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

iShares Morningstar Small-Cap Growth ETF logo
$55.38 +0.45 (+0.81%)
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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)
84
Total
Institutional Inflows
(last 12 months)
$178.01M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$26.61M
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ISCG Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/6/2025 Destiny Wealth Partners LLC3,914$213K0.0%N/A0.028%
8/15/2025Asset Allocation Strategies LLC13,143$654K0.1%-13.2%0.096%
8/15/2025Visionary Wealth Advisors9,877$491K0.0%+82.1%0.072%
8/15/2025Smartleaf Asset Management LLC2,704$134K0.0%+13.9%0.020%
8/15/2025MML Investors Services LLC65,462$3.26M0.0%-18.9%0.478%
8/15/2025Monograph Wealth Advisors LLC4,122$205K0.0%N/A0.030%
8/15/2025Gallagher Fiduciary Advisors LLC299,710$14.91M0.0%+4.9%2.188%
8/15/2025Bank of America Corp DE344,809$17.16M0.0%-7.2%2.517%
8/15/2025Ameriprise Financial Inc.107,967$5.37M0.0%-2.0%0.788%
8/14/2025Jane Street Group LLC12,161$605K0.0%-68.3%0.089%
8/14/2025Raymond James Financial Inc.117,644$5.85M0.0%+0.4%0.859%
8/14/2025NewEdge Advisors LLC15,583$775K0.0%-16.7%0.114%
8/13/2025Rockport Wealth LLC324,071$16.13M3.7%N/A2.365%
8/13/2025IAG Wealth Partners LLC69,317$3.45M0.5%-7.5%0.506%
8/13/2025Twin Peaks Wealth Advisors LLC760$39K0.0%N/A0.006%
8/13/2025Northwestern Mutual Wealth Management Co.490,694$24.42M0.0%+5.5%3.582%
8/12/2025Laurel Wealth Advisors LLC70,162$3.49M0.0%+4,876.0%0.512%
8/12/2025Steward Partners Investment Advisory LLC4,684$233K0.0%+84.3%0.034%
8/12/2025CreativeOne Wealth LLC14,666$730K0.0%+6.5%0.107%
8/12/2025Global Retirement Partners LLC10,507$523K0.0%N/A0.077%
8/12/2025JPMorgan Chase & Co.948,308$47.19M0.0%-10.7%6.922%
8/12/2025NorthStar Asset Management LLC NJ 91,296$4.54M1.2%+5.3%0.666%
8/11/2025Perennial Investment Advisors LLC30,280$1.51M0.1%+33.4%0.221%
8/8/2025Avantax Advisory Services Inc.378,433$18.83M0.1%-5.1%2.762%
8/8/2025Cetera Investment Advisers41,695$2.08M0.0%+32.4%0.304%
8/8/2025Creative Planning28,341$1.41M0.0%+28.8%0.207%
8/8/2025Phoenix Wealth Advisors20,210$1.01M0.4%-23.4%0.148%
8/6/2025Prospera Financial Services Inc4,318$215K0.0%N/A0.032%
8/6/2025Ipsen Advisor Group LLC112,232$5.59M4.3%+3.1%0.819%
8/5/2025Key Financial Inc24,203$1.20M0.2%+33.8%0.177%
8/5/2025Beam Wealth Advisors Inc.59,549$2.96M0.9%+63.1%0.435%
8/4/2025Jim Saulnier & Associates LLC4,509$224K0.2%-16.0%0.033%
8/4/2025Creative Financial Designs Inc. ADV8,952$445K0.0%-65.6%0.065%
8/4/2025Atria Investments Inc295,476$14.70M0.2%+4.4%2.157%
8/4/2025Assetmark Inc.899$45K0.0%+121.4%0.007%
8/1/2025GWN Securities Inc.7,618$379K0.1%+21.0%0.056%
8/1/2025Envestnet Asset Management Inc.21,270$1.06M0.0%-10.9%0.155%
7/31/2025Opes Wealth Management LLC127,069$6.32M1.1%+7.5%0.928%
7/30/2025Black Diamond Financial LLC106,873$5.32M0.8%-25.4%0.780%
7/30/2025D.A. Davidson & CO.4,525$225K0.0%N/A0.033%
7/29/2025Madison Wealth Partners Inc7,368$367K0.1%+3.2%0.054%
7/29/2025Rodgers & Associates LTD31,858$1.59M0.2%+1.8%0.233%
7/28/2025Harbour Investments Inc.950$47K0.0%-74.8%0.007%
7/25/2025Atria Wealth Solutions Inc.13,690$686K0.0%+106.3%0.100%
7/25/2025Courage Miller Partners LLC13,746$684K0.2%-3.3%0.100%
7/25/2025CWM LLC264,481$13.16M0.0%-9.6%1.931%
7/24/2025rebel Financial LLC6,683$333K0.2%N/A0.049%
7/24/2025Gilliland Jeter Wealth Management LLC10,971$546K0.2%+8.6%0.080%
7/22/2025Wealthcare Advisory Partners LLC4,837$241K0.0%N/A0.035%
7/17/2025Smith Chas P & Associates PA Cpas5,029$250K0.0%-45.1%0.037%
7/17/2025Fifth Third Securities Inc.10,068$501K0.0%N/A0.073%
7/17/2025Avior Wealth Management LLC9,617$479K0.0%-6.1%0.070%
7/16/2025Kendall Capital Management23,500$1.17M0.3%N/A0.172%
7/15/2025TD Private Client Wealth LLC4,157$207K0.0%-40.8%0.030%
7/14/2025Matrix Trust Co167,423$8.33M1.3%+1.3%1.222%
7/11/2025Farther Finance Advisors LLC37,718$1.88M0.0%+667.2%0.275%
7/10/2025Wealth Enhancement Advisory Services LLC5,888$298K0.0%N/A0.043%
7/9/2025Towerpoint Wealth LLC4,374$218K0.1%N/A0.032%
7/9/2025Breakwater 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%
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%
5/12/2025Beam 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%
5/9/2025Atria Wealth Solutions Inc.6,637$299K0.0%-8.3%0.049%
5/8/2025Certified Advisory Corp73,038$3.29M0.4%-1.9%0.541%
5/8/2025Harbour Investments Inc.3,777$170K0.0%+18.6%0.028%
5/7/2025Creekside 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%
5/6/2025Atria 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%
5/6/2025Opes Wealth Management LLC118,200$5.33M1.1%+13.2%0.876%
5/2/2025Montis Financial LLC5,327$240K0.1%-16.8%0.037%
5/1/2025Key Financial Inc18,083$815K0.2%+20.6%0.126%
5/1/2025LRI Investments LLC46,497$2.10M0.2%-4.3%0.324%
5/1/2025CWM LLC292,644$13.18M0.1%+79.5%2.039%
4/30/2025Black Diamond Financial LLC143,342$6.46M1.0%-4.6%0.999%
4/29/2025TD Private Client Wealth LLC7,019$316K0.0%-57.5%0.049%
4/29/2025Envestnet Asset Management Inc.23,865$1.08M0.0%-28.1%0.166%
4/25/2025Mather Group LLC.886$40K0.0%N/A0.006%
4/23/2025Creative Financial Designs Inc. ADV26,041$1.17M0.1%-3.0%0.181%
4/22/2025Flagship Harbor Advisors LLC29,508$1.33M0.1%+1.2%0.206%
4/22/2025Rodgers & Associates LTD31,288$1.41M0.2%+1.3%0.218%
4/22/2025Madison Wealth Partners Inc7,137$322K0.1%-9.0%0.050%
4/22/2025Veridan Wealth LLC29,689$1.34M0.6%+11.4%0.207%
4/21/2025Shelton Wealth Management LLC21,878$986K0.5%-7.1%0.152%
4/21/2025Avior Wealth Management LLC10,238$461K0.0%-12.5%0.071%
(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, 125 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. ($47.19M), Northwestern Mutual Wealth Management Co. ($24.42M), Avantax Advisory Services Inc. ($18.83M), LPL Financial LLC ($17.88M), Bank of America Corp DE ($17.16M), and Rockport Wealth LLC ($16.13M).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 108 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), Rockport Wealth LLC ($324.07K), Raymond James Financial Inc. ($233.60K), Steele Capital Management Inc. ($172.20K), CWM LLC ($156.48K), and Ipsen Advisor Group LLC ($112.23K).

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

Institutional investors have bought a total of 3,752,780 shares in the last 24 months. This purchase volume represents approximately $178.01M in transactions.

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

Of the 51 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: JPMorgan Chase & Co. ($113.56K), 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), and Bank of America Corp DE ($26.63K).

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

Institutional investors have sold a total of 541,226 shares in the last 24 months. This volume of shares sold represents approximately $26.61M in transactions.


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This page (NYSEARCA:ISCG) was last updated on 10/8/2025 by MarketBeat.com Staff
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