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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,672
shares
|
$308,118
0.03% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
4,621
shares
|
$304,754
0.02% of portfolio
|
Q4 2023
Reduced 4.49%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
4,295
shares
|
$283,255
0.0% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
4,047
shares
|
$266,899
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
3,681
shares
|
$242,761
0.03% of portfolio
|
Q3 2025
Reduced 81.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
3,666
shares
|
$241,772
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
3,621
shares
|
$238,804
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,617
shares
|
$238,541
0.0% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
3,597
shares
|
$237,222
0.0% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
3,550
shares
|
$234,122
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
3,356
shares
|
$221,328
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
3,276
shares
|
$216,052
0.07% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
3,156
shares
|
$208,138
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,593
shares
|
$171,008
0.01% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
2,518
shares
|
$166,062
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,500
shares
|
$164,875
0.0% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,485
shares
|
$163,885
0.0% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
2,196
shares
|
$144,826
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
1,833
shares
|
$120,886
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,440
shares
|
$94,968
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$65,950
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
923
shares
|
$60,871
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
882
shares
|
$58,167
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
870
shares
|
$57,376
0.0% of portfolio
|
Q2 2025
Added 67.63%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
800
shares
|
$52,760
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|