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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,293
shares
|
$678,823
0.0% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
10,019
shares
|
$660,753
0.34% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
9,748
shares
|
$642,880
0.36% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
9,399
shares
|
$619,864
0.01% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
9,317
shares
|
$614,456
0.01% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
9,186
shares
|
$605,816
0.0% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
8,687
shares
|
$572,907
0.17% of portfolio
|
Q3 2025
Reduced 12.29%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
7,939
shares
|
$523,577
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
7,624
shares
|
$502,802
0.13% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
7,255
shares
|
$478,467
0.01% of portfolio
|
Q2 2025
Added 98.33%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
6,950
shares
|
$458,352
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
6,469
shares
|
$426,630
0.0% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
6,042
shares
|
$398,469
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
5,848
shares
|
$385,675
0.03% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
5,828
shares
|
$384,356
0.09% of portfolio
|
Q3 2025
Added 9.82%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
5,771
shares
|
$380,597
0.03% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
5,727
shares
|
$377,695
0.03% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
5,669
shares
|
$373,870
0.13% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
5,648
shares
|
$372,485
0.16% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
5,249
shares
|
$346,171
0.08% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
5,045
shares
|
$332,717
0.03% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,045
shares
|
$332,717
0.0% of portfolio
|
Q3 2025
Reduced 45.1%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,957
shares
|
$326,914
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
4,889
shares
|
$322,429
0.01% of portfolio
|
Q1 2022
Reduced 11.53%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
4,865
shares
|
$320,846
0.09% of portfolio
|
Q3 2025
Reduced 12.52%
|
|