Free Trial
→ The most dangerous moment in a financial crisis (From Weiss Ratings) (Ad)tc pixel Free ISCV Stock Alerts

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

iShares Morningstar Small-Cap Value ETF logo
$78.81 -0.49 (-0.62%)
Closing price 04:10 PM Eastern
Extended Trading
$78.86 +0.05 (+0.06%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$93.09M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$17.61M
Get ISCV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Morningstar Small-Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ISCV Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/3/2026Asset Dedication LLC5,889$441K0.0%N/A0.067%
11/2/2026Steele Capital Management Inc.189,541$14.18M0.5%N/A2.154%
11/2/2026Kestra Advisory Services LLC47,188$3.53M0.0%+1.4%0.536%
11/2/2026Commonwealth Equity Services LLC38,475$2.88M0.0%N/A0.437%
10/31/2026 Chicago Partners Investment Group LLC49,614$3.85M0.1%N/A0.567%
10/29/2026 Ipsen Advisor Group LLC54,004$4.04M2.8%-3.5%0.617%
10/29/2026 Vise Technologies Inc.3,713$278K0.0%+11.8%0.042%
10/28/2026 D.A. Davidson & CO.20,970$1.57M0.0%N/A0.240%
10/27/2026 Laurel Wealth Advisors LLC840$63K0.0%N/A0.010%
10/27/2026 Ashton Thomas Securities LLC3,150$236K0.0%N/A0.036%
10/27/2026 Black Diamond Financial LLC21,169$1.58M0.1%-1.1%0.242%
10/26/2026 Park Avenue Securities LLC3,764$282K0.0%N/A0.043%
10/23/2026 Barrett & Company Inc.3,154$236K0.1%N/A0.036%
10/22/2026 Root Financial Partners LLC391$29K0.0%N/A0.004%
10/22/2026 Courage Miller Partners LLC6,727$503K0.1%N/A0.077%
10/21/2026 Rodgers & Associates LTD39,999$2.99M0.3%-1.7%0.457%
10/19/2026 Abel Hall LLC9,799$733K0.1%-3.7%0.112%
10/16/2026 Twin Cities Retirement Group LLC27,125$2.03M1.7%-3.2%0.310%
10/16/2026 Daytona Street Capital LLC700$53K0.0%N/A0.008%
10/15/2026 Mather Group LLC.540$40K0.0%N/A0.006%
10/8/2026 Farther Finance Advisors LLC4,642$347K0.0%+7.4%0.053%
10/7/2026 Matrix Trust Co189,541$14.18M2.1%+0.2%2.166%
9/23/2026Envestnet Asset Management Inc.132,339$10.37M0.0%-1.1%1.521%
9/17/2026Wellington Altus USA Inc.2,475$194K0.1%+25.3%0.031%
9/9/2026Integrated Wealth Concepts LLC1,179$92K0.0%N/A0.014%
9/2/2026Citadel Advisors LLC8,810$690K0.0%N/A0.101%
8/22/2026Jim Saulnier & Associates LLC5,069$397K0.2%-49.6%0.058%
8/21/2026 Rodgers & Associates LTD40,697$3.19M0.2%-2.7%0.468%
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%
The 401k Email 70 Million Investors Might Delete (Ad)

An email announcing a new 401k investment option is headed to roughly 70 million inboxes. Most recipients will delete it without a second look. Larry Benedict says that would be a mistake. He calls this the decade's biggest opportunity and is naming the one ticker to watch before it arrives. Watch his free breakdown now.tc pixel

Watch the free breakdown before this 401k change arrives
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%
4/30/2026Kestra 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%
4/24/2026Key Financial Inc11,031$767K0.1%+2.6%0.127%
4/22/2026Janney Montgomery Scott LLC13,988$972K0.0%-1.5%0.161%
3/17/2026John 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%
2/13/2026Kestra 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%
2/12/2026Commonwealth 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%
2/11/2026 Vise 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%
2/9/2026Key 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%
2/6/2026Northwest 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%
2/3/2026 Black 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%
The 401k Email 70 Million Investors Might Delete (Ad)

An email announcing a new 401k investment option is headed to roughly 70 million inboxes. Most recipients will delete it without a second look. Larry Benedict says that would be a mistake. He calls this the decade's biggest opportunity and is naming the one ticker to watch before it arrives. Watch his free breakdown now.tc pixel

Watch the free breakdown before this 401k change arrives
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%
1/27/2026Steele 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%


ISCV Institutional Ownership - Frequently Asked Questions

During the previous two years, 121 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), Steele Capital Management Inc. ($14.18M), and Matrix Trust Co ($14.18M).Learn more on iShares Morningstar Small-Cap Value ETF's institutional investors.

Of the 105 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), Steele Capital Management Inc. ($191.98K), Raymond James Financial Inc. ($149.20K), LPL Financial LLC ($127.34K), Northwestern Mutual Wealth Management Co. ($121.08K), and Granville Capital Inc. ($110.31K).

Institutional investors have bought a total of 1,333,256 shares in the last 24 months. This purchase volume represents approximately $93.09M in transactions.

Of the 30 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), Northwestern Mutual Wealth Management Co. ($32.60K), JPMorgan Chase & Co. ($21.02K), Raymond James Financial Inc. ($19.54K), VAUGHAN & Co SECURITIES INC. ($7.56K), Bank of America Corp DE ($6.95K), and Prosperity Consulting Group LLC ($6.80K).

Institutional investors have sold a total of 257,770 shares in the last 24 months. This volume of shares sold represents approximately $17.61M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:ISCV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/3/2026. New 13F filings are added each quarter as they're published.
From Our Partners
I'm handing you this one free
Elon Musk doesn't own the chip powering every Tesla, every Starlink dish, and every AI satellite he builds, he...
Behind the Markets | Sponsoredtc pixel
My public warning after 55 years of watching the markets
Dr. Martin D. Weiss has publicly predicted six major American market crashes over his 55-year career, each war...
Weiss Ratings | Sponsoredtc pixel
Don't lose access to this
Ian Cooper is giving away his guide, The Simple Path To Success With Options, before it moves behind a paywall...
TradeWins | Sponsoredtc pixel
U.S. Army Advances 75-Year Rare Earth Deal With Nasdaq Firm
The Pentagon is moving to cut US dependence on Chinese rare earth metals, and a Nasdaq-listed company just sig...
The Tomorrow Investor | Sponsoredtc pixel
The investigation Porter spent tens of thousands to document
Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experi...
Porter & Company | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
The 401k Email 70 Million Investors Might Delete
An email announcing a new 401k investment option is headed to roughly 70 million inboxes. Most recipients will...
Brownstone Research | Sponsoredtc pixel
Cigar Lake Flooded Again Uranium Supply Shock Repeats
In 2006, a flooded mine at Cigar Lake sent uranium prices from the 50 range to 136 in eight months. This pa...
Digest Publishing | Sponsoredtc pixel