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

$48.13

+0.80 (+1.69%)

(As of 07/26/2024 ET)

Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 51
Total Institutional Inflows (last 12 months): $44.57M

Number of Institutional Sellers (last 12 months): 24
Total Institutional Outflows (last 12 months): $6.45M

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ISCG Institutional Buying and Selling by Quarter

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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
7/26/2024	Breakwater Capital Group	7,703	$350K	0.1%	-4.5%	0.063%
7/26/2024	Members Advisory Group LLC	68,029	$3.10M	1.7%	+11.0%	0.560%
7/26/2024	Cambridge Investment Research Advisors Inc.	29,733	$1.35M	0.0%	+30.5%	0.245%
7/24/2024	LRI Investments LLC	48,567	$2.21M	0.3%	-1.2%	0.400%
7/24/2024	Gilliland Jeter Wealth Management LLC	1,821	$83K	0.0%	N/A	0.015%
7/23/2024	Shelton Wealth Management LLC	28,763	$1.31M	0.7%	-11.8%	0.237%
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7/22/2024	Atria Wealth Solutions Inc.	72,524	$3.30M	0.0%	+9.9%	0.597%
7/19/2024	Raymond James & Associates	38,049	$1.73M	0.0%	-1.3%	0.313%
7/17/2024	Phoenix Wealth Advisors	25,182	$1.15M	0.6%	+24.0%	0.207%
7/17/2024	IAG Wealth Partners LLC	69,581	$3.17M	0.6%	+6.2%	0.573%
7/16/2024	Steele Capital Management Inc.	144,315	$6.56M	0.4%	-1.1%	1.188%
7/12/2024	Opal Wealth Advisors LLC	3,146	$143K	0.0%	N/A	0.026%
7/10/2024	Matrix Trust Co	144,315	$6.56M	1.5%	-0.9%	1.188%
7/10/2024	CWM LLC	157,831	$7.18M	0.0%	+6.0%	1.299%
5/24/2024	Cetera Advisors LLC	10,381	$483K	0.0%	+63.6%	0.085%
5/21/2024	Atria Investments Inc	329,952	$15.37M	0.2%	+0.8%	2.716%
5/21/2024	LRI Investments LLC	49,151	$2.29M	0.3%	N/A	0.405%
5/15/2024	LRI Investments LLC	49,151	$2.24M	0.3%	N/A	0.405%
5/14/2024	CreativeOne Wealth LLC	10,672	$497K	0.0%	-2.2%	0.088%
5/8/2024	Avantax Advisory Services Inc.	316,843	$14.76M	0.1%	-3.7%	2.597%
5/6/2024	Mittelman Wealth Management	15,016	$699K	0.5%	N/A	0.123%
5/3/2024	TFB Advisors LLC	5,605	$245K	0.1%	N/A	0.046%
4/30/2024	Concord Wealth Partners	1,396	$65K	0.0%	N/A	0.011%
4/29/2024	Commonwealth Equity Services LLC	80,028	$3.73M	0.0%	-2.9%	0.656%
4/27/2024	Phoenix Wealth Advisors	20,309	$946K	0.6%	+29.3%	0.166%
4/27/2024	Members Advisory Group LLC	61,267	$2.85M	1.6%	+3.1%	0.502%
4/25/2024	IAG Wealth Partners LLC	65,532	$3.05M	0.7%	+4.7%	0.537%
4/23/2024	Global Retirement Partners LLC	26,796	$1.25M	0.0%	-6.5%	0.223%
4/23/2024	Raymond James Financial Services Advisors Inc.	81,603	$3.80M	0.0%	-3.9%	0.680%
4/18/2024	Steele Capital Management Inc.	145,882	$6.79M	0.4%	-2.8%	1.216%
4/15/2024	Flagstar Advisors Inc.	5,366	$250K	0.1%	-12.3%	0.045%
4/10/2024	LexAurum Advisors LLC	4,431	$206K	0.1%	-9.1%	0.037%
4/5/2024	CWM LLC	148,948	$6.94M	0.1%	+4.6%	1.585%
2/17/2024	Madison Wealth Partners Inc	7,749	$341K	0.1%	+5.6%	0.082%
2/15/2024	Gallagher Fiduciary Advisors LLC	337,504	$14.85M	0.5%	+8.3%	3.590%
2/14/2024	Visionary Wealth Advisors	17,291	$761K	0.1%	-33.0%	0.184%
2/14/2024	Asset Allocation Strategies LLC	38,424	$1.69M	0.7%	+19.7%	0.409%
2/9/2024	Members Advisory Group LLC	59,435	$2.62M	1.5%	N/A	0.632%
2/9/2024	Certified Advisory Corp	61,961	$2.73M	0.4%	-16.7%	0.659%
2/9/2024	Corient Private Wealth LLC	28,873	$1.27M	0.0%	+73.0%	0.307%
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2/9/2024	Wells Fargo & Company MN	224,259	$9.87M	0.0%	+20.7%	2.386%
2/7/2024	Avantax Advisory Services Inc.	328,885	$14.47M	0.1%	+8.1%	3.499%
2/7/2024	Principal Securities Inc.	2,866	$126K	0.0%	N/A	0.030%
2/6/2024	Private Advisor Group LLC	18,527	$815K	0.0%	+13.2%	0.197%
2/6/2024	GUNN & Co INVESTMENT MANAGEMENT INC.	10,854	$478K	0.0%	N/A	0.115%
2/6/2024	Merit Financial Group LLC	21,052	$926K	0.0%	N/A	0.224%
2/6/2024	Summit Global Investments	12,787	$563K	0.0%	N/A	0.136%
2/5/2024	Steele Capital Management Inc.	150,035	$6.60M	0.4%	N/A	1.596%
2/5/2024	Matrix Trust Co	149,754	$6.59M	1.5%	+0.2%	1.593%
2/2/2024	IAG Wealth Partners LLC	62,604	$2.76M	0.6%	N/A	0.666%
2/2/2024	Rodgers & Associates LTD	32,646	$1.44M	0.2%	+1.5%	0.347%
2/1/2024	CWM LLC	142,427	$6.27M	0.0%	+2.5%	1.515%
1/31/2024	Opes Wealth Management LLC	107,454	$4.73M	1.1%	+1.0%	1.143%
1/31/2024	Archer Investment Corp	1,092	$48K	0.0%	+114.1%	0.012%
1/31/2024	Beam Wealth Advisors Inc.	26,428	$1.16M	0.7%	+8.1%	0.281%
1/30/2024	Phoenix Wealth Advisors	15,707	$682K	0.5%	+60.4%	0.167%
1/30/2024	Avior Wealth Management LLC	19,100	$840K	0.1%	-21.6%	0.203%
1/24/2024	Arkadios Wealth Advisors	4,746	$209K	0.0%	-10.7%	0.050%
1/24/2024	International Assets Investment Management LLC	4,312	$190K	0.0%	N/A	0.046%
1/24/2024	Tempus Wealth Planning LLC	32,940	$1.45M	0.6%	N/A	0.350%
1/24/2024	Breakwater Capital Group	8,232	$357K	0.1%	-29.9%	0.088%
1/23/2024	Towerpoint Wealth LLC	4,993	$220K	0.1%	N/A	0.053%
1/22/2024	Clarus Wealth Advisors	30,816	$1.30M	0.8%	N/A	0.328%
1/19/2024	Courage Miller Partners LLC	15,592	$686K	0.3%	-13.9%	0.166%
1/18/2024	Global Retirement Partners LLC	28,659	$1.22M	0.1%	-3.6%	0.305%
1/16/2024	Raymond James Financial Services Advisors Inc.	84,944	$3.74M	0.0%	+7.3%	0.904%
1/11/2024	LexAurum Advisors LLC	4,874	$214K	0.1%	-62.4%	0.052%
1/10/2024	Creative Financial Designs Inc. ADV	91,178	$4.01M	0.4%	+9.0%	0.970%
11/17/2023	Asset Allocation Strategies LLC	32,092	$1.24M	0.6%	+8.1%	0.341%
11/14/2023	Gallagher Fiduciary Advisors LLC	311,609	$12.08M	1.1%	-7.8%	3.315%
11/13/2023	Certified Advisory Corp	74,374	$2.88M	0.3%	+3.4%	0.791%
11/13/2023	Mariner LLC	39,767	$1.54M	0.0%	+16.2%	0.423%
11/13/2023	Visionary Wealth Advisors	25,819	$1.00M	0.1%	-1.7%	0.275%
11/13/2023	LPL Financial LLC	209,122	$8.11M	0.0%	+5.8%	2.225%
11/9/2023	UBS Group AG	67,917	$2.63M	0.0%	+4.9%	0.723%
11/8/2023	Atria Wealth Solutions Inc.	63,162	$2.46M	0.0%	+3.8%	0.672%
11/8/2023	Avantax Advisory Services Inc.	304,187	$11.79M	0.1%	+5.6%	3.236%
11/6/2023	Phoenix Wealth Advisors	9,794	$380K	0.2%	+28.1%	0.104%
11/6/2023	Breakwater Capital Group	11,746	$425K	0.1%	-25.1%	0.125%
11/3/2023	Black Diamond Financial LLC	82,442	$3.20M	1.0%	+3.6%	0.877%
11/3/2023	Opes Wealth Management LLC	106,426	$4.13M	1.1%	+4.1%	1.132%
11/2/2023	Smith Chas P & Associates PA Cpas	11,002	$426K	0.0%	-2.9%	0.117%
10/30/2023	Matrix Trust Co	149,473	$5.79M	1.5%	+3.0%	1.590%
10/26/2023	Beam Wealth Advisors Inc.	24,457	$948K	0.7%	N/A	0.260%
10/24/2023	Raymond James Financial Services Advisors Inc.	79,160	$3.07M	0.0%	-6.9%	0.842%
10/24/2023	Raymond James & Associates	40,275	$1.56M	0.0%	-1.7%	0.428%
10/24/2023	Cambridge Investment Research Advisors Inc.	10,085	$391K	0.0%	-45.3%	0.107%
10/23/2023	Commonwealth Equity Services LLC	70,812	$2.75M	0.0%	+2.0%	0.753%
10/18/2023	Flagstar Advisors Inc.	5,996	$233K	0.1%	+8.4%	0.064%
10/17/2023	Rodgers & Associates LTD	32,156	$1.25M	0.2%	+4.8%	0.342%
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10/17/2023	Avior Wealth Management LLC	24,377	$945K	0.1%	-26.7%	0.259%
10/17/2023	Flagship Harbor Advisors LLC	11,723	$454K	0.0%	+123.8%	0.125%
10/16/2023	LexAurum Advisors LLC	12,963	$502K	0.1%	+3.9%	0.138%
10/16/2023	Courage Miller Partners LLC	18,101	$702K	0.3%	-2.2%	0.193%
10/11/2023	AE Wealth Management LLC	6,536	$253K	0.0%	N/A	0.070%
10/11/2023	CWM LLC	138,939	$5.39M	0.0%	-4.5%	1.478%
9/26/2023	M Holdings Securities Inc.	41,190	$1.71M	0.4%	-17.8%	0.438%
8/14/2023	Gallagher Fiduciary Advisors LLC	337,883	$13.99M	1.1%	+1.1%	3.595%
8/14/2023	Certified Advisory Corp	71,945	$2.98M	0.5%	+12.7%	0.765%
8/11/2023	Visionary Wealth Advisors	26,272	$1.09M	0.1%	-7.2%	0.279%

(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, 104 institutional investors and hedge funds held shares of iShares Morningstar Small-Cap Growth ETF. The most heavily invested institutionals were Bank of America Corp DE ($53.99M), Atria Investments Inc ($15.37M), Gallagher Fiduciary Advisors LLC ($14.85M), Avantax Advisory Services Inc. ($14.76M), Northwestern Mutual Wealth Management Co. ($13.47M), Gallagher Benefit Services Inc. ($12.37M), and Wells Fargo & Company MN ($9.87M).Learn more on ISCG's institutional investors.
Which institutional investors have been buying iShares Morningstar Small-Cap Growth ETF stock?: Of the 89 institutional investors that purchased iShares Morningstar Small-Cap Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gallagher Fiduciary Advisors LLC ($363.78K), Gallagher Benefit Services Inc. ($343.10K), F3Logic LLC ($292.94K), Bank of America Corp DE ($163.80K), Steele Capital Management Inc. ($150.04K), CWM LLC ($104.56K), 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 3,025,714 shares in the last 24 months. This purchase volume represents approximately $117.95M in transactions.

Which iShares Morningstar Small-Cap Growth ETF major shareholders have been selling company stock?: Of the 47 institutional investors that sold iShares Morningstar Small-Cap Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($131.95K), CWM LLC ($110.47K), Avantax Advisory Services Inc. ($83.81K), F3Logic LLC ($41.86K), Northwestern Mutual Wealth Management Co. ($34.60K), Shelton Wealth Management LLC ($30.77K), and Integrity Financial Corp WA ($27K).
How much institutional selling is happening at iShares Morningstar Small-Cap Growth ETF?: Institutional investors have sold a total of 808,311 shares in the last 24 months. This volume of shares sold represents approximately $30.01M in transactions.