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iShares Morningstar Small-Cap ETF (ISCB) Institutional Ownership

$54.42 +1.08 (+2.02%)
As of 05/2/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Small-Cap ETF (NYSEARCA:ISCB)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$14.57M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$9.62M
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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
4/30/2025 New Insight Wealth Advisors7,594$411K0.2%-2.9%0.195%
4/23/2025 Goldstein Advisors LLC41,757$2.26M0.3%-1.2%1.071%
4/23/2025 Perigon Wealth Management LLC7,668$415K0.0%-68.6%0.197%
4/21/2025 Jim Saulnier & Associates LLC10,844$587K0.5%+4.2%0.278%
4/15/2025 Parsons Capital Management Inc. RI6,480$351K0.0%-22.9%0.166%
4/9/2025 NBC Securities Inc.2,169$117K0.0%+108,350.0%0.056%
4/2/2025 Global Wealth Strategies & Associates600$33K0.0%N/A0.015%
3/17/2025 Wealth Enhancement Advisory Services LLC3,700$217K0.0%N/A0.095%
2/17/2025Citadel Advisors LLC9,979$585K0.0%+190.9%0.249%
2/17/2025Bank of America Corp DE56,504$3.32M0.0%+1.5%1.413%
2/14/2025Mercer Global Advisors Inc. ADV23,539$1.38M0.0%-7.4%0.588%
2/14/2025Comerica Bank713$42K0.0%-28.6%0.018%
2/14/2025Beacon Pointe Advisors LLC3,860$226K0.0%N/A0.097%
2/13/2025Adams Wealth Management48,702$2.86M0.5%+12.7%1.218%
2/13/2025Mariner LLC8,890$522K0.0%+2.7%0.222%
2/13/2025Raymond James Financial Inc.33,651$1.97M0.0%N/A0.841%
2/13/2025 Envestnet Asset Management Inc.3,944$231K0.0%N/A0.099%
2/13/2025Wells Fargo & Company MN66,583$3.91M0.0%+0.9%1.665%
2/11/2025Richwood Investment Advisors LLC11,719$687K0.6%-3.9%0.293%
2/10/2025Commonwealth Equity Services LLC34,429$2.02M0.0%+6.7%0.861%
2/10/2025Avantax Advisory Services Inc.53,507$3.14M0.0%+5.3%1.338%
2/7/2025 New Insight Wealth Advisors7,820$459K0.2%-2.3%0.196%
2/6/2025Opulen Financial Group LLC8,374$491K0.4%N/A0.209%
2/6/2025Raymond James Financial Inc.33,651$1.97M0.0%N/A0.841%
2/6/2025Steward Partners Investment Advisory LLC5,082$298K0.0%+10.7%0.127%
2/6/2025Jones Financial Companies Lllp1,783$105K0.0%+63.1%0.045%
2/3/2025Private Advisor Group LLC8,284$486K0.0%-4.6%0.207%
1/31/2025Atria Wealth Solutions Inc.65,458$3.84M0.0%+0.9%1.636%
1/30/2025 Principal Securities Inc.1,196$70K0.0%+187.5%0.030%
1/29/2025Gladstone Institutional Advisory LLC38,856$2.28M0.1%-1.7%0.971%
1/22/2025 Jim Saulnier & Associates LLC10,403$610K0.5%+29.0%0.260%
1/22/2025Apexium Financial LP5,240$307K0.0%N/A0.131%
1/17/2025 Goldstein Advisors LLC42,253$2.48M0.4%+1.4%1.056%
1/15/2025 Merit Financial Group LLC3,517$206K0.0%-6.8%0.088%
1/15/2025 Brand Asset Management Group Inc.28,943$1.70M0.7%-1.6%0.724%
12/26/2024JPMorgan Chase & Co.10,675$626K0.0%+1,358.3%0.267%
11/15/2024MML Investors Services LLC9,462$555K0.0%+26.0%0.237%
11/13/2024FMR LLC6,649$390K0.0%+13.8%0.166%
11/12/2024 Jim Saulnier & Associates LLC8,064$473K0.5%N/A0.202%
11/5/2024Aptus Capital Advisors LLC3,959$232K0.0%-40.9%0.099%
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10/29/2024 Key Financial Inc617$36K0.0%+75.3%0.015%
10/28/2024Gladstone Institutional Advisory LLC39,540$2.32M0.1%-2.1%0.989%
10/25/2024Strategic Financial Planning Inc.3,580$210K0.1%N/A0.090%
10/24/2024 Goldstein Advisors LLC41,679$2.45M0.4%+0.7%1.042%
8/16/2024Northwestern Mutual Wealth Management Co.5,974$322K0.0%+27.3%0.149%
8/16/2024Susquehanna International Group LLP64,818$3.49M0.0%+32.0%1.620%
8/12/2024Mercer Global Advisors Inc. ADV25,430$1.37M0.0%-1.1%0.636%
7/31/2024Commonwealth Equity Services LLC34,989$1.89M0.0%+6.4%0.875%
7/24/2024 Goldstein Advisors LLC41,384$2.23M0.4%+4.0%1.035%
7/22/2024Atria Wealth Solutions Inc.64,198$3.46M0.0%+1.4%1.605%
7/20/2024 Brand Asset Management Group Inc.30,585$1.65M0.7%-3.7%0.765%
5/20/2024Adams Wealth Management41,924$2.36M0.6%N/A1.048%
5/17/2024Comerica Bank999$56K0.0%+64.0%0.025%
5/9/2024 New Insight Wealth Advisors7,911$445K0.3%+2.9%0.195%
5/8/2024Avantax Advisory Services Inc.46,372$2.61M0.0%-75.4%1.145%
5/6/2024Mittelman Wealth Management45,445$2.56M1.7%N/A1.122%
4/29/2024Commonwealth Equity Services LLC32,876$1.85M0.0%-5.8%0.812%
4/22/2024Strategic Financial Planning Inc.3,580$201K0.2%N/A0.088%
4/16/2024 Trifecta Capital Advisors LLC1,276$72K0.0%N/A0.032%
4/15/2024 Flagstar Advisors Inc.6,578$370K0.1%-8.8%0.162%
2/12/2024 Goldstein Advisors LLC40,116$2.15M0.4%-2.7%0.944%
2/9/2024Corient Private Wealth LLC19,328$1.04M0.0%+2.0%0.455%
2/9/2024Gladstone Institutional Advisory LLC43,086$2.31M0.1%+2.5%1.014%
2/8/2024Beacon Pointe Advisors LLC3,860$207K0.0%N/A0.091%
2/7/2024Avantax Advisory Services Inc.188,879$10.13M0.1%+2.7%4.444%
2/6/2024Private Advisor Group LLC8,683$465K0.0%-4.8%0.204%
2/6/2024 Merit Financial Group LLC3,752$201K0.0%N/A0.088%
2/5/2024Choreo LLC24,426$1.31M0.0%+0.9%0.575%
2/2/2024Atria Wealth Solutions Inc.62,920$3.37M0.0%-0.6%1.480%
1/31/2024 Continuum Wealth Advisors LLC4,116$221K0.1%N/A0.097%
1/22/2024 Brand Asset Management Group Inc.34,024$1.82M0.8%+5.8%0.801%
1/19/2024 Flagstar Advisors Inc.7,209$386K0.1%+11.2%0.170%
1/16/2024Raymond James Financial Services Advisors Inc.13,653$732K0.0%-5.4%0.321%
1/16/2024Raymond James & Associates10,673$572K0.0%-9.9%0.251%
11/13/2023LPL Financial LLC132,823$6.25M0.0%-2.1%3.125%
11/13/2023Kestra Advisory Services LLC7,825$368K0.0%+3.0%0.184%
11/8/2023Atria Wealth Solutions Inc.63,312$2.98M0.0%+2.2%1.490%
11/8/2023Avantax Advisory Services Inc.183,838$8.66M0.1%-0.3%4.326%
11/4/2023 NBC Securities Inc.2,270$106K0.0%N/A0.053%
11/3/2023Private Advisor Group LLC9,122$429K0.0%-4.6%0.215%
10/24/2023 Cambridge Investment Research Advisors Inc.9,398$442K0.0%-8.7%0.221%
10/23/2023Commonwealth Equity Services LLC24,076$1.13M0.0%-1.2%0.566%
10/18/2023 Goldstein Advisors LLC41,210$1.94M0.4%-0.6%0.970%
10/18/2023 Flagstar Advisors Inc.6,485$307K0.1%-16.5%0.153%
8/3/2023Atria Wealth Solutions Inc.61,945$3.08M0.0%+2.2%1.458%
8/2/2023 Perigon Wealth Management LLC10,816$538K0.0%N/A0.254%
7/31/2023LPL Financial LLC135,692$6.75M0.0%+7.4%3.193%
7/27/2023 Continuum Wealth Advisors LLC4,116$205K0.1%N/A0.097%
7/25/2023Raymond James Financial Services Advisors Inc.14,484$720K0.0%+57.3%0.341%
7/25/2023Raymond James & Associates11,672$580K0.0%+3.9%0.275%
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7/21/2023 Goldstein Advisors LLC41,459$2.06M0.4%+2.3%0.976%
7/13/2023 Cambridge Investment Research Advisors Inc.10,289$512K0.0%+5.1%0.242%
5/15/2023Gladstone Institutional Advisory LLC43,392$2.06M0.1%-2.9%1.009%
5/11/2023EverSource Wealth Advisors LLC574$27K0.0%N/A0.013%
5/10/2023Private Advisor Group LLC9,562$453K0.0%N/A0.222%
5/10/2023 Flagstar Advisors Inc.7,829$371K0.1%-12.0%0.182%
5/10/2023LPL Financial LLC126,378$5.99M0.0%+39.2%2.939%
5/9/2023 Goldstein Advisors LLC40,534$1.92M0.4%-0.6%0.943%
5/3/2023Adams Wealth Management28,769$1.36M0.4%N/A0.669%
4/28/2023Avantax Advisory Services Inc.184,100$8.73M0.1%+0.3%4.281%
(Data available from 1/1/2016 forward)

ISCB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISCB shares?

During the previous two years, 51 institutional investors and hedge funds held shares of iShares Morningstar Small-Cap ETF. The most heavily invested institutionals were LPL Financial LLC ($6.25M), Wells Fargo & Company MN ($3.91M), Atria Wealth Solutions Inc. ($3.84M), Susquehanna International Group LLP ($3.49M), Bank of America Corp DE ($3.32M), Avantax Advisory Services Inc. ($3.14M), and Adams Wealth Management ($2.86M).Learn more on ISCB's institutional investors.

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

Of the 47 institutional investors that purchased iShares Morningstar Small-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Adams Wealth Management ($76.18K), Raymond James Financial Inc. ($67.30K), Mittelman Wealth Management ($45.45K), LPL Financial LLC ($44.91K), Susquehanna International Group LLP ($15.71K), Jim Saulnier & Associates LLC ($10.84K), and Perigon Wealth Management LLC ($10.82K).

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

Institutional investors have bought a total of 391,046 shares in the last 24 months. This purchase volume represents approximately $21.31M in transactions.

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

Of the 20 institutional investors that sold iShares Morningstar Small-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Avantax Advisory Services Inc. ($143.03K), Perigon Wealth Management LLC ($16.78K), Flagstar Advisors Inc. ($2.98K), LPL Financial LLC ($2.87K), Gladstone Institutional Advisory LLC ($2.83K), Aptus Capital Advisors LLC ($2.74K), and Commonwealth Equity Services LLC ($2.33K).

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

Institutional investors have sold a total of 187,280 shares in the last 24 months. This volume of shares sold represents approximately $10.41M in transactions.


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This page (NYSEARCA:ISCB) was last updated on 5/3/2025 by MarketBeat.com Staff
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