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

iShares Morningstar Small-Cap Growth ETF logo
$65.47 +0.36 (+0.55%)
As of 10:10 AM Eastern
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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)
99
Total
Institutional Inflows
(last 12 months)
$147.77M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$46.64M
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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
6/11/2026Three Bearings Fiduciary Advisors Inc.86,105$4.72M4.6%+1.4%0.550%
6/3/2026NewEdge Advisors LLC30,667$1.68M0.0%+6.8%0.196%
6/1/2026Keel Point LLC4,422$242K0.0%N/A0.028%
5/29/2026Ipsen 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%
5/19/2026Arkadios Wealth Advisors17,902$981K0.0%-3.3%0.114%
5/18/2026Royal Bank of Canada64,860$3.55M0.0%+61.8%0.414%
5/15/2026Van Diest Capital LLC58,414$3.20M2.5%+667.2%0.373%
5/13/2026Cetera Investment Advisers412,639$22.61M0.0%+2.1%2.637%
5/6/2026Independent Financial Group LLC21,541$1.18M0.0%N/A0.138%
5/5/2026D.A. Davidson & CO.13,486$739K0.0%+71.6%0.086%
5/5/2026Adell Harriman & Carpenter Inc.5,396$296K0.0%-27.0%0.034%
5/4/2026Procyon Advisors LLC7,139$391K0.0%N/A0.046%
5/1/2026Fifth Third Bancorp5,003$274K0.0%N/A0.032%
4/30/2026Kestra Advisory Services LLC12,386$679K0.0%+43.1%0.079%
4/30/2026Beam Wealth Advisors Inc.104,264$5.71M1.4%+34.0%0.666%
4/30/2026IAG Wealth Partners LLC78,077$4.28M0.5%+2.5%0.499%
4/29/2026Shelton Wealth Management LLC18,904$1.04M0.5%-6.8%0.121%
4/27/2026Private Advisor Group LLC12,137$665K0.0%+8.7%0.078%
4/25/2026rebel Financial LLC6,951$381K0.2%-2.4%0.045%
4/24/2026Key Financial Inc36,467$2.00M0.4%+9.3%0.235%
4/23/2026Asset Allocation Strategies LLC8,054$441K0.1%-6.7%0.052%
4/22/2026MRA Advisory Group109,752$6.01M2.5%N/A0.708%
4/22/2026Systelligence LLC260,499$14.28M2.8%N/A1.681%
4/22/2026Merkkuri Wealth Advisors LLC899$49K0.0%N/A0.006%
4/20/2026Kestra Private Wealth Services LLC4,087$224K0.0%+6.1%0.026%
4/17/2026Certified Advisory Corp82,625$4.53M0.4%+7.6%0.533%
4/17/2026AdvisorNet Financial Inc5,357$294K0.0%+44.1%0.035%
2/19/2026Van Diest Capital LLC7,614$422K0.6%N/A0.050%
2/18/2026NewEdge Advisors LLC28,716$1.59M0.0%+28.0%0.188%
2/18/2026Garton & Associates Financial Advisors LLC2,568$142K0.1%N/A0.017%
2/18/2026River S Edge Wealth Management LLC6,905$403K0.4%N/A0.045%
2/17/2026Synergy Financial Group LTD7,892$438K0.3%+4.4%0.052%
2/17/2026Cetera 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%
2/16/2026MML Investors Services LLC23,454$1.30M0.0%-65.2%0.154%
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2/16/2026Mariner LLC126,450$7.01M0.0%+100.5%0.829%
2/16/2026Focus Partners Wealth973,843$54.01M0.1%-2.4%6.386%
2/16/2026Arax Advisory Partners930$52K0.0%N/A0.006%
2/13/2026Kestra Advisory Services LLC8,656$480K0.0%+9.1%0.057%
2/13/2026Visionary Wealth Advisors13,723$761K0.0%-8.5%0.090%
2/13/2026Stifel Financial Corp14,112$783K0.0%+4.5%0.093%
2/13/2026Smartleaf Asset Management LLC2,374$133K0.0%-10.5%0.016%
2/13/2026Arkadios 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%
2/13/2026Summit Financial LLC3,671$204K0.0%N/A0.024%
2/12/2026Financial Engines Advisors L.L.C.8,205$455K0.0%-12.0%0.054%
2/12/2026Commonwealth Equity Services LLC66,747$3.70M0.0%-20.2%0.438%
2/12/2026Moneta Group Investment Advisors LLC5,438$302K0.0%N/A0.036%
2/12/2026Principal 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%
2/11/2026GWN Securities Inc.8,734$484K0.1%+11.3%0.057%
2/11/2026LPL Financial LLC676,850$37.54M0.0%+31.4%4.438%
2/11/2026JPMorgan 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%
2/10/2026IAG Wealth Partners LLC76,183$4.23M0.5%+4.5%0.500%
2/10/2026Northwestern 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%
2/9/2026Key Financial Inc33,362$1.85M0.3%+13.4%0.219%
2/9/2026Harbour Investments Inc.714$40K0.0%-27.6%0.005%
2/6/2026Global Retirement Partners LLC4,921$273K0.0%-52.4%0.032%
2/6/2026Adell Harriman & Carpenter Inc.7,396$410K0.0%-15.9%0.048%
2/6/2026Creative Financial Designs Inc. ADV10,107$561K0.0%+7.3%0.066%
2/6/2026McKinley Carter Wealth Services Inc.106,635$5.91M0.3%-15.0%0.699%
2/6/2026HighTower Advisors LLC65,550$3.64M0.0%-0.4%0.430%
2/5/2026Atria Investments Inc305,107$16.92M0.2%+2.5%2.001%
2/4/2026Jacksonville Wealth Management LLC15,031$834K0.6%N/A0.099%
2/4/2026Beam Wealth Advisors Inc.77,812$4.32M1.2%+10.1%0.510%
2/3/2026Black 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%
1/30/2026Laurel Wealth Advisors LLC1,410$78K0.0%N/A0.009%
1/30/2026Archer Investment Corp1,270$70K0.0%-16.2%0.008%
1/29/2026D.A. Davidson & CO.7,860$436K0.0%+29.7%0.052%
1/29/2026UBS Group AG168,497$9.35M0.0%+4.3%1.112%
1/28/2026VAUGHAN & 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%
1/27/2026Steele Capital Management Inc.178,213$9.88M0.4%+0.8%1.176%
1/26/2026Shelton Wealth Management LLC20,286$1.13M0.5%-2.4%0.134%
1/26/2026CWM LLC226,396$12.56M0.0%-6.6%1.494%
1/26/2026Courage Miller Partners LLC9,759$541K0.2%-11.8%0.064%
1/26/2026Steinberganna Wealth Management49,636$2.75M1.3%-2.2%0.328%
1/23/2026Farther Finance Advisors LLC28,379$1.57M0.0%+368.3%0.190%
1/23/2026Gilliland Jeter Wealth Management LLC12,218$678K0.2%+11.2%0.082%
1/23/2026Fifth Third Securities Inc.10,315$572K0.0%+2.0%0.069%
1/22/2026Rodgers & Associates LTD32,593$1.81M0.2%+3.8%0.218%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
1/15/2026Towerpoint Wealth LLC4,624$256K0.1%+5.7%0.031%
1/13/2026CoreCap Advisors LLC499$28K0.0%-62.2%0.003%
1/13/2026Matrix Trust Co178,213$9.88M1.6%+0.8%1.208%
1/13/2026Flagstar Advisors Inc.3,735$207K0.1%-17.0%0.025%
1/12/2026Certified Advisory Corp76,776$4.26M0.4%+2.9%0.521%
1/9/2026Breakwater Capital Group5,933$329K0.0%-3.0%0.040%
1/8/2026Asempa Wealth Advisors4,320$240K0.2%N/A0.029%
1/8/2026Wealth Enhancement Advisory Services LLC4,217$245K0.0%-4.1%0.029%
1/1/2026JPMorgan Chase & Co.823,072$44.70M0.0%-13.2%5.879%
11/24/2025Opes Wealth Management LLC128,013$6.95M1.2%+0.7%0.914%


ISCG Institutional Ownership - Frequently Asked Questions

During the previous two years, 152 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 130 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 2,747,765 shares in the last 24 months. This purchase volume represents approximately $147.77M 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.


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This page (NYSEARCA:ISCG) was last updated on 7/2/2026 by MarketBeat.com Staff.
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