Free Trial
Your $100 Credit Is Waiting! Get MarketBeat All Access Today
Lock In $149
Claim MarketBeat All Access Sale Promotion

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

iShares Morningstar Small-Cap Growth ETF logo
$61.67 +0.38 (+0.62%)
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)
97
Total
Institutional Inflows
(last 12 months)
$147.25M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$46.64M
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
5/19/2026 Western Wealth Management LLC1,390$76K0.0%N/A0.009%
5/19/2026 Bank 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%
5/18/2026 Royal 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%
4/25/2026 rebel Financial LLC6,951$381K0.2%-2.4%0.045%
4/24/2026 Key Financial Inc36,467$2.00M0.4%+9.3%0.235%
4/23/2026 Asset 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%
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%
2/17/2026 Equitable Holdings Inc.20,551$1.14M0.0%+58.7%0.135%
2/17/2026 Osaic Holdings Inc.616,773$34.21M0.0%+810.2%4.044%
2/17/2026 Captrust Financial Advisors41,794$2.32M0.0%+645.1%0.274%
2/17/2026 Royal 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%
2/16/2026 Mariner 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%
Read this warning immediately (Ad)

Porter Stansberry, founder of one of the world's largest financial research firms, says he's breaking the biggest story of his 26-year career. A famous historian whose books have sold over 45 million copies in 65 languages is warning of a structural shift so large it has only one historical parallel - 1776. One Stanford economist calls it 'the biggest change ever - bigger than electricity, bigger than the steam engine.' Stansberry outlines the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.tc pixel

Read Porter Stansberry's full breakdown and protect your wealth now
2/13/2026 Visionary 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%
2/13/2026 Wells Fargo & Company MN160,226$8.89M0.0%+3.9%1.051%
2/13/2026 Asset Allocation Strategies LLC8,632$479K0.1%-8.6%0.057%
2/13/2026 Summit Financial LLC3,671$204K0.0%N/A0.024%
2/12/2026 Financial 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%
2/12/2026 Moneta Group Investment Advisors LLC5,438$302K0.0%N/A0.036%
2/12/2026 Principal Securities Inc.9,079$504K0.0%+4.9%0.060%
2/11/2026 Atlanta 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%
2/11/2026Ipsen 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%
2/9/2026 Smith 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%
2/6/2026Global 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%
2/2/2026 Opes 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%
1/29/2026 UBS 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%
1/26/2026 Shelton Wealth Management LLC20,286$1.13M0.5%-2.4%0.134%
1/26/2026 CWM 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%
1/13/2026 Matrix Trust Co178,213$9.88M1.6%+0.8%1.208%
1/13/2026 Flagstar Advisors Inc.3,735$207K0.1%-17.0%0.025%
Your book is inside (Ad)

The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.tc pixel

Download your copy now.
1/12/2026 Certified Advisory Corp76,776$4.26M0.4%+2.9%0.521%
1/9/2026 Breakwater Capital Group5,933$329K0.0%-3.0%0.040%
1/8/2026 Asempa Wealth Advisors4,320$240K0.2%N/A0.029%
1/8/2026 Wealth Enhancement Advisory Services LLC4,217$245K0.0%-4.1%0.029%
1/1/2026 JPMorgan Chase & Co.823,072$44.70M0.0%-13.2%5.879%
11/24/2025 Opes Wealth Management LLC128,013$6.95M1.2%+0.7%0.914%
11/18/2025 Advisory Services Network LLC3,801$206K0.0%N/A0.027%
11/17/2025 Financial Engines Advisors L.L.C.9,326$506K0.0%-5.8%0.067%
11/17/2025 Opulen Financial Group LLC4,006$218K0.2%N/A0.029%
11/17/2025 Kestra Private Wealth Services LLC3,850$209K0.0%N/A0.028%


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 2,738,328 shares in the last 24 months. This purchase volume represents approximately $147.25M in transactions.

Of the 52 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. ($364.03K), Bank of America Corp DE ($111.79K), CWM LLC ($66.25K), MML Investors Services LLC ($59.18K), Black Diamond Financial LLC ($36.47K), Farther Finance Advisors LLC ($31.66K), and Focus Partners Wealth ($27.56K).

Institutional investors have sold a total of 882,389 shares in the last 24 months. This volume of shares sold represents approximately $46.64M in transactions.


Related Companies

This page (NYSEARCA:ISCG) was last updated on 5/22/2026 by MarketBeat.com Staff.
From Our Partners
The SpaceX supplier that shipped 5 billion chips to Starlink
When Nvidia surged 770%, its data center cooling supplier Vertiv climbed 1,700%. When Apple ran 2,000%, suppli...
Weiss Ratings | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
"Computers are about to become obsolete" - George Gilder. Here’s why.
George Gilder predicted the iPhone 16 years early, called Netflix a decade before it dominated streaming, and ...
Eagle Publishing | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
SpaceX just filed. The clock is ticking.
Reuters reports Elon Musk filed secretly. Barron's says it's being finalized behind closed doors. CNBC just re...
The Oxford Club | Sponsoredtc pixel
June 12: Elon Musk’s “Day-One Retirement Plan.”
SpaceX is expected to go public on June 12 - and for the first time, everyday investors may have a way in befo...
Brownstone Research | Sponsoredtc pixel
I don't think Wall Street will warn you in time
Wall Street insiders move early. Everyone else finds out later. That gap gets especially dangerous during a Ch...
Trend Labs | Sponsoredtc pixel