Free Trial
→ I have publicly predicted six major American crashes, before each one happened. (From Weiss Ratings) (Ad)tc pixel Free ISCB Stock Alerts

iShares Morningstar Small-Cap ETF (ISCB) Institutional Ownership

iShares Morningstar Small-Cap ETF logo
$72.08 -0.03 (-0.03%)
Closing price 10/2/2026
Extended Trading
$72.08 0.00 (0.00%)
As of 10/2/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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)
30
Total
Institutional Inflows
(last 12 months)
$87.53M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$4.33M
Get ISCB Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Morningstar Small-Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ISCB Institutional Buying and Selling by Quarter

iShares Morningstar Small-Cap ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Integrated Wealth Concepts LLC997$75K0.0%N/A0.026%
9/2/2026Citadel Advisors LLC26,509$2.00M0.0%-14.5%0.698%
8/22/2026Jim Saulnier & Associates LLC4,836$365K0.2%-52.3%0.127%
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%
5/19/2026Ashton Thomas Securities LLC900$59K0.0%N/A0.024%
5/18/2026EverSource Wealth Advisors LLC1,148$75K0.0%+100.0%0.030%
5/18/2026Royal Bank of Canada11,632$757K0.0%+6.1%0.306%
5/18/2026Richwood 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%
5/6/2026Assetmark Inc.892$58K0.0%-22.3%0.023%
5/1/2026Fifth Third Bancorp3,645$237K0.0%N/A0.096%
4/30/2026Kestra Advisory Services LLC3,548$231K0.0%+54.5%0.093%
4/24/2026Key Financial Inc1,808$118K0.0%+20.1%0.048%
4/23/2026Flagstar Advisors Inc.4,341$283K0.1%-24.0%0.114%
4/22/2026Janney Montgomery Scott LLC3,088$201K0.0%-9.9%0.081%
4/15/2026Nations 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%
2/13/2026Kestra 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%
2/12/2026Richwood Investment Advisors LLC9,579$668K0.5%-4.4%0.249%
2/12/2026Commonwealth 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%
2/10/2026Goldstein Advisors LLC38,158$2.48M0.3%-3.2%0.991%
2/10/2026Opulen 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%
2/9/2026Key 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%
1/29/2026NBC Securities Inc.2,325$151K0.0%+7.2%0.060%
1/28/2026Geneos Wealth Management Inc.1,278$83K0.0%+576.2%0.033%
Federal Reserve Reveals Disturbing New Plan To Control Your Money (Ad)

Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on page 84 is a plan that could expand oversight of checking accounts, purchases, and money transfers across the country. Martin D. Weiss, PhD, founder of Weiss Ratings, breaks down what this document means and why it could roll out as soon as this summer.tc pixel

Watch the video to learn how this plan could affect you
1/26/2026Nations Financial Group Inc. IA ADV20,220$1.32M0.1%-2.7%0.525%
1/22/2026Christensen King & Associates Investment Services Inc.4,775$310K0.1%-16.1%0.124%
1/13/2026Parsons Capital Management Inc. RI6,180$402K0.0%-4.6%0.161%
11/17/2025Opulen 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%
11/13/2025Private 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%
11/6/2025Assetmark Inc.1,214$77K0.0%N/A0.031%
11/5/2025Key Financial Inc1,155$74K0.0%+49.6%0.029%
11/4/2025Jones Financial Companies Lllp2,881$183K0.0%+77.0%0.073%
11/3/2025Jim Saulnier & Associates LLC10,085$640K0.4%-2.8%0.255%
10/29/2025Wealth Enhancement Advisory Services LLC3,210$205K0.0%N/A0.081%
10/29/2025New Insight Wealth Advisors6,609$419K0.2%-7.0%0.167%
10/27/2025Ashton Thomas Securities LLC1,100$70K0.0%N/A0.028%
10/22/2025Gladstone Institutional Advisory LLC37,465$2.38M0.1%-1.0%0.948%
10/21/2025Goldstein 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%
8/4/2025Jim Saulnier & Associates LLC10,379$605K0.4%-4.3%0.259%
7/31/2025Schneider Downs Wealth Management Advisors LP3,572$208K0.0%N/A0.089%
7/25/2025Pathway Financial Advisors LLC4,350$254K0.0%N/A0.109%
7/25/2025CWM LLC1,677$98K0.0%+280.3%0.042%
7/24/2025KFA Private Wealth Group LLC10,679$622K0.2%-1.6%0.267%
7/23/2025Opulen Financial Group LLC7,517$438K0.4%-10.4%0.188%
7/22/2025Apexium Financial LP8,312$484K0.0%-9.8%0.208%
7/16/2025New Insight Wealth Advisors7,105$414K0.2%-6.4%0.178%
7/14/2025Flagstar 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%
Urgent Attention to Executive Order #14363 (Buy This Stock Before Oct. 20th (Ad)

Marc Chaikin, a 60-year Wall Street veteran whose past clients include George Soros and Steve Cohen, built a system that flagged Nvidia before it climbed more than 50,000%. Following Executive Order #14363, next-generation AI data centers are coming online, and Chaikin says one stock is leading this buildout.tc pixel

Get the stock name and ticker from Chaikin's research now.
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%
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%


ISCB Institutional Ownership - Frequently Asked Questions

During the previous two years, 72 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), Jane Street Group LLC ($11.32K), KFA Private Wealth Group LLC ($10.85K), and Jim Saulnier & Associates LLC ($10.84K).

Institutional investors have bought a total of 1,347,052 shares in the last 24 months. This purchase volume represents approximately $87.53M in transactions.

Of the 21 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: Susquehanna International Group LLP ($29.39K), UBS Group AG ($6.72K), Jim Saulnier & Associates LLC ($5.61K), Citadel Advisors LLC ($4.50K), Goldstein Advisors LLC ($3.68K), Bank of America Corp DE ($2.61K), and Royal Bank of Canada ($2.50K).

Institutional investors have sold a total of 65,979 shares in the last 24 months. This volume of shares sold represents approximately $4.33M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:ISCB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
HOST Just Entered the AI Data Center Race in a BIG Way
Host Digital Inc. (NYSE American: HOST) completed its merger with Healthy Choice Wellness Corp. on September 1...
Trading Wire | Sponsoredtc pixel
The AI Infrastructure Play Kevin O'Leary Is Backing
Kevin O'Leary became a strategic investor in a NASDAQ-listed AI infrastructure company, calling it essentially...
The Tomorrow Investor | Sponsoredtc pixel
Urgent Attention to Executive Order #14363 (Buy This Stock Before Oct. 20th
Marc Chaikin, a 60-year Wall Street veteran whose past clients include George Soros and Steve Cohen, built a s...
Chaikin Analytics | Sponsoredtc pixel
Trump goes "all-in" on Grand Canyon energy breakthrough
A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of...
Behind the Markets | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
A new income category is drawing serious money - here's why
Forbes recently called a new category of exchange-traded income funds a 'golden era,' and Bloomberg noted the ...
Investors Alley | Sponsoredtc pixel
Fox News: Wall Street Can Seize Your Retirement
Fox News reported that under current law, legal title to most stocks and bonds sits with a central institution...
Monetary Gold | Sponsoredtc pixel
Palantir and Wall Street are in on it…
Palantir just signed a major AI deal with a company most investors have never heard of. Wall Street has pou...
Monument Traders Alliance | Sponsoredtc pixel