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iShares Morningstar Small-Cap Growth ETF (ISCG) Institutional Ownership

iShares Morningstar Small-Cap Growth ETF logo
$50.69 -0.17 (-0.33%)
Closing price 08/7/2025 04:10 PM Eastern
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$50.31 -0.38 (-0.75%)
As of 08/7/2025 05:51 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG)

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$156.11M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$15.92M
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ISCG Institutional Buying and Selling by Quarter

iShares Morningstar Small-Cap Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2025 Prospera Financial Services Inc4,318$215K0.0%N/A0.032%
8/6/2025 Ipsen Advisor Group LLC112,232$5.59M4.3%+3.1%0.819%
8/5/2025 Key Financial Inc24,203$1.20M0.2%+33.8%0.177%
8/5/2025 Beam Wealth Advisors Inc.59,549$2.96M0.9%+63.1%0.435%
8/4/2025 Jim Saulnier & Associates LLC4,509$224K0.2%-16.0%0.033%
8/4/2025 Creative Financial Designs Inc. ADV8,952$445K0.0%-65.6%0.065%
8/4/2025 Atria Investments Inc295,476$14.70M0.2%+4.4%2.157%
8/4/2025 Assetmark Inc.899$45K0.0%+121.4%0.007%
8/1/2025 GWN Securities Inc.7,618$379K0.1%+21.0%0.056%
8/1/2025 Envestnet Asset Management Inc.21,270$1.06M0.0%-10.9%0.155%
7/31/2025 Opes Wealth Management LLC127,069$6.32M1.1%+7.5%0.928%
7/30/2025 Black Diamond Financial LLC106,873$5.32M0.8%-25.4%0.780%
7/30/2025 D.A. Davidson & CO.4,525$225K0.0%N/A0.033%
7/29/2025 Madison Wealth Partners Inc7,368$367K0.1%+3.2%0.054%
7/29/2025 Rodgers & Associates LTD31,858$1.59M0.2%+1.8%0.233%
7/28/2025 Harbour Investments Inc.950$47K0.0%-74.8%0.007%
7/25/2025 Atria Wealth Solutions Inc.13,690$686K0.0%+106.3%0.100%
7/25/2025 Courage Miller Partners LLC13,746$684K0.2%-3.3%0.100%
7/25/2025 CWM LLC264,481$13.16M0.0%-9.6%1.931%
7/24/2025 rebel Financial LLC6,683$333K0.2%N/A0.049%
7/24/2025 Gilliland Jeter Wealth Management LLC10,971$546K0.2%+8.6%0.080%
7/22/2025 Wealthcare Advisory Partners LLC4,837$241K0.0%N/A0.035%
7/17/2025 Smith Chas P & Associates PA Cpas5,029$250K0.0%-45.1%0.037%
7/17/2025 Fifth Third Securities Inc.10,068$501K0.0%N/A0.073%
7/17/2025 Avior Wealth Management LLC9,617$479K0.0%-6.1%0.070%
7/16/2025 Kendall Capital Management23,500$1.17M0.3%N/A0.172%
7/15/2025 TD Private Client Wealth LLC4,157$207K0.0%-40.8%0.030%
7/14/2025 Matrix Trust Co167,423$8.33M1.3%+1.3%1.222%
7/11/2025 Farther Finance Advisors LLC37,718$1.88M0.0%+667.2%0.275%
7/10/2025 Wealth Enhancement Advisory Services LLC5,888$298K0.0%N/A0.043%
7/9/2025 Towerpoint Wealth LLC4,374$218K0.1%N/A0.032%
7/9/2025 Breakwater Capital Group7,210$359K0.1%-12.0%0.053%
5/21/2025Geneos Wealth Management Inc.2,354$106K0.0%+508.3%0.017%
5/20/2025Focus Partners Wealth1,823,354$82.14M0.2%+303.0%13.506%
5/19/2025Jane Street Group LLC38,309$1.73M0.0%+249.2%0.284%
5/16/2025Cape Investment Advisory Inc.2,924$132K0.1%-14.0%0.022%
5/16/2025Jones Financial Companies Lllp37,257$1.68M0.0%+815.0%0.276%
5/15/2025Royal Bank of Canada43,490$1.96M0.0%-4.8%0.322%
5/14/2025CreativeOne Wealth LLC13,777$621K0.0%+8.3%0.102%
5/14/2025Comerica Bank5,075$229K0.0%+20.4%0.038%
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5/14/2025Smartleaf Asset Management LLC2,373$107K0.0%+23.2%0.018%
5/14/2025Northwestern Mutual Wealth Management Co.465,332$20.96M0.0%+6.0%3.447%
5/14/2025Phoenix Wealth Advisors26,367$1.19M0.5%-25.2%0.195%
5/14/2025CW Advisors LLC4,870$219K0.0%N/A0.036%
5/14/2025Flow Traders U.S. LLC17,093$770K0.0%N/A0.127%
5/13/2025Raymond James Financial Inc.117,214$5.28M0.0%+1.1%0.868%
5/12/2025 Beam Wealth Advisors Inc.36,500$1.64M0.6%+21.8%0.270%
5/9/2025Ritter Daniher Financial Advisory LLC DE3,054$138K0.0%-7.8%0.023%
5/9/2025 Atria Wealth Solutions Inc.6,637$299K0.0%-8.3%0.049%
5/8/2025Certified Advisory Corp73,038$3.29M0.4%-1.9%0.541%
5/8/2025 Harbour Investments Inc.3,777$170K0.0%+18.6%0.028%
5/7/2025 Creekside Partners20,205$910K0.5%-4.9%0.150%
5/7/2025LPL Financial LLC396,814$17.88M0.0%+2.0%2.939%
5/6/2025Cetera Investment Advisers31,501$1.42M0.0%+1.1%0.233%
5/6/2025Avantax Advisory Services Inc.398,979$17.97M0.1%+1.1%2.955%
5/6/2025 Atria Investments Inc283,155$12.76M0.2%+1.3%2.097%
5/6/2025NorthStar Asset Management LLC NJ86,679$3.91M1.2%+7.1%0.642%
5/6/2025 Opes Wealth Management LLC118,200$5.33M1.1%+13.2%0.876%
5/2/2025 Montis Financial LLC5,327$240K0.1%-16.8%0.037%
5/1/2025 Key Financial Inc18,083$815K0.2%+20.6%0.126%
5/1/2025 LRI Investments LLC46,497$2.10M0.2%-4.3%0.324%
5/1/2025 CWM LLC292,644$13.18M0.1%+79.5%2.039%
4/30/2025 Black Diamond Financial LLC143,342$6.46M1.0%-4.6%0.999%
4/29/2025 TD Private Client Wealth LLC7,019$316K0.0%-57.5%0.049%
4/29/2025 Envestnet Asset Management Inc.23,865$1.08M0.0%-28.1%0.166%
4/25/2025 Mather Group LLC.886$40K0.0%N/A0.006%
4/23/2025 Creative Financial Designs Inc. ADV26,041$1.17M0.1%-3.0%0.181%
4/22/2025 Flagship Harbor Advisors LLC29,508$1.33M0.1%+1.2%0.206%
4/22/2025 Rodgers & Associates LTD31,288$1.41M0.2%+1.3%0.218%
4/22/2025 Madison Wealth Partners Inc7,137$322K0.1%-9.0%0.050%
4/22/2025Veridan Wealth LLC29,689$1.34M0.6%+11.4%0.207%
4/21/2025 Shelton Wealth Management LLC21,878$986K0.5%-7.1%0.152%
4/21/2025 Avior Wealth Management LLC10,238$461K0.0%-12.5%0.071%
4/21/2025 Jim Saulnier & Associates LLC5,366$242K0.2%+5.0%0.037%
4/21/2025PSI Advisors LLC982$44K0.0%N/A0.007%
4/16/2025 Opal Wealth Advisors LLC3,146$142K0.0%N/A0.022%
4/16/2025IAG Wealth Partners LLC74,902$3.37M0.5%+5.0%0.522%
4/16/2025 Steele Capital Management Inc.165,300$7.45M0.4%-0.3%1.152%
4/15/2025 Ipsen Advisor Group LLC108,898$4.91M4.2%+1.8%0.759%
4/14/2025 Farther Finance Advisors LLC4,916$222K0.0%+70,128.6%0.034%
4/10/2025 Matrix Trust Co165,300$7.45M1.3%-0.3%1.140%
4/9/2025 Merit Financial Group LLC4,939$222K0.0%-32.1%0.034%
3/17/2025 Wealth Enhancement Advisory Services LLC4,112$203K0.0%-5.7%0.031%
2/17/2025Focus Partners Wealth452,482$22.38M0.1%+1.8%3.724%
2/17/2025Cetera Investment Advisers31,145$1.54M0.0%+11.0%0.256%
2/17/2025Captrust Financial Advisors5,649$279K0.0%+6.3%0.046%
2/17/2025Bank of America Corp DE412,775$20.42M0.0%+6.4%3.397%
2/17/2025Benjamin Edwards Inc.4,808$238K0.0%N/A0.040%
2/17/2025Ameriprise Financial Inc.108,275$5.36M0.0%+22.3%0.891%
2/14/2025Gallagher Fiduciary Advisors LLC281,596$13.93M2.7%-11.8%2.318%
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2/14/2025Jane Street Group LLC10,972$543K0.0%N/A0.090%
2/14/2025Lido Advisors LLC11,041$546K0.0%N/A0.091%
2/14/2025MML Investors Services LLC81,479$4.03M0.0%-0.8%0.671%
2/13/2025NewEdge Advisors LLC18,673$924K0.0%+146.0%0.154%
2/13/2025CreativeOne Wealth LLC12,726$629K0.0%-3.2%0.105%
2/13/2025Mariner LLC60,289$2.98M0.0%+0.5%0.496%
2/13/2025Raymond James Financial Inc.115,954$5.74M0.0%N/A0.954%
2/13/2025Advisory Services Network LLC4,251$210K0.0%N/A0.035%
2/13/2025 Envestnet Asset Management Inc.33,202$1.64M0.0%-0.8%0.273%
2/13/2025Perennial Investment Advisors LLC19,870$983K0.1%+7.5%0.164%
(Data available from 1/1/2016 forward)

ISCG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISCG shares?

During the previous two years, 121 institutional investors and hedge funds held shares of iShares Morningstar Small-Cap Growth ETF. The most heavily invested institutionals were Focus Partners Wealth ($82.14M), JPMorgan Chase & Co. ($53.78M), Northwestern Mutual Wealth Management Co. ($20.96M), Bank of America Corp DE ($20.42M), Avantax Advisory Services Inc. ($17.97M), LPL Financial LLC ($17.88M), and Atria Investments Inc ($14.70M).Learn more on iShares Morningstar Small-Cap Growth ETF's institutional investors.

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

Of the 100 institutional investors that purchased iShares Morningstar Small-Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Focus Partners Wealth ($1.38M), JPMorgan Chase & Co. ($674.59K), Raymond James Financial Inc. ($233.17K), Steele Capital Management Inc. ($172.20K), CWM LLC ($156.48K), Ipsen Advisor Group LLC ($112.23K), and LRI Investments LLC ($98.30K).

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

Institutional investors have bought a total of 3,317,106 shares in the last 24 months. This purchase volume represents approximately $156.11M in transactions.

Which of iShares Morningstar Small-Cap Growth ETF's major shareholders have been selling company stock?

Of the 45 institutional investors that sold iShares Morningstar Small-Cap Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Black Diamond Financial LLC ($43.38K), Atria Investments Inc ($38.26K), Gallagher Fiduciary Advisors LLC ($37.52K), Creative Financial Designs Inc. ADV ($31.40K), CWM LLC ($28.16K), TD Private Client Wealth LLC ($12.35K), and Envestnet Asset Management Inc. ($12.21K).

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

Institutional investors have sold a total of 327,050 shares in the last 24 months. This volume of shares sold represents approximately $15.92M in transactions.



This page (NYSEARCA:ISCG) was last updated on 8/8/2025 by MarketBeat.com Staff
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