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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
8,735
shares
|
$553,799
0.0% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
8,486
shares
|
$538,012
0.12% of portfolio
|
Q4 2024
Added 24.32%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
8,028
shares
|
$508,975
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
7,156
shares
|
$453,690
0.0% of portfolio
|
Q4 2024
Reduced 62.04%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
6,599
shares
|
$418,376
0.05% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
6,380
shares
|
$404,492
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
6,004
shares
|
$380,653
0.03% of portfolio
|
Q2 2024
Added 28.92%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
5,833
shares
|
$369,812
0.0% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
5,727
shares
|
$363,091
0.03% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
5,668
shares
|
$359,351
0.18% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
5,614
shares
|
$355,927
0.1% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
5,587
shares
|
$354,215
0.16% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
5,513
shares
|
$349,524
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4,901
shares
|
$310,723
0.0% of portfolio
|
Q4 2024
Added 150.56%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
4,889
shares
|
$309,962
0.01% of portfolio
|
Q1 2022
Reduced 11.53%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
4,812
shares
|
$305,080
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,621
shares
|
$292,971
0.02% of portfolio
|
Q4 2023
Reduced 4.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
4,452
shares
|
$282,256
0.01% of portfolio
|
Q1 2024
Added 1.16%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
4,339
shares
|
$275,092
0.03% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
4,111
shares
|
$260,637
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
4,047
shares
|
$256,579
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
3,858
shares
|
$244,597
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
3,699
shares
|
$234,516
0.17% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,695
shares
|
$234,263
0.0% of portfolio
|
Q3 2023
Added 13.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
3,691
shares
|
$234,009
0.0% of portfolio
|
Q4 2024
New holding
|