Go Pro
→ The end may be near for these iconic stocks (From Chaikin Analytics) (Ad)tc pixel Free ISCG Stock Alerts

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

iShares Morningstar Small-Cap Growth ETF logo
$66.13 +0.34 (+0.52%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
92
Total
Institutional Inflows
(last 12 months)
$118.43M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$34.60M
Get ISCG Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Morningstar Small-Cap Growth ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2026 Trust Co. of Vermont550$201K0.0%N/A0.004%
7/10/2026 G&S Capital LLC19,860$1.30M0.4%N/A0.129%
7/10/2026 Wealthcare Advisory Partners LLC5,466$358K0.0%-5.8%0.035%
7/9/2026 Matrix Trust Co180,159$11.81M1.7%+0.9%1.170%
7/9/2026 Everhart Financial Group Inc.3,409$223K0.0%N/A0.022%
7/9/2026 Breakwater Capital Group5,691$373K0.0%-4.0%0.037%
7/8/2026 MRA Advisory Group110,815$7.26M2.6%+1.0%0.720%
7/7/2026 Avior Wealth Management LLC8,932$585K0.0%-3.0%0.058%
6/11/2026 Three Bearings Fiduciary Advisors Inc.86,105$4.72M4.6%+1.4%0.550%
6/3/2026 NewEdge Advisors LLC30,667$1.68M0.0%+6.8%0.196%
6/1/2026Keel Point LLC4,422$242K0.0%N/A0.028%
5/29/2026 Ipsen Advisor Group LLC115,493$6.33M4.4%+1.6%0.738%
5/19/2026Western Wealth Management LLC1,390$76K0.0%N/A0.009%
5/19/2026Bank of America Corp DE269,357$14.76M0.0%+4.3%1.721%
5/19/2026 Arkadios Wealth Advisors17,902$981K0.0%-3.3%0.114%
5/18/2026Royal Bank of Canada64,860$3.55M0.0%+61.8%0.414%
5/15/2026 Van Diest Capital LLC58,414$3.20M2.5%+667.2%0.373%
5/13/2026 Cetera Investment Advisers412,639$22.61M0.0%+2.1%2.637%
5/6/2026 Independent Financial Group LLC21,541$1.18M0.0%N/A0.138%
5/5/2026 D.A. Davidson & CO.13,486$739K0.0%+71.6%0.086%
5/5/2026 Adell Harriman & Carpenter Inc.5,396$296K0.0%-27.0%0.034%
5/4/2026 Procyon Advisors LLC7,139$391K0.0%N/A0.046%
5/1/2026 Fifth Third Bancorp5,003$274K0.0%N/A0.032%
4/30/2026 Kestra Advisory Services LLC12,386$679K0.0%+43.1%0.079%
4/30/2026 Beam Wealth Advisors Inc.104,264$5.71M1.4%+34.0%0.666%
4/30/2026 IAG Wealth Partners LLC78,077$4.28M0.5%+2.5%0.499%
4/29/2026 Shelton Wealth Management LLC18,904$1.04M0.5%-6.8%0.121%
4/27/2026 Private Advisor Group LLC12,137$665K0.0%+8.7%0.078%
4/25/2026rebel Financial LLC6,951$381K0.2%-2.4%0.045%
4/24/2026 Key Financial Inc36,467$2.00M0.4%+9.3%0.235%
4/23/2026Asset Allocation Strategies LLC8,054$441K0.1%-6.7%0.052%
4/22/2026 MRA Advisory Group109,752$6.01M2.5%N/A0.708%
4/22/2026 Systelligence LLC260,499$14.28M2.8%N/A1.681%
4/22/2026 Merkkuri Wealth Advisors LLC899$49K0.0%N/A0.006%
4/20/2026 Kestra Private Wealth Services LLC4,087$224K0.0%+6.1%0.026%
4/17/2026 Certified Advisory Corp82,625$4.53M0.4%+7.6%0.533%
4/17/2026 AdvisorNet Financial Inc5,357$294K0.0%+44.1%0.035%
2/19/2026 Van Diest Capital LLC7,614$422K0.6%N/A0.050%
2/18/2026 NewEdge Advisors LLC28,716$1.59M0.0%+28.0%0.188%
2/18/2026 Garton & Associates Financial Advisors LLC2,568$142K0.1%N/A0.017%
Buy this stock today (Ad)

Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to move out of overpriced AI stocks before the tech trade breaks down and into lesser-known names with real potential to challenge the Mag 7. One pick he calls 'an upgrade to Tesla stock' is a little-known company that just inked a partnership with Nvidia, positioning it ahead of Tesla in the autonomous vehicle race.tc pixel

Get the name, ticker, and full Hotlist before markets open
2/18/2026 River S Edge Wealth Management LLC6,905$403K0.4%N/A0.045%
2/17/2026 Synergy Financial Group LTD7,892$438K0.3%+4.4%0.052%
2/17/2026 Cetera Investment Advisers404,010$22.41M0.0%+1.8%2.649%
2/17/2026Equitable Holdings Inc.20,551$1.14M0.0%+58.7%0.135%
2/17/2026Osaic Holdings Inc.616,773$34.21M0.0%+810.2%4.044%
2/17/2026Captrust Financial Advisors41,794$2.32M0.0%+645.1%0.274%
2/17/2026Royal Bank of Canada40,089$2.22M0.0%-4.0%0.263%
2/16/2026 MML Investors Services LLC23,454$1.30M0.0%-65.2%0.154%
2/16/2026Mariner LLC126,450$7.01M0.0%+100.5%0.829%
2/16/2026 Focus Partners Wealth973,843$54.01M0.1%-2.4%6.386%
2/16/2026 Arax Advisory Partners930$52K0.0%N/A0.006%
2/13/2026 Kestra Advisory Services LLC8,656$480K0.0%+9.1%0.057%
2/13/2026Visionary Wealth Advisors13,723$761K0.0%-8.5%0.090%
2/13/2026 Stifel Financial Corp14,112$783K0.0%+4.5%0.093%
2/13/2026 Smartleaf Asset Management LLC2,374$133K0.0%-10.5%0.016%
2/13/2026 Arkadios Wealth Advisors18,513$1.03M0.0%N/A0.121%
2/13/2026Wells Fargo & Company MN160,226$8.89M0.0%+3.9%1.051%
2/13/2026Asset Allocation Strategies LLC8,632$479K0.1%-8.6%0.057%
2/13/2026 Summit Financial LLC3,671$204K0.0%N/A0.024%
2/12/2026Financial Engines Advisors L.L.C.8,205$455K0.0%-12.0%0.054%
2/12/2026 Commonwealth Equity Services LLC66,747$3.70M0.0%-20.2%0.438%
2/12/2026Moneta Group Investment Advisors LLC5,438$302K0.0%N/A0.036%
2/12/2026 Principal Securities Inc.9,079$504K0.0%+4.9%0.060%
2/11/2026Atlanta Consulting Group Advisors LLC58,405$3.24M0.7%+4.0%0.383%
2/11/2026 GWN Securities Inc.8,734$484K0.1%+11.3%0.057%
2/11/2026 LPL Financial LLC676,850$37.54M0.0%+31.4%4.438%
2/11/2026 JPMorgan Chase & Co.851,509$47.23M0.0%+3.5%5.584%
2/11/2026 Ipsen Advisor Group LLC113,619$6.30M4.5%+0.4%0.745%
2/10/2026 IAG Wealth Partners LLC76,183$4.23M0.5%+4.5%0.500%
2/10/2026 Northwestern Mutual Wealth Management Co.519,552$28.81M0.0%+5.9%3.407%
2/9/2026Smith Chas P & Associates PA Cpas4,284$238K0.0%N/A0.028%
2/9/2026 Key Financial Inc33,362$1.85M0.3%+13.4%0.219%
2/9/2026 Harbour Investments Inc.714$40K0.0%-27.6%0.005%
2/6/2026 Global Retirement Partners LLC4,921$273K0.0%-52.4%0.032%
2/6/2026 Adell Harriman & Carpenter Inc.7,396$410K0.0%-15.9%0.048%
2/6/2026 Creative Financial Designs Inc. ADV10,107$561K0.0%+7.3%0.066%
2/6/2026 McKinley Carter Wealth Services Inc.106,635$5.91M0.3%-15.0%0.699%
2/6/2026 HighTower Advisors LLC65,550$3.64M0.0%-0.4%0.430%
2/5/2026 Atria Investments Inc305,107$16.92M0.2%+2.5%2.001%
2/4/2026 Jacksonville Wealth Management LLC15,031$834K0.6%N/A0.099%
2/4/2026 Beam Wealth Advisors Inc.77,812$4.32M1.2%+10.1%0.510%
2/3/2026 Black Diamond Financial LLC209,843$11.64M1.2%+10.2%1.376%
2/2/2026Opes Wealth Management LLC128,261$7.11M1.2%+0.2%0.841%
1/30/2026 Laurel Wealth Advisors LLC1,410$78K0.0%N/A0.009%
1/30/2026 Archer Investment Corp1,270$70K0.0%-16.2%0.008%
1/29/2026 D.A. Davidson & CO.7,860$436K0.0%+29.7%0.052%
1/29/2026UBS Group AG168,497$9.35M0.0%+4.3%1.112%
1/28/2026 VAUGHAN & Co SECURITIES INC.24,546$1.36M0.7%-1.5%0.162%
1/28/2026Edge Financial Advisors LLC4,525$251K0.1%-6.4%0.030%
1/27/2026 Steele Capital Management Inc.178,213$9.88M0.4%+0.8%1.176%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
1/26/2026 Shelton Wealth Management LLC20,286$1.13M0.5%-2.4%0.134%
1/26/2026CWM LLC226,396$12.56M0.0%-6.6%1.494%
1/26/2026 Courage Miller Partners LLC9,759$541K0.2%-11.8%0.064%
1/26/2026 Steinberganna Wealth Management49,636$2.75M1.3%-2.2%0.328%
1/23/2026 Farther Finance Advisors LLC28,379$1.57M0.0%+368.3%0.190%
1/23/2026 Gilliland Jeter Wealth Management LLC12,218$678K0.2%+11.2%0.082%
1/23/2026 Fifth Third Securities Inc.10,315$572K0.0%+2.0%0.069%
1/22/2026 Rodgers & Associates LTD32,593$1.81M0.2%+3.8%0.218%
1/15/2026 Towerpoint Wealth LLC4,624$256K0.1%+5.7%0.031%
1/13/2026 CoreCap Advisors LLC499$28K0.0%-62.2%0.003%


ISCG Institutional Ownership - Frequently Asked Questions

During the previous two years, 151 institutional investors and hedge funds held shares of iShares Morningstar Small-Cap Growth ETF. The most heavily invested institutionals were Focus Partners Wealth ($54.01M), JPMorgan Chase & Co. ($47.23M), LPL Financial LLC ($37.54M), Osaic Holdings Inc. ($34.21M), Northwestern Mutual Wealth Management Co. ($28.81M), Cetera Investment Advisers ($22.61M), and Avantax Advisory Services Inc. ($18.83M).Learn more on iShares Morningstar Small-Cap Growth ETF's institutional investors.

Of the 129 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. ($703.03K), Osaic Holdings Inc. ($549.01K), Rockport Wealth LLC ($324.59K), Systelligence LLC ($260.50K), Raymond James Financial Inc. ($234.92K), and LPL Financial LLC ($203.67K).

Institutional investors have bought a total of 2,149,742 shares in the last 24 months. This purchase volume represents approximately $118.43M in transactions.

Of the 46 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. ($250.47K), Bank of America Corp DE ($111.79K), MML Investors Services LLC ($59.18K), CWM LLC ($38.09K), Farther Finance Advisors LLC ($31.66K), Focus Partners Wealth ($27.56K), and Jane Street Group LLC ($26.15K).

Institutional investors have sold a total of 640,334 shares in the last 24 months. This volume of shares sold represents approximately $34.60M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:ISCG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
What's the Best Way to Lower RMD Taxes?
Once you turn 73, the IRS requires you to take distributions from your IRA, 401(k), and other retirement accou...
SmartAsset | Sponsoredtc pixel