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 |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
351
shares
|
$22,253
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
330
shares
|
$20,922
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
279
shares
|
$17,688
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
264
shares
|
$16,737
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
222
shares
|
$14,074
0.0% of portfolio
|
Q3 2024
Reduced 57.63%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
220
shares
|
$13,948
0.0% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
204
shares
|
$12,933
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
204
shares
|
$12,933
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
200
shares
|
$12,680
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
175
shares
|
$11,095
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
150
shares
|
$9,510
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
150
shares
|
$9,510
0.0% of portfolio
|
Q3 2024
Reduced 57.14%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
117
shares
|
$7,417
0.0% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
102
shares
|
$6,466
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
92
shares
|
$5,832
0.0% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
82
shares
|
$5,198
0.0% of portfolio
|
Q2 2024
Added 1.23%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
78
shares
|
$4,945
0.0% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
77
shares
|
$4,881
0.0% of portfolio
|
Q3 2024
Added 83.33%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
72
shares
|
$4,564
0.0% of portfolio
|
Q2 2021
Added 200.0%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
60
shares
|
$3,804
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
59
shares
|
$3,740
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
54
shares
|
$3,423
0.0% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
4
shares
|
$253
0.03% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|