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

iShares Morningstar Small-Cap Value ETF logo
$64.34 -2.12 (-3.19%)
Closing price 04:10 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)
66
Total
Institutional Inflows
(last 12 months)
$86.88M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$13.81M
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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
9/4/2025Osaic Holdings Inc.9,190$563K0.0%+56.0%0.117%
8/19/2025Advisory Services Network LLC45,910$2.87M0.0%N/A0.585%
8/18/2025Geneos Wealth Management Inc.7,255$445K0.0%+98.3%0.092%
8/15/2025Captrust Financial Advisors29,604$1.82M0.0%-12.1%0.377%
8/15/2025Smartleaf Asset Management LLC2,621$161K0.0%+8.3%0.033%
8/15/2025IHT Wealth Management LLC27,555$1.69M0.0%+2.1%0.351%
8/15/2025EP Wealth Advisors LLC33,839$2.08M0.0%-3.9%0.431%
8/15/2025Bank of America Corp DE162,873$10.00M0.0%+9.4%2.075%
8/15/2025Ameriprise Financial Inc.50,332$3.23M0.0%+49.6%0.641%
8/14/2025Raymond James Financial Inc.129,154$7.93M0.0%-10.5%1.645%
8/13/2025Northwestern Mutual Wealth Management Co.45,399$2.79M0.0%-1.2%0.578%
8/12/2025Laurel Wealth Advisors LLC51,568$3.17M0.0%+6,039.0%0.657%
8/12/2025JPMorgan Chase & Co.62,117$3.81M0.0%+9.0%0.791%
8/8/2025Avantax Advisory Services Inc.64,197$3.94M0.0%-0.4%0.828%
8/8/2025Cetera Investment Advisers47,268$2.90M0.0%+1.3%0.610%
8/8/2025Creative Planning4,955$304K0.0%+20.5%0.064%
8/8/2025PNC Financial Services Group Inc.870$53K0.0%+67.6%0.011%
8/6/2025Ipsen Advisor Group LLC56,034$3.44M2.6%+2.8%0.723%
8/5/2025Prosperity Consulting Group LLC44,190$2.71M0.2%-5.4%0.570%
8/5/2025Key Financial Inc9,311$572K0.1%+8.6%0.120%
8/5/2025Bank of Montreal Can450$29K0.0%N/A0.006%
8/4/2025Jim Saulnier & Associates LLC10,075$619K0.4%-5.0%0.130%
8/4/2025World Investment Advisors3,356$206K0.0%N/A0.043%
8/1/2025GWN Securities Inc.5,038$310K0.1%+12.6%0.065%
8/1/2025Envestnet Asset Management Inc.60,270$3.70M0.0%+540.8%0.778%
7/30/2025Black Diamond Financial LLC10,574$649K0.1%-33.3%0.136%
7/30/2025D.A. Davidson & CO.19,318$1.19M0.0%+3.8%0.249%
7/29/2025Madison Wealth Partners Inc5,307$326K0.1%+3.6%0.068%
7/29/2025Rodgers & Associates LTD43,078$2.65M0.3%+35.9%0.556%
7/29/2025Private Trust Co. NA467$29K0.0%-66.8%0.006%
7/25/2025Courage Miller Partners LLC9,904$608K0.2%-3.2%0.128%
7/25/2025CWM LLC3,642$224K0.0%-7.6%0.047%
7/24/2025rebel Financial LLC6,379$392K0.2%N/A0.082%
7/23/2025Lansing Street Advisors5,561$341K0.1%+33.8%0.072%
7/23/2025Abel Hall LLC10,652$654K0.3%+153.1%0.137%
7/22/2025VAUGHAN & Co SECURITIES INC.281,895$17.31M9.9%+6.1%3.637%
7/17/2025Janney Montgomery Scott LLC14,226$873K0.0%-2.4%0.184%
7/16/2025Perigon Wealth Management LLC4,355$267K0.0%+7.5%0.056%
7/15/2025Kelly Financial Group LLC7,780$478K0.1%+17.1%0.100%
7/14/2025Matrix Trust Co189,512$11.63M1.9%+1.7%2.461%
7/10/2025Exchange Traded Concepts LLC317,150$19.47M0.2%N/A4.146%
7/8/2025 Rise Advisors LLC411$25K0.0%-37.4%0.005%
5/20/2025Focus Partners Wealth236,017$14.00M0.0%+305.5%3.211%
5/16/2025Jones Financial Companies Lllp60,865$3.61M0.0%+1,141.9%0.828%
5/15/2025EP Wealth Advisors LLC35,204$2.09M0.0%-8.3%0.479%
5/15/2025Royal Bank of Canada110,414$6.55M0.0%-5.3%1.502%
5/14/2025Wealth Preservation Advisors LLC480$28K0.0%N/A0.007%
5/14/2025Smartleaf Asset Management LLC2,420$143K0.0%+27.7%0.033%
5/14/2025Northwestern Mutual Wealth Management Co.45,952$2.73M0.0%-47.9%0.625%
5/14/2025Kestra Advisory Services LLC42,972$2.55M0.0%+2.0%0.585%
5/14/2025Summit Financial LLC3,672$218K0.0%N/A0.050%
5/13/2025Raymond James Financial Inc.144,332$8.56M0.0%-3.3%1.964%
5/9/2025PNC Financial Services Group Inc.519$31K0.0%N/A0.007%
5/8/2025Brentview Investment Management LLC1,000$59K0.0%N/A0.014%
5/7/2025LPL Financial LLC150,439$8.92M0.0%+12.9%2.047%
5/6/2025Cetera Investment Advisers46,677$2.77M0.0%+12.3%0.635%
5/6/2025Avantax Advisory Services Inc.64,446$3.82M0.0%+0.3%0.877%
5/6/2025Abel Hall LLC4,208$250K0.2%+26.9%0.057%
5/2/2025Sigma Planning Corp7,051$418K0.0%+58.4%0.100%
5/1/2025LRI Investments LLC17,976$1.07M0.1%-1.2%0.255%
5/1/2025Asset Dedication LLC5,713$339K0.0%+5,501.0%0.081%
5/1/2025CWM LLC3,942$234K0.0%+6.7%0.056%
4/30/2025Christopher J. Hasenberg Inc2,545$151K0.1%-96.5%0.036%
4/30/2025Blackhawk Capital Partners LLC.3,450$205K0.1%-57.0%0.049%
4/30/2025Black Diamond Financial LLC15,843$939K0.1%+38.5%0.225%
4/29/2025Envestnet Asset Management Inc.9,406$558K0.0%+7.7%0.133%
4/29/2025Viewpoint Capital Management LLC45,397$2.69M1.4%-1.5%0.644%
4/29/2025VAUGHAN & Co SECURITIES INC.265,688$15.76M9.8%+2.0%3.769%
4/28/2025D.A. Davidson & CO.18,611$1.10M0.0%+7.8%0.264%
4/28/2025Lansing Street Advisors4,155$246K0.1%N/A0.059%
4/25/2025Mather Group LLC.827$49K0.0%+275.9%0.012%
4/23/2025Perigon Wealth Management LLC4,051$240K0.0%N/A0.057%
4/22/2025Rodgers & Associates LTD31,690$1.88M0.2%-3.1%0.450%
4/22/2025Cambridge Investment Research Advisors Inc.34,891$2.07M0.0%+2.2%0.495%
4/22/2025Madison Wealth Partners Inc5,123$304K0.1%-8.7%0.073%
4/21/2025Jim Saulnier & Associates LLC10,602$629K0.5%+4.0%0.150%
4/17/2025Janney Montgomery Scott LLC14,569$864K0.0%-1.5%0.207%
4/17/2025Pacific Sun Financial Corp10,199$605K0.3%-2.9%0.145%
4/16/2025Steele Capital Management Inc.186,326$11.05M0.6%+0.1%2.643%
4/16/2025Kelly Financial Group LLC6,644$394K0.1%N/A0.094%
4/15/2025Ipsen Advisor Group LLC54,531$3.23M2.8%+0.9%0.773%
4/10/2025Matrix Trust Co186,326$11.05M1.9%+0.1%2.662%
4/9/2025Merit Financial Group LLC9,165$544K0.0%-20.0%0.131%
4/9/2025NBC Securities Inc.4,725$280K0.0%+118,025.0%0.068%
3/17/2025Wealth Enhancement Advisory Services LLC9,765$619K0.0%+8.5%0.139%
2/17/2025Stuart Chaussee & Associates Inc.800$51K0.0%N/A0.012%
2/17/2025Focus Partners Wealth58,197$3.69M0.0%N/A0.837%
2/17/2025EP Wealth Advisors LLC38,395$2.44M0.0%+11.4%0.552%
2/17/2025Cetera Investment Advisers41,557$2.64M0.0%+0.9%0.598%
2/17/2025Captrust Financial Advisors40,270$2.55M0.0%+23.5%0.579%
2/17/2025Bank of America Corp DE156,302$9.91M0.0%+0.5%2.249%
2/17/2025Ameriprise Financial Inc.38,566$2.45M0.0%+2.0%0.555%
2/14/2025Prosperity Consulting Group LLC46,664$2.96M0.2%-2.0%0.671%
2/14/2025IHT Wealth Management LLC27,059$1.72M0.1%-33.0%0.389%
2/14/2025Stifel Financial Corp3,691$234K0.0%N/A0.053%
2/13/2025Mariner LLC11,976$759K0.0%-26.6%0.172%
2/13/2025Envestnet Asset Management Inc.8,735$554K0.0%-7.7%0.126%
2/13/2025Wells Fargo & Company MN91,676$5.81M0.0%-9.0%1.319%
2/12/2025OLD Mission Capital LLC7,156$454K0.0%-62.0%0.103%
2/12/2025JPMorgan Chase & Co.42,750$2.71M0.0%+6.7%0.615%
(Data available from 1/1/2016 forward)

ISCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISCV shares?

During the previous two years, 107 institutional investors and hedge funds held shares of iShares Morningstar Small-Cap Value ETF. The most heavily invested institutionals were Exchange Traded Concepts LLC ($19.47M), VAUGHAN & Co SECURITIES INC. ($17.31M), Focus Partners Wealth ($14.00M), Matrix Trust Co ($11.63M), Steele Capital Management Inc. ($11.05M), Bank of America Corp DE ($10.00M), and LPL Financial LLC ($8.92M).Learn more on iShares Morningstar Small-Cap Value ETF's institutional investors.

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

Of the 85 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 ($317.15K), Focus Partners Wealth ($236.02K), Steele Capital Management Inc. ($195.65K), Raymond James Financial Inc. ($149.20K), Christopher J. Hasenberg Inc ($73.67K), LPL Financial LLC ($67.26K), and Jones Financial Companies Lllp ($58.91K).

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

Institutional investors have bought a total of 1,407,862 shares in the last 24 months. This purchase volume represents approximately $86.88M in transactions.

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

Of the 37 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: Christopher J. Hasenberg Inc ($71.12K), Northwestern Mutual Wealth Management Co. ($42.82K), Raymond James Financial Inc. ($20.04K), IHT Wealth Management LLC ($13.34K), OLD Mission Capital LLC ($11.70K), Wells Fargo & Company MN ($9.03K), and Captrust Financial Advisors ($6.37K).

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

Institutional investors have sold a total of 227,778 shares in the last 24 months. This volume of shares sold represents approximately $13.81M in transactions.


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This page (NYSEARCA:ISCV) was last updated on 10/10/2025 by MarketBeat.com Staff
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