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iShares Morningstar Small-Cap ETF (ISCB) Institutional Ownership

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$52.58
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(As of 04/25/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Small-Cap ETF (NYSEARCA:ISCB)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$6.76M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$673.59K
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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
4/22/2024 Strategic 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%
2/12/2024Goldstein 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%
2/6/2024Merit 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%
1/31/2024Continuum Wealth Advisors LLC4,116$221K0.1%N/A0.097%
1/22/2024Brand 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%
1/16/2024 Raymond James Financial Services Advisors Inc.13,653$732K0.0%-5.4%0.321%
1/16/2024 Raymond 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%
10/18/2023Goldstein 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%
8/2/2023Perigon Wealth Management LLC10,816$538K0.0%N/A0.254%
7/31/2023LPL Financial LLC135,692$6.75M0.0%+7.4%3.193%
7/27/2023Continuum Wealth Advisors LLC4,116$205K0.1%N/A0.097%
7/25/2023 Raymond James Financial Services Advisors Inc.14,484$720K0.0%+57.3%0.341%
7/25/2023 Raymond James & Associates11,672$580K0.0%+3.9%0.275%
7/21/2023Goldstein 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%
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5/9/2023Goldstein 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%
4/14/2023 Raymond James & Associates11,236$533K0.0%-6.8%0.261%
2/13/2023Choreo LLC24,051$1.10M0.1%+1.0%0.559%
2/10/2023Ipsen Advisor Group LLC8,648$394K0.5%N/A0.201%
2/8/2023 Raymond James Financial Services Advisors Inc.9,013$411K0.0%-2.9%0.210%
2/8/2023UBS Group AG66,408$3.03M0.0%+58.1%1.544%
2/8/2023 Cambridge Investment Research Advisors Inc.9,916$452K0.0%+2.2%0.231%
2/8/2023Sanford Advisory Services LLC26,401$1.20M0.3%+13.3%0.614%
2/7/2023Commonwealth Equity Services LLC24,310$1.11M0.0%-11.6%0.565%
2/7/2023LPL Financial LLC90,779$4.14M0.0%+8.1%2.111%
2/3/2023Goldstein Advisors LLC40,759$1.86M0.4%N/A0.948%
2/1/2023Gladstone Institutional Advisory LLC44,682$2.04M0.1%+11.6%1.039%
2/1/2023Janney Montgomery Scott LLC4,745$216K0.0%N/A0.110%
1/31/2023Kestra Advisory Services LLC8,750$399K0.0%-9.6%0.203%
1/24/2023Sigma Planning Corp6,225$284K0.0%-3.9%0.145%
1/17/2023 PPS&V Asset Management Consultants Inc.5,901$269K0.3%N/A0.137%
(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, 30 institutional investors and hedge funds held shares of iShares Morningstar Small-Cap ETF. The most heavily invested institutionals were Avantax Advisory Services Inc. ($10.13M), LPL Financial LLC ($6.25M), Atria Wealth Solutions Inc. ($3.37M), UBS Group AG ($3.03M), Gladstone Institutional Advisory LLC ($2.31M), Goldstein Advisors LLC ($2.15M), and Brand Asset Management Group Inc. ($1.82M).Learn more on ISCB's institutional investors.

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

Of the 28 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: LPL Financial LLC ($51.69K), Goldstein Advisors LLC ($41.68K), Adams Wealth Management ($28.77K), UBS Group AG ($24.39K), Perigon Wealth Management LLC ($10.82K), Private Advisor Group LLC ($9.56K), and Ipsen Advisor Group LLC ($8.65K).

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

Institutional investors have bought a total of 236,862 shares in the last 24 months. This purchase volume represents approximately $11.30M in transactions.

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

Of the 13 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: Commonwealth Equity Services LLC ($3.50K), Flagstar Advisors Inc. ($2.98K), LPL Financial LLC ($2.87K), Raymond James & Associates ($1.99K), Goldstein Advisors LLC ($1.57K), Gladstone Institutional Advisory LLC ($1.29K), and Raymond James Financial Services Advisors Inc. ($1.04K).

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

Institutional investors have sold a total of 19,091 shares in the last 24 months. This volume of shares sold represents approximately $924.05K in transactions.


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This page (NYSEARCA:ISCB) was last updated on 4/26/2024 by MarketBeat.com Staff

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