S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Stock market today: Another winning week for Wall Street ends with more records
Critical asset just had biggest fall on record (Ad)
Latest freight railroad layoffs and Wall Street pressure renew concerns about safety and service
One year after buying a failed bank, New York Community Bancorp is struggling
Critical asset just had biggest fall on record (Ad)
Dell, NetApp rise; Ginkgo Bioworks, New York Community Bancorp fall, Friday, 3/1/2024
How major US stock indexes fared Friday, 3/1/2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
China pledges to increase opportunities for foreign companies as it seeks to boost its economy
Brazil's economy grows 2.9% in Lula's 1st year, beating expectations
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Stock market today: Another winning week for Wall Street ends with more records
Critical asset just had biggest fall on record (Ad)
Latest freight railroad layoffs and Wall Street pressure renew concerns about safety and service
One year after buying a failed bank, New York Community Bancorp is struggling
Critical asset just had biggest fall on record (Ad)
Dell, NetApp rise; Ginkgo Bioworks, New York Community Bancorp fall, Friday, 3/1/2024
How major US stock indexes fared Friday, 3/1/2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
China pledges to increase opportunities for foreign companies as it seeks to boost its economy
Brazil's economy grows 2.9% in Lula's 1st year, beating expectations
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Stock market today: Another winning week for Wall Street ends with more records
Critical asset just had biggest fall on record (Ad)
Latest freight railroad layoffs and Wall Street pressure renew concerns about safety and service
One year after buying a failed bank, New York Community Bancorp is struggling
Critical asset just had biggest fall on record (Ad)
Dell, NetApp rise; Ginkgo Bioworks, New York Community Bancorp fall, Friday, 3/1/2024
How major US stock indexes fared Friday, 3/1/2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
China pledges to increase opportunities for foreign companies as it seeks to boost its economy
Brazil's economy grows 2.9% in Lula's 1st year, beating expectations
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Stock market today: Another winning week for Wall Street ends with more records
Critical asset just had biggest fall on record (Ad)
Latest freight railroad layoffs and Wall Street pressure renew concerns about safety and service
One year after buying a failed bank, New York Community Bancorp is struggling
Critical asset just had biggest fall on record (Ad)
Dell, NetApp rise; Ginkgo Bioworks, New York Community Bancorp fall, Friday, 3/1/2024
How major US stock indexes fared Friday, 3/1/2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
China pledges to increase opportunities for foreign companies as it seeks to boost its economy
Brazil's economy grows 2.9% in Lula's 1st year, beating expectations

iShares Morningstar Small-Cap ETF (ISCB) Institutional Ownership

$54.58
+0.38 (+0.70%)
(As of 03/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$14.86 M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$2.49 M
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.

Skip Chart & View Institutional Buying and Selling Data

ISCB Institutional Buying and Selling by Quarter


iShares Morningstar Small-Cap ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/15/2024Mercer Global Advisors Inc. ADV23,289$1.25M0.0%-2.4%0.548%
2/14/2024Royal Bank of Canada5,990$0.32M0.0%-75.8%0.141%
2/13/2024Envestnet Asset Management Inc.17,110$0.92M0.0%+16.3%0.403%
2/12/2024Goldstein Advisors LLC40,116$2.15M0.4%-2.7%0.944%
2/9/2024Cambridge Investment Research Advisors Inc.9,063$0.49M0.0%-3.6%0.213%
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$0.21M0.0%N/A0.091%
2/8/2024Janney Montgomery Scott LLC4,008$0.22M0.0%N/A0.094%
2/7/2024Avantax Advisory Services Inc.188,879$10.13M0.1%+2.7%4.444%
2/6/2024Private Advisor Group LLC8,683$0.47M0.0%-4.8%0.204%
2/6/2024Merit Financial Group LLC3,752$0.20M0.0%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$0.22M0.1%N/A0.097%
1/22/2024Brand Asset Management Group Inc.34,024$1.82M0.8%+5.8%0.801%
1/19/2024Flagstar Advisors Inc.7,209$0.39M0.1%+11.2%0.170%
1/16/2024Raymond James Financial Services Advisors Inc.13,653$0.73M0.0%-5.4%0.321%
1/16/2024Raymond James & Associates10,673$0.57M0.0%-9.9%0.251%
11/21/2023Comerica Bank609$29K0.0%N/A0.014%
11/16/2023Morgan Stanley373,967$17.61M0.0%+2.4%8.799%
11/15/2023Mercer Global Advisors Inc. ADV23,862$1.12M0.0%-9.4%0.561%
11/15/2023Royal Bank of Canada24,719$1.16M0.0%+99.8%0.582%
11/15/2023Ameriprise Financial Inc.37,594$1.77M0.0%-3.4%0.885%
11/13/2023Mariner LLC6,033$0.28M0.0%N/A0.142%
11/13/2023LPL Financial LLC132,823$6.25M0.0%-2.1%3.125%
11/13/2023FMR LLC1,316$62K0.0%-20.5%0.031%
11/13/2023Envestnet Asset Management Inc.14,706$0.69M0.0%+15.1%0.346%
11/13/2023Kestra Advisory Services LLC7,825$0.37M0.0%+3.0%0.184%
11/9/2023UBS Group AG30,973$1.46M0.0%+3.7%0.729%
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%
11/4/2023NBC Securities Inc.2,270$0.11M0.0%N/A0.053%
11/3/2023Private Advisor Group LLC9,122$0.43M0.0%-4.6%0.215%
10/24/2023Cambridge Investment Research Advisors Inc.9,398$0.44M0.0%-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%
10/18/2023Flagstar Advisors Inc.6,485$0.31M0.1%-16.5%0.153%
8/21/2023Osaic Holdings Inc.26,214$1.30M0.0%+28.9%0.617%
8/15/2023Wells Fargo & Company MN62,653$3.12M0.0%+182.1%1.474%
8/15/2023Royal Bank of Canada12,371$0.62M0.0%-4.6%0.291%
8/14/2023Mercer Global Advisors Inc. ADV26,333$1.31M0.0%-4.9%0.620%
8/14/2023MML Investors Services LLC4,818$0.24M0.0%N/A0.113%
8/11/2023Kestra Advisory Services LLC7,594$0.38M0.0%+3.2%0.179%
8/10/2023Osaic Holdings Inc.26,214$1.30M0.0%+28.9%0.617%
8/10/2023Commonwealth Equity Services LLC24,374$1.21M0.0%+3.2%0.574%
8/4/2023Envestnet Asset Management Inc.12,780$0.64M0.0%-16.1%0.301%
8/3/2023Atria Wealth Solutions Inc.61,945$3.08M0.0%+2.2%1.458%
8/2/2023Perigon Wealth Management LLC10,816$0.54M0.0%N/A0.254%
7/31/2023LPL Financial LLC135,692$6.75M0.0%+7.4%3.193%
7/27/2023Continuum Wealth Advisors LLC4,116$0.21M0.1%N/A0.097%
7/25/2023Raymond James Financial Services Advisors Inc.14,484$0.72M0.0%+57.3%0.341%
7/25/2023Raymond James & Associates11,672$0.58M0.0%+3.9%0.275%
7/21/2023Goldstein Advisors LLC41,459$2.06M0.4%+2.3%0.976%
7/13/2023Cambridge Investment Research Advisors Inc.10,289$0.51M0.0%+5.1%0.242%
5/22/2023Ameriprise Financial Inc.39,038$1.85M0.0%-14.5%0.908%
5/16/2023Mercer Global Advisors Inc. ADV27,694$1.31M0.0%N/A0.644%
5/16/2023Susquehanna International Group LLP9,331$0.44M0.0%N/A0.217%
5/15/2023Gladstone Institutional Advisory LLC43,392$2.06M0.1%-2.9%1.009%
5/12/2023Bank of America Corp DE65,990$3.13M0.0%+61.5%1.535%
5/12/2023UBS Group AG66,711$3.16M0.0%+0.5%1.551%
5/11/2023EverSource Wealth Advisors LLC574$27K0.0%N/A0.013%
5/11/2023Envestnet Asset Management Inc.15,234$0.72M0.0%N/A0.354%
5/11/2023Commonwealth Equity Services LLC23,629$1.12M0.0%-2.8%0.550%
5/10/2023Private Advisor Group LLC9,562$0.45M0.0%N/A0.222%
5/10/2023Flagstar Advisors Inc.7,829$0.37M0.1%-12.0%0.182%
5/10/2023LPL Financial LLC126,378$5.99M0.0%+39.2%2.939%
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%
4/14/2023Raymond James & Associates11,236$0.53M0.0%-6.8%0.261%
2/21/2023Northwestern Mutual Wealth Management Co.2,345$0.11M0.0%+90.8%0.055%
2/15/2023CI Private Wealth LLC21,647$36K0.0%N/A0.503%
2/15/2023Morgan Stanley360,700$16.45M0.0%-2.4%8.388%
2/15/2023Flow Traders U.S. LLC11,634$0.53M0.0%-41.6%0.271%
2/14/2023Cetera Advisor Networks LLC7,702$0.35M0.0%-6.1%0.179%
2/13/2023Wells Fargo & Company MN67,531$3.08M0.0%+33.8%1.570%
2/13/2023Choreo LLC24,051$1.10M0.1%+1.0%0.559%
2/10/2023Bank of America Corp DE40,850$1.86M0.0%+8.1%0.950%
2/10/2023Ipsen Advisor Group LLC8,648$0.39M0.5%N/A0.201%
2/10/2023Advisor Group Holdings Inc.20,028$0.92M0.0%-70.1%0.466%
2/8/2023Raymond James Financial Services Advisors Inc.9,013$0.41M0.0%-2.9%0.210%
2/8/2023Raymond James & Associates12,057$0.55M0.0%+7.9%0.280%
2/8/2023UBS Group AG66,408$3.03M0.0%+58.1%1.544%
2/8/2023Cambridge Investment Research Advisors Inc.9,916$0.45M0.0%+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$0.22M0.0%N/A0.110%
1/31/2023Kestra Advisory Services LLC8,750$0.40M0.0%-9.6%0.203%
1/24/2023Sigma Planning Corp6,225$0.28M0.0%-3.9%0.145%
1/17/2023PPS&V Asset Management Consultants Inc.5,901$0.27M0.3%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, 46 institutional investors and hedge funds held shares of iShares Morningstar Small-Cap ETF. The most heavily invested institutionals were Morgan Stanley ($17.61M), Avantax Advisory Services Inc. ($10.13M), LPL Financial LLC ($6.25M), Atria Wealth Solutions Inc. ($3.37M), Bank of America Corp DE ($3.13M), Wells Fargo & Company MN ($3.12M), and Gladstone Institutional Advisory LLC ($2.31M).Learn more on ISCB's institutional investors.

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

Of the 40 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: Wells Fargo & Company MN ($57.52K), LPL Financial LLC ($51.69K), Goldstein Advisors LLC ($41.68K), Adams Wealth Management ($28.77K), Bank of America Corp DE ($28.19K), Mercer Global Advisors Inc. ADV ($27.69K), and UBS Group AG ($25.81K).

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

Institutional investors have bought a total of 448,867 shares in the last 24 months. This purchase volume represents approximately $21.39M in transactions.

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

Of the 22 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: Advisor Group Holdings Inc. ($46.97K), Royal Bank of Canada ($19.33K), Morgan Stanley ($8.74K), Flow Traders U.S. LLC ($8.27K), Ameriprise Financial Inc. ($7.97K), Mercer Global Advisors Inc. ADV ($4.41K), and Commonwealth Equity Services LLC ($4.18K).

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

Institutional investors have sold a total of 118,456 shares in the last 24 months. This volume of shares sold represents approximately $5.64M in transactions.


This page (NYSEARCA:ISCB) was last updated on 3/2/2024 by MarketBeat.com Staff