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 124 institutions that hold shares in the stock, with a total of 3.34 Million shares, which have been reported (via 13F filing form) to have a value of $212 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
38,566
shares
|
$2.45 Million
0.0% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
38,395
shares
|
$2.43 Million
0.02% of portfolio
|
Q4 2024
Added 11.36%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
37,357
shares
|
$2.37 Million
0.0% of portfolio
|
Q4 2024
Added 11.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
34,156
shares
|
$2.17 Million
0.01% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
32,691
shares
|
$2.07 Million
0.25% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
29,640
shares
|
$1.88 Million
0.38% of portfolio
|
Q3 2022
Added 6.83%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
27,059
shares
|
$1.72 Million
0.06% of portfolio
|
Q4 2024
Reduced 33.02%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
23,415
shares
|
$1.48 Million
1.09% of portfolio
|
Q4 2023
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
19,506
shares
|
$1.24 Million
0.15% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
18,201
shares
|
$1.15 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
17,279
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
17,268
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
15,443
shares
|
$979,086
0.17% of portfolio
|
Q2 2022
Reduced 3.45%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
14,791
shares
|
$937,749
0.0% of portfolio
|
Q4 2024
Added 9.82%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
13,702
shares
|
$868,706
0.57% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,976
shares
|
$759,278
0.0% of portfolio
|
Q4 2024
Reduced 26.62%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
11,452
shares
|
$726,056
0.01% of portfolio
|
Q4 2024
Reduced 13.02%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
11,441
shares
|
$725,359
0.11% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
10,499
shares
|
$665,636
0.39% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
10,372
shares
|
$657,584
0.0% of portfolio
|
Q4 2024
Reduced 34.87%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
10,364
shares
|
$657,077
0.23% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,293
shares
|
$652,576
0.0% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
10,190
shares
|
$646,046
0.56% of portfolio
|
Q4 2024
Added 26.21%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
9,432
shares
|
$597,988
0.01% of portfolio
|
Q4 2022
Reduced 0.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
9,000
shares
|
$570,600
0.0% of portfolio
|
Q3 2024
Reduced 4.73%
|