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

iShares Morningstar Small-Cap Growth ETF logo
$50.21 -0.62 (-1.22%)
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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)
71
Total
Institutional Inflows
(last 12 months)
$152.26M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$11.77M
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Skip Chart & View Institutional Buying and Selling Data

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
7/11/2025Farther 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%
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 NJ 86,679$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%
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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%
4/21/2025Jim Saulnier & Associates LLC5,366$242K0.2%+5.0%0.037%
4/21/2025PSI Advisors LLC982$44K0.0%N/A0.007%
4/16/2025Opal Wealth Advisors LLC3,146$142K0.0%N/A0.022%
4/16/2025IAG Wealth Partners LLC74,902$3.37M0.5%+5.0%0.522%
4/16/2025Steele Capital Management Inc.165,300$7.45M0.4%-0.3%1.152%
4/15/2025Ipsen Advisor Group LLC108,898$4.91M4.2%+1.8%0.759%
4/14/2025Farther Finance Advisors LLC4,916$222K0.0%+70,128.6%0.034%
4/10/2025Matrix Trust Co165,300$7.45M1.3%-0.3%1.140%
4/9/2025Merit 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%
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%
2/13/2025Envestnet 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%
2/13/2025Wells Fargo & Company MN165,142$8.17M0.0%-1.9%1.359%
2/12/2025Physician Wealth Advisors Inc.985$49K0.0%N/A0.008%
2/12/2025JPMorgan Chase & Co.1,087,416$53.78M0.0%+0.3%8.950%
2/12/2025Ipsen Advisor Group LLC107,024$5.29M4.5%N/A0.881%
2/11/2025LPL Financial LLC388,941$19.24M0.0%+9.6%3.201%
2/11/2025Millstone Evans Group LLC750$37K0.0%N/A0.006%
2/11/2025TD Private Client Wealth LLC16,509$817K0.0%+13.1%0.136%
2/10/2025Creative Financial Designs Inc. ADV26,833$1.33M0.1%+356.0%0.221%
2/10/2025Harbour Investments Inc.3,185$158K0.0%+40.3%0.026%
2/10/2025Corient Private Wealth LLC12,431$615K0.0%-39.6%0.102%
2/10/2025Montis Financial LLC6,405$317K0.1%N/A0.053%
2/10/2025Commonwealth Equity Services LLC78,135$3.87M0.0%+1.1%0.643%
2/10/2025Avantax Advisory Services Inc.394,518$19.51M0.1%+4.3%3.247%
2/7/2025HighTower Advisors LLC44,442$2.20M0.0%+0.8%0.366%
2/7/2025Beam Wealth Advisors Inc.29,978$1.48M0.5%+2.7%0.247%
2/6/2025Raymond James Financial Inc.115,954$5.74M0.0%N/A0.954%
2/6/2025Atria Investments Inc279,454$13.82M0.2%-12.0%2.300%
2/6/2025Synergy Investment Management LLC1,416$70K0.0%N/A0.012%
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2/6/2025Jones Financial Companies Lllp4,072$201K0.0%+34.3%0.034%
2/5/2025Veridan Wealth LLC26,652$1.36M0.6%N/A0.219%
2/4/2025Synergy Financial Group LTD7,192$356K0.3%N/A0.059%
2/4/2025Black Diamond Financial LLC150,248$7.43M1.1%+5.5%1.237%
2/3/2025Private Advisor Group LLC21,653$1.07M0.0%+2.5%0.178%
1/31/2025Global Retirement Partners LLC12,333$610K0.0%-5.5%0.102%
1/31/2025Steele Capital Management Inc.165,751$8.20M0.4%-0.4%1.364%
1/31/2025Key Financial Inc14,996$742K0.2%+11.9%0.123%
1/31/2025Atria Wealth Solutions Inc.7,236$358K0.0%N/A0.060%
1/30/2025Valmark Advisers Inc.7,982$395K0.0%-51.1%0.066%
(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, 118 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 Gallagher Fiduciary Advisors LLC ($13.93M).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 97 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 ($163.50K), Ipsen Advisor Group LLC ($108.90K), 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 3,243,638 shares in the last 24 months. This purchase volume represents approximately $152.26M in transactions.

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

Of the 47 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: Atria Investments Inc ($38.26K), Gallagher Fiduciary Advisors LLC ($37.52K), Creative Financial Designs Inc. ADV ($14.32K), Asset Allocation Strategies LLC ($11.03K), MML Investors Services LLC ($10.18K), Merit Financial Group LLC ($9.76K), and Envestnet Asset Management Inc. ($9.61K).

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

Institutional investors have sold a total of 244,760 shares in the last 24 months. This volume of shares sold represents approximately $11.77M in transactions.


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This page (NYSEARCA:ISCG) was last updated on 7/11/2025 by MarketBeat.com Staff
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