Free Trial

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

iShares Morningstar Small-Cap Value ETF logo
$66.96 +0.53 (+0.80%)
As of 08/27/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
65
Total
Institutional Inflows
(last 12 months)
$86.68M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$14.13M
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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 Advisory Services Network LLC45,910$2.87M0.0%N/A0.585%
8/18/2025 Geneos Wealth Management Inc.7,255$445K0.0%+98.3%0.092%
8/15/2025 Captrust Financial Advisors29,604$1.82M0.0%-12.1%0.377%
8/15/2025 Smartleaf Asset Management LLC2,621$161K0.0%+8.3%0.033%
8/15/2025 IHT Wealth Management LLC27,555$1.69M0.0%+2.1%0.351%
8/15/2025 EP Wealth Advisors LLC33,839$2.08M0.0%-3.9%0.431%
8/15/2025 Bank of America Corp DE162,873$10.00M0.0%+9.4%2.075%
8/15/2025 Ameriprise Financial Inc.50,332$3.23M0.0%+49.6%0.641%
8/14/2025 Raymond James Financial Inc.129,154$7.93M0.0%-10.5%1.645%
8/13/2025 Northwestern Mutual Wealth Management Co.45,399$2.79M0.0%-1.2%0.578%
8/12/2025 Laurel Wealth Advisors LLC51,568$3.17M0.0%+6,039.0%0.657%
8/12/2025 JPMorgan Chase & Co.62,117$3.81M0.0%+9.0%0.791%
8/8/2025 Avantax Advisory Services Inc.64,197$3.94M0.0%-0.4%0.828%
8/8/2025 Cetera Investment Advisers47,268$2.90M0.0%+1.3%0.610%
8/8/2025 Creative Planning4,955$304K0.0%+20.5%0.064%
8/8/2025 PNC Financial Services Group Inc.870$53K0.0%+67.6%0.011%
8/6/2025 Ipsen Advisor Group LLC56,034$3.44M2.6%+2.8%0.723%
8/5/2025 Prosperity Consulting Group LLC44,190$2.71M0.2%-5.4%0.570%
8/5/2025 Key Financial Inc9,311$572K0.1%+8.6%0.120%
8/5/2025 Bank of Montreal Can450$29K0.0%N/A0.006%
8/4/2025 Jim Saulnier & Associates LLC10,075$619K0.4%-5.0%0.130%
8/4/2025 World Investment Advisors3,356$206K0.0%N/A0.043%
8/1/2025 GWN Securities Inc.5,038$310K0.1%+12.6%0.065%
8/1/2025 Envestnet Asset Management Inc.60,270$3.70M0.0%+540.8%0.778%
7/30/2025 Black Diamond Financial LLC10,574$649K0.1%-33.3%0.136%
7/30/2025 D.A. Davidson & CO.19,318$1.19M0.0%+3.8%0.249%
7/29/2025 Madison Wealth Partners Inc5,307$326K0.1%+3.6%0.068%
7/29/2025 Rodgers & Associates LTD43,078$2.65M0.3%+35.9%0.556%
7/29/2025 Private Trust Co. NA467$29K0.0%-66.8%0.006%
7/25/2025 Courage Miller Partners LLC9,904$608K0.2%-3.2%0.128%
7/25/2025 CWM LLC3,642$224K0.0%-7.6%0.047%
7/24/2025 rebel Financial LLC6,379$392K0.2%N/A0.082%
7/23/2025 Lansing Street Advisors5,561$341K0.1%+33.8%0.072%
7/23/2025 Abel Hall LLC10,652$654K0.3%+153.1%0.137%
7/22/2025 VAUGHAN & Co SECURITIES INC.281,895$17.31M9.9%+6.1%3.637%
7/17/2025 Janney Montgomery Scott LLC14,226$873K0.0%-2.4%0.184%
7/16/2025 Perigon Wealth Management LLC4,355$267K0.0%+7.5%0.056%
7/15/2025 Kelly Financial Group LLC7,780$478K0.1%+17.1%0.100%
7/14/2025 Matrix Trust Co189,512$11.63M1.9%+1.7%2.461%
7/10/2025 Exchange Traded Concepts LLC317,150$19.47M0.2%N/A4.146%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

Watch the National Emergency broadcast here
7/8/2025 Rise Advisors LLC411$25K0.0%-37.4%0.005%
5/20/2025 Focus Partners Wealth236,017$14.00M0.0%+305.5%3.211%
5/16/2025 Jones Financial Companies Lllp60,865$3.61M0.0%+1,141.9%0.828%
5/15/2025 EP Wealth Advisors LLC35,204$2.09M0.0%-8.3%0.479%
5/15/2025 Royal Bank of Canada110,414$6.55M0.0%-5.3%1.502%
5/14/2025 Wealth Preservation Advisors LLC480$28K0.0%N/A0.007%
5/14/2025 Smartleaf Asset Management LLC2,420$143K0.0%+27.7%0.033%
5/14/2025 Northwestern Mutual Wealth Management Co.45,952$2.73M0.0%-47.9%0.625%
5/14/2025 Kestra Advisory Services LLC42,972$2.55M0.0%+2.0%0.585%
5/14/2025 Summit Financial LLC3,672$218K0.0%N/A0.050%
5/13/2025 Raymond James Financial Inc.144,332$8.56M0.0%-3.3%1.964%
5/9/2025 PNC Financial Services Group Inc.519$31K0.0%N/A0.007%
5/8/2025 Brentview Investment Management LLC1,000$59K0.0%N/A0.014%
5/7/2025 LPL Financial LLC150,439$8.92M0.0%+12.9%2.047%
5/6/2025 Cetera Investment Advisers46,677$2.77M0.0%+12.3%0.635%
5/6/2025 Avantax Advisory Services Inc.64,446$3.82M0.0%+0.3%0.877%
5/6/2025 Abel Hall LLC4,208$250K0.2%+26.9%0.057%
5/2/2025 Sigma Planning Corp7,051$418K0.0%+58.4%0.100%
5/1/2025 LRI Investments LLC17,976$1.07M0.1%-1.2%0.255%
5/1/2025 Asset Dedication LLC5,713$339K0.0%+5,501.0%0.081%
5/1/2025 CWM LLC3,942$234K0.0%+6.7%0.056%
4/30/2025 Christopher J. Hasenberg Inc2,545$151K0.1%-96.5%0.036%
4/30/2025 Blackhawk Capital Partners LLC.3,450$205K0.1%-57.0%0.049%
4/30/2025 Black Diamond Financial LLC15,843$939K0.1%+38.5%0.225%
4/29/2025 Envestnet Asset Management Inc.9,406$558K0.0%+7.7%0.133%
4/29/2025 Viewpoint Capital Management LLC45,397$2.69M1.4%-1.5%0.644%
4/29/2025 VAUGHAN & Co SECURITIES INC.265,688$15.76M9.8%+2.0%3.769%
4/28/2025 D.A. Davidson & CO.18,611$1.10M0.0%+7.8%0.264%
4/28/2025 Lansing Street Advisors4,155$246K0.1%N/A0.059%
4/25/2025 Mather Group LLC.827$49K0.0%+275.9%0.012%
4/23/2025 Perigon Wealth Management LLC4,051$240K0.0%N/A0.057%
4/22/2025 Rodgers & Associates LTD31,690$1.88M0.2%-3.1%0.450%
4/22/2025 Cambridge Investment Research Advisors Inc.34,891$2.07M0.0%+2.2%0.495%
4/22/2025 Madison Wealth Partners Inc5,123$304K0.1%-8.7%0.073%
4/21/2025 Jim Saulnier & Associates LLC10,602$629K0.5%+4.0%0.150%
4/17/2025 Janney Montgomery Scott LLC14,569$864K0.0%-1.5%0.207%
4/17/2025 Pacific Sun Financial Corp10,199$605K0.3%-2.9%0.145%
4/16/2025 Steele Capital Management Inc.186,326$11.05M0.6%+0.1%2.643%
4/16/2025 Kelly Financial Group LLC6,644$394K0.1%N/A0.094%
4/15/2025 Ipsen Advisor Group LLC54,531$3.23M2.8%+0.9%0.773%
4/10/2025 Matrix Trust Co186,326$11.05M1.9%+0.1%2.662%
4/9/2025 Merit Financial Group LLC9,165$544K0.0%-20.0%0.131%
4/9/2025 NBC Securities Inc.4,725$280K0.0%+118,025.0%0.068%
3/17/2025 Wealth Enhancement Advisory Services LLC9,765$619K0.0%+8.5%0.139%
2/17/2025 Stuart Chaussee & Associates Inc.800$51K0.0%N/A0.012%
2/17/2025 Focus Partners Wealth58,197$3.69M0.0%N/A0.837%
2/17/2025 EP Wealth Advisors LLC38,395$2.44M0.0%+11.4%0.552%
2/17/2025 Cetera Investment Advisers41,557$2.64M0.0%+0.9%0.598%
2/17/2025 Captrust Financial Advisors40,270$2.55M0.0%+23.5%0.579%
2/17/2025 Bank of America Corp DE156,302$9.91M0.0%+0.5%2.249%
A New Way to Double Your Retirement Income? (Ad)

Bloomberg reports that a new class of investments is “entering a golden era,” with yields fueling a retail boom. For retirees, that could mean a way to generate reliable monthly income—without the outdated 4% withdrawal rule, risky trading, or high-fee annuities. If you’re ready to stop worrying about money running out and start enjoying the freedom to cover expenses, treat loved ones, and live life on your terms, this may be exactly what you’ve been waiting for.tc pixel

Click here to see how to turn your savings into a monthly income machine.
2/17/2025 Ameriprise Financial Inc.38,566$2.45M0.0%+2.0%0.555%
2/14/2025 Prosperity Consulting Group LLC46,664$2.96M0.2%-2.0%0.671%
2/14/2025 IHT Wealth Management LLC27,059$1.72M0.1%-33.0%0.389%
2/14/2025 Stifel Financial Corp3,691$234K0.0%N/A0.053%
2/13/2025 Mariner LLC11,976$759K0.0%-26.6%0.172%
2/13/2025 Envestnet Asset Management Inc.8,735$554K0.0%-7.7%0.126%
2/13/2025 Wells Fargo & Company MN91,676$5.81M0.0%-9.0%1.319%
2/12/2025 OLD Mission Capital LLC7,156$454K0.0%-62.0%0.103%
2/12/2025 JPMorgan Chase & Co.42,750$2.71M0.0%+6.7%0.615%
2/12/2025 Ipsen Advisor Group LLC54,064$3.43M2.9%N/A0.778%
(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, 108 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 1,404,562 shares in the last 24 months. This purchase volume represents approximately $86.68M 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 232,796 shares in the last 24 months. This volume of shares sold represents approximately $14.13M in transactions.



This page (NYSEARCA:ISCV) was last updated on 8/28/2025 by MarketBeat.com Staff
From Our Partners