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iShares Morningstar Small-Cap ETF (ISCB) Institutional Ownership

iShares Morningstar Small-Cap ETF logo
$74.69 +0.37 (+0.50%)
As of 09:33 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Small-Cap ETF (NYSEARCA:ISCB)

Current
Institutional Ownership
Percentage
0.01%
Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$99.68M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$7.57M
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ISCB Institutional Buying and Selling by Quarter

iShares Morningstar Small-Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Western Wealth Management LLC392$26K0.0%N/A0.010%
5/19/2026Bank of America Corp DE63,604$4.14M0.0%-3.9%1.674%
5/19/2026 Ashton Thomas Securities LLC900$59K0.0%N/A0.024%
5/18/2026 EverSource Wealth Advisors LLC1,148$75K0.0%+100.0%0.030%
5/18/2026Royal Bank of Canada11,632$757K0.0%+6.1%0.306%
5/18/2026 Richwood Investment Advisors LLC9,159$596K0.4%-4.4%0.241%
5/15/2026Matrix Private Capital Group LLC792$52K0.0%N/A0.021%
5/13/2026Cetera Investment Advisers270,252$17.59M0.0%+0.1%7.112%
5/6/2026 Assetmark Inc.892$58K0.0%-22.3%0.023%
5/1/2026Fifth Third Bancorp3,645$237K0.0%N/A0.096%
4/30/2026 Kestra Advisory Services LLC3,548$231K0.0%+54.5%0.093%
4/24/2026 Key Financial Inc1,808$118K0.0%+20.1%0.048%
4/23/2026 Flagstar Advisors Inc.4,341$283K0.1%-24.0%0.114%
4/22/2026Janney Montgomery Scott LLC3,088$201K0.0%-9.9%0.081%
4/15/2026 Nations Financial Group Inc. IA ADV19,940$1.30M0.1%-1.4%0.525%
2/18/2026Obsidian Cio LLC2,302$150K0.2%N/A0.060%
2/17/2026Cetera Investment Advisers270,042$17.56M0.0%+1.7%7.014%
2/17/2026Osaic Holdings Inc.12,692$825K0.0%+2.1%0.330%
2/17/2026Royal Bank of Canada10,962$713K0.0%-18.5%0.285%
2/13/2026 Kestra Advisory Services LLC2,296$149K0.0%N/A0.060%
2/13/2026Wells Fargo & Company MN71,397$4.64M0.0%+0.4%1.854%
2/12/2026Litman Gregory Wealth Management LLC2,239$146K0.0%N/A0.058%
2/12/2026 Richwood Investment Advisors LLC9,579$668K0.5%-4.4%0.249%
2/12/2026 Commonwealth Equity Services LLC34,485$2.24M0.0%-3.3%0.896%
2/12/2026Sfam LLC629$41K0.0%N/A0.016%
2/11/2026Brand Asset Management Group Inc.22,853$1.49M0.4%-5.8%0.594%
2/11/2026LPL Financial LLC178,349$11.60M0.0%+5.1%4.632%
2/10/2026 Goldstein Advisors LLC38,158$2.48M0.3%-3.2%0.991%
2/10/2026 Opulen Financial Group LLC6,181$402K0.3%-8.0%0.161%
2/10/2026Northwestern Mutual Wealth Management Co.22,349$1.45M0.0%+26.4%0.580%
2/9/2026Smith Chas P & Associates PA Cpas3,184$207K0.0%N/A0.083%
2/9/2026 Key Financial Inc1,505$98K0.0%+30.3%0.039%
2/6/2026HighTower Advisors LLC24,554$1.60M0.0%+1.7%0.638%
2/5/2026Northwestern Mutual Wealth Management Co.1,284,835$83.53M0.0%+7,167.2%33.372%
1/29/2026Comerica Bank3,791$246K0.0%+242.8%0.098%
1/29/2026 NBC Securities Inc.2,325$151K0.0%+7.2%0.060%
1/28/2026Geneos Wealth Management Inc.1,278$83K0.0%+576.2%0.033%
1/26/2026 Nations Financial Group Inc. IA ADV20,220$1.32M0.1%-2.7%0.525%
1/22/2026 Christensen King & Associates Investment Services Inc.4,775$310K0.1%-16.1%0.124%
1/13/2026 Parsons Capital Management Inc. RI6,180$402K0.0%-4.6%0.161%
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11/17/2025 Opulen Financial Group LLC6,719$426K0.3%-10.6%0.170%
11/17/2025Susquehanna International Group LLP10,376$658K0.0%-73.9%0.263%
11/17/2025Northwestern Mutual Wealth Management Co.17,680$1.12M0.0%+4.0%0.448%
11/17/2025Mariner LLC6,477$411K0.0%+4.0%0.164%
11/17/2025Lido Advisors LLC5,892$374K0.0%N/A0.149%
11/17/2025Citadel Advisors LLC31,476$2.00M0.0%+192.8%0.797%
11/17/2025Bank of America Corp DE67,100$4.26M0.0%+2.3%1.699%
11/17/2025Ameriprise Financial Inc.22,619$1.43M0.0%+0.9%0.573%
11/14/2025Raymond James Financial Inc.33,197$2.11M0.0%-0.6%0.840%
11/13/2025UBS Group AG22,493$1.43M0.0%-23.0%0.569%
11/13/2025 Private Advisor Group LLC6,984$443K0.0%-6.8%0.177%
11/12/2025Brand Asset Management Group Inc.24,255$1.54M0.4%-2.4%0.614%
11/6/2025 Assetmark Inc.1,214$77K0.0%N/A0.031%
11/5/2025 Key Financial Inc1,155$74K0.0%+49.6%0.029%
11/4/2025Jones Financial Companies Lllp2,881$183K0.0%+77.0%0.073%
11/3/2025 Jim Saulnier & Associates LLC10,085$640K0.4%-2.8%0.255%
10/29/2025 Wealth Enhancement Advisory Services LLC3,210$205K0.0%N/A0.081%
10/29/2025 New Insight Wealth Advisors6,609$419K0.2%-7.0%0.167%
10/27/2025 Ashton Thomas Securities LLC1,100$70K0.0%N/A0.028%
10/22/2025 Gladstone Institutional Advisory LLC37,465$2.38M0.1%-1.0%0.948%
10/21/2025 Goldstein Advisors LLC39,401$2.50M0.3%-5.8%0.997%
9/25/2025CacheTech Inc.17,050$994K0.2%-65.2%0.432%
9/25/2025Adams Wealth Management17,050$994K0.2%-65.2%0.432%
9/4/2025Osaic Holdings Inc.12,192$711K0.0%+4.5%0.309%
8/15/2025Bank of America Corp DE65,600$3.82M0.0%+13.6%1.661%
8/14/2025Raymond James Financial Inc.33,386$1.95M0.0%-1.1%0.845%
8/13/2025Strategic Financial Planning Inc.3,580$209K0.1%N/A0.091%
8/13/2025Northwestern Mutual Wealth Management Co.16,994$990K0.0%+24.5%0.430%
8/12/2025Steward Partners Investment Advisory LLC5,450$318K0.0%+4.0%0.138%
8/12/2025JPMorgan Chase & Co.16,393$955K0.0%-17.7%0.415%
8/8/2025Rockefeller Capital Management L.P.28,990$1.69M0.0%-0.6%0.725%
8/8/2025Avantax Advisory Services Inc.59,119$3.45M0.0%+11.9%1.478%
8/8/2025Cetera Investment Advisers197,039$11.48M0.0%+2,079.9%4.926%
8/4/2025 Jim Saulnier & Associates LLC10,379$605K0.4%-4.3%0.259%
7/31/2025Schneider Downs Wealth Management Advisors LP3,572$208K0.0%N/A0.089%
7/25/2025 Pathway Financial Advisors LLC4,350$254K0.0%N/A0.109%
7/25/2025CWM LLC1,677$98K0.0%+280.3%0.042%
7/24/2025 KFA Private Wealth Group LLC10,679$622K0.2%-1.6%0.267%
7/23/2025 Opulen Financial Group LLC7,517$438K0.4%-10.4%0.188%
7/22/2025Apexium Financial LP8,312$484K0.0%-9.8%0.208%
7/16/2025 New Insight Wealth Advisors7,105$414K0.2%-6.4%0.178%
7/14/2025 Flagstar Advisors Inc.5,656$330K0.1%-13.1%0.141%
7/9/2025Brand Asset Management Group Inc.24,850$1.45M0.5%-14.4%0.621%
5/19/2025Jane Street Group LLC11,318$613K0.0%N/A0.279%
5/16/2025Jones Financial Companies Lllp4,801$260K0.0%+169.3%0.119%
5/16/2025Richwood Investment Advisors LLC10,179$551K0.5%-13.1%0.251%
5/15/2025Royal Bank of Canada9,375$508K0.0%+49.1%0.231%
5/15/2025WPG Advisers LLC1,616$88K0.1%N/A0.040%
5/14/2025Comerica Bank929$50K0.0%+30.3%0.023%
5/14/2025Apexium Financial LP9,217$499K0.0%+75.9%0.228%
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5/13/2025CacheTech Inc.48,985$2.65M0.5%+0.6%1.210%
5/13/2025Nations Financial Group Inc. IA ADV20,865$1.13M0.1%-2.8%0.515%
5/13/2025HighTower Advisors LLC24,215$1.31M0.0%-10.8%0.598%
5/9/2025Atria Wealth Solutions Inc.69,615$3.77M0.0%+6.4%1.719%
5/7/2025KFA Private Wealth Group LLC10,848$588K0.2%N/A0.268%
5/7/2025LPL Financial LLC84,293$4.57M0.0%-3.1%2.081%
5/6/2025Cetera Investment Advisers9,039$490K0.0%+5.8%0.223%
5/6/2025Avantax Advisory Services Inc.52,816$2.86M0.0%-1.3%1.304%
4/30/2025New Insight Wealth Advisors7,594$411K0.2%-2.9%0.195%
4/23/2025Goldstein Advisors LLC41,757$2.26M0.3%-1.2%1.071%


ISCB Institutional Ownership - Frequently Asked Questions

During the previous two years, 71 institutional investors and hedge funds held shares of iShares Morningstar Small-Cap ETF. The most heavily invested institutionals were Cetera Investment Advisers ($17.59M), LPL Financial LLC ($11.60M), Wells Fargo & Company MN ($4.64M), Bank of America Corp DE ($4.14M), Atria Wealth Solutions Inc. ($3.77M), Avantax Advisory Services Inc. ($3.45M), and Goldstein Advisors LLC ($2.48M).Learn more on iShares Morningstar Small-Cap ETF's institutional investors.

0.01% of iShares Morningstar Small-Cap ETF's stock is owned by institutional investors. Learn more on ISCB's institutional investor holdings.

Of the 55 institutional investors that purchased iShares Morningstar Small-Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Northwestern Mutual Wealth Management Co. ($1.28M), Cetera Investment Advisers ($193.31K), Raymond James Financial Inc. ($67.30K), Citadel Advisors LLC ($27.28K), Susquehanna International Group LLP ($15.71K), Jane Street Group LLC ($11.32K), and KFA Private Wealth Group LLC ($10.85K).

Institutional investors have bought a total of 1,555,851 shares in the last 24 months. This purchase volume represents approximately $99.68M in transactions.

Of the 24 institutional investors that sold iShares Morningstar Small-Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Adams Wealth Management ($31.94K), CacheTech Inc. ($31.94K), Susquehanna International Group LLP ($29.39K), UBS Group AG ($6.72K), Goldstein Advisors LLC ($3.68K), JPMorgan Chase & Co. ($3.53K), and Bank of America Corp DE ($2.61K).

Institutional investors have sold a total of 124,580 shares in the last 24 months. This volume of shares sold represents approximately $7.57M in transactions.


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This page (NYSEARCA:ISCB) was last updated on 8/3/2026 by MarketBeat.com Staff.
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