) to have a value of $295 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
45,274
shares
|
$2.99 Million
1.35% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
44,892
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.81%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
43,921
shares
|
$2.9 Million
0.3% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
43,633
shares
|
$2.88 Million
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
43,420
shares
|
$2.86 Million
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
39,956
shares
|
$2.64 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
34,830
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
33,839
shares
|
$2.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
29,640
shares
|
$1.95 Million
0.38% of portfolio
|
Q3 2022
Added 6.83%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
29,110
shares
|
$1.92 Million
0.05% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
27,242
shares
|
$1.8 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
23,109
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.94%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
20,613
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
18,229
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 59.85%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
17,976
shares
|
$1.19 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
17,127
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
17,046
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
16,036
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
15,443
shares
|
$1.02 Million
0.17% of portfolio
|
Q2 2022
Reduced 3.45%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
13,442
shares
|
$886,499
0.5% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
12,799
shares
|
$844,094
0.0% of portfolio
|
Q3 2025
Reduced 10.03%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
12,399
shares
|
$817,714
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
11,773
shares
|
$776,429
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
10,682
shares
|
$704,477
0.29% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
10,296
shares
|
$679,021
0.13% of portfolio
|
Q3 2025
Added 10.58%
|
|