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

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Number of Institutional Buyers (last 12 months): 86
Total Institutional Inflows (last 12 months): $117.23M

Number of Institutional Sellers (last 12 months): 43
Total Institutional Outflows (last 12 months): $30.97M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/21/2026	Rodgers & Associates LTD	29,855	$1.96M	0.1%	-5.4%	0.193%
7/10/2026	G&S Capital LLC	19,860	$1.30M	0.4%	N/A	0.129%
7/10/2026	Wealthcare Advisory Partners LLC	5,466	$358K	0.0%	-5.8%	0.035%
7/9/2026	Matrix Trust Co	180,159	$11.81M	1.7%	+0.9%	1.170%
7/9/2026	Everhart Financial Group Inc.	3,409	$223K	0.0%	N/A	0.022%
7/9/2026	Breakwater Capital Group	5,691	$373K	0.0%	-4.0%	0.037%
7/8/2026	MRA Advisory Group	110,815	$7.26M	2.6%	+1.0%	0.720%
7/7/2026	Avior Wealth Management LLC	8,932	$585K	0.0%	-3.0%	0.058%
6/11/2026	Three Bearings Fiduciary Advisors Inc.	86,105	$4.72M	4.6%	+1.4%	0.550%
6/3/2026	NewEdge Advisors LLC	30,667	$1.68M	0.0%	+6.8%	0.196%
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6/1/2026	Keel Point LLC	4,422	$242K	0.0%	N/A	0.028%
5/29/2026	Ipsen Advisor Group LLC	115,493	$6.33M	4.4%	+1.6%	0.738%
5/19/2026	Western Wealth Management LLC	1,390	$76K	0.0%	N/A	0.009%
5/19/2026	Bank of America Corp DE	269,357	$14.76M	0.0%	+4.3%	1.721%
5/19/2026	Arkadios Wealth Advisors	17,902	$981K	0.0%	-3.3%	0.114%
5/18/2026	Royal Bank of Canada	64,860	$3.55M	0.0%	+61.8%	0.414%
5/15/2026	Van Diest Capital LLC	58,414	$3.20M	2.5%	+667.2%	0.373%
5/13/2026	Cetera Investment Advisers	412,639	$22.61M	0.0%	+2.1%	2.637%
5/6/2026	Independent Financial Group LLC	21,541	$1.18M	0.0%	N/A	0.138%
5/5/2026	D.A. Davidson & CO.	13,486	$739K	0.0%	+71.6%	0.086%
5/5/2026	Adell Harriman & Carpenter Inc.	5,396	$296K	0.0%	-27.0%	0.034%
5/4/2026	Procyon Advisors LLC	7,139	$391K	0.0%	N/A	0.046%
5/1/2026	Fifth Third Bancorp	5,003	$274K	0.0%	N/A	0.032%
4/30/2026	Kestra Advisory Services LLC	12,386	$679K	0.0%	+43.1%	0.079%
4/30/2026	Beam Wealth Advisors Inc.	104,264	$5.71M	1.4%	+34.0%	0.666%
4/30/2026	IAG Wealth Partners LLC	78,077	$4.28M	0.5%	+2.5%	0.499%
4/29/2026	Shelton Wealth Management LLC	18,904	$1.04M	0.5%	-6.8%	0.121%
4/27/2026	Private Advisor Group LLC	12,137	$665K	0.0%	+8.7%	0.078%
4/25/2026	rebel Financial LLC	6,951	$381K	0.2%	-2.4%	0.045%
4/24/2026	Key Financial Inc	36,467	$2.00M	0.4%	+9.3%	0.235%
4/23/2026	Asset Allocation Strategies LLC	8,054	$441K	0.1%	-6.7%	0.052%
4/22/2026	MRA Advisory Group	109,752	$6.01M	2.5%	N/A	0.708%
4/22/2026	Systelligence LLC	260,499	$14.28M	2.8%	N/A	1.681%
4/22/2026	Merkkuri Wealth Advisors LLC	899	$49K	0.0%	N/A	0.006%
4/20/2026	Kestra Private Wealth Services LLC	4,087	$224K	0.0%	+6.1%	0.026%
4/17/2026	Certified Advisory Corp	82,625	$4.53M	0.4%	+7.6%	0.533%
4/17/2026	AdvisorNet Financial Inc	5,357	$294K	0.0%	+44.1%	0.035%
2/19/2026	Van Diest Capital LLC	7,614	$422K	0.6%	N/A	0.050%
2/18/2026	NewEdge Advisors LLC	28,716	$1.59M	0.0%	+28.0%	0.188%
2/18/2026	Garton & Associates Financial Advisors LLC	2,568	$142K	0.1%	N/A	0.017%
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2/18/2026	River S Edge Wealth Management LLC	6,905	$403K	0.4%	N/A	0.045%
2/17/2026	Synergy Financial Group LTD	7,892	$438K	0.3%	+4.4%	0.052%
2/17/2026	Cetera Investment Advisers	404,010	$22.41M	0.0%	+1.8%	2.649%
2/17/2026	Equitable Holdings Inc.	20,551	$1.14M	0.0%	+58.7%	0.135%
2/17/2026	Osaic Holdings Inc.	616,773	$34.21M	0.0%	+810.2%	4.044%
2/17/2026	Captrust Financial Advisors	41,794	$2.32M	0.0%	+645.1%	0.274%
2/17/2026	Royal Bank of Canada	40,089	$2.22M	0.0%	-4.0%	0.263%
2/16/2026	MML Investors Services LLC	23,454	$1.30M	0.0%	-65.2%	0.154%
2/16/2026	Mariner LLC	126,450	$7.01M	0.0%	+100.5%	0.829%
2/16/2026	Focus Partners Wealth	973,843	$54.01M	0.1%	-2.4%	6.386%
2/16/2026	Arax Advisory Partners	930	$52K	0.0%	N/A	0.006%
2/13/2026	Kestra Advisory Services LLC	8,656	$480K	0.0%	+9.1%	0.057%
2/13/2026	Visionary Wealth Advisors	13,723	$761K	0.0%	-8.5%	0.090%
2/13/2026	Stifel Financial Corp	14,112	$783K	0.0%	+4.5%	0.093%
2/13/2026	Smartleaf Asset Management LLC	2,374	$133K	0.0%	-10.5%	0.016%
2/13/2026	Arkadios Wealth Advisors	18,513	$1.03M	0.0%	N/A	0.121%
2/13/2026	Wells Fargo & Company MN	160,226	$8.89M	0.0%	+3.9%	1.051%
2/13/2026	Asset Allocation Strategies LLC	8,632	$479K	0.1%	-8.6%	0.057%
2/13/2026	Summit Financial LLC	3,671	$204K	0.0%	N/A	0.024%
2/12/2026	Financial Engines Advisors L.L.C.	8,205	$455K	0.0%	-12.0%	0.054%
2/12/2026	Commonwealth Equity Services LLC	66,747	$3.70M	0.0%	-20.2%	0.438%
2/12/2026	Moneta Group Investment Advisors LLC	5,438	$302K	0.0%	N/A	0.036%
2/12/2026	Principal Securities Inc.	9,079	$504K	0.0%	+4.9%	0.060%
2/11/2026	Atlanta Consulting Group Advisors LLC	58,405	$3.24M	0.7%	+4.0%	0.383%
2/11/2026	GWN Securities Inc.	8,734	$484K	0.1%	+11.3%	0.057%
2/11/2026	LPL Financial LLC	676,850	$37.54M	0.0%	+31.4%	4.438%
2/11/2026	JPMorgan Chase & Co.	851,509	$47.23M	0.0%	+3.5%	5.584%
2/11/2026	Ipsen Advisor Group LLC	113,619	$6.30M	4.5%	+0.4%	0.745%
2/10/2026	IAG Wealth Partners LLC	76,183	$4.23M	0.5%	+4.5%	0.500%
2/10/2026	Northwestern Mutual Wealth Management Co.	519,552	$28.81M	0.0%	+5.9%	3.407%
2/9/2026	Smith Chas P & Associates PA Cpas	4,284	$238K	0.0%	N/A	0.028%
2/9/2026	Key Financial Inc	33,362	$1.85M	0.3%	+13.4%	0.219%
2/9/2026	Harbour Investments Inc.	714	$40K	0.0%	-27.6%	0.005%
2/6/2026	Global Retirement Partners LLC	4,921	$273K	0.0%	-52.4%	0.032%
2/6/2026	Adell Harriman & Carpenter Inc.	7,396	$410K	0.0%	-15.9%	0.048%
2/6/2026	Creative Financial Designs Inc. ADV	10,107	$561K	0.0%	+7.3%	0.066%
2/6/2026	McKinley Carter Wealth Services Inc.	106,635	$5.91M	0.3%	-15.0%	0.699%
2/6/2026	HighTower Advisors LLC	65,550	$3.64M	0.0%	-0.4%	0.430%
2/5/2026	Atria Investments Inc	305,107	$16.92M	0.2%	+2.5%	2.001%
2/4/2026	Jacksonville Wealth Management LLC	15,031	$834K	0.6%	N/A	0.099%
2/4/2026	Beam Wealth Advisors Inc.	77,812	$4.32M	1.2%	+10.1%	0.510%
2/3/2026	Black Diamond Financial LLC	209,843	$11.64M	1.2%	+10.2%	1.376%
2/2/2026	Opes Wealth Management LLC	128,261	$7.11M	1.2%	+0.2%	0.841%
1/30/2026	Laurel Wealth Advisors LLC	1,410	$78K	0.0%	N/A	0.009%
1/30/2026	Archer Investment Corp	1,270	$70K	0.0%	-16.2%	0.008%
1/29/2026	D.A. Davidson & CO.	7,860	$436K	0.0%	+29.7%	0.052%
1/29/2026	UBS Group AG	168,497	$9.35M	0.0%	+4.3%	1.112%
1/28/2026	VAUGHAN & Co SECURITIES INC.	24,546	$1.36M	0.7%	-1.5%	0.162%
1/28/2026	Edge Financial Advisors LLC	4,525	$251K	0.1%	-6.4%	0.030%
1/27/2026	Steele Capital Management Inc.	178,213	$9.88M	0.4%	+0.8%	1.176%
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1/26/2026	Shelton Wealth Management LLC	20,286	$1.13M	0.5%	-2.4%	0.134%
1/26/2026	CWM LLC	226,396	$12.56M	0.0%	-6.6%	1.494%
1/26/2026	Courage Miller Partners LLC	9,759	$541K	0.2%	-11.8%	0.064%
1/26/2026	Steinberganna Wealth Management	49,636	$2.75M	1.3%	-2.2%	0.328%
1/23/2026	Farther Finance Advisors LLC	28,379	$1.57M	0.0%	+368.3%	0.190%
1/23/2026	Gilliland Jeter Wealth Management LLC	12,218	$678K	0.2%	+11.2%	0.082%
1/23/2026	Fifth Third Securities Inc.	10,315	$572K	0.0%	+2.0%	0.069%
1/22/2026	Rodgers & Associates LTD	32,593	$1.81M	0.2%	+3.8%	0.218%
1/15/2026	Towerpoint Wealth LLC	4,624	$256K	0.1%	+5.7%	0.031%
1/13/2026	CoreCap Advisors LLC	499	$28K	0.0%	-62.2%	0.003%

ISCG Institutional Ownership - Frequently Asked Questions

During the previous two years, 150 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 127 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 2,125,899 shares in the last 24 months. This purchase volume represents approximately $117.23M in transactions.

Of the 43 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 ($85.17K), MML Investors Services LLC ($43.90K), CWM LLC ($38.09K), Farther Finance Advisors LLC ($31.66K), Focus Partners Wealth ($27.56K), and McKinley Carter Wealth Services Inc. ($18.87K).

Institutional investors have sold a total of 566,677 shares in the last 24 months. This volume of shares sold represents approximately $30.97M in transactions.

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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 8/21/2026. New 13F filings are added each quarter as they're published.

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

ISCG Institutional Buying and Selling by Quarter

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

ISCG Institutional Ownership - Frequently Asked Questions

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

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

ISCG Institutional Buying and Selling by Quarter

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

ISCG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISCG shares?

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

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

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

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

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