Go Pro
→ The invention Elon called the greatest in history (From Brownstone Research) (Ad)tc pixel Free ISCV Stock Alerts

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

iShares Morningstar Small-Cap Value ETF logo
$78.96 +0.70 (+0.89%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$116.44M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$19.37M
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
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%
5/29/2026Ipsen 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%
5/19/2026Ashton 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%
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%
5/5/2026D.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%
4/27/2026VAUGHAN & 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%
2/17/2026Abel 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%
2/12/2026Richwood Investment Advisors LLC2,775$206K0.2%N/A0.033%
Universal basic income is not impossible. It exist (kind of) (Ad)

Robert Kiyosaki, author of Rich Dad Poor Dad, is highlighting an income strategy he calls the Patriot Income Plan - direct ownership in 14 entities controlling U.S. pipelines, terminals, and processing plants, targeting 10% annually. The plan issues 42 payouts per year and is on pace to distribute $53 billion in 2025 - a record. The next distribution drops in days.tc pixel

See how to enroll in the Patriot Income Plan before the next payout
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%
2/11/2026Ipsen Advisor Group LLC55,982$3.84M2.7%-0.5%0.659%
2/11/2026Vise 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%
2/6/2026 Northwest 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%
2/3/2026MGO One Seven LLC14,088$965K0.0%+13.6%0.166%
2/3/2026Black 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%
1/29/2026D.A. Davidson & CO.21,487$1.47M0.0%+4.2%0.253%
1/28/2026Chicago Partners Investment Group LLC50,339$3.65M0.1%+0.4%0.592%
1/28/2026VAUGHAN & 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%
1/1/2026JPMorgan Chase & Co.51,605$3.44M0.0%-16.9%0.629%
11/19/2025Sunbelt Securities Inc.641$43K0.0%-40.4%0.008%
11/19/2025Captrust Financial Advisors23,109$1.54M0.0%-21.9%0.282%
11/18/2025Advisory Services Network LLC52,124$3.47M0.1%+13.5%0.636%
11/17/2025NewEdge Advisors LLC3,666$244K0.0%N/A0.045%
11/17/2025Prosperity Consulting Group LLC39,956$2.66M0.1%-9.6%0.487%
11/17/2025Northwestern Mutual Wealth Management Co.18,229$1.22M0.0%-59.8%0.222%
11/17/2025Mariner LLC17,046$1.14M0.0%-1.6%0.208%
11/17/2025Focus Partners Wealth413,434$27.52M0.0%+4.5%5.042%
11/17/2025Bank of America Corp DE155,922$10.39M0.0%-4.3%1.901%
11/17/2025Ameriprise Financial Inc.44,892$2.99M0.0%-10.8%0.547%
11/14/2025Raymond James Financial Inc.109,613$7.30M0.0%-15.1%1.337%
11/14/2025Equitable Holdings Inc.16,036$1.07M0.0%N/A0.196%
11/14/2025Comerica Bank17,127$1.14M0.0%-3.5%0.209%
11/13/2025Pacific Sun Financial Corp10,019$668K0.3%-1.8%0.122%
11/13/2025UBS Group AG134,424$8.96M0.0%+58.2%1.639%
11/12/2025Aptus Capital Advisors LLC51,082$3.40M0.0%+194.8%0.623%
11/12/2025Perennial Investment Advisors LLC27,242$1.82M0.1%N/A0.332%
Do this before December or regret it (Ad)

Porter Stansberry believes President Trump will use the December G20 Summit in Miami to unveil a radical monetary reset tied to executive order 14241 - one he says could draw a sharp dividing line between prepared investors and those left behind. The last time America reset its money - under Nixon in the 1970s - it produced an average of 1,300 new millionaires per day for over 50 years. Stansberry's new documentary names a core group of assets he believes are positioned to surge as Trump's new dollar rolls out. Watch Porter Stansberry's full briefing and get his three steps to prepare before December.tc pixel

Watch Porter Stansberry's full briefing and get his three steps to prepare before December.
11/12/2025Madison Wealth Partners Inc5,828$388K0.1%+9.8%0.071%
11/12/2025Lansing Street Advisors4,865$324K0.1%-12.5%0.059%
11/7/2025Essex 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%
11/7/2025JPMorgan Chase & Co.51,605$3.44M0.0%-16.9%0.629%
11/6/2025MB Generational Wealth LLC93,893$6.26M4.0%N/A1.145%
11/6/2025Ipsen Advisor Group LLC56,254$3.75M2.7%+0.4%0.686%
11/5/2025Key Financial Inc10,296$690K0.1%+10.6%0.126%
11/5/2025 Rodgers & Associates LTD43,921$2.93M0.3%+2.0%0.536%
11/5/2025Black Diamond Financial LLC45,590$3.04M0.3%+331.2%0.556%


ISCV Institutional Ownership - Frequently Asked Questions

During the previous two years, 120 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 1,742,148 shares in the last 24 months. This purchase volume represents approximately $116.44M in transactions.

Of the 36 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), Raymond James Financial Inc. ($34.72K), Northwestern Mutual Wealth Management Co. ($33.15K), JPMorgan Chase & Co. ($21.02K), Captrust Financial Advisors ($10.56K), Prosperity Consulting Group LLC ($9.31K), and VAUGHAN & Co SECURITIES INC. ($7.56K).

Institutional investors have sold a total of 288,445 shares in the last 24 months. This volume of shares sold represents approximately $19.37M in transactions.


Related Companies

This page (NYSEARCA:ISCV) was last updated on 7/26/2026 by MarketBeat.com Staff.
From Our Partners
The pact that ran the world and dollar just expired
In 1974, a U.S.-Saudi deal tied oil sales exclusively to dollars, forcing nations worldwide to hold dollars an...
Golden Portfolio | Sponsoredtc pixel
Three oil giants buried the same discovery for 50 years
In 1976, Chevron tapped an energy source with no fuel costs, no carbon, and no supply chain - then killed the ...
Behind the Markets | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
BlackRock's $2.8B Clue (most investors missed)
BlackRock's new fund on the emerging financial grid hit 2.8 billion in assets in just three months, according ...
Awesomely | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel