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

$80.11 +0.96 (+1.21%)

Closing price 04:10 PM Eastern

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$80.08 -0.03 (-0.04%)

As of 07:30 PM Eastern

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Number of Institutional Buyers (last 12 months): 63
Total Institutional Inflows (last 12 months): $104.34M

Number of Institutional Sellers (last 12 months): 33
Total Institutional Outflows (last 12 months): $17.96M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/2/2026	Citadel Advisors LLC	8,810	$690K	0.0%	N/A	0.101%
8/22/2026	Jim Saulnier & Associates LLC	5,069	$397K	0.2%	-49.6%	0.058%
8/21/2026	Rodgers & Associates LTD	40,697	$3.19M	0.2%	-2.7%	0.468%
7/9/2026	Matrix Trust Co	189,142	$14.81M	2.1%	+0.8%	2.174%
7/8/2026	Twin Cities Retirement Group LLC	28,028	$2.20M	1.9%	-3.7%	0.322%
6/18/2026	Western Wealth Management LLC	2,955	$205K	0.0%	-20.2%	0.034%
5/29/2026	Ipsen Advisor Group LLC	55,811	$3.88M	2.7%	-0.3%	0.642%
5/19/2026	Western Wealth Management LLC	2,955	$205K	0.0%	-20.2%	0.034%
5/19/2026	Bank of America Corp DE	201,871	$14.03M	0.0%	+17.1%	2.320%
5/19/2026	Ashton Thomas Securities LLC	3,550	$247K	0.0%	N/A	0.041%
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5/18/2026	Royal Bank of Canada	234,525	$16.30M	0.0%	+51.1%	2.696%
5/15/2026	Waverly Advisors LLC	2,925	$203K	0.0%	N/A	0.034%
5/13/2026	Cetera Investment Advisers	102,633	$7.13M	0.0%	+3.4%	1.180%
5/8/2026	Pacific Sun Financial Corp	9,319	$648K	0.3%	-2.5%	0.107%
5/6/2026	Bessemer Group Inc.	686	$48K	0.0%	N/A	0.008%
5/6/2026	Independent Financial Group LLC	2,908	$202K	0.0%	N/A	0.033%
5/6/2026	Prosperity Consulting Group LLC	34,637	$2.41M	0.1%	-6.9%	0.398%
5/5/2026	D.A. Davidson & CO.	22,290	$1.55M	0.0%	+3.7%	0.256%
5/1/2026	Fifth Third Bancorp	16,836	$1.17M	0.0%	N/A	0.194%
4/30/2026	Kestra Advisory Services LLC	46,233	$3.21M	0.0%	+4.2%	0.531%
4/27/2026	VAUGHAN & Co SECURITIES INC.	293,423	$20.40M	10.6%	-2.5%	3.373%
4/25/2026	rebel Financial LLC	6,524	$453K	0.2%	-4.0%	0.075%
4/24/2026	Key Financial Inc	11,031	$767K	0.1%	+2.6%	0.127%
4/22/2026	Janney Montgomery Scott LLC	13,988	$972K	0.0%	-1.5%	0.161%
3/17/2026	John A. Wolfe & Associates Inc.	5,114	$350K	0.1%	N/A	0.060%
3/17/2026	Rockefeller Capital Management L.P.	1,073	$74K	0.0%	+16.3%	0.013%
2/18/2026	EP Wealth Advisors LLC	33,628	$2.30M	0.0%	N/A	0.396%
2/18/2026	IHT Wealth Management LLC	33,806	$2.32M	0.1%	+16.1%	0.398%
2/17/2026	Abel Hall LLC	9,904	$678K	0.2%	-7.3%	0.117%
2/17/2026	Cetera Investment Advisers	99,281	$6.80M	0.0%	+1.8%	1.168%
2/17/2026	Equitable Holdings Inc.	19,886	$1.36M	0.0%	+24.0%	0.234%
2/17/2026	Osaic Holdings Inc.	3,872	$265K	0.0%	-23.3%	0.046%
2/17/2026	Advisory Services Network LLC	56,816	$3.89M	0.1%	+9.0%	0.668%
2/17/2026	Captrust Financial Advisors	36,264	$2.48M	0.0%	+56.9%	0.427%
2/17/2026	Royal Bank of Canada	155,228	$10.63M	0.0%	+0.1%	1.826%
2/16/2026	Focus Partners Wealth	285,323	$19.55M	0.0%	-31.0%	3.357%
2/16/2026	Aptus Capital Advisors LLC	55,773	$3.82M	0.0%	+9.2%	0.656%
2/13/2026	Kestra Advisory Services LLC	44,387	$3.04M	0.0%	+1.7%	0.522%
2/13/2026	Stifel Financial Corp	2,955	$202K	0.0%	N/A	0.035%
2/13/2026	Smartleaf Asset Management LLC	2,839	$196K	0.0%	+9.5%	0.033%
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2/13/2026	Granville Capital Inc.	110,306	$7.56M	4.0%	N/A	1.298%
2/13/2026	Wells Fargo & Company MN	141,015	$9.66M	0.0%	+4.4%	1.659%
2/12/2026	Richwood Investment Advisors LLC	2,775	$206K	0.2%	N/A	0.033%
2/12/2026	Commonwealth Equity Services LLC	55,143	$3.78M	0.0%	-0.9%	0.649%
2/11/2026	Janney Montgomery Scott LLC	14,197	$972K	0.0%	+10.9%	0.167%
2/11/2026	LPL Financial LLC	231,259	$15.84M	0.0%	+36.0%	2.721%
2/11/2026	Ipsen Advisor Group LLC	55,982	$3.84M	2.7%	-0.5%	0.659%
2/11/2026	Vise Technologies Inc.	3,376	$231K	0.0%	N/A	0.040%
2/10/2026	Goldman Sachs Group Inc.	43,969	$3.01M	0.0%	+1.3%	0.517%
2/10/2026	Basepoint Wealth LLC	1,762	$121K	0.1%	N/A	0.021%
2/10/2026	Northwestern Mutual Wealth Management Co.	12,800	$877K	0.0%	-29.8%	0.151%
2/9/2026	Key Financial Inc	10,749	$736K	0.1%	+4.4%	0.126%
2/9/2026	Harbour Investments Inc.	4,850	$332K	0.0%	+94.0%	0.057%
2/9/2026	Twin Cities Retirement Group LLC	29,770	$2.04M	2.0%	N/A	0.350%
2/6/2026	SGL Investment Advisors Inc.	13,814	$1.00M	0.4%	+17.3%	0.163%
2/6/2026	Northwest Wealth Advisors LLC	6,568	$450K	0.4%	N/A	0.077%
2/5/2026	Northwestern Mutual Wealth Management Co.	139,305	$10.03M	0.0%	+664.2%	1.639%
2/5/2026	Western Wealth Management LLC	3,705	$254K	0.0%	N/A	0.044%
2/5/2026	Pacific Sun Financial Corp	9,559	$655K	0.3%	-4.6%	0.112%
2/4/2026	Moneco Advisors LLC	4,850	$332K	0.0%	-3.9%	0.057%
2/3/2026	MGO One Seven LLC	14,088	$965K	0.0%	+13.6%	0.166%
2/3/2026	Black Diamond Financial LLC	46,237	$3.17M	0.3%	+1.4%	0.544%
1/30/2026	Laurel Wealth Advisors LLC	840	$58K	0.0%	N/A	0.010%
1/30/2026	Pure Portfolios Holdings LLC	2,925	$200K	0.1%	N/A	0.034%
1/29/2026	Comerica Bank	16,870	$1.16M	0.0%	-1.5%	0.198%
1/29/2026	D.A. Davidson & CO.	21,487	$1.47M	0.0%	+4.2%	0.253%
1/28/2026	Chicago Partners Investment Group LLC	50,339	$3.65M	0.1%	+0.4%	0.592%
1/28/2026	VAUGHAN & Co SECURITIES INC.	300,980	$20.62M	10.7%	+3.6%	3.541%
1/27/2026	Steele Capital Management Inc.	187,179	$12.82M	0.6%	+1.2%	2.202%
1/26/2026	Courage Miller Partners LLC	7,830	$536K	0.2%	-9.9%	0.092%
1/21/2026	Flagship Harbor Advisors LLC	428	$29K	0.0%	N/A	0.005%
1/15/2026	Towerpoint Wealth LLC	5,884	$403K	0.2%	+4.2%	0.069%
1/14/2026	Exchange Traded Concepts LLC	908,467	$62.23M	0.5%	+12.5%	10.688%
1/13/2026	Matrix Trust Co	187,179	$12.82M	2.1%	+1.2%	2.202%
1/8/2026	Wealth Enhancement Advisory Services LLC	10,293	$729K	0.0%	+12.1%	0.121%
1/1/2026	JPMorgan Chase & Co.	51,605	$3.44M	0.0%	-16.9%	0.629%
11/19/2025	Sunbelt Securities Inc.	641	$43K	0.0%	-40.4%	0.008%
11/19/2025	Captrust Financial Advisors	23,109	$1.54M	0.0%	-21.9%	0.282%
11/18/2025	Advisory Services Network LLC	52,124	$3.47M	0.1%	+13.5%	0.636%
11/17/2025	NewEdge Advisors LLC	3,666	$244K	0.0%	N/A	0.045%
11/17/2025	Prosperity Consulting Group LLC	39,956	$2.66M	0.1%	-9.6%	0.487%
11/17/2025	Northwestern Mutual Wealth Management Co.	18,229	$1.22M	0.0%	-59.8%	0.222%
11/17/2025	Mariner LLC	17,046	$1.14M	0.0%	-1.6%	0.208%
11/17/2025	Focus Partners Wealth	413,434	$27.52M	0.0%	+4.5%	5.042%
11/17/2025	Bank of America Corp DE	155,922	$10.39M	0.0%	-4.3%	1.901%
11/17/2025	Ameriprise Financial Inc.	44,892	$2.99M	0.0%	-10.8%	0.547%
11/14/2025	Raymond James Financial Inc.	109,613	$7.30M	0.0%	-15.1%	1.337%
11/14/2025	Equitable Holdings Inc.	16,036	$1.07M	0.0%	N/A	0.196%
11/14/2025	Comerica Bank	17,127	$1.14M	0.0%	-3.5%	0.209%
11/13/2025	Pacific Sun Financial Corp	10,019	$668K	0.3%	-1.8%	0.122%
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11/13/2025	UBS Group AG	134,424	$8.96M	0.0%	+58.2%	1.639%
11/12/2025	Aptus Capital Advisors LLC	51,082	$3.40M	0.0%	+194.8%	0.623%
11/12/2025	Perennial Investment Advisors LLC	27,242	$1.82M	0.1%	N/A	0.332%
11/12/2025	Madison Wealth Partners Inc	5,828	$388K	0.1%	+9.8%	0.071%
11/12/2025	Lansing Street Advisors	4,865	$324K	0.1%	-12.5%	0.059%
11/7/2025	Essex Financial Services Inc.	5,848	$390K	0.0%	-2.6%	0.071%
11/7/2025	Merit Financial Group LLC	9,317	$621K	0.0%	-3.7%	0.114%
11/7/2025	JPMorgan Chase & Co.	51,605	$3.44M	0.0%	-16.9%	0.629%
11/6/2025	MB Generational Wealth LLC	93,893	$6.26M	4.0%	N/A	1.145%
11/6/2025	Ipsen Advisor Group LLC	56,254	$3.75M	2.7%	+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 1,542,633 shares in the last 24 months. This purchase volume represents approximately $104.34M 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.

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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.

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

ISCV Institutional Buying and Selling by Quarter

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

ISCV Institutional Ownership - Frequently Asked Questions

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

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

ISCV Institutional Buying and Selling by Quarter

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

ISCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISCV shares?

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

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

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

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

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