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iShares Morningstar Small-Cap Growth ETF (ISCG) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$45.65M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$7.81M
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ISCG Institutional Buying and Selling by Quarter

iShares Morningstar Small-Cap Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2024Atria Investments Inc329,952$15.37M0.2%+0.8%2.716%
5/21/2024 LRI Investments LLC49,151$2.29M0.3%N/A0.405%
5/15/2024 LRI Investments LLC49,151$2.24M0.3%N/A0.405%
5/14/2024 CreativeOne Wealth LLC10,672$497K0.0%-2.2%0.088%
5/8/2024 Avantax Advisory Services Inc.316,843$14.76M0.1%-3.7%2.597%
5/6/2024 Mittelman Wealth Management15,016$699K0.5%N/A0.123%
5/3/2024 TFB Advisors LLC5,605$245K0.1%N/A0.046%
4/30/2024Concord Wealth Partners1,396$65K0.0%N/A0.011%
4/29/2024Commonwealth Equity Services LLC80,028$3.73M0.0%-2.9%0.656%
4/27/2024 Phoenix Wealth Advisors20,309$946K0.6%+29.3%0.166%
4/27/2024 Members Advisory Group LLC61,267$2.85M1.6%+3.1%0.502%
4/25/2024 IAG Wealth Partners LLC65,532$3.05M0.7%+4.7%0.537%
4/23/2024 Global Retirement Partners LLC26,796$1.25M0.0%-6.5%0.223%
4/23/2024 Raymond James Financial Services Advisors Inc.81,603$3.80M0.0%-3.9%0.680%
4/18/2024 Steele Capital Management Inc.145,882$6.79M0.4%-2.8%1.216%
4/15/2024 Flagstar Advisors Inc.5,366$250K0.1%-12.3%0.045%
4/10/2024 LexAurum Advisors LLC4,431$206K0.1%-9.1%0.037%
4/5/2024 CWM LLC148,948$6.94M0.1%+4.6%1.585%
2/17/2024 Madison Wealth Partners Inc7,749$341K0.1%+5.6%0.082%
2/15/2024 Gallagher Fiduciary Advisors LLC337,504$14.85M0.5%+8.3%3.590%
2/14/2024 Visionary Wealth Advisors17,291$761K0.1%-33.0%0.184%
2/14/2024 Asset Allocation Strategies LLC38,424$1.69M0.7%+19.7%0.409%
2/9/2024 Members Advisory Group LLC59,435$2.62M1.5%N/A0.632%
2/9/2024 Certified Advisory Corp61,961$2.73M0.4%-16.7%0.659%
2/9/2024 Corient Private Wealth LLC28,873$1.27M0.0%+73.0%0.307%
2/9/2024 Wells Fargo & Company MN224,259$9.87M0.0%+20.7%2.386%
2/7/2024 Avantax Advisory Services Inc.328,885$14.47M0.1%+8.1%3.499%
2/7/2024 Principal Securities Inc.2,866$126K0.0%N/A0.030%
2/6/2024 Private Advisor Group LLC18,527$815K0.0%+13.2%0.197%
2/6/2024 GUNN & Co INVESTMENT MANAGEMENT INC.10,854$478K0.0%N/A0.115%
2/6/2024 Merit Financial Group LLC21,052$926K0.0%N/A0.224%
2/6/2024 Summit Global Investments12,787$563K0.0%N/A0.136%
2/5/2024 Steele Capital Management Inc.150,035$6.60M0.4%N/A1.596%
2/5/2024 Matrix Trust Co149,754$6.59M1.5%+0.2%1.593%
2/2/2024 IAG Wealth Partners LLC62,604$2.76M0.6%N/A0.666%
2/2/2024 Rodgers & Associates LTD32,646$1.44M0.2%+1.5%0.347%
2/1/2024 CWM LLC142,427$6.27M0.0%+2.5%1.515%
1/31/2024 Opes Wealth Management LLC107,454$4.73M1.1%+1.0%1.143%
1/31/2024 Archer Investment Corp1,092$48K0.0%+114.1%0.012%
1/31/2024 Beam Wealth Advisors Inc.26,428$1.16M0.7%+8.1%0.281%
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1/30/2024 Phoenix Wealth Advisors15,707$682K0.5%+60.4%0.167%
1/30/2024 Avior Wealth Management LLC19,100$840K0.1%-21.6%0.203%
1/24/2024 Arkadios Wealth Advisors4,746$209K0.0%-10.7%0.050%
1/24/2024 International Assets Investment Management LLC4,312$190K0.0%N/A0.046%
1/24/2024 Tempus Wealth Planning LLC32,940$1.45M0.6%N/A0.350%
1/24/2024 Breakwater Capital Group8,232$357K0.1%-29.9%0.088%
1/23/2024 Towerpoint Wealth LLC4,993$220K0.1%N/A0.053%
1/22/2024 Clarus Wealth Advisors30,816$1.30M0.8%N/A0.328%
1/19/2024 Courage Miller Partners LLC15,592$686K0.3%-13.9%0.166%
1/18/2024 Global Retirement Partners LLC28,659$1.22M0.1%-3.6%0.305%
1/16/2024 Raymond James Financial Services Advisors Inc.84,944$3.74M0.0%+7.3%0.904%
1/11/2024 LexAurum Advisors LLC4,874$214K0.1%-62.4%0.052%
1/10/2024 Creative Financial Designs Inc. ADV91,178$4.01M0.4%+9.0%0.970%
11/17/2023 Asset Allocation Strategies LLC32,092$1.24M0.6%+8.1%0.341%
11/14/2023 Gallagher Fiduciary Advisors LLC311,609$12.08M1.1%-7.8%3.315%
11/13/2023 Certified Advisory Corp74,374$2.88M0.3%+3.4%0.791%
11/13/2023 Mariner LLC39,767$1.54M0.0%+16.2%0.423%
11/13/2023 Visionary Wealth Advisors25,819$1.00M0.1%-1.7%0.275%
11/13/2023 LPL Financial LLC209,122$8.11M0.0%+5.8%2.225%
11/9/2023 UBS Group AG67,917$2.63M0.0%+4.9%0.723%
11/8/2023 Atria Wealth Solutions Inc.63,162$2.46M0.0%+3.8%0.672%
11/8/2023 Avantax Advisory Services Inc.304,187$11.79M0.1%+5.6%3.236%
11/6/2023 Phoenix Wealth Advisors9,794$380K0.2%+28.1%0.104%
11/6/2023 Breakwater Capital Group11,746$425K0.1%-25.1%0.125%
11/3/2023 Black Diamond Financial LLC82,442$3.20M1.0%+3.6%0.877%
11/3/2023 Opes Wealth Management LLC106,426$4.13M1.1%+4.1%1.132%
11/2/2023 Smith Chas P & Associates PA Cpas11,002$426K0.0%-2.9%0.117%
10/30/2023 Matrix Trust Co149,473$5.79M1.5%+3.0%1.590%
10/26/2023 Beam Wealth Advisors Inc.24,457$948K0.7%N/A0.260%
10/24/2023 Raymond James Financial Services Advisors Inc.79,160$3.07M0.0%-6.9%0.842%
10/24/2023 Raymond James & Associates40,275$1.56M0.0%-1.7%0.428%
10/24/2023 Cambridge Investment Research Advisors Inc.10,085$391K0.0%-45.3%0.107%
10/23/2023Commonwealth Equity Services LLC70,812$2.75M0.0%+2.0%0.753%
10/18/2023 Flagstar Advisors Inc.5,996$233K0.1%+8.4%0.064%
10/17/2023 Rodgers & Associates LTD32,156$1.25M0.2%+4.8%0.342%
10/17/2023 Avior Wealth Management LLC24,377$945K0.1%-26.7%0.259%
10/17/2023 Flagship Harbor Advisors LLC11,723$454K0.0%+123.8%0.125%
10/16/2023 LexAurum Advisors LLC12,963$502K0.1%+3.9%0.138%
10/16/2023 Courage Miller Partners LLC18,101$702K0.3%-2.2%0.193%
10/11/2023 AE Wealth Management LLC6,536$253K0.0%N/A0.070%
10/11/2023 CWM LLC138,939$5.39M0.0%-4.5%1.478%
9/26/2023 M Holdings Securities Inc.41,190$1.71M0.4%-17.8%0.438%
8/14/2023 Gallagher Fiduciary Advisors LLC337,883$13.99M1.1%+1.1%3.595%
8/14/2023 Certified Advisory Corp71,945$2.98M0.5%+12.7%0.765%
8/11/2023 Visionary Wealth Advisors26,272$1.09M0.1%-7.2%0.279%
8/10/2023 Osaic Holdings Inc.72,201$2.99M0.0%+13.8%0.768%
8/10/2023Commonwealth Equity Services LLC69,421$2.88M0.0%-3.9%0.739%
8/10/2023 Private Advisor Group LLC16,374$678K0.0%-3.7%0.174%
8/4/2023 Envestnet Asset Management Inc.29,448$1.22M0.0%+19.5%0.313%
8/3/2023 Atria Wealth Solutions Inc.60,865$2.52M0.0%N/A0.648%
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Click here to see how it could become the No. 1 investment of the next decade.
8/3/2023 Rooted Wealth Advisors Inc.57,127$2.35M1.6%N/A0.608%
8/3/2023 CWM LLC145,553$6.03M0.0%+5.1%1.548%
8/3/2023 Opes Wealth Management LLC102,200$4.23M1.2%+8.0%1.087%
8/2/2023 Black Diamond Financial LLC79,543$3.29M1.0%+9.8%0.846%
8/2/2023 Silver Oak Securities Incorporated12,000$497K0.1%N/A0.128%
8/1/2023 Shelton Wealth Management LLC50,635$2.10M1.6%-1.4%0.539%
7/31/2023 LPL Financial LLC197,674$8.19M0.0%+22.6%2.103%
7/31/2023 Smith Chas P & Associates PA Cpas11,332$469K0.0%-7.0%0.121%
7/26/2023 Creative Financial Designs Inc. ADV75,293$3.12M0.4%-25.5%0.801%
7/26/2023 Fifth Third Bancorp2,250$93K0.0%-50.0%0.024%
(Data available from 1/1/2016 forward)

ISCG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISCG shares?

During the previous two years, 103 institutional investors and hedge funds held shares of iShares Morningstar Small-Cap Growth ETF. The most heavily invested institutionals were Bank of America Corp DE ($53.99M), Atria Investments Inc ($15.37M), Gallagher Fiduciary Advisors LLC ($14.85M), Avantax Advisory Services Inc. ($14.76M), Northwestern Mutual Wealth Management Co. ($13.47M), Gallagher Benefit Services Inc. ($12.37M), and Wells Fargo & Company MN ($9.87M).Learn more on ISCG's institutional investors.

Which institutional investors have been buying iShares Morningstar Small-Cap Growth ETF stock?

Of the 88 institutional investors that purchased iShares Morningstar Small-Cap Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gallagher Fiduciary Advisors LLC ($363.78K), Gallagher Benefit Services Inc. ($343.10K), F3Logic LLC ($292.94K), Bank of America Corp DE ($163.80K), Steele Capital Management Inc. ($150.04K), LRI Investments LLC ($98.30K), and CWM LLC ($95.68K).

How much institutional buying is happening at iShares Morningstar Small-Cap Growth ETF?

Institutional investors have bought a total of 3,087,215 shares in the last 24 months. This purchase volume represents approximately $120.18M in transactions.

Which iShares Morningstar Small-Cap Growth ETF major shareholders have been selling company stock?

Of the 48 institutional investors that sold iShares Morningstar Small-Cap Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($131.95K), CWM LLC ($110.47K), Avantax Advisory Services Inc. ($83.81K), F3Logic LLC ($41.86K), Northwestern Mutual Wealth Management Co. ($34.60K), Integrity Financial Corp WA ($27K), and Shelton Wealth Management LLC ($26.90K).

How much institutional selling is happening at iShares Morningstar Small-Cap Growth ETF?

Institutional investors have sold a total of 823,868 shares in the last 24 months. This volume of shares sold represents approximately $30.48M in transactions.


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This page (NYSEARCA:ISCG) was last updated on 5/21/2024 by MarketBeat.com Staff

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