Go Pro
→ Major Buy Alert Issued for September 30th (From TradeSmith) (Ad)tc pixel Free ISCV Stock Alerts

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

iShares Morningstar Small-Cap Value ETF logo
$80.67 +0.08 (+0.10%)
As of 03:52 PM Eastern
This is a fair market value 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)
63
Total
Institutional Inflows
(last 12 months)
$104.14M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$17.96M
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
9/2/2026 Citadel Advisors LLC8,810$690K0.0%N/A0.101%
8/22/2026 Jim 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%
6/18/2026 Western 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%
5/19/2026 Western Wealth Management LLC2,955$205K0.0%-20.2%0.034%
5/19/2026 Bank 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%
5/18/2026 Royal Bank of Canada234,525$16.30M0.0%+51.1%2.696%
5/15/2026 Waverly Advisors LLC2,925$203K0.0%N/A0.034%
5/13/2026 Cetera Investment Advisers102,633$7.13M0.0%+3.4%1.180%
5/8/2026 Pacific Sun Financial Corp9,319$648K0.3%-2.5%0.107%
5/6/2026 Bessemer Group Inc.686$48K0.0%N/A0.008%
5/6/2026 Independent Financial Group LLC2,908$202K0.0%N/A0.033%
5/6/2026 Prosperity 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%
5/1/2026 Fifth 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%
4/22/2026 Janney 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%
3/17/2026 Rockefeller Capital Management L.P.1,073$74K0.0%+16.3%0.013%
2/18/2026 EP Wealth Advisors LLC33,628$2.30M0.0%N/A0.396%
2/18/2026 IHT Wealth Management LLC33,806$2.32M0.1%+16.1%0.398%
2/17/2026 Abel Hall LLC9,904$678K0.2%-7.3%0.117%
2/17/2026 Cetera Investment Advisers99,281$6.80M0.0%+1.8%1.168%
2/17/2026 Equitable Holdings Inc.19,886$1.36M0.0%+24.0%0.234%
2/17/2026 Osaic Holdings Inc.3,872$265K0.0%-23.3%0.046%
2/17/2026 Advisory Services Network LLC56,816$3.89M0.1%+9.0%0.668%
2/17/2026 Captrust Financial Advisors36,264$2.48M0.0%+56.9%0.427%
2/17/2026 Royal Bank of Canada155,228$10.63M0.0%+0.1%1.826%
2/16/2026 Focus Partners Wealth285,323$19.55M0.0%-31.0%3.357%
2/16/2026 Aptus 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%
2/13/2026 Stifel Financial Corp2,955$202K0.0%N/A0.035%
2/13/2026 Smartleaf Asset Management LLC2,839$196K0.0%+9.5%0.033%
FDA Momentum is Building Around NNVC! (Ad)

NanoViricides (NYSE: NNVC) just received regulatory approval to begin a Phase II trial of NV-387 Oral Gummies for Ebola in the DRC, now the country's largest outbreak on record with over 4,100 cases. NV-387 uses a host-mimetic nanoviricide platform designed to trap and neutralize viruses. Noble Capital Markets recently initiated coverage on NNVC with an Outperform rating and a $6 price target.tc pixel

Discover why NNVC's Phase II Ebola clearance is drawing analyst attention today.
2/13/2026 Granville Capital Inc.110,306$7.56M4.0%N/A1.298%
2/13/2026 Wells Fargo & Company MN141,015$9.66M0.0%+4.4%1.659%
2/12/2026 Richwood Investment Advisors LLC2,775$206K0.2%N/A0.033%
2/12/2026 Commonwealth Equity Services LLC55,143$3.78M0.0%-0.9%0.649%
2/11/2026 Janney Montgomery Scott LLC14,197$972K0.0%+10.9%0.167%
2/11/2026 LPL 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%
2/10/2026 Goldman Sachs Group Inc.43,969$3.01M0.0%+1.3%0.517%
2/10/2026 Basepoint Wealth LLC1,762$121K0.1%N/A0.021%
2/10/2026 Northwestern 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%
2/9/2026 Harbour 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%
2/6/2026 SGL 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%
2/5/2026 Northwestern Mutual Wealth Management Co.139,305$10.03M0.0%+664.2%1.639%
2/5/2026 Western Wealth Management LLC3,705$254K0.0%N/A0.044%
2/5/2026 Pacific Sun Financial Corp9,559$655K0.3%-4.6%0.112%
2/4/2026 Moneco 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%
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%
1/1/2026 JPMorgan Chase & Co.51,605$3.44M0.0%-16.9%0.629%
11/19/2025Sunbelt Securities Inc.641$43K0.0%-40.4%0.008%
11/19/2025 Captrust Financial Advisors23,109$1.54M0.0%-21.9%0.282%
11/18/2025 Advisory Services Network LLC52,124$3.47M0.1%+13.5%0.636%
11/17/2025 NewEdge Advisors LLC3,666$244K0.0%N/A0.045%
11/17/2025 Prosperity Consulting Group LLC39,956$2.66M0.1%-9.6%0.487%
11/17/2025 Northwestern Mutual Wealth Management Co.18,229$1.22M0.0%-59.8%0.222%
11/17/2025 Mariner LLC17,046$1.14M0.0%-1.6%0.208%
11/17/2025 Focus Partners Wealth413,434$27.52M0.0%+4.5%5.042%
11/17/2025 Bank of America Corp DE155,922$10.39M0.0%-4.3%1.901%
11/17/2025 Ameriprise Financial Inc.44,892$2.99M0.0%-10.8%0.547%
11/14/2025 Raymond James Financial Inc.109,613$7.30M0.0%-15.1%1.337%
11/14/2025 Equitable Holdings Inc.16,036$1.07M0.0%N/A0.196%
11/14/2025Comerica Bank17,127$1.14M0.0%-3.5%0.209%
11/13/2025 Pacific Sun Financial Corp10,019$668K0.3%-1.8%0.122%
Rickards Predicts: Trump to buy tiny $2 stock? (Ad)

Jim Rickards believes the Trump administration is about to take a direct stake in a $2 stock sitting on the largest mineral reserve in the country - enough gold for a new Fort Knox, enough copper to rebuild the U.S. electric grid 25 times over. The Trump administration has previously staked positions in MP Materials, Lithium America, Trilogy Metals, and USA Rare Earth - each time shares moved higher. A landmark policy decision expected before November 3 could reprice this stock from $2 to $20 or more within a year.tc pixel

Click here to see why Rickards believes this stock is next
11/13/2025 UBS Group AG134,424$8.96M0.0%+58.2%1.639%
11/12/2025 Aptus Capital Advisors LLC51,082$3.40M0.0%+194.8%0.623%
11/12/2025 Perennial Investment Advisors LLC27,242$1.82M0.1%N/A0.332%
11/12/2025 Madison Wealth Partners Inc5,828$388K0.1%+9.8%0.071%
11/12/2025 Lansing Street Advisors4,865$324K0.1%-12.5%0.059%
11/7/2025 Essex 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%
11/7/2025 JPMorgan 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%


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 102 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 1,539,333 shares in the last 24 months. This purchase volume represents approximately $104.14M in transactions.

Of the 33 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 263,917 shares in the last 24 months. This volume of shares sold represents approximately $17.96M 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 9/2/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Microscopic footage reveals immune cells destroying cancer cells
Time-lapse footage from a recent clinical study shows Natural Killer cells attacking and eliminating cancer ce...
Market Tactic | Sponsoredtc pixel
The 2026 beginners Guide to Gold IRAs
Gold trades near record highs while silver just topped $81 an ounce for the first time ever. Thousands of A...
Goldco Direct, LLC | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
American retirees will miss THIS. Big Banks just moved in.
Central banks spent nearly $130 billion on physical gold last year, on top of $145 billion the year before. Q1...
Cedar Gold Group | Sponsoredtc pixel
Major Buy Alert Issued for September 30th
Keith Kaplan has invested $17 million into his own AI research tools, building a platform now used by 180,000 ...
TradeSmith | Sponsoredtc pixel
Are you leaving Social Security money on the table?
Most retirement plans still have gaps in them... The quiet ones that don't show up until it's too late to fix....
Money Pickle | Sponsoredtc pixel
Rickards Predicts: Trump to buy tiny $2 stock?
Jim Rickards believes the Trump administration is about to take a direct stake in a $2 stock sitting on the la...
Paradigm Press | Sponsoredtc pixel