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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,658
shares
|
$231,917
0.01% of portfolio
|
Q1 2024
Reduced 9.95%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
3,413
shares
|
$216,384
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
3,330
shares
|
$211,122
0.0% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
3,316
shares
|
$210,234
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
3,276
shares
|
$207,698
0.09% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,565
shares
|
$162,621
0.0% of portfolio
|
Q4 2024
Reduced 20.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,500
shares
|
$158,500
0.0% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
2,196
shares
|
$139,226
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,895
shares
|
$120,143
0.01% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1,800
shares
|
$114,120
0.04% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,440
shares
|
$91,296
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,440
shares
|
$91,296
0.01% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,405
shares
|
$89,077
0.01% of portfolio
|
Q3 2023
Reduced 0.35%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,200
shares
|
$76,080
0.01% of portfolio
|
Q1 2022
Reduced 20.95%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,075
shares
|
$68,155
0.01% of portfolio
|
Q1 2024
Added 147.7%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
882
shares
|
$55,918
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
840
shares
|
$53,256
0.01% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
800
shares
|
$50,720
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
759
shares
|
$48,120
0.0% of portfolio
|
Q1 2024
Reduced 34.29%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
750
shares
|
$47,550
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
727
shares
|
$46,091
0.01% of portfolio
|
Q2 2024
Reduced 12.52%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
654
shares
|
$41,463
0.02% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
471
shares
|
$29,861
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
468
shares
|
$29,671
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
372
shares
|
$23,584
0.0% of portfolio
|
Q4 2024
New holding
|