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iShares Morningstar Small-Cap Value ETF (ISCV) Institutional Ownership

iShares Morningstar Small-Cap Value ETF logo
$81.29 -0.36 (-0.44%)
As of 01:35 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$112.25M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$18.80M
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ISCV Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Matrix Trust Co189,142$14.81M2.1%+0.8%2.174%
7/8/2026 Twin Cities Retirement Group LLC28,028$2.20M1.9%-3.7%0.322%
6/18/2026Western Wealth Management LLC2,955$205K0.0%-20.2%0.034%
5/29/2026 Ipsen Advisor Group LLC55,811$3.88M2.7%-0.3%0.642%
5/19/2026Western Wealth Management LLC2,955$205K0.0%-20.2%0.034%
5/19/2026Bank of America Corp DE201,871$14.03M0.0%+17.1%2.320%
5/19/2026 Ashton Thomas Securities LLC3,550$247K0.0%N/A0.041%
5/18/2026Royal Bank of Canada234,525$16.30M0.0%+51.1%2.696%
5/15/2026Waverly Advisors LLC2,925$203K0.0%N/A0.034%
5/13/2026Cetera Investment Advisers102,633$7.13M0.0%+3.4%1.180%
5/8/2026Pacific Sun Financial Corp9,319$648K0.3%-2.5%0.107%
5/6/2026Bessemer Group Inc.686$48K0.0%N/A0.008%
5/6/2026 Independent Financial Group LLC2,908$202K0.0%N/A0.033%
5/6/2026Prosperity Consulting Group LLC34,637$2.41M0.1%-6.9%0.398%
5/5/2026 D.A. Davidson & CO.22,290$1.55M0.0%+3.7%0.256%
5/1/2026Fifth Third Bancorp16,836$1.17M0.0%N/A0.194%
4/30/2026 Kestra Advisory Services LLC46,233$3.21M0.0%+4.2%0.531%
4/27/2026 VAUGHAN & Co SECURITIES INC.293,423$20.40M10.6%-2.5%3.373%
4/25/2026rebel Financial LLC6,524$453K0.2%-4.0%0.075%
4/24/2026 Key Financial Inc11,031$767K0.1%+2.6%0.127%
4/22/2026Janney Montgomery Scott LLC13,988$972K0.0%-1.5%0.161%
3/17/2026 John A. Wolfe & Associates Inc.5,114$350K0.1%N/A0.060%
3/17/2026Rockefeller Capital Management L.P.1,073$74K0.0%+16.3%0.013%
2/18/2026EP Wealth Advisors LLC33,628$2.30M0.0%N/A0.396%
2/18/2026IHT Wealth Management LLC33,806$2.32M0.1%+16.1%0.398%
2/17/2026 Abel Hall LLC9,904$678K0.2%-7.3%0.117%
2/17/2026Cetera Investment Advisers99,281$6.80M0.0%+1.8%1.168%
2/17/2026Equitable Holdings Inc.19,886$1.36M0.0%+24.0%0.234%
2/17/2026Osaic Holdings Inc.3,872$265K0.0%-23.3%0.046%
2/17/2026Advisory Services Network LLC56,816$3.89M0.1%+9.0%0.668%
2/17/2026Captrust Financial Advisors36,264$2.48M0.0%+56.9%0.427%
2/17/2026Royal Bank of Canada155,228$10.63M0.0%+0.1%1.826%
2/16/2026Focus Partners Wealth285,323$19.55M0.0%-31.0%3.357%
2/16/2026Aptus Capital Advisors LLC55,773$3.82M0.0%+9.2%0.656%
2/13/2026 Kestra Advisory Services LLC44,387$3.04M0.0%+1.7%0.522%
2/13/2026Stifel Financial Corp2,955$202K0.0%N/A0.035%
2/13/2026Smartleaf Asset Management LLC2,839$196K0.0%+9.5%0.033%
2/13/2026Granville Capital Inc.110,306$7.56M4.0%N/A1.298%
2/13/2026Wells Fargo & Company MN141,015$9.66M0.0%+4.4%1.659%
2/12/2026 Richwood Investment Advisors LLC2,775$206K0.2%N/A0.033%
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2/12/2026 Commonwealth Equity Services LLC55,143$3.78M0.0%-0.9%0.649%
2/11/2026Janney Montgomery Scott LLC14,197$972K0.0%+10.9%0.167%
2/11/2026LPL Financial LLC231,259$15.84M0.0%+36.0%2.721%
2/11/2026 Ipsen Advisor Group LLC55,982$3.84M2.7%-0.5%0.659%
2/11/2026Vise Technologies Inc.3,376$231K0.0%N/A0.040%
2/10/2026Goldman Sachs Group Inc.43,969$3.01M0.0%+1.3%0.517%
2/10/2026Basepoint Wealth LLC1,762$121K0.1%N/A0.021%
2/10/2026Northwestern Mutual Wealth Management Co.12,800$877K0.0%-29.8%0.151%
2/9/2026 Key Financial Inc10,749$736K0.1%+4.4%0.126%
2/9/2026Harbour Investments Inc.4,850$332K0.0%+94.0%0.057%
2/9/2026 Twin Cities Retirement Group LLC29,770$2.04M2.0%N/A0.350%
2/6/2026SGL Investment Advisors Inc.13,814$1.00M0.4%+17.3%0.163%
2/6/2026 Northwest Wealth Advisors LLC6,568$450K0.4%N/A0.077%
2/5/2026Northwestern Mutual Wealth Management Co.139,305$10.03M0.0%+664.2%1.639%
2/5/2026Western Wealth Management LLC3,705$254K0.0%N/A0.044%
2/5/2026Pacific Sun Financial Corp9,559$655K0.3%-4.6%0.112%
2/4/2026Moneco Advisors LLC4,850$332K0.0%-3.9%0.057%
2/3/2026 MGO One Seven LLC14,088$965K0.0%+13.6%0.166%
2/3/2026Black Diamond Financial LLC46,237$3.17M0.3%+1.4%0.544%
1/30/2026 Laurel Wealth Advisors LLC840$58K0.0%N/A0.010%
1/30/2026Pure Portfolios Holdings LLC2,925$200K0.1%N/A0.034%
1/29/2026Comerica Bank16,870$1.16M0.0%-1.5%0.198%
1/29/2026 D.A. Davidson & CO.21,487$1.47M0.0%+4.2%0.253%
1/28/2026 Chicago Partners Investment Group LLC50,339$3.65M0.1%+0.4%0.592%
1/28/2026 VAUGHAN & Co SECURITIES INC.300,980$20.62M10.7%+3.6%3.541%
1/27/2026 Steele Capital Management Inc.187,179$12.82M0.6%+1.2%2.202%
1/26/2026 Courage Miller Partners LLC7,830$536K0.2%-9.9%0.092%
1/21/2026 Flagship Harbor Advisors LLC428$29K0.0%N/A0.005%
1/15/2026 Towerpoint Wealth LLC5,884$403K0.2%+4.2%0.069%
1/14/2026 Exchange Traded Concepts LLC908,467$62.23M0.5%+12.5%10.688%
1/13/2026 Matrix Trust Co187,179$12.82M2.1%+1.2%2.202%
1/8/2026 Wealth Enhancement Advisory Services LLC10,293$729K0.0%+12.1%0.121%
1/1/2026JPMorgan Chase & Co.51,605$3.44M0.0%-16.9%0.629%
11/19/2025Sunbelt Securities Inc.641$43K0.0%-40.4%0.008%
11/19/2025Captrust Financial Advisors23,109$1.54M0.0%-21.9%0.282%
11/18/2025Advisory Services Network LLC52,124$3.47M0.1%+13.5%0.636%
11/17/2025NewEdge Advisors LLC3,666$244K0.0%N/A0.045%
11/17/2025Prosperity Consulting Group LLC39,956$2.66M0.1%-9.6%0.487%
11/17/2025Northwestern Mutual Wealth Management Co.18,229$1.22M0.0%-59.8%0.222%
11/17/2025Mariner LLC17,046$1.14M0.0%-1.6%0.208%
11/17/2025Focus Partners Wealth413,434$27.52M0.0%+4.5%5.042%
11/17/2025Bank of America Corp DE155,922$10.39M0.0%-4.3%1.901%
11/17/2025Ameriprise Financial Inc.44,892$2.99M0.0%-10.8%0.547%
11/14/2025Raymond James Financial Inc.109,613$7.30M0.0%-15.1%1.337%
11/14/2025Equitable Holdings Inc.16,036$1.07M0.0%N/A0.196%
11/14/2025Comerica Bank17,127$1.14M0.0%-3.5%0.209%
11/13/2025Pacific Sun Financial Corp10,019$668K0.3%-1.8%0.122%
11/13/2025UBS Group AG134,424$8.96M0.0%+58.2%1.639%
11/12/2025Aptus Capital Advisors LLC51,082$3.40M0.0%+194.8%0.623%
11/12/2025Perennial Investment Advisors LLC27,242$1.82M0.1%N/A0.332%
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11/12/2025Madison Wealth Partners Inc5,828$388K0.1%+9.8%0.071%
11/12/2025 Lansing Street Advisors4,865$324K0.1%-12.5%0.059%
11/7/2025Essex Financial Services Inc.5,848$390K0.0%-2.6%0.071%
11/7/2025 Merit Financial Group LLC9,317$621K0.0%-3.7%0.114%
11/7/2025JPMorgan Chase & Co.51,605$3.44M0.0%-16.9%0.629%
11/6/2025 MB Generational Wealth LLC93,893$6.26M4.0%N/A1.145%
11/6/2025 Ipsen Advisor Group LLC56,254$3.75M2.7%+0.4%0.686%
11/5/2025 Key Financial Inc10,296$690K0.1%+10.6%0.126%
11/5/2025 Rodgers & Associates LTD43,921$2.93M0.3%+2.0%0.536%
11/5/2025Black Diamond Financial LLC45,590$3.04M0.3%+331.2%0.556%


ISCV Institutional Ownership - Frequently Asked Questions

During the previous two years, 119 institutional investors and hedge funds held shares of iShares Morningstar Small-Cap Value ETF. The most heavily invested institutionals were Exchange Traded Concepts LLC ($62.23M), VAUGHAN & Co SECURITIES INC. ($20.40M), Focus Partners Wealth ($19.55M), Royal Bank of Canada ($16.30M), LPL Financial LLC ($15.84M), Matrix Trust Co ($14.81M), and Bank of America Corp DE ($14.03M).Learn more on iShares Morningstar Small-Cap Value ETF's institutional investors.

Of the 101 institutional investors that purchased iShares Morningstar Small-Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Exchange Traded Concepts LLC ($908.47K), Focus Partners Wealth ($253.66K), Raymond James Financial Inc. ($149.20K), LPL Financial LLC ($127.34K), Northwestern Mutual Wealth Management Co. ($121.08K), Granville Capital Inc. ($110.31K), and MB Generational Wealth LLC ($93.89K).

Institutional investors have bought a total of 1,673,899 shares in the last 24 months. This purchase volume represents approximately $112.25M in transactions.

Of the 34 institutional investors that sold iShares Morningstar Small-Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Focus Partners Wealth ($128.11K), Raymond James Financial Inc. ($34.72K), Northwestern Mutual Wealth Management Co. ($33.15K), JPMorgan Chase & Co. ($21.02K), Captrust Financial Advisors ($10.56K), VAUGHAN & Co SECURITIES INC. ($7.56K), and Bank of America Corp DE ($6.95K).

Institutional investors have sold a total of 279,201 shares in the last 24 months. This volume of shares sold represents approximately $18.80M in transactions.


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This page (NYSEARCA:ISCV) was last updated on 8/5/2026 by MarketBeat.com Staff.
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