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

$63.40

+1.01 (+1.62%)

(As of 07/26/2024 ET)

Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 37
Total Institutional Inflows (last 12 months): $25.58M

Number of Institutional Sellers (last 12 months): 36
Total Institutional Outflows (last 12 months): $7.70M

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ISCV Institutional Buying and Selling by Quarter

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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
7/26/2024	Cambridge Investment Research Advisors Inc.	33,412	$1.94M	0.0%	+0.6%	0.481%
7/23/2024	Concourse Financial Group Securities Inc.	1,554	$90K	0.0%	-13.0%	0.022%
7/19/2024	MONECO Advisors LLC	6,150	$356K	0.1%	-60.1%	0.088%
7/19/2024	Pacific Sun Financial Corp	11,812	$684K	0.4%	-2.5%	0.170%
7/16/2024	Steele Capital Management Inc.	190,476	$11.03M	0.6%	-0.6%	2.741%
7/16/2024	Wealth Enhancement Advisory Services LLC	9,447	$547K	0.0%	+2.1%	0.136%
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7/11/2024	Kohmann Bosshard Financial Services LLC	19,506	$1.13M	0.2%	-4.1%	0.281%
7/10/2024	Matrix Trust Co	190,476	$11.03M	2.5%	-0.2%	2.741%
6/25/2024	Sensible Money LLC	5,512	$337K	0.2%	+19.1%	0.079%
5/24/2024	Cetera Advisors LLC	18,151	$1.11M	0.0%	-8.2%	0.261%
5/24/2024	Cetera Investment Advisers	40,537	$2.48M	0.0%	+148.5%	0.583%
5/21/2024	LRI Investments LLC	18,321	$1.12M	0.2%	N/A	0.264%
5/17/2024	Comerica Bank	17,743	$1.09M	0.0%	+2.7%	0.255%
5/15/2024	LRI Investments LLC	18,321	$1.10M	0.1%	N/A	0.264%
5/10/2024	Rodgers & Associates LTD	32,810	$2.01M	0.3%	+4.1%	0.469%
5/8/2024	Avantax Advisory Services Inc.	61,874	$3.79M	0.0%	-12.7%	0.884%
5/4/2024	Geneos Wealth Management Inc.	3,658	$224K	0.0%	-9.9%	0.052%
5/1/2024	Janney Montgomery Scott LLC	14,473	$886K	0.0%	-2.8%	0.207%
5/1/2024	VAUGHAN & Co SECURITIES INC.	254,668	$15.59M	9.9%	+1.3%	3.638%
5/1/2024	Concourse Financial Group Securities Inc.	1,787	$109K	0.0%	-11.9%	0.026%
5/1/2024	Prosperity Consulting Group LLC	49,847	$3.05M	0.4%	N/A	0.712%
4/26/2024	MONECO Advisors LLC	15,429	$944K	0.2%	-1.6%	0.220%
4/25/2024	Cambridge Investment Research Advisors Inc.	33,224	$2.03M	0.0%	-4.0%	0.475%
4/23/2024	Raymond James Financial Services Advisors Inc.	119,056	$7.29M	0.0%	-9.2%	1.701%
4/18/2024	Panoramic Investment Advisors LLC	13,341	$816K	0.6%	-1.3%	0.191%
4/18/2024	Steele Capital Management Inc.	191,576	$11.72M	0.7%	-2.0%	2.737%
4/15/2024	Sunbelt Securities Inc.	1,075	$66K	0.0%	+147.7%	0.015%
4/12/2024	Harbor Investment Advisory LLC	759	$46K	0.0%	-34.3%	0.011%
2/17/2024	Madison Wealth Partners Inc	5,532	$328K	0.1%	+6.0%	0.078%
2/15/2024	Comerica Bank	17,283	$1.02M	0.0%	-3.0%	0.243%
2/13/2024	Tower Research Capital LLC TRC	683	$40K	0.0%	-95.1%	0.010%
2/9/2024	Cambridge Investment Research Advisors Inc.	34,610	$2.05M	0.0%	+4.9%	0.487%
2/9/2024	Corient Private Wealth LLC	21,919	$1.30M	0.0%	+1.6%	0.309%
2/9/2024	Wells Fargo & Company MN	116,846	$6.92M	0.0%	-15.9%	1.646%
2/8/2024	Janney Montgomery Scott LLC	14,888	$882K	0.0%	-6.9%	0.210%
2/8/2024	MB Generational Wealth LLC	23,415	$1.39M	1.3%	N/A	0.330%
2/8/2024	Pacific Sun Financial Corp	12,112	$717K	0.5%	-2.7%	0.171%
2/7/2024	Avantax Advisory Services Inc.	70,907	$4.20M	0.0%	+5.6%	0.999%
2/7/2024	NBC Securities Inc.	4,669	$276K	0.0%	-13.2%	0.066%
2/7/2024	Principal Securities Inc.	500	$30K	0.0%	N/A	0.007%
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2/7/2024	Concourse Financial Group Securities Inc.	2,029	$120K	0.0%	-46.7%	0.029%
2/6/2024	Lincoln National Corp	6,026	$357K	0.0%	-21.7%	0.085%
2/6/2024	Merit Financial Group LLC	17,350	$1.03M	0.0%	+115.5%	0.244%
2/6/2024	Essex Financial Services Inc.	4,657	$276K	0.0%	N/A	0.066%
2/5/2024	Jackson Creek Investment Advisors LLC	22,512	$1.33M	0.5%	+4.8%	0.317%
2/5/2024	Steele Capital Management Inc.	195,420	$11.57M	0.8%	N/A	2.752%
2/5/2024	Transcend Capital Advisors LLC	5,913	$350K	0.0%	+39.4%	0.083%
2/5/2024	Matrix Trust Co	194,223	$11.50M	2.7%	+0.6%	2.736%
2/2/2024	Rodgers & Associates LTD	31,519	$1.87M	0.3%	+0.8%	0.444%
1/26/2024	Harbor Investment Advisory LLC	1,155	$68K	0.0%	N/A	0.016%
1/26/2024	VAUGHAN & Co SECURITIES INC.	251,515	$14.89M	10.0%	+4.4%	3.542%
1/24/2024	Barrett & Company Inc.	3,093	$183K	0.1%	-27.1%	0.044%
1/23/2024	Panoramic Investment Advisors LLC	13,523	$801K	0.7%	-5.5%	0.190%
1/19/2024	Courage Miller Partners LLC	10,536	$624K	0.2%	-10.4%	0.148%
1/18/2024	Sage Financial Group Inc.	3,413	$202K	0.0%	N/A	0.048%
1/16/2024	Raymond James Financial Services Advisors Inc.	131,184	$7.77M	0.0%	-2.5%	1.848%
1/11/2024	Dynamic Advisor Solutions LLC	8,817	$507K	0.0%	N/A	0.124%
1/10/2024	Dfpg Investments LLC	4,621	$266K	0.0%	-4.5%	0.065%
1/3/2024	EisnerAmper Wealth Management Corporate Benefits LLC	51,460	$3.05M	1.1%	-7.7%	0.725%
12/6/2023	Citigroup Inc.	5,683	$294K	0.0%	+37.0%	0.080%
11/16/2023	Panoramic Investment Advisors LLC	14,304	$741K	0.7%	N/A	0.201%
11/14/2023	Tower Research Capital LLC TRC	13,912	$720K	0.0%	+18.5%	0.196%
11/13/2023	Mariner LLC	12,457	$645K	0.0%	+3.7%	0.175%
11/13/2023	LPL Financial LLC	89,454	$4.63M	0.0%	+1.3%	1.260%
11/13/2023	Kestra Advisory Services LLC	32,030	$1.66M	0.0%	+5.2%	0.451%
11/9/2023	UBS Group AG	100,570	$5.21M	0.0%	+2.0%	1.416%
11/8/2023	D.A. Davidson & CO.	15,901	$823K	0.0%	-13.4%	0.224%
11/8/2023	Janney Montgomery Scott LLC	15,990	$828K	0.0%	-9.5%	0.225%
11/8/2023	Avantax Advisory Services Inc.	67,155	$3.48M	0.0%	+0.9%	0.946%
11/4/2023	NBC Securities Inc.	5,381	$278K	0.0%	N/A	0.076%
11/4/2023	Jackson Creek Investment Advisors LLC	21,485	$1.11M	0.5%	+1.4%	0.303%
11/3/2023	Black Diamond Financial LLC	10,300	$533K	0.2%	+4.8%	0.145%
10/30/2023	Matrix Trust Co	193,110	$10.00M	2.6%	+2.5%	2.720%
10/24/2023	Raymond James Financial Services Advisors Inc.	134,488	$6.96M	0.0%	+2.9%	1.894%
10/24/2023	Raymond James & Associates	6,970	$361K	0.0%	-53.1%	0.098%
10/24/2023	Cambridge Investment Research Advisors Inc.	32,995	$1.71M	0.0%	-2.9%	0.465%
10/23/2023	Commonwealth Equity Services LLC	24,804	$1.28M	0.0%	-1.7%	0.349%
10/19/2023	VAUGHAN & Co SECURITIES INC.	241,028	$12.48M	9.3%	+3.5%	3.395%
10/17/2023	Rodgers & Associates LTD	31,284	$1.62M	0.2%	-1.5%	0.441%
10/11/2023	CWM LLC	3,695	$191K	0.0%	+13.6%	0.052%
10/11/2023	Towerpoint Wealth LLC	5,674	$294K	0.2%	-33.6%	0.080%
9/26/2023	Intrepid Capital Management Inc.	1,224	$66K	0.0%	N/A	0.017%
9/26/2023	M Holdings Securities Inc.	16,680	$901K	0.2%	-16.4%	0.235%
8/14/2023	Perennial Investment Advisors LLC	10,935	$591K	0.1%	-27.8%	0.154%
8/11/2023	Kestra Advisory Services LLC	30,436	$1.64M	0.0%	+2.1%	0.429%
8/10/2023	Viewpoint Capital Management LLC	46,098	$2.49M	1.9%	-0.5%	0.649%
8/10/2023	Cetera Advisors LLC	20,313	$1.10M	0.0%	-2.5%	0.286%
8/10/2023	Cetera Advisor Networks LLC	6,702	$362K	0.0%	-21.2%	0.094%
8/8/2023	Chicago Partners Investment Group LLC	52,570	$2.99M	0.2%	-1.6%	0.740%
8/7/2023	Lincoln National Corp	7,697	$416K	0.0%	-6.6%	0.108%
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8/3/2023	MONECO Advisors LLC	10,899	$589K	0.2%	-23.0%	0.154%
8/2/2023	Sigma Planning Corp	4,452	$241K	0.0%	-26.6%	0.063%
8/1/2023	Merit Financial Group LLC	7,908	$427K	0.0%	+2.6%	0.111%
7/31/2023	LPL Financial LLC	88,271	$4.77M	0.0%	-5.8%	1.243%
7/28/2023	Private Trust Co. NA	1,410	$76K	0.0%	-24.7%	0.020%
7/27/2023	Barrett & Company Inc.	4,241	$229K	0.1%	+10.0%	0.060%
7/26/2023	Janney Montgomery Scott LLC	17,672	$955K	0.0%	-19.0%	0.249%
7/25/2023	Raymond James Financial Services Advisors Inc.	130,708	$7.06M	0.0%	-2.2%	1.841%
7/25/2023	Raymond James & Associates	14,846	$802K	0.0%	-6.7%	0.209%
7/24/2023	Dfpg Investments LLC	3,868	$221K	0.0%	N/A	0.054%

(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, 78 institutional investors and hedge funds held shares of iShares Morningstar Small-Cap Value ETF. The most heavily invested institutionals were VAUGHAN & Co SECURITIES INC. ($15.59M), Steele Capital Management Inc. ($11.03M), Matrix Trust Co ($11.03M), Raymond James Financial Services Advisors Inc. ($7.29M), Wells Fargo & Company MN ($6.92M), UBS Group AG ($5.21M), and LPL Financial LLC ($4.63M).Learn more on ISCV's institutional investors.
Which institutional investors have been buying iShares Morningstar Small-Cap Value ETF stock?: Of the 66 institutional investors that purchased iShares Morningstar Small-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: VAUGHAN & Co SECURITIES INC. ($240.05K), Steele Capital Management Inc. ($195.42K), Merriman Wealth Management LLC ($162.72K), Wells Fargo & Company MN ($82.22K), Ipsen Advisor Group LLC ($70.53K), UBS Group AG ($67.40K), and Prosperity Consulting Group LLC ($49.85K).
How much institutional buying is happening at iShares Morningstar Small-Cap Value ETF?: Institutional investors have bought a total of 1,283,649 shares in the last 24 months. This purchase volume represents approximately $68.20M in transactions.

Which iShares Morningstar Small-Cap Value ETF major shareholders have been selling company stock?: Of the 44 institutional investors that sold iShares Morningstar Small-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Merriman Wealth Management LLC ($100.95K), OLD Mission Capital LLC ($45.07K), Raymond James Financial Services Advisors Inc. ($37.18K), Wells Fargo & Company MN ($22.10K), Tower Research Capital LLC TRC ($20.47K), Avantax Advisory Services Inc. ($13.70K), and MONECO Advisors LLC ($12.78K).
How much institutional selling is happening at iShares Morningstar Small-Cap Value ETF?: Institutional investors have sold a total of 362,134 shares in the last 24 months. This volume of shares sold represents approximately $19.34M in transactions.