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

iShares Morningstar Small-Cap Value ETF logo
$63.98 +0.29 (+0.46%)
As of 07/3/2025 05:00 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)
56
Total
Institutional Inflows
(last 12 months)
$53.13M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$14.50M
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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
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%
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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%
2/12/2025Ipsen Advisor Group LLC54,064$3.43M2.9%N/A0.778%
2/11/2025LPL Financial LLC133,240$8.45M0.0%+57.9%1.917%
2/10/2025Axxcess Wealth Management LLC4,812$305K0.0%N/A0.069%
2/10/2025Harbour Investments Inc.2,500$159K0.0%-7.4%0.036%
2/10/2025Commonwealth Equity Services LLC37,357$2.37M0.0%+11.7%0.538%
2/10/2025Avantax Advisory Services Inc.64,233$4.07M0.0%+1.3%0.924%
2/6/2025Raymond James Financial Inc.149,196$9.46M0.0%N/A2.147%
2/6/2025Unified Investment Management4,047$257K0.3%N/A0.058%
2/6/2025Jones Financial Companies Lllp4,901$311K0.0%+150.6%0.071%
2/4/2025Blackhawk Capital Partners LLC.8,028$509K0.3%N/A0.116%
2/4/2025Black Diamond Financial LLC11,441$725K0.1%+2.3%0.165%
2/4/2025MONECO Advisors LLC6,599$418K0.0%+7.3%0.095%
2/3/2025Transcend Capital Advisors LLC5,727$363K0.0%-2.8%0.082%
2/3/2025Pacific Sun Financial Corp10,499$666K0.4%-4.2%0.151%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,286$272K0.0%N/A0.062%
1/31/2025Steele Capital Management Inc.186,096$11.80M0.6%-0.1%2.678%
1/31/2025Key Financial Inc8,486$538K0.1%+24.3%0.122%
1/30/2025Principal Securities Inc.2,565$163K0.0%-20.1%0.037%
1/29/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,286$272K0.0%N/A0.062%
1/27/2025VAUGHAN & Co SECURITIES INC.260,523$16.52M10.0%-1.2%3.749%
1/24/2025Panoramic Investment Advisors LLC13,702$869K0.6%+1.7%0.197%
1/23/2025Abel Hall LLC3,316$210K0.1%N/A0.048%
1/22/2025Jim Saulnier & Associates LLC10,190$646K0.6%+26.2%0.147%
1/21/2025Rodgers & Associates LTD32,691$2.07M0.2%+1.3%0.470%
1/17/2025Janney Montgomery Scott LLC14,791$938K0.0%+9.8%0.213%
1/15/2025Merit Financial Group LLC11,452$726K0.0%-13.0%0.165%
1/14/2025Christopher J. Hasenberg Inc73,669$4.67M1.9%N/A1.060%
1/13/2025Matrix Trust Co186,096$11.80M2.1%-0.1%2.678%
12/26/2024JPMorgan Chase & Co.40,071$2.54M0.0%+125.0%0.577%
11/15/2024EP Wealth Advisors LLC34,477$2.19M0.0%N/A0.496%
11/15/2024Jane Street Group LLC4,608$293K0.0%-9.6%0.066%
11/15/2024IHT Wealth Management LLC40,396$2.55M0.1%+69.6%0.581%
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11/14/2024Captrust Financial Advisors32,615$2.07M0.0%-6.6%0.469%
11/13/2024FMR LLC3,992$253K0.0%-10.9%0.057%
11/13/2024D.A. Davidson & CO.17,132$1.09M0.0%+1.1%0.247%
11/12/2024Jim Saulnier & Associates LLC8,074$513K0.5%N/A0.116%
11/8/2024Steele Capital Management Inc.186,308$11.90M0.6%-2.2%2.681%
11/4/2024Ashton Thomas Securities LLC3,650$232K0.0%+43.1%0.053%
10/29/2024Janney Montgomery Scott LLC13,469$855K0.0%-4.7%0.194%
10/29/2024Key Financial Inc6,826$433K0.1%+5.2%0.098%
10/29/2024Sage Financial Group Inc.3,413$217K0.0%N/A0.049%
10/29/2024Chicago Partners Investment Group LLC49,798$3.14M0.1%-5.7%0.717%
(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, 102 institutional investors and hedge funds held shares of iShares Morningstar Small-Cap Value ETF. The most heavily invested institutionals were VAUGHAN & Co SECURITIES INC. ($15.76M), Focus Partners Wealth ($14.00M), Steele Capital Management Inc. ($11.05M), Matrix Trust Co ($11.05M), Bank of America Corp DE ($9.91M), LPL Financial LLC ($8.92M), and Raymond James Financial Inc. ($8.56M).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 80 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: 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), Jones Financial Companies Lllp ($58.91K), and VAUGHAN & Co SECURITIES INC. ($57.64K).

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

Institutional investors have bought a total of 858,880 shares in the last 24 months. This purchase volume represents approximately $53.13M 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. ($47.59K), Jackson Creek Investment Advisors LLC ($14.87K), IHT Wealth Management LLC ($13.34K), OLD Mission Capital LLC ($11.70K), MONECO Advisors LLC ($9.28K), and Wells Fargo & Company MN ($9.03K).

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

Institutional investors have sold a total of 241,111 shares in the last 24 months. This volume of shares sold represents approximately $14.50M in transactions.


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This page (NYSEARCA:ISCV) was last updated on 7/5/2025 by MarketBeat.com Staff
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